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Losing a loved one can be a difficult time so it’s important to focus on you and your family.


Before you notify us

We know this is a difficult time, and a difficult conversation. Being prepared will help. Here’s what you need to know and what to have with you.

Choose how to notify us

You might prefer to talk to us in a branch or over the phone. We are here to support you.

Step by step guide

When you’re dealing with a bereavement, we know you can feel pretty overwhelmed. Here’s a step-by-step process to make things as straightforward as possible.

Helpful checklists and resources

Knowing who to notify and understanding the different legal terms can be confusing. These handy checklists and frequently asked questions may help.

Notify us of the loss of a loved one

How the banking and wealth products of bereaved customers are affected after the notification of a bereavement

A Glossary of terms for the bereaved

Need help with teminology?  We have a glossary of terms which can help you make sense of the jargon.

End-of-life planning

Discussions about death can be difficult, but planning early could help to ease the bereavement experience for your loved ones and make it simpler them to enact your final wishes when the time comes.

Beginning the conversation

Why we should talk about death when we’re still healthy.

Elder financial abuse

Financial abuse can happen to anyone, particularly to those who are dependent on others. Understanding the signs can help prevent or mitigate potential abuse.

Deceased Estate FAQs

If there is no Will, the next of kin will need to act on behalf of the Estate or an Administrator will need to be appointed by the Supreme Court in the state or territory where the assets are held. Please contact your local branch with the Death Certificate, and explain to them that a Will has not been located. Refer to Step 2: Locating the Will.

It is highly possible that payments will need to be made to the deceased’s accounts in the months following their passing. Examples of these payments are Superannuation benefits, shares, tax refunds, lost super cheques in the Estate of deceased person’s name and so on. If an account is closed and then needs to be re-opened in the name of the deceased, this can be a complex, lengthy and time consuming process. Keeping accounts open ensures that funds can be easily accepted into the Estate.

No, all Power of Attorneys, Guardianships and authorised signatories cease once a person is deceased. Only the next of kin, or Executor/Administrator/Legal representative will be able to engage with the bank regarding the deceased’s accounts after their passing.

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