Updating your name on your Selfwealth account
Individual, Joint and Minor Accounts
To update your name, please complete the attached form. You’ll also need to provide:
- A certified document supporting your name change, and
- A certified copy of acceptable identification showing your new name
See the table below for specific requirements based on the type of name change:
| Name change Type | Documentation Required |
|---|---|
| Name change due to marriage | A certified copy of your marriage certificate and a certified copy of acceptable ID displaying your new name |
| Formal name change | A certified copy of a government-issued change of name certificate and a certified copy of acceptable ID displaying your new name |
| Name change due to divorce | A certified copy of your Decree Nisi or a certified copy of your birth certificate, and a certified copy of acceptable ID displaying your new name |
| Error on application | A certified copy of acceptable ID showing your correct name |
| Add or remove middle name | A certified copy of acceptable ID showing your updated name |
Company Accounts
If your company name has changed and has been updated with ASIC, simply email us with:
- Your updated Certificate of Registration, showing
- the new company name
- the ACN
- the effective date of the change
Trust Accounts
If the trustee of your family trust or SMSF has changed, this cannot be processed as a name change. This is considered a change of trustee.
For more information on this process, please refer to this article: How do I change the trustee of my super fund or trust account?
If you have any questions or need assistance, please contact our support team.