Please email the documentation to [email protected] or post to CommSec Estates Management, Locked bag 22, Australia Square, NSW 1215. Once received, the shares are ready to be sold or transferred.
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If you have any questions, please contact us on 13 15 19 or +61 2 9115 1417 if calling from outside Australia, 8am to 7pm (Sydney time).
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Alternatively, you can email [email protected]
For more information on CommSec Estate Management, please click here.
- Under ASX business rules, all CHESS holdings on individual and single trust accounts must be ‘locked’ on initial notification of a deceased estate.
This means shares cannot be transferred or sold until all requirements have been satisfied.
- A certified document must include the statement “I certify that this is a true copy of the original document” and include the full name, signature, date or certification and qualification/occupation of the certifier.
- A Death certificate is an official document issued by the Registry of Births, Deaths and Marriages containing the information registered when someone passes away, including the date, place and cause of death.
- An Estate executor is the person/s named in a will to take charge of the deceased’s assets and property.
- A Probate is a document issued by the Supreme Court that confirms the validity of a will, and authorises the executor/s to act.
Please note that if the Probate was issued in South Australia we will also require the Registrar certificates. If this was issued as an electronic grant after 26/11/2018, a non-certified copy is acceptable.
- A Letter of administration is a document granted by the Supreme Court, giving authority to an administrator to collect and distribute the assets of the estate in the absence of a valid will.
- The Last will and testament (will) is a legal document in which a person specifies how they wish their estate to be distributed after their passing.
- Please note that all forms can be provided to us via email, with the exception of the Small estates indemnity form which must include a ‘wet ink’ or physical signature.