Professional Partner Services
Tailored Share Sale Solutions for Lawyers, Accountants, and Advisers
Unbroker is trusted by professionals across Australia to manage one-off share sales within minutes, not days.
Whether you’re assisting with an estate, acting for trustees, or facilitating a divestment for a company or SMSF, our services are designed to support your workflow, not interrupt it.
No trading accounts. No admin headaches.
Why Professionals Choose Unbroker
With Unbroker, you can focus on advising your client and moving the matter forward. We handle the execution — registry rules, issuer-sponsored holdings, identity checks, authority, and settlement — so the share sale is completed cleanly, compliantly, and without creating extra work or risk for you.
Professional Support
Dedicated partner support from a team that understands professional workflows. Clear communication, fast responses, and transparent updates so you always know exactly where the transaction stands.
Speed & Compliance
Fast, issuer-sponsored execution aligned with registry requirements and AML/CTF obligations. We prioritise accuracy and compliance so matters progress without delays, rework, or regulatory friction.
Zero Trading Accounts
No trading accounts, no platform onboarding, no unnecessary complexity. Clients can sell directly from their existing issuer-sponsored holdings while we manage the entire execution process end to end.
We specialise in issuer-sponsored and registry-managed holdings across a wide range of ownership structures.
Our team works with these structures every day. We understand the registry requirements, authority frameworks, and documentation standards that apply to each scenario — whether that’s an estate sale, a trustee-held investment, or a company-registered holding. That experience means fewer follow-ups, fewer rejected submissions, and execution that progresses cleanly the first time.
- Deceased estates
- Trusts and SMSFs
- Company-registered holdings
- Joint ownerships
- International shareholders
What We Handle
Who We Work With
We support professionals in a range of fields, including:
Lawyers
Accountants
Financial Advisers
Whether you’re handling a single parcel or managing shareholdings at scale, our systems and service are built to adapt to your needs. Partner with us today and have your clients share sale completed in minutes
Execution That Adapts to How You Work
Choose the approach that fits the matter — structured portal access or simple email submission.
Use the Online Portal
Upload instructions and documents, then let us take care of the rest.
- Securely submit ID and sale documents
- Track progress across all active matters
- Access timelines, updates, and compliance history
- Built for scale — no lost emails, no duplicate requests
Ideal for firms that want structure, audit trails, and less admin.
Email Us Directly
Prefer to keep it simple?
Just email your instructions.
- No portals or logins required
- Send supporting docs and sale authority via email
- We’ll confirm receipt, handle the execution, and keep you updated
- Fast, flexible, and built around how you already work
Perfect for one-off requests, legacy clients, or time-sensitive matters.
How it Works
Clear steps. Clean execution. No unnecessary admin.
1. Submit Request
Submit the holding details and supporting documents via our portal or by email. We’ll review authority, structure, and completeness upfront to avoid delays or rework.
2. We Execute
We manage the registry-compliant execution, documentation, and verification process — coordinating directly with registries and keeping the matter moving.
3. Proceeds Paid
Sale proceeds are settled promptly into the nominated accoun, with the confirmation and reporting provided once the transaction is complete.
Ready to Get Started?
Submit your first matter via the portal, or reach out to discuss how we can support your practice.
Frequently Asked Questions
Clear, concise answers to guide you through our processes, requirements, and partnership options.
We process issuer-sponsored (SRN) holdings in individual names, joint accounts, companies, SMSFs, trusts, and deceased estates. If you're unsure about a structure, just ask — there's very little we haven't handled.
Yes. If you prefer, you can email instructions and supporting documents directly to our team. We’ll handle everything and keep you informed along the way. No logins, no dashboards — just execution.
In most cases, yes. As a general rule, each registered shareholder must provide 100 points of certified ID, along with any supporting documentation (e.g. probate, company docs, letters of authority). We'll let you know what’s required for each scenario.
It depends on the value of the estate and the registry involved. We can often process small estates using the Will and Death Certificate alone, provided a Small Estate Indemnity is signed. For larger estates, probate is typically required. We'll advise based on the specifics of each holding.
Yes. We regularly process intestate estates. You’ll need to provide a Death Certificate and complete our Intestate Declaration and Next of Kin forms. We'll walk you through it.
Yes — In order to authorise sales for an estate, the holdings must be updated with the relevant share registry.
Yes. You can submit all holdings in a single request, and we'll coordinate with each registry as needed. We'll let you know if there are delays or different requirements across holdings.
Timing depends on the structure and registry. Standard sales (with all correct documents) typically take 1–2 business days from submission to settlement. Sales involving deceased estates or registry delays may take longer — but we’ll keep you updated throughout.
Proceeds are typically paid on the same day the trade settles (T+2), subject to final compliance checks.
Unbroker also provides a same-day sale and settlement service for clients who require faster access to the proceeds.
We’ll always confirm the receiving account and notify you when funds have been sent.
Yes. Funds can be directed to either the shareholder(s) account or a solicitor’s trust account. We may require a letterhead confirmation or trust account statement to confirm the account details.
At this time, we Unbroker offers execution-only sale services. Transfers must be handled by the shareholder or their adviser via the relevant registry.
Yes. Partners using our online platform can log in to view the status of all current and past submissions. For those using email instructions, we’ll provide updates via your nominated contact.
Fees vary by structure and volume but are always transparent. No upfront payments are required — all fees are deducted from the final sale proceeds after settlement. Contact us for a partner rate schedule.
Yes. We work directly with listed companies and registries to manage unmarketable parcel programs, off-market sales, and other large-scale actions. If you have a bulk requirement, reach out for a tailored proposal.
No. We currently only support issuer-sponsored holdings (those with an SRN). HIN-based sales must be processed through a full-service broker.
In most cases, clients must contact the registry directly to retrieve their SRN.
We can however work with professional service providers (such as lawyers and financial planners) to assist in locating their clients' SRN.
Please reach out to our team for further information.
We know the process inside out, and our track record speaks for itself.
Explore our case studies to see real client stories and practical examples of how we resolve complex share transfers quickly, compliantly, and with exceptional service.
