Preparing a Dividend Statement


How do I prepare a Dividend Statement?


  1. Navigate to Menu > Companies. Select the Company you are creating a Dividend Statement for, and select "See Full Profile".
  2. From within the Company Profile, navigate to All Forms > Share Management > Dividend Statement.
  3. Fill out the form with the following details:
      • Date of Declaration
      • Proposed Payment Date
      • Dividend type
      • Payment type
      • Are dividends split equally between all share classes?
      • Amount
      • What Percentage of the Distribution is Franked?
      • What Company Tax Rate to be applied for franking purposes? (You can select tax rate from 2015-16 financial year to present)
      • Chairperson
      • Documentation to Generate
      • Meeting Address
  4. Complete the document to generate the document

Note: If you would like to amend the documents, you may use the Edit Online tool. You can also click the information icon for more information about tax rates in point 8 above.


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