Professional Advisers

Sell your client's shares with our professional and streamlined B2B process

Looking to sell your client's shares?

Our team at Sell My Shares is here to make your job as easy as possible.

Designed with the professional adviser in mind, our specialised service has helped hundreds of lawyers, accountants, financial advisers, stockbrokers and insolvency professionals sell their client’s shares quickly and easily.

We understand that convenience is key, and our job is to help you help your client, while you retain control over the sale every step of the way. 

We are able to sell shares held by individuals, joint shareholders, deceased estates, SMSF’s, family trusts, and companies.

 

Certified Identification

We specialise in selling client shares for

Lawyers

Accountants

Financial
Planners

Stock
Brokers

Insolvency Professionals

A New B2B Share Sale Process

The process to sell shares involves only 3 steps:

  1. Complete the online share sale form
  2. Email us the signed forms and documents
  3. We sell your client’s shares 

After completing the share sale form, you will receive an email with instructions particular to your share sale, along with pre-filled forms for your client to sign. Email us the signed forms, along with a certified copy of your client’s ID and we will take care of the rest! For special situations such as share sales for deceased estates or trusts, we may request extra documents such as a copy of the probate or trust deed.

If you need assistance, our full-time team of share sale specialists is here to help. Simply give us a call at 1300 722 852 during business hours or drop us an email at [email protected].

Frequently Asked Questions.

The online form only takes about five minutes to complete. From there you will just need to print out the form, have your client/s sign it and then email us the signed form along with a certified copy of your client’s ID. For special share sale situations such as a deceased estate, we will need you to send us extra documents, namely a certified copy of the probate, or certified copies of the will and death certificate.

Once we have the above documents, we can usually sell the shares on the same day we receive them, and the share sale proceeds will be paid out 3 business days later.

For shares held by a deceased estate, we will also require a certified copy of the probate or certified copies of the will & death certificate. We will also need all executors to sign the share sale form.

For shares held in a trust or SMSF, we will need you to provide us with a certified copy of the trust deed. If the document is long, you may send us certified copies of the key pages: the cover page, the schedule showing the trustees, and the signed execution page at the end.

We can sell shares that are held by the estate – no need to conduct any share transfers.

For faster processing, please email all signed forms/certified copies of documents to [email protected].

If you would prefer to mail us documents, no problem! Please post all forms/documents to:

Sell My Shares

Suite 2, Level 4/66 Kings Park Rd

West Perth

WA 6005

Sell Your Client's Shares Today

100% Online and completed in a few simple steps.