Transfer of shares to Superannuation Fund (Self-Managed)
The following documents are to be provided to the PO Box address:
- 'Transfer form for non-market transactions'
- Original Share Certificate. If this cannot be located please complete the relevant Certificate replacement Request
- Certified copy of Identification. The documents must contain an Original Certification as follows: Certification Definition
- Shareholder Details Form
Joint holding: Where the holding is in more than one name, all shareholders must sign
Power of attorney: If a power of attorney has been nominated, attach a certified photocopy of the Power of Attorney to the Transfer form.
All transfer are subject to board approval.