1300 731 632

Make a difference with your shares...donate now

Instructions to complete share sale donation form



Download 
Share Sale donation form >









FIELD NAME

INSTRUCTIONS

ASX Code

The code by which the security trades under on the Australian Stock Exchange (ASX).

Please note:
  • shares must be held in actively trading ASX listed securities 
  • we do not accept shareholdings:
    • valued under AUD$2  
    • held in delisted, unlisted or suspended companies
    • held in Self-Managed Super Funds (SMSF) 
  • Donors do not pay brokerage for the sale of shares but may be liable for any capital gains tax arising from the sale, depending on individual circumstances. If you are unsure, please seek advice from a licensed financial adviser and/or tax adviser who is a registered agent. ShareGift Australia does not provide financial advice.


ASX Company Name

Name of the listed company being sold (eg. XYZ Limited).

Quantity of shares to donate

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

Security Reference Number (SRN)

If the holding is Issuer Sponsored, your holding statement will have a Security Reference Number (SRN), which is generally found in the top right-hand corner, starts with an "I"  and has 10-12 digits. 

A SRN is mandatory to sell the shares.

If your holding starts with an 'X', please refer to box below.

Holder Identification Number (HIN)

If your shares were purchased via, or held with a stockbroker, your shares are "CHESS sponsored". Your holding statement will have a Holder Identification Number (HIN), which is generally found in the top right-hand corner, starts with an "X" and has 10-12 digits. 

If your holding starts with an 'I', please refer to box above.

  • If your broker is one of our supporting brokers, you do not need to take any further action. We can facilitate your share sale.  
  • If you use an alternate broker, your shares will need to be converted from "CHESS sponsored" to an "Issuer Sponsored" for us to facilitate the share sale. We will contact your broker to make the request. For further information on this conversion process, please see CHESS to Issuer conversion FAQ.


Sponsoring broker (if applicable)

If the holding is CHESS Sponsored (ie. the holding statement lists a HIN – see above) you should provide the name of the relevant broking firm.

If you cannot find this information, leave blank, and we will verify on your behalf.

 Account Name

The registered shareholder name as per your holding statement. 

If a company, list the company name here. If a joint holding, list all registered joint names. 

 Account Designation (if applicable)

 

 Registered Address

The full details of your address as registered with the relevant share registry. The address details are required for us to verify the holding.

NOTE: If you have moved address since purchasing your shareholding, you may need to contact the relevant share registry to ensure your address details are current - this guarantees that we can validate your holding, which is required in order to sell the shares.

 Telephone (business hours)

 A telephone number that we can contact you on regarding your share sale donation, if necessary.

 Email Address

 An email address is required should we need to contact you about your share sale donation, and to sendyour tax receipt.

Charity nomination (optional) 

If the value of your donation exceeds A$100 you may recommend a charity
or leave that part to us. 

Unnominated proceeds are pooled and applied variously across increasing
funding to charities, supporting our operations and investment for future
community benefit.

All proceeds donated to ShareGift Australia are used for charitable purposes.

SHAREHOLDER SIGNATURE(S)

Shareholder 1

Signature of the first individual shareholder or if it is a company then the
Sole Director or Sole Company Secretary or Executor (for a Deceased Estate).

Ensure the signature matches the one used at the time of 
purchasing your shares.

Print Name (shareholder 1)

Clearly print the full name below the signature

Email address (shareholder 1)

 Email address for shareholder 1.

Providing multiple email addresses allows us to send tax receipts to all relevant parties

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 or Executor (for a Deceased Estate)

Ensure the signature matches the one used at the time of purchasing your shares.

Print Name (shareholder 2)

Clearly print the full name below the signature

Email address (shareholder 2)

Email address for shareholder 2

Providing multiple email addresses allows us to send tax receipts to all relevant parties.

Shareholder 3

Signature of the third shareholder (if applicable).

Ensure the signature matches the one used at the time of purchasing your shares.

Print Name (shareholder 3)

Please clearly print the full name below the signature.