Overview
Shares are transferred (e.g. sold) from one member to another member. When a transfer of shares has occurred, the company must file a notice of transfer of shares with ACRA via BizFile+ or report the transfer in the annual return.
Navigation
From the Main Toolbar, go to Company |
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Select the Company from the list |
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Select Shareholders |
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Click
Select Share Transfers
Instructions
CAS 360 will display the Share Transfers screen
Field |
Explanation |
Transaction Date |
Input the date of the transfer |
Transfer From |
CAS 360 will display a list of the company’s current shareholders |
Beneficial Owner |
CAS 360 will automatically prefill this field if there is a beneficial owner. |
Transfer To |
Begin typing the shareholder’ name. CAS 360 will search the Global Contacts screen for the person. If the contact has not been previously saved to the database, select |
Beneficial Owner |
Toggle See beneficial owners for more information. |
Share Type |
CAS 360 will display a list of the share types the shareholder holds |
Number of Shares |
Input the number of shares transferred |
Total Consideration Paid |
Enter the total consideration paid for shares. |
Amount of Issued Share Capital |
Enter the amount payable for issued share capital in decimals. |
Amount of Paid up Share capital |
Enter the amount of paid up share capital in decimals. For changes to partly paid shares, click here. |
Meeting Status |
Select the meeting status of the member which will display on Members Minutes. |
Notes |
Add extra notes in relation to the transfer. |
Field |
Explanation (Transferor & Transferee) |
Certificate Type |
Select the Certificate type. |
Certificate Number |
CAS 360 will automatically pre-fill a number based on previous shareholder transactions. |
Certificate Location |
Enter the location of the Certificate |
Unique Numbers |
Type a Unique Number to assign to the shares. |
Click
Forms Prepared
By selecting Prepare Forms CAS 360 will display the Document Production screen and automatically select the documents required:
- Cover Letter
- Register of Members
- Transfer Journal
- Directors Minutes or Resolution
- Notice of EGM
- Members Minutes or Resolution
- Members Consent to Short Notice
- Company Change Summary (Select Options to print Increase in Number of Members Form 21)
- Share Certificate
- Share Transfer Form
- Declaration of Trusts (if there is a Beneficial Owner attached)
- Notices of Beneficial Ownership (if there is a Beneficial Owner attached)
Select the icon to change any of the document settings. Different options will appear depending on the document type.