Professional Services
Tailored Share Sale Solutions for Lawyers, Accountants, and Advisers
Unbroker is trusted by professionals across Australia to manage one-off share sales for clients—efficiently, compliantly, and without the complexity of traditional brokerage platforms. 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.
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.
What We Handle
- Deceased estates
- Trusts and SMSFs
- Company-registered holdings
- Joint ownerships
- International shareholders
Two Ways to Work With Us
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.
Why Professionals Choose Unbroker
Specialist Knowledge
Our team has processed thousands of issuer-sponsored share sales. We know the registry quirks, the documentation standards, and how to preempt the issues that cost your practice time and credibility.
Compliance Without the Friction
Dedicated Support
No Account Setup
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.
