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Transfer of shares to Superannuation Fund (Self-Managed)

The following documents are to be provided to the PO Box address:

  1. 'Transfer form for non-market transactions'
  2. Original Share Certificate. If this cannot be located please complete the relevant Certificate replacement Request
  3. Photocopy of the Superannuation Fund Trust Deed evidencing the Superannuation Fund name and the Trustee name(s)

Joint holding: Where the holding is in more than one name, all shareholders must sign

Power of attorney: If a power of attorney has been nominated, attach a certified photocopy of the Power of Attorney to the Transfer form.

All transfer are subject to board approval.

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