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Transfer to Beneficiary

If the share are to be transferred direct to a beneficiary, the following documents are to be provided to the PO Box address:

  1. 'Transfer form for non-market transactions' – one form per beneficiary
  2. Original share certificate(s) or if this cannot be located, a 'Certificate Replacement Request – Executors/Administrators'
  3. Certified copy of Death Certificate
  4. Either a) Certified copy of Probate
    OR both
    1. Certified copy of the Will
    2. 'Small Estate Statement and Indemnity'

An originally certified copy is a copy of an original document which has been certified as being a true copy by an authorised person. It should state the authorised person's name, title and address.

Parties Authorised to Certify Documents

Taxation & Accounting
Audit & Assurance
Financial Planning
Business Development
SMSF
Human Resources
Cloud Accounting