Primary contacts and authorised contacts

Primary contact

A primary contact (previously known as entity representative) has authority to:

• access all roles on their client's account
• add, remove and update the list of authorised contacts.

Criteria for being a primary contact

The primary contact must be:

• recorded as an authorised contact for the entity
• able to satisfy proof of identity (POI) requirements at contact.

Different entity types will have different primary contacts. The following table identifies who the primary contact is by entity type.

Entity type	Primary contact
Individuals	Only that individual
Company or incorporated association	Public officer or directors You cannot add or update public officer details with us over the phone. For more information see Public officer.
Unincorporated association or body of persons (for example, sporting club, social club or trade union)	Office holder The office holder for an unincorporated association or body of persons is a member of the committee of management. For example, someone who occupies the position of: president vice president treasurer secretary. If you are updating an office holder, they will need to be recorded with us as an authorised contact for the entity. If a person who is listed with us as an authorised contact cannot make these changes, you can only update an office holder with us by completing the paper Change of registration details (NAT 2943) form and attaching minutes of a meeting as evidence of the new appointment. For information on obtaining a copy of this form and other ways for an authorised contact to update these details, refer to Change of registration details.
	Public officer A public officer must be appointed if the unincorporated association or body of persons is carrying on a business. You cannot add or update public officer details with us over the phone. For more information see Public officer.
School (unless operating as a company)	Principal
Partnership	Named partners only
Trust	Trustee for the trust If the trustee is a company, it is the public officer. If the trustee company is not registered with us and therefore does not have a public officer, it is the director of the trustee company as listed with the Australian Security and Investments Commission (ASIC).
Superannuation entity	Trustee for the entity If the trustee is a company, it is the public officer.
Deceased estate	Executor, executrix or administrator of the deceased estate - authorised tax agents may access information in the interim period until probate is granted.
Government agency or entity (except schools)	Chief executive officer or authorised contact.