Trust accounts
- Formal Trust - We may require copies of the full Trust Deed to determine the structure and control of the accounts and, where applicable, request that any deed of amendments also be provided.
- Informal Trust - If there is an informal trust arrangement and the deceased customer was the sole trustee, this will then form part of their estate. Where there are multiple trustees, we can discuss and advise of the requirements to the verified executor or administrator.
Other helpful FAQs.
Can't find what you're looking for?
Our live chat is available Monday to Friday 9.00am -6.00pm ACST and Saturday 9.00am -3.00pm ACST.
Let's Chat
Have feedback or questions you would like to add to our help section?
Contact Us
Our friendly Customer Relationship Centre staff are here to assist you over the phone.
Call Us