Australia's trusted deceased estate share specialists
No registry forms, no registry calls. We sell or transfer estate shares in house, usually within days, not months. Trusted by families and 250+ Australian law firms.
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including a single forgotten portfolio worth $1 million.
in shares and dividends located through Blind Share Searches
Over $6.5 million
60+ five-star Google reviews
Read our reviews on Google
A WORD FROM JON
No confusing forms or share jargon
When you refer an estate matter to us, here's what disappears from your plate.
We handle everything in house. Your team or family never fills in a registry form, decodes a Computershare letter or waits on a registry queue. We do it all, and we explain the jargon along the way.
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No registry calls
Share registries are notoriously hard to navigate. We take every call and every follow up off your hands.
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Days, not months
Registries can take weeks or months. We sell and transfer in house: most matters open the same day and SRN shares are usually done within days.
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Full audit before, during, and six weeks after
We run a complete share and dividend audit at three stages. Nothing gets missed.
Optional Blind Share Search
Our proprietary search has uncovered over $6.5M in shares and dividends estates didn't know existed. Available on request for any matter.
A qualified counsellor on every call
Jon is a qualified Lifeline crisis counsellor. Grieving families are met with genuine care, not just process.
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Dubbed the "Share Hunter" by Inside INVESTOR
Jon Moses is recognised as a leading specialist in locating and administering deceased estate shares and dividends in Australia.
Read the full article in Inside INVESTOR
Simple to refer. Effortless to manage.
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Step 3 — Shares are processed
We sell or transfer the shares per your instructions, usually within days for SRN holdings. Sale proceeds settle into the nominated account.
Step 4 — Full audit and close out
Six weeks after settlement we run a final audit to ensure every share and dividend has been accounted for. Then we close the file.
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Rated 5.0 on Google • 60+ reviews
Step 1 — Get in touch
Step 2 — We prepare everything
We do it all in house: ID verification, CGT cost base reconstructions and unpaid dividend recovery. No registry forms or calls for you, and no waiting on registry processing times. We keep you updated throughout.
Start online in about five minutes, or request a callback. Most matters are opened the same day.
A QUALIFIED COUNSELLOR HANDLING YOUR CLIENTS
Jon trained as a Lifeline crisis support counsellor before building JM Investments. That experience shapes every conversation, with you, your staff, your clients, and the families we meet directly.
He was so professional with the whole process.
Having made contact with Jon in regard to selling my late father's shares, which was totally overwhelming for me. I have never had any dealings with shares before. He was so professional with the whole process.
Robyn C
Quite frankly, he was terrific.
I needed to sell shares after the passing of both parents. I used Jon from JM Investments and quite frankly he was terrific. He asked for and gained all the right information in a no fuss process and responded to all questions.
Lesley-ann C
They did an amazing job. Highly recommend them to anybody.
JM Investments really went out of their way to help me find some lost shares held by my parents. They did an amazing job. Highly recommend them to anybody.
John P
What solicitors and families say about working with us.
Common questions from solicitors
If you're the executor, or you've just lost someone
Send us what you have and we'll work out the rest. We handle every form and every registry call, we treat every estate as if it were our own family's, and there's always a real person to talk to.
We work with estate law firms, executors, and beneficiaries Australia wide. For Australian listed (ASX) shares, we can act for clients located anywhere in the world. Everything is handled remotely, so location is never a barrier.
A copy of the Grant of Probate or Letters of Administration, the death certificate, and any holding statements or registry correspondence you already have. For transfers, we'll also need certified ID for both the executor and the beneficiary. If something is missing, we'll work out how to get it.
Most matters are opened the same day we receive instructions. Shares held directly on an SRN can often be sold or transferred the same day. Shares held on a HIN need to be released from the deceased's external broker first, which typically adds a couple of weeks. Either way, we move every file as fast as the registries and brokers allow, and we chase relentlessly.
There are two options. If you already know which company the shares are held in, we can run a quick SRN search to confirm the holding and current value. If you suspect there are shares but don't know where, our Blind Share Search covers every Australian share registry, all unpaid dividends, and unclaimed monies. We've uncovered over $6.5M in forgotten assets to date.
Sale proceeds are paid directly into the estate's bank account, the solicitor's trust account, or a bank account in the deceased's name if it's still open. We provide a full settlement summary with every transaction.
Yes. From the first form to the final transfer, we are the point of contact with every share registry, including Computershare, MUFG, Boardroom, and Automic. Your team and the family never need to call a share registry again.
For sales, our fees are deducted from the proceeds before settlement, so there's no separate invoice to manage. For everything else (transfers, unpaid dividend recovery, CGT cost base reconstructions, etc), we can invoice either the estate or the law firm directly, whichever you prefer.
Yes. JM Investments & Advisory holds an Australian Financial Services Licence (AFSL) through our principal, BR Securities Pty Ltd (AFSL #456663), and we operate as their Corporate Authorised Representative (CAR #001295954). You can verify our current authorisation on the ASIC Professional Registers (https://service.asic.gov.au/search/) by searching "Jonathon Martin Moses".
Note: if you search the MoneySmart Financial Advisers Register, our listing shows as Ceased. That register is for personal advice authorisations only, which Jon held in previous roles. JM Investments now provides general advice and securities broking services, which are current and registered on the ASIC Professional Registers above.
Note: if you search the MoneySmart Financial Advisers Register, our listing shows as Ceased. That register is for personal advice authorisations only, which Jon held in previous roles. JM Investments now provides general advice and securities broking services, which are current and registered on the ASIC Professional Registers above.
Complex holdings are our specialty, it's how we built our reputation in the space. Common examples include:
• Missing shares
• Missing addresses
• Missing people
• Pre 2004 powers of attorney
• Lost SRNs
If you name it, we've dealt with it. If it involves Australian listed shares, we can find a path through.
*We don't currently handle international holdings directly, but we can refer these to our trusted specialists.
• Missing shares
• Missing addresses
• Missing people
• Pre 2004 powers of attorney
• Lost SRNs
If you name it, we've dealt with it. If it involves Australian listed shares, we can find a path through.
*We don't currently handle international holdings directly, but we can refer these to our trusted specialists.
Ready to get started?
START ONLINE IN 5 MINUTES
We work with estate law firms, executors, and beneficiaries across Australia.
Getting started is straightforward. Start online in about five minutes, or call us, and we'll take it from there.
Getting started is straightforward. Start online in about five minutes, or call us, and we'll take it from there.
Rated 5.0 on Google • 60+ reviews
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Download our deceased estate brochure
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A one page summary of our services, fees, and what's required to get started. Ideal to keep on file or share with your team.
