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Share Sale Donation form instructions

Download our interactive share sale donation form.

Type directly into each field on the form (hover your mouse over any field for instructions to appear). Alternatively, you may wish to print the form and complete it by hand. 

Sign your completed form and return to ShareGift Australia by 5.00pm Wednesday 28 June 2017 to receive your 2017 tax receipt:

Email: info@sharegiftaustralia.org.au

Post:  ShareGift Australia
GPO Box 4370
Melbourne VIC 3001
Australia

Instructions for completing the form

Field Name

Description

Shareholder name(s)

The name of the shareholder as per the registered holding.
If a company, list the company name here.
If a joint holding, list all registered joint names.
If there is an account designation, please include this detail. 

  • shares must be held in actively trading ASX listed securities
  • we do not accept shareholdings valued under AUD$2 or those
    held in delisted or suspended companies
  • we are unable to accept shares held in Self-Managed Super Funds (SMSF)


Registered address

The full details of the address as shown on the Share Register. 
This address is used for validation purposes.

Telephone number
(business hours)

A phone number is required if we need to contact you about the
share sale donation.

Email address

The email address is required if we need to contact you about the
share sale donation and to send your tax receipt.

ASX Company Code

If known, the code which the security trades under on the ASX.

Name of Company

Name of the listed company being sold e.g. XYZ Limited.

Number of shares to be donated

The number of shares you wish to donate to ShareGift Australia.

Security Reference Number (SRN)

A Security Reference Number (SRN) is mandatory to sell the shares.
If the holding is Issuer Sponsored you will have an SRN (starting with an ‘I’).

Holder Identification Number (HIN)

A Holder Identification Number (HIN) is mandatory to sell the shares.
If the holding is Broker Sponsored you will have a HIN (starting with an ‘X’).

Sponsoring Broker

If the holding is Broker Sponsored (and you have a HIN – see above) you
must provide the full name of your Broker.

Recommended charity (optional) 

If the value of your donation exceeds A$50.00 you may recommend a charity
or tick the box to support ShareGift Australia's operations. 

Alternatively, you may leave this field blank. All proceeds donated to ShareGift
 Australia are used for charitable purposes.

Shareholder 1

Signature of the first individual shareholder or if it is a company then the
Sole Director or Sole Company Secretary.

Date signed 1

Date form signed by first shareholder.

Shareholder 2

Signature of the second shareholder if a joint holding or if it is a company
then signature of the second Director or Company Secretary.

Date signed 2

Date form signed by second shareholder.

Shareholder 3

Signature of the third shareholder if a joint holding (if applicable).

Date signed 3

Date form signed by third shareholder.