DECEASED ESTATES

We specialise in the sale of issuer sponsored shares held within deceased estates at a fraction of the cost of alternative options.   Our service is tailored specifically to the needs of:

  • Executors of deceased estates

  • Lawyers

  • Accountants

  • Financial Planners

Using ELB to sell issuer sponsored shares in a deceased estate is an easy and efficient process.   The executors simply complete the application form and return to jody.sherring@equityloanbroking.com.au or fax to 02 8072 6881 along with the relevant certified identification documents as detailed on page one of the application form.  We also require:

  • certified copy of Probate
  • certified copy of the Death Certificate
  • if no Probate, the completed small estates indemnity form
  • for South Australia estates, a Registrars Certificate is also required

Your shares will sold at the prevailing market price at the time your request is received.

Transaction fee (incl GST)

$66 for trades up to $20,000

0.33% for trades over $20,000

Before you continue

Downloading the application form from our website requires you to receive various documents which dictate the product (s) you are applying for via the links below.  You will not be provided with a paper copy of these documents however you can print a copy for your records. Ensure you read through and retain the Financial Services Guides, terms and conditions, non-advisory authority and other important documents relating to ELB’s share trading service by downloading them on this page via the links provided below.  

Financial Services Guides (ELB and Pershing)

Electronic non-advisory share trading authority

Schedule of fees and charges

Best execution policy

Privacy policies (Count and Pershing)