Shareholding held by individual as trustee for a trust

Annette Leaso

• 22 October 2025 04:24

Shareholding held by individual as Trustee for a Trust.

I want to change the shareholding to be held by the same individual but not held for the trust.

It does not allow me to change this.

0

• Official comment

  

  Andre Jones

  • 27 October 2025 22:56

  Hi Annette, 

  Thank you for your question and Julie for jumping in with such a helpful response.

  To add to Julie’s response, you can also refer to our help article below for a step-by-step guide on how to process a Change to Beneficial Ownership in CAS 360. 

  If you run into any issues or need further assistance, feel free to reach out.
• 

  Julie Nardello

  • 23 October 2025 03:11

  Hi Annette, 
  If the shares are held non-beneficially (for a trust), then you can update it by preparing a "Change of beneficial ownership" and it will prepare the 484 etc for you. 
  The first part will pre-fill then the second part, you choose the same person's name, but you leave the beneficial ownership blank. 
  Hope this helps

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