Close or transfer memberships, licences, and business interests with legal and accounting support where needed
Each membership or licensing body, ASIC for companies, and their accountant for business interests.
Some steps differ by region inside the country.
Where
Each membership or licensing body, ASIC for companies, and their accountant for business interests.
How
Search ASIC and the ABN lookup for companies, business names, and trusts connected to them.
Ask the accountant for the financial statements, ownership records, and any partnership or shareholders agreement.
Read the agreement for what happens on death, and check for buy sell insurance funding a purchase of their share.
Cancel or transfer professional memberships, club memberships, and licences, and claim any refund for the estate.
What to bring
A certified copy of the death certificate
The grant of probate
Company or ABN details
This is practical information, not legal, medical, or financial advice.