What do I need to do if a family member who held a CommSec account in an individual name has passed away?

Please post or email:

  • A certified copy of the death certificate or certified copy of Grant of Probate/Letters of Administration
  • A list of all accounts that the deceased held with CommSec or had beneficial interest in, including CFDs, ETOs, International and Margin Lending
  • Contact details of the party that will be instructing on behalf of the Estate, including phone and email or postal address.

Email to: CommSecEstatesManagement@cba.com.au 

Post Attn to: CommSec Estates Management - Locked Bag 22, Australia Square NSW 1215

Once we receive the documentation we will reply by email or mail within 2 business days, advising you what is required by CommSec for us to carry out instructions from the Estate and how to obtain a portfolio listing.

A certified copy is where a person who is authorised to witness a statutory declaration (such as a Justice of the Peace) will certify this as a "true and correct copy of the original".

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