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How to Transfer Shares from a Deceased Estate

If you have been appointed as the executor or administrator, it is your responsibility to identify and manage these assets in accordance with the will or, if there is no will, under the Succession Act 2023 (SA).

Can an Executor Be a Beneficiary in a Will?

It’s perfectly legal for someone to be both the executor and a beneficiary of a Will. This often happens — for instance, a husband might choose his wife to manage his estate and also leave everything to her.

What is a Binding Death Benefit Nomination?

A Binding Death Benefit Nomination is a written instruction where a superannuation fund member nominates one or more individuals to receive their superannuation benefits upon their death.