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Share Sale Donation form and guide

  1. Click on 'Donate Shares Now' to download our share sale donation form. 
  2. Sign your completed form and return to ShareGift Australia:














GUIDE TO 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, unlisted 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.

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

Telephone number
(business hours)

A telephone 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 Code

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

Name of Company

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

Number of shares to be donated

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

ISSUER SPONSORED HOLDING

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 is 10-12 digits long.
 

A SRN is mandatory to sell the shares.

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

CHESS SPONSORED HOLDING

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 is 10-12
digits long. 

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, and once the broker 'releases'
    the shares you will receive a new Issuer Sponsored holding statement.
    NOTE: If you have moved address since purchasing your shares, you should 
    contact the relevant share registry to ensure your registered address is current
    - this guarantees you will receive the new Issuer Sponsored holding statement.
    Once you receive this new statement, please contact us with the Security
    Reference Number (SRN) provided in the top right-hand corner and we will
    arrange for the shares to be sold. 
For further information on this conversion process, please see CHESS to Issuer
conversion FAQ
.

Sponsoring stockbroker

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.

Charity nomination (optional) 

If the value of your donation exceeds A$100 you may recommend a charity
or leave that 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 an estate).

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

Please clearly print the full name below the signature.

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.

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

Please clearly print the full name below the signature.

Date signed 2

Date form signed by second shareholder.

Shareholder 3

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

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

Please clearly print the full name below the signature.

Date signed 3

Date form signed by third shareholder.