Investments
Contact brokers, share registries (SRN/HIN), and platforms with the death certificate and grant of probate when required
Some steps differ by region inside the country.
Where
The share registry, investment platform, or fund manager, and their financial adviser if they had one.
How
Look for annual statements, dividend statements, and tax summaries in their mail and email, these identify each holding.
Contact the share registries such as Computershare and Link, since most Australian shareholdings sit with a handful of registries.
Ask their adviser for a consolidated portfolio statement.
Request the value as at the date of death, which the beneficiaries need for capital gains tax purposes later.
What to bring
A certified copy of the death certificate
Holder Identification Number or Securityholder Reference Number for shares
The grant of probate
This is practical information, not legal, medical, or financial advice.