Brokers

ShareGift Australia can be useful to Brokers and Financial Planners in a variety of ways:

• Provides an attractive way to rationalise or rebalance your client’s portfolio by disposing of smallholdings which may be costly to administer.
• A neutral, transparent vehicle to handle your firm’s odd lots and assist with errors accounts.
• Can assist in Corporate Share Sale facilities.
• Provides an opportunity to enhance your organisation’s corporate social responsibility program.

You may also wish to take a more active role and execute some of the ShareGift transactions. There is a tab within this section of the website that outlines the details of this facility.