Sell Inherited Shares

$300 million+ in shares sold

42,000+ share sale customers

Secure & Confidential

What are Inherited Shares?

It’s quite common for people to inherit shares from a family member who has passed away. While some individuals inheriting shares may be familiar with the stock market, many others will be owning shares for the very first time, uncertain as to how they should best handle their newfound situation. Whether you decide to immediately sell your shares, or hold onto them as a long-term investment, it’s best to seek out the advice of a professional who can offer you guidance around the implications of each decision.

Last Will And Testament

Are Inherited Shares the Same as Gifted Shares?

No – Inherited shares are often bequeathed as a result of a deceased estate, whereas gifted shares arise from a voluntary transfer of shares from one shareholder to another. Shares can be gifted by completing an ‘Off-Market Transfer Form’ which can be obtained from either your holding broker or the company’s share registry. In Australia you don’t have to pay any tax when you inherit shares, but you may be liable for capital gains tax (CGT) if you sell them. When shares are gifted on the other hand, the change in beneficial ownership is treated as a CGT event, and any profits until that point of ownership will likely incur CGT.

Selling Inherited Shares

If you have inherited shares, and they have been transferred from a deceased estate into your own name, this will be a straightforward share sale by an individual person. If the shares are still held in the name of the deceased estate, you will need to follow the deceased estate share sale process and provide us with a certified copy of the probate or certified copies of the will and death certificate.

What makes us Australia’s #1 choice for selling inherited shares?

No posted forms

You submit your share sale online and we complete the form for you to sign and return to us electronically!

Online ID check

You can use our online system to verify your ID, which saves going to the post office to save documents certified.

One-off share sale specialists

Not an ancillary ‘afterthought’ service. Selling shares is what we do, and we do it best.

FAST share sale process

We have streamlined the process to make it as simple and as fast as possible for you to sell your shares through online submission.

Direct line to a licensed stock broker

No annoying answering machines, you will deal with a single person who will guide you through the share sale process.

Shares are sold by a person and not a machine

Means we get the best price when selling your shares, a detail which is often overlooked.

We use one of the world's largest equities clearing partners

Provides you with piece of mind that you are dealing with a market leading organisation.