Power of Attorney

There may come times when you need to appoint someone to manage your financial affairs on your behalf.

To help you in this process, here are some simple guidelines.

What is a Power of Attorney?

It’s a legal document that gives a trusted person the legal authority to act for you and make financial or legal decisions.

In case of an accident, sudden illness, planned or unexpected absence, or when you just can’t cope, you may need to appoint someone to act on your behalf.

Before appointing someone to manage your finances on your behalf, we recommend for you to seek independent advice.

Three ways someone can act on your behalf

General Power of Attorney

This lets someone temporarily manage your affairs in your absence, like if you’re travelling overseas and need someone to access your bank accounts on your behalf.

Enduring Power of Attorney

An Enduring Power of Attorney lets someone manage your affairs on a long term basis, even if you lose the capacity to make decisions.

Financial management order (also known as an administration order)

Not as common as a Power of Attorney, and is generally appointed by a tribunal if a person is unable to make their own decisions.

Understanding the process

1. Book an appointment

Call us to book an appointment at a branch near you. It can take up to 60 minutes, and the person you're giving authority to will need to be there too.

What to bring:

2. Fill out any paperwork

During your appointment, we’ll let you know which forms we need, and set up access for the person acting on your behalf.

3. We’ll take it from there

It usually takes one to three days to process. After that, we’ll contact you to let you know the next steps.

Frequently asked questions

Info at your fingertips

1

Can the person I appoint use my debit card or online banking details?

No – they’ll need their own debit card and login details for online banking.

For security reasons, please don’t share your card or bank details with anyone – even if they’re managing your account.

A person acting under a Power of Attorney can have:

  • Their own debit card (linked to your account)
  • Access to online banking (separate login details to you)
  • A verbal password to bank over the phone and in a branch
  • A cheque book.
2

What happens if I appoint more than one person?

They'll need to come along to your appointment too. Depending on the level of authority you’ve given them, there might be documents for them to fill out. We’ll help you through the process.

3

How do I remove a Power of Attorney?

If you no longer need someone to act on your behalf, or you’ve changed the person who’s managing your finances, please get in touch, and we can help.

4

Where can I get more information about a Power of Attorney?

Contact your State or Territory Public Trustee’s office, Public Advocate or visit their websites for further information.

Need more help?

You can message us in the Bankwest App or online banking, or call us – we're here 24/7.