Query
Can we prepare option holder documents in CAS360? And do these need to be lodged with the ASIC?
Solution
Options can be recorded in the Shareholder screen.
An option can be recorded as an allotment.
However, in the share type field, select Options (type in Options in the share type field).
In regards to loding documents to ASIC, you are not required to report options to ASIC. It is required to report to ASIC when the actual share allotment/transfer occurs.