On this page you'll find information on how to open your account or apply for finance, including the forms required for different types of business entities – like schools, sole traders and listed public companies.
In most instances, the person submitting the application to open a Bank Australia account will need to verify their identity. You can do this by submitting certified copies of the documents outlined in this individual checklist along with your application form.
You can also complete verification online via this online verification form.
If you’re an existing Bank Australia customer, you can skip this step.
Application forms and checklists
Different business entities have different paperwork requirements when applying for a Bank Australia account. If unsure of your entity, your accountant should be able to help you.
Scroll to your entity below to find your application form. Be sure to download the checklist too so you know what to provide along with your application.
To open a sole trader account with Bank Australia you first need to be a retail banking customer with us. You can do this by opening an Everyday Access account. Once you have signed up online contact us on 132 888, visit a branch, or send a secure mail to provide the details listed within the sole trader entity checklist for one of our team members to convert your account into a business account. Alternatively visit a branch to complete in person.
To open a partnership account with Bank Australia all partners will first need to be retail banking customers with us. You can do this by opening an Online Saver account. Once you have signed up online contact us on 132 888, visit a branch, or send a secure mail to provide the details listed within the partnership entity checklist for one of our team members to open a partnership account. Alternatively visit a branch to complete in person.
Pty Ltd company
Unlisted public company
Listed public company
- Unincorporated Association Checklist
- Unincorporated Association Application Form
- Individual Checklist
Local council or other government entity
- Local Council or other Government Entity Checklist
- Local Council or other Government Entity Application Form
- Individual Checklist
Where to send your application
You can send it to us via mail, through secure mail if you are an existing customer, or drop it at a branch. See our contact page for details.
Business accounts can sometimes be active within one business day after we begin reviewing your completed application and supporting documents. It may take longer if we require more information from you. If applying for credit, a loan or overdraft, these take longer as there’s more for us to review in the application. Contact us if you’d like to find out more.
This page contains only general, descriptive information which is subject to change and is not a substitute for professional advice and/or commercial judgement, having regard to individual circumstances. No representations or warranties are made in relation to the information or any contents or their accuracy and it does not constitute advice in any form.
Bank Australia is not in any way responsible or liable for your reliance or use of the information. The information does not take into account your personal and financial needs, particular objectives and/or circumstances, and should not be relied on to make decisions. You should seek appropriate independent advice (which may include property, legal, financial, taxation and accounting advice) before making any decisions, investing, or acting on any information provided here.
You should also consult the Product Disclosure Documents before making a decision to apply for products with Bank Australia.