Change client details

Forms

• Change of details

  

  Use this form to update your client’s address, beneficiary details, advise of a name change or Tax File Number, or arrange access to Member Online. Your client can also log into Member Online (if they have access) to update their details.

  • Use Member Online to update details.

• Upload a form via Contact us

  • Upload a form via Contact us

• Check out which forms we are unable to receive electronically

  • Check out which forms we are unable to receive electronically