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.