Just these help pages, not phone support or the product itself
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Shareholders legally own
Shareholders can be an individual, a body corporate or blah. They can own property.
Why do I need to edit share details?
Change amounts paid for share (e.g. unpaid amount was called and paid).
All companies must have at least one shareholder, because someone owns the business.
This page lists all shareholders and the share class, total shares, total amount paid for all shares, total unpaid, if they're beneficially held by the shareholder and if not, who is the beneficial owner.
When you visit this page after lodging an RA72 to retrieve asic data, you need to update the total paid, unpaid and beneficial owner (if applicable).
Link to lodging a 484 for share issue/cancel/transfer.
The Shareholders view contains a record of all shares issued by the company. This register contains information about each shareholder (member) and their number of shares in the company.
Field
Description
Share class
The share class for example, ordinary, A, preference, cumulative preference etc etc.
Total shares
The total amount of shares in the company the shareholder owners.
Total paid
The total amount paid for all shares held by the shareholder.
Total unpaid
This is the total paid for all the shares (fully paid)
The total amount that was not paid for the shares. (For example, 50 shares at $1 where issued, of that $25 was paid. The total unpaid amount is $25.) This is at face value (issue value/book value)
Beneficially held
Indicates whether the share holder receives the direct benefit from shares (including dividend payments).
"Yes" indicates that the shareholder receives the benefit from the shares.
"No" indicates that the shareholder is holding shares on behalf of another person, organisation or trust. The shareholder doesn't receive any benefits of the shares.
Beneficial owner
The person receiving the benefits (instead of the shareholder). The shareholder's name is recorded, but the owner receives the benefits.
For example, if the shares are held by a company, but the owner of the company is receiving the dividends.
Investment company > owns all these shares but passes the benefit on to the fund members.
I buy shares in a manged fund > managed fund then buy shares in Colgate. They're listed as the shareholder but i am the beneficial owner.
An RA72 will tell you the total share capital - the total paid and unpaid for all shareholders and if they are beneficially held by the shareholders. However an RA72 won't give you the breakdown of the amount paid or unpaid for each shareholder or the name of the beneficial owner.