How do I change or remove individuals as trustees from an individual or joint trust account?

To change an individual trustee on a trust account, you will need to complete and return the below to forms@nabtrade.com.au:

• A letter signed by both the retiring and current individual trustees informing nabtrade of the changes including a request to transfer any cash and stock to the new account.
• The new trustee needs to complete a new application to reflect the new trustee structure of the account to meet ASX requirements – individual trustees are not able to be amended on existing accounts.
• A copy of the Deed of Amendment or Variation.

 If the new director is new to NAB or nabtrade, they must:

• Provide ID in person at a NAB branch; or
• Post certified ID with their application form.