Just these help pages, not phone support or the product itself
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We’ve made some major changes to how you work with, and keep track of shareholders in Corporate admin. With new functionality and better recording keeping, we've also had to give the Shareholders tab new look and feel to accommodate these changes.
Changes to 484 form:
You can now choose a specific share parcel to transfer, cancel or update. If want to cancel, transfer or update only some shares in a parcel, you can enter a certificate no. for the remaining shares in the the Cert. no. for remaining shares field.
Changes to Shareholders tab:
Added a new Historical shareholders section, whichlists shareholders that had previously owned shares in the company, and their holding details.
Added a new Share structure section, whichsummarises all currently issued shares, per class, for the company.
Added columns Certificate no. and Distinctive numbers to Current shareholders section.
Current shareholders section now lists each share parcel separately.
Track individual share parcels and transactions
We've improved the company shareholders register with the ability to add historical transactions to both current and previous shareholders.
Added a new Historical shareholders section, which lists shareholders that had previously owned shares in the company, and their holding details.
Select a company on your sidebar and click Corporate admin
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 or delete. The button appears to the far right of the row.
Click and choose Edit to edit the transaction details, or Delete to delete the record.
Transfer, cancel or update specific share parcels
You can now choose a specific share parcel to transfer, cancel or update. If want to cancel, transfer or update only some shares in a parcel, you can enter a certificate no. for the remaining shares in the the Cert. no. for remaining shares field.
This new field appears in the Share change window of a 484 form when you select to transfer, cancel, update paid values or beneficial owner.
Changes to the Shareholders tab
We've made a few changes to the Shareholders tab:
If there are any inconsistencies in the company's current shareholders or share structure, you might want to lodge an RA71 to check what ASIC has on record. To update current shareholders or share structure, you'll need to lodge a form 484.
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.
You can click on a row to view more details about the shareholder and parcel.