We can provide information to the Estate executor¹, Administrator² or appointed solicitor, such as details of current holdings (assets) and historical transaction summaries, provided we receive the following documentation:

• an Executor authority/administrator form per executor¹, and
• a certified copy³ of the Death certificate⁴, and
• a certified copy³ of the Last will and testament (will)⁵.

Please send your request to commsecestatesmanagement@cba.com.au with the relevant account name and number (if known), your contact details and information about your relationship to the deceased.

We’re here to help

If you have any questions, please contact us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 7pm (Sydney time). Alternatively, you can email commsecestatesmanagement@cba.com.au

For more information on CommSec estate management, please click here.

Important information

1. An Estate executor is the person/s named in a will to take charge of the deceased’s assets and property.
2. An administrator in this context is the person/s appointed by the court in the event of no will being present.
3. A certified document must include the statement “I certify that this is a true copy of the original document” and include the full name, signature, date or certification and qualification/occupation of the certifier.
4. A Death certificate is an official document issued by the Registry of Births, Deaths and Marriages containing the information registered when someone passes away, including the date, place and cause of death.
5. The Last will and testament (will) is a legal document in which a person specifies how they wish their estate to be distributed after their passing.