Submit via Internet Banking

How do I submit my overseas tax residency status information via Internet Banking Secure Message?

If you are an individual customer, you can provide your overseas tax residency status information via Internet Banking Secure Message (not applicable to entity or business customers).

1. Log into the Bank of Sydney Internet Banking platform.
2. Click on the envelope icon on the top right corner of your home page
3. Select ‘+ New Message’
4. Select the following topic “Other”
5. Provide the following subject line “CRS/FATCA Details for Individual”
6. Please replicate the wording provided below and input the fields as required

“No – I am not an overseas tax resident."
OR

"Yes – I am an overseas tax resident of _______________(name of country).
My overseas Tax Identification Number (TIN) is: ___________.
If you are an overseas tax resident and don’t have a TIN, please list the reason why you do not have a TIN from that country in the Secure Message.
If you are a tax resident of more than one overseas jurisdiction, please list all your tax residencies in the Secure Message."

I confirm correctness of details and undertake to advise Bank of Sydney promptly of updated details within 30 days where my above circumstances change.”

7. Send.
8. Confirm via SMS or push notification.