Australia's trusted deceased estate share specialists
Working alongside 250+ Australian law firms and the families they support, to take share administration completely off your plate.
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Or call us direct: 07 5641 1700
including a single forgotten portfolio worth $1 million.
in shares and dividends located through Blind Share Searches
Over $6.5 million
>55 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 every piece of registry paperwork in full. Your team or family never has to decode a Computershare form or work out what all the complex share jargon means (and there's a lot).
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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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Remote and fast
Everything we do is remote. No in person requirements, no delays. Most matters are opened and moving the same day.
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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.
BOOK A CALL WITH JON
Step 3 — Shares are processed
Once forms are lodged, we sell or transfer the shares per your instructions. 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 • 36 reviews
Step 1 — Get in touch
Step 2 — We prepare everything
All forms, registry calls, ID verification, CGT cost base reconstructions, and unpaid dividend recovery. We manage the entire process and keep your team updated throughout.
Call Jon directly or send a message with the estate details. 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.
Jon has been an absolute pleasure to deal with, and such a huge help for starting our investment journey.
Jon has a very personable and modern approach, it really feels like a partnership and Jon is in our corner supporting us. He is very attentive and aligned with our investment goals.
Jon has given us great comfort and confidence knowing we are working with someone really professional.
Jack K
Jon was so helpful in explaining exactly what needed to be done in a way I understood.
Jon was so helpful in explaining exactly what needed to be done in a way I understood, in complete clarity.
Very knowledgeable. Couldn't be happier with the results. Thanks for your time.
Jess A
You've done an incredible job putting that all together in a really easy to understand way.
You've done an incredible job putting that all together in a really easy to understand way. So thank you so much for making this such an easy process and for all your hard work.
We are stoked to have you guiding us on our financial journey
Tegan H
What solicitors and families say about working with us.
Common questions from solicitors
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 stockbroking 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 stockbroking 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?
SEND US A MESSAGE OR REQUEST A CALLBACK
We work with estate law firms, executors, and beneficiaries across Australia.
Getting started is straightforward, send us a message or request a callback and we'll take it from there.
Getting started is straightforward, send us a message or request a callback and we'll take it from there.
Rated 5.0 on Google • 36 reviews
Or call us direct: 07 5641 1700
Download our deceased estate brochure
DOWNLOAD
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.
