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.
