Shareholder FAQ

Complete and sign the share sale donation form which authorises ShareGift Australia to facilitate the sale of the shares. For more details visit How do I donate shares

We can accept any size holding – large or small (each parcel of shares must be valued over A$2) held in actively trading Australian listed securities. We are unable to accept donations of unlisted, delisted or suspended shares. We also do not accept donations from Self-Managed Super Funds (SMSF). If for any reason our supporting brokers are unable to sell the shares, our Shareholder & Corporate Services team will contact you.

ShareGift Australia exists to generate new funding for charities. ShareGift Australia reserves the right to refuse a donation where it considers the funds produced will not generate a net benefit to the community.

No, we only accept shares actively trading on the Australian Securities Exchange (ASX).

The following organisations may be able to assist with foreign-listed shares:

United Kingdom: ShareGift UK

New Zealand: Shares For Good

Our policy is to arrange for the sale of shares through our supporting brokers as soon as practicable.

Shares held as “Issuer sponsored” are typically sold within 5-10 days of receipt (subject to any queries). CHESS sponsored holdings require conversion, which takes longer. Please see CHESS Conversions FAQs.

Please refer to How do I donate shares for further details about the share sale process.

Yes, however your holding needs to be converted out of CHESS first. For information on how to request a CHESS conversion, please see CHESS Conversion FAQs.

Issuer Sponsored holdings: Shares that are managed by the issuer of those shares via the issuer’s Share Registry.

Issuer Sponsored shares can be traded through any broker, providing conditions set out by that broker are met. Issuer Sponsored shares are allocated a Securityholder Reference Number (SRN), which is generally found in the top right-hand corner, starts with an “I” and is 10-12 digits long.

CHESS holdings: Shares that are held in CHESS and are sponsored by a stockbroker or another organisation you have contracted. CHESS (Clearing House Electronic Subregister System) is the computer system used by the Australian Securities Exchange (ASX) to record shareholdings and manage the settlement of share transactions.

All holdings in CHESS have a Holder Identification Number (HIN). The HIN is typically found in the top, right-hand corner of your holding statement from ASX, starts with “X” and has 10-12 numbers. The details of your sponsoring participant will also appear in the top right hand corner of your statement.

A CHESS holding will require conversion out of CHESS before it can be sold. For instructions on how to request a CHESS conversion, see CHESS Conversion FAQ.

If you donated your shares between the dividend record date and the dividend payment date, and you were participating in the dividend reinvestment plan, you have received the shares from the dividend as determined on the record date.

You may wish to donate these shares to ShareGift Australia as a second separate donation. If so, please complete a share sale donation form.

The share sale donation form must be completed and signed by the Executor(s) of the estate.

If it is a joint holding the surviving holder must also sign the form.

For Deceased Estates, we require a certified copy of Probate. The certified copy of Probate must be mailed with the completed donation form to:

ShareGift Australia
12 Holtermann Street
Crows Nest NSW 2065

No, ShareGift Australia does not accept share sale donations from Self-Managed Super Funds (SMSF) as SMSF’s sole purpose is to provide superannuation benefits to their members.

However, on occasion a SMSF may be able to participate in a corporate action that includes ShareGift Australia, for example the NAB Share Purchase Plan 2020. The Australian Taxation Office has previously provided public guidance on the manner in which insignificant or unavoidable transactions for self-managed super funds will be considered in the context of the “sole purpose test” in section 62 of the Superannuation Industry (Supervision) Act 1993. SMSF Ruling 2008/2 makes clear that when determining the requirements of the sole purpose test, it is necessary to take a holistic and objective view of the transactions of the fund. In doing so, the ATO would view more favourably the provision of benefits (which are outside those permitted under section 62) which are insignificant or remote or are an inherent or unavoidable part of a permitted transaction. Conversely, benefits sought out by the trustee or which influence the trustee’s decision-making would be more problematic.The ATO will also consider a range of factors associated with the particular SMSF and so it is important that participants consider their own individual circumstances and seek professional advice when choosing to participate in any offer.

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.

Donors do not have to pay brokerage for the sale of their shares but may be liable for any capital gains tax arising from the sale, depending on their own individual circumstances.

We recommend you 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.

Share sale donation forms should be returned directly to ShareGift Australia by email to info@sharegiftaustralia.org.au or mail to 12 Holtermann Street, Crows Nest NSW 2065.

The forms should not be returned to the ASX company, registry or nominated charity (if applicable).

No, ShareGift Australia is a public ancillary fund with Deductible Gift Recipient (DGR) status which allows the tax deductibility of your donation. This means we are governed by legal requirements, which prevent us from passing on the exact proceeds of each share sale directly to a donor’s or ASX company’s recommended charity. We also aggregate proceeds from all share activity to maximize returns for charities.

See our Distribution Policy for more details.

Yes. In accordance with our privacy policy, ShareGift Australia does not disclose the details of any donor to any charity (unless the donor has provided written consent to do so).

If the value of a donation exceeds A$500, the donor or supporting listed company may recommend a charity or leave that part to us.

Where a shareholder does not nominate a charity or the value of the share sale is less than A$200, the funds are pooled and used to increase our funding to charities, partially support our operations, or to invest for future community benefit (or a combination of all three). All proceeds donated to ShareGift Australia are used for charitable purposes.

ShareGift Australia annually reviews available funds for distribution to the community after 30 June. To determine this allocation, all donated share proceeds are aggregated and are assessed by our board of directors, guided by any recommendations received from individual shareholders and supporting companies. ShareGift Australia does not pass on the exact share sale proceeds to charities but instead funds in round figures, taking into account the value of the shares donated and the number of recommendations received for each eligible charity. This allows for larger sized distributions to be made.

For a list of recipient charities to date, please visit Our Impact page.

To be eligible for our funding, a nominated charity must have Deductible Gift Recipient (DGR) item 1 status and be endorsed by the Australian Taxation Office as a Tax Concession Charity (TCC) with Income Tax Exemption status.

You nominate an organisation that is a government linked entity with DGR Item 1 status with an aligned purpose under 2013 Charities Act (such as a public hospital, public library, state art gallery or state art institution), they are also eligible to receive funding from us.

See Our Impact for a complete list of charities who have received ShareGift Australia funding to date.

A Deductible Gift Recipient (DGR) is an organisation that has been authorised by the Australian Taxation Office to receive income tax deductible gifts and deductible contributions. For more information about DGRs and the two main classifications, DGR item 1 (often referred to as the ‘doing’ category) and DGR item 2 (often referred to as the ‘giving’ category), please go to www.ato.gov.au.

ShareGift Australia as a registered charity holds DGR 2 status.

ShareGift Australia distributes funds on an annual basis. This allows us to create larger and more meaningful impact for charities. Refer to our Distribution Policy for further details.