- Created by KimP, last modified by MiriamA on Mar 06, 2024
https://help.myob.com/wiki/x/1QI0Ag
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All companies must have at least one shareholder. They can be individuals or corporate bodies.
In Corporate admin, the Shareholders tab has 4 sections:
- Share structure summarises all currently issued shares, per class, for the company.
- Current shareholders lists all shareholders that currently own shares in the company, including their name, class and number of shares held, and their paid and unpaid values.
- Historical shareholders lists shareholders that had previously owned shares in the company.
- Shareholder change register lists changes to shareholder details, such as name changes, address changes, date of appointment and cessation.
Share structure
The Share structure shows all currently issued shares for the company, sorted by class. The information on share class, shares issued, paid and unpaid values come from ASIC's records.
Paid and unpaid values are recorded at face value, not market value.
If there are any inconsistencies in your share structure, you might want to lodge an RA71 to check what ASIC has on record.
To update the share structure details, you'll need to lodge a form 484 to issue or cancel shares.
Current shareholders
Current shareholders lists shareholders that currently own shares in the company, grouped by class.
A shareholder can appear multiple times in this list. If a shareholder has purchased multiple parcels, each parcel will be listed separately, so that you can easily keep track of each individual share parcel.
The Start date refers to the day the shareholding first appeared on record, and therefore might not reflect the date shares were issued.
You can click on a row to view more details about the shareholder and parcel.
To add a new shareholder or remove a shareholder you'll need to lodge a form 484 to ASIC. If you've already lodged this form and shareholders are showing incorrectly, lodge an RA71 form to download the latest data from ASIC.
You must lodge a form 484 to edit the Share class or Beneficially held fields, or an RA71 to update these fields to the latest data.
- Hover over the row for the shareholder you want to edit. The row is highlighted and the
button appears to the far right of the row. - Click and choose Edit.
Historical shareholders
This is where you keep track of shareholders who owned shares previously. A shareholder with historical shareholding can also have current shares.
This section shows
- shares canceled or transferred using Form 484
- share changes arising from an RA72
- any additional historical records you enter.
Click on a row to view the transaction history of a parcel of share.
- Click Add historical shareholding.
Select Yes if the shareholder currently holds shares in the company, or No if the shareholder does not currently hold shares in the company.
- Enter the details of the transaction in the Share history details. If there is more than one transaction, click Add another transaction and enter the details.
- When you've entered all transactions, click Add. The transaction is added to the shareholder's history.
- Hover over the row for the shareholder you want to edit. The button appears to the far right of the row.
- Click and choose Edit.
- Hover over the row for the shareholder you want to delete. The button appears to the far right of the row.
- Click and choose Delete.
Shareholder change register
The Shareholder change register lists all changes made to the company's shareholders, including:
- appointment of new shareholders
- cessation of current shareholders.
- name changes
- addresses changes
Each row lists the following details:
| Column name | Description |
|---|---|
| Shareholder name | The name of the shareholder. If the type of change is a name change, the shareholder’s name before the change was submitted displays in this column. |
| Start date | The day the information first appeared on the company's ASIC records. |
| End date | The date of change (or "effective" date). |
| Type of change | What information was updated. |
| ASIC document number | The reference number of the ASIC document. |
Click on a row to view more details about a change.
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Managing a company - Overview - AU
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Organisation - AU
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Officers - AU
- Shareholders - AU
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Company forms - AU
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Changing company name (205)
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Resigning as the registered agent for a company (361)
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Nominating as the registered agent for a company (362)
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Retiring or resigning officeholders (370)
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Changing company details (484)
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Notifying of company solvency (485)
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Amending a previously lodged form (492/902)
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Deregistering a company (6010)
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Changing company name (205)
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Dividends - AU
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Charges - AU
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Organisation - AU
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