How can I change an account ownership structure?

With CommSec, the account ownership structures available are:

  • Individual
  • Joint
  • Company
  • Trust (including Minor Trust)
  • SMSF

We cannot change the account ownership structure for an existing account. To change the ownership structure of your shares, you will need to:

  • Open a new account under the new structure; or
  • If you already have an account in the new structure, you can transfer shares by following the below.

Transferring shares

To transfer shares between accounts, you should request an Off Market Transfer (OMT). Learn more about how to transfer your shares between two different CommSec accounts.

 

© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

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