Instructions to complete share sale donation form
Download the Share Sale Donation Form
Click here to download the current form.
Please note that we can only accept Issuer Sponsored shareholdings that satisfy the criteria on the How do I donate shares? page.
Follow these instructions to complete the form
Field name | Instructions per field |
| ASX Code | ASX Company Security Code (typically 3-5 digits). You may search ASX listings here. |
| 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. Please note that you must specify the exact number, you cannot put “ALL” or something similar. |
| 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’ or lists a ‘Holder Identification Number’ (HIN), your shares are ‘CHESS Sponsored’ and require conversion. To convert your shares, |
| 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) | As per your holding statement. Please note: ShareGift Australia does not accept donations from self-managed superannuation funds (SMSFs). |
| 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 send your tax receipt. |
| Charity nomination (optional) | If the value of your donation exceeds A$500 you may recommend a charity or leave that part to us. Un-nominated 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).
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| 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. |
| Deceased Estates or | For Deceased Estates, we require a certified copy of Probate. Should you not have probate please contact us at info@sharegiftaustralia.org.au to discuss your options. |
| Power of Attorney | For forms signed by a Power of Attorney, we require a certified copy of the Power of Attorney. |
Submitting the form
The form can be submitted by email to info@sharegiftaustralia.org.au or by mail to:
ShareGift Australia
12 Holtermann Street
Crows Nest NSW 2065
Please email us or call us on 02 8328 4444 should you have any questions.
Donations over $10,000
We are required to gather identity documents for all donations over $10,000. In practice we ask for this over $9,500 to allow for fluctuations in the share price.
Please do not send any identity documents to us.
If we require certified ID we will contact you with instructions to complete the process with our secure provider.
Please note
- You do not pay brokerage for the sale of your 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. ShareGift Australia Limited ACN 109 549 304 is exempt from the requirement under subsection 911A(1) of the Corporations Act 2001 to hold an Australian financial services licence where the Company provides financial services in relation to the relevant activities in its capacity as trustee of ShareGift Australia.