Recent content by smithie

Thankyou for the info, that’s very helpful. The shares have been ‘transmitted’ to my sister and I as executors.

As executors, we have done a ‘transmission of shares’ for some of the holdings. Does this mean the shares are still under the deceased estate’s name?

Thankyou for your message. For some reason, Perpetual managed fund is saying that they cannot do partial sales on deceased estates (I have to close the entire fund) but the others have said it’s no problem doing partial sale.

Are there predictions of a stock market crash soon? I was thinking of selling my lot and putting them in property rather than more shares.

Thankyou, yes we have spoken to our accountant and she told us about the 3 tax years. Does anyone think it’s a good time to withdraw my half of the shares now, are they predicted to crash and I wonder by June 2023 when my sister (the other executor) will definitely sell them it will have...

Thankyou. None of the shares were purchased before 1985. I guess I’m wondering if anyone has had experience and was able to withdraw 50% of the units for each security, or have to close the entire fund off. I’ve found some companies will and some won’t.

Hi, My Mum died last year in March and left a considerable shares portfolio. We have set up a TFN so the shares are in her name (like an Estate of). My sister and I are both the executors. She wishes to keep the shares open in my Mum’s name for now to allow them to grow, I would like to...