Supporting you each step
Dealing with the loss of a loved one is incredibly difficult, and managing their financial affairs can add significant stress. As each Estate is unique, we’ve created a step-by-step process to help you.
How to transfer, transmit or sell the shares
Confirm your authority
Changes to the holding can only be made by authorised representatives
- Executor, Trustee or Administrator of the estate
- Next of kin (spouse, de facto partner, closest living blood relative)
- Lawyer or solicitor representing the estate
Provide documentation
Documents that are usually needed to settle the deceased holding
- Death Certificate
- Will
- Grant of Probate
- Letters of Administration
Tell us what you want to do
Decide on your intention for dealing with the shares
- Transfer to Executor or Beneficiary
- Transmit to Executor
- Transmit to Surviving Joint Holder(s)
- Sell the shares
Next steps: here’s how you can reach us
CHESS Holdings
If your holding is CHESS (HIN begins with an ‘X’), please contact the broker directly as they will manage the Estate for you.
Individual / Joint Holdings
To get started, you can complete our Questionnaire which will help us understand the Estate’s specific situation and guide you on exactly which forms and documents you’ll need to provide.
Start Questionnaire
Need help?
Contact us
directly if any of the following apply:
- You are unsure of the account type (individual/joint) or if the account type is superfund/trust.
- You need assistance identifying the securityholding(s) held by the deceased.
- The Executor is unable to act in accordance with the probate or the terms of the will.
- Probate has been granted overseas and there is no intention to apply for an Australian probate or reseal of the foreign grant.
