Shareholders – CAS 360 Australia

Overview

Enter the current and previous shareholders. shareholders are the owners of a company. Members provide capital to a company, usually through the purchase of shares.

The Shareholders screen in CAS360 contains all the share transactions that are accepted by ASIC.

This screen also breaks each shareholding by share class, so CAS360 users are easily able to see the differences between share classes.

From the Main Toolbar, go to Company.
Select the Company from the list.
Select Shareholders

Shareholder Filters

The Shareholder Filter allows Shareholders to be sorted by Current Shareholders. Selecting this option allows the users to toggle between the current shareholder transactions view and Current Shareholders View.

The Shareholder Filters section also contains Doughnut Graphs that reflect the number of shares held between different shareholders and a comparison of the different share types issued by the company.

Hovering over the Shareholders graph will show users the number of shares the shareholder hold of that share type

Shareholder Details

Under the Name column, hover your cursor over the information icon . Users will be able to instantly see the shareholder:

Name
Address
Date of Birth
Place of Birth
Mobile Number
TFN
ABN

To edit any of these details, select

Beneficial Owners

icon will appear beside shareholders where the shares are Not Beneficially held (the shares are held on behalf of another entity).

Hover the mouse over the icon to display the name of the Beneficial Owner as well as their Address, Email, Mobile, TFN, ABN and Place of Birth as seen below.

To edit any of these details, select

Paid per share and Premiums paid

Under the Fully Paid column, hover your cursor over the information icon . CAS 360 will display the amounts paid per share, unpaid per share and any share premiums.

Certificate Number

CAS 360 will display the Share Certificate number in the Shareholders screen

To change the certificate number, beside the shareholder, click and select Edit

Details

To add a Shareholder, click

Use the Search box to look up for a specific shareholder.

The search can be used to search for any data in the Shareholders screen including:

date
transaction-type
number of shares
certificate number
beneficial owner

Users can also sort the shareholder screen by each column heading

Click to view the following:

Option	Description
Print Current Register	This will produce a PDF of the register with only current shareholders.
Print Historical Register	This will produce a PDF of the register with current and previous shareholders.
Compare with ASIC	CAS 360 will prepare and lodge an RA71 to generate a comparison report. See Comparison Reports for More information

CAS 360 is able to produce forms for a number of Shareholder changes such as:

To enter Dividends, click

See Dividend Statements for more information.

Additional Options

Select the button (far right-hand side of the screen) to:

Prepare a Company Report