Our advisors will give you advice on the most appropriate sale strategy with consideration to timing, charting and your financial needs.

Please download the account opening form below.

We make it simple

Once all of the steps below have been completed, return the documents to PO BOX 1672 Adelaide 5001. Alternatively, you are welcome to bring the completed documents in to the office (Level 6, 121 King William Street) and meet with one of our helpful brokers for a same day sale.

The process is summarised below:

  • Download the Account Application forms.
  • Complete the forms.
  • Provide certified identification. ID requirements are set out in the account opening forms.
  • Locate the SRN (Shareholder Reference Number) or (Holder Identification Number) for your shareholding. This number is often located on the top right hand side of any documentation sent out by a share registry or on any dividend payment form. Your broker facilitating the sale will need this number to execute the sale on your behalf.