Newcastle Permanent appoints a business's Nominated Representatives by paper form: the Open Banking business customer – Nominated Representative authority, signed by the business's proprietors or directors and returned by post, email or at a branch. The representative then connects Newcastle Permanent in Exacc as in Connect your bank (bank feeds). Sole traders need no form.

In Exacc: Books › Banking › Bank Feeds

Before you start

  • The form is for a partnership (all partners 18 or over), company, association or co-operative, government body or trust.
  • Each representative is a Newcastle Permanent customer aged 18 or over and registered for Internet Banking (the form says this is mandatory). They do not have to be a signatory: the authority applies "regardless of whether they are otherwise a signatory or authorised user on the account".
  • The person who connects in Exacc must be the one the bank lets share the data. They need their own Exacc login with access to the business file and an Australian mobile number in their Exacc profile (in the form +614…).

1. Complete the Nominated Representative authority

Section 1: the business customer number and business name. Section 2: tick Add Nominated Representative/s. Section 3: up to 2 representatives (customer number, name, mobile, email). The authority covers all open and closed accounts held by the business, not chosen accounts.

Section 4 is signed by the business proprietors or directors (up to 3 signature blocks), who confirm they are authorised to sign for the business.

2. Return it to Newcastle Permanent

Email it to [email protected], post it to Newcastle Permanent, Reply Paid 5001, HUNTER REGION MAIL CENTRE 2310, or take it to any branch. Newcastle Permanent states no processing time.

3. Then connect in Exacc

Follow Connect your bank (bank feeds): in the business file open Books › Bank Feeds, click Connect a Bank (Connect New Account once the file has connected accounts), search for Newcastle Permanent (Basiq lists it as "Newcastle Permanent Building Society") and click Approve on Basiq's page.

Newcastle Permanent does not ask for your internet banking password: it sends you a one-time password, then you choose the accounts to share.

Sole traders

Newcastle Permanent: "As you are an individual (including with a trading name), you can simply use your personal details." No representative is needed.

See or stop sharing at Newcastle Permanent

In the app: Profile › Manage data sharing › Data sharing arrangements, open the arrangement and select stop sharing. In internet banking: Settings › Manage data sharing › Data sharing arrangements.

To remove a representative, send the same form with Revoke Nominated Representative/s effective from and a date. Arrangements they set up continue until they expire or you ask Newcastle Permanent to stop them (call 13 19 87).

Greater Bank

Greater Bank is in the same group but its own pages give no form: call Greater Bank on 13 13 86 or visit a branch to nominate a representative. See Bankwest, ING and other banks.

Other banks

The same set-up at other banks (Bankwest, ING and any other bank: see Bankwest, ING and other banks):

We are adding more banks. If you have tips or instructions for linking a business account at another bank, please share them with us through our contact page.

Sources

Checked against Newcastle Permanent's own pages on 29/10/2026. Banks change their screens and forms; if a step no longer matches what you see, tell us at [email protected].

Related guides

Checked against Exacc on 29 October 2026. Machine-readable version