For Australian Solicitors and Estate Practitioners

Your client has shares in a deceased estate. We handle the sale, settled to your trust account.

Stop coordinating with four different registries every time. We sell ASX-listed shares from deceased estates end to end - same-day execution available, paid to your firm's trust account, with no brokerage account required for your practice.

Australian owned · Operating since 2018 · Working alongside major Australian share registries

We work with all major Australian share registries

Boardroom Automic Computershare MUFG Link Market Services

Why estate practitioners outsource the share sale to us.

01

Multi-registry coordination is brutal

One estate, four registries, four different forms, four different turnaround times. The admin alone eats half a day per matter.

02

No brokerage account required

Most firms won't open one for a one-off sale. The compliance overhead isn't worth it. We hold the broker side so you don't have to.

03

Settled to your trust account

Sale proceeds go where they need to. Direct to your firm's trust account, or to the beneficiary if instructed. Two business days post-settlement.

04

Cost base reconstruction available

Executors arrive with no records. We can pull historical pricing from the registry and assemble a CGT-ready calculation - available as an add-on to any matter.

Simple Online Process

From application to settled funds in days, not weeks.

1

Submit the matter online

Apply online for the share sale on behalf of your client. Up to four holdings batched in a single application.

2

We handle the paperwork

Online ID verification. Registry liaison across Computershare, MUFG, Boardroom, Automic. Death certificate and probate documentation processed.

3

Same-day execution available

Application verified by 2pm Sydney time on a trading day? Shares are sold the same day, subject to market conditions. Standard settlement runs T+2 (or next-day on VIP service).

4

Funds to your trust account

Direct to your firm's trust account, or to the beneficiary if instructed. Two business days post-settlement.

What We Deliver

Built for the way estate practices actually work.

Trust account settlement standard

Funds go directly to your firm's trust account, every time. Or direct to the beneficiary on instruction.

Multi-holding estates batched

Don't run four parallel processes. We handle up to four holdings in one application.

Same-day execution available

Application verified by 2pm Sydney time on a trading day? Sold the same day, subject to market conditions.

SMSFs, trusts, companies covered

Complex holding structures handled on the same service tiers - small surcharge, no separate process.

Cost base reconstruction available

Available as an add-on to any matter. We pull historical pricing from the registry and hand back a CGT-ready calculation.

Local Australian support

One point of contact, dedicated to your matter. No call centre, no offshore handoff.

8 yearsOperating in Australia
1000sEstates handled
Same-dayExecution available
From $105One-off share sale
For Practices That Refer Regularly

Set up as a Professional Partner for ongoing matters.

If your practice handles estate matters every month, our Professional Partner Program saves your clients money on every transaction and gives your firm priority service. Three tiers to fit how you operate - one-off matters can run without a partner code, no commitment required.

Tier 1

Fully Managed Share Sales

Hand the share sale to us, walk away. A dedicated account manager handles every application, every document, every client communication.

  • Dedicated account manager assigned per matter
  • Full client communication and documentation
  • Settled to your trust account, typically within 2 business days post-settlement
  • Multi-holding estates batched in one application
  • Same-day execution available, subject to market conditions
Apply For This Tier
Tier 3

Bespoke Partner Platform

For partners who want a real-time view of every sale across the practice. Submit, track, and report from a single dashboard.

  • Real-time submission and tracking platform
  • Comprehensive reporting and progress monitoring
  • Multiple staff logins for the practice
  • Combines with Tier 1 or Tier 2 service models
  • Built for scale and audit transparency
Apply For This Tier
FAQs

What estate practitioners usually ask first.

Do we need a brokerage account to refer or submit a share sale?

No. That's the whole point. We hold the broker side. Your firm just submits the matter through our online application - no compliance overhead.

Where do the proceeds settle?

Direct to your firm's trust account, or to the beneficiary if instructed. Standard turnaround is two business days post-settlement, with next-day options on VIP service (subject to verification).

Can you handle deceased estates with multiple shareholdings?

Yes. Up to four holdings can be batched in a single application. Anything beyond that we coordinate as a single matter so you don't run parallel processes.

What about SMSF, trust, or company holdings?

Covered. Complex holding structures carry a small surcharge (0.5% or $50 minimum) but otherwise run on the same service tiers.

Do we need to become a partner first?

No. One-off matters can be submitted directly via our standard share sale form. The Professional Partner Program is for practices that handle estate matters monthly and want a partner-discounted rate plus priority service.

Do you offer cost base reconstruction for CGT?

Yes - this can be added to any share sale matter. We pull historical pricing from the registry and assemble a CGT-ready calculation for the executor.

Got a deceased estate share sale on your desk?

Get a quote in minutes for your client's matter, or set up your practice as a Professional Partner for ongoing referrals.