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.

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.

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:

• Two forms of identification (for both of you) – see which ID types we’ll accept
• A certified copy of the Power of Attorney document.

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.