Adding Non-ASIC Shareholdings to a Public Company in Corporate Messenger

(Note: The guidance below relates to Corporate Messenger accounts with Managing Transactions module activated. For non-Managing Transactions instructions see How to add Non-ASIC Listed shareholders for Private Companies)

Question

Does Managing Transactions support Public Companies?

Answer

The Managing Transactions feature is enabled for any Company within your NowInfinity account.

These Company types include NowInfinity’s:

1. Standard Company;
2. SMSF Special Purpose Company; and
3. Public Company Limited by Shares.

Adding parcels where the Shareholder is known

1. Navigate to Menu > Corporate Messenger > Companies > select the public company Profile > change view to Share Summary from the top right of the Company Profile.

2. Select Add New Transaction

3. Select the applicable transaction type > select the existing member from the drop down > complete the required fields > select Add New Transaction to save.

Adding parcels where the Shareholder is unknown

Where the complete list of Shareholders is not known, the following can be used to record a parcel to allow the total balance to be correct.

If the Shareholders are not known, follow the procedure above and in the Shareholder details the following should be entered:

• Shareholder Type: Individual
• First Name: Shareholders
• Middle Name: For
• Last Name:  Company Name Ltd (use the public company’s name)
• Address details: enter the public company's registered address