This course is a self-paced eLearning course for ASIC Registered Agents, Responsible Persons, ASIC administrators, office managers and company compliance officers who provide corporate secretarial services and wish to gain and more in-depth understanding of managing share capital and processing share transactions.
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​Developed by CorpSec Services, the course consists of 4 comprehensive modules. Each module includes a detailed presentation of each topic, detailed slides, case studies, timelines, minute templates, reference documents, supporting materials and assessment tasks to consolidate learning.
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CorpSec Services has partnered with CPD For Accountants to host the course on their eLearning platform, a dedicated platform offering training for accountants, advisors and administrators in public practice.
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This course provides a comprehensive guide to understanding and managing share transactions for ASIC registered agents and ASIC administrators. The presenters discuss the intricacies of processing different types of share transactions with ASIC, the supporting documents required and most importantly the underlying provisions
of the Corporations Act 2001 (Cth) that underpin the share transactions.
​It is a unique course aimed to equip learners with the skills and resources required to provide high quality share related services to clients! It clarifies confusing share related terminology, thoroughly explains processes and related ASIC lodgements.
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After the success of the ongoing ASIC registered agent webinars and eLearning course and requests from numerous learners for further training on the topic of share transactions, we are excited to be offering this very unique course.
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Who should attend?
ASIC registered agents who would like to better understand the complexities of share transactions,
the requirements and the process to undertake them.
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Accountants, bookkeepers and employees of accounting firms wanting further training on share
transactions to be better equipped to handle their clients’ compliance work, the associated steps
and ASIC lodgements.
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Corporate secretarial officers, company compliance officers and managers.​​​
Agents keen to consolidate and refresh their knowledge of the more complex share transactions.
Anyone wanting to deepen their understand of the rules and regulations of the Corps Act 2001
requirements pertaining to share transactions.
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Agents preparing minutes and governance documents to support share capital changes.
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Agents wanting to learn tips and tricks from experienced a corporate secretarial provider,
governance professionals and avoid ASIC requisitions.
Presenters
Viola Pythas
Managing Director
CorpSec Services
Emma Volpe
Manager
CorpSec Services
Course Outline
The course consists of 4 modules
1. Introduction to Share Transactions
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1.1. Type of Share transactions – Supporting Documents
1.2. Change to Company Details – Form 484
1.3. Other Share related ASIC forms
1.4. Different types of Share Classes and Rights
1.5. Allotment of Shares
1.6. Transfer of Shares
1.7. Beneficial & Non-Beneficial Ownership of Shares
1.8. Change of Trustee / Registered Shareholder
1.9. Change of Beneficial Ownership
1.10. Death of Registered Shareholder
1.11. Change to Partly Paid Shares
1.12. Register of Members
1.13. Top 20 members – Pty Ltd Companies
1.14. Share Options – Register of Option Holders​
2. Restructuring & Reclassifying Shares​
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2.1. Division or Conversion of Shares
2.2. Consolidation or Subdivision of Shares
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3. Share Capital Reductions & Share Buy-Backs
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3.1. Return of Capital (with and without Share Cancellation)
3.2. Buy-Back of Shares
3.3. Redeemable Preference Shares
3.4. Forfeited Shares
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4. Share Capital Corrections & Withdrawing
Lodgements
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4.1. Share Capital Corrections
4.2. Withdrawing Lodgements
4.3. Case Studies​
Feedback on The Responsible ASIC Registered Agent Course
"I have just completed The Responsible Registered Agent Course and can honestly say I am so happy I enrolled despite having several of experience as a Corporate Secretary.​​
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​This course truly is of benefit whether you are new to ASIC compliance or have experience.​​
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​I particularly like the SMART actions concept where you can record actions you wish to implement on a personal, team or firm level according to ideas, concepts and knowledge learned in the course.​​
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​Even with my experience in ASIC compliance there are actions I have documented for implementation in my workplace.​​
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​I also learned a few tips in relation to the CAS360 software which our firm has only been using for a short time, that are really beneficial.​​​
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So again, if you are experienced in this field and wonder what you could possibly learn from this course, enrol and find out."
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Linda Davis
“Excellent Course, was very in depth and helpful within my Industry working for Accountants. The Powerpoint modules were also great as I was able to print them off and bind them into Booklets so I can use them for future references. ​
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Will definately recommend this course to my other fellow workers. Course well structured."
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Erica Iselin
Copyright and Disclaimers:
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© CorpSec Services, 2024. All rights reserved. Content in this elearning course is subject to copyright under Australian law and through international treaties, and applicable law in other countries.
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All course content (excluding third party websites and documents) contained in this elearning course may be used solely by the enrolled registered learner for their personal and professional development. If you have access to these course materials and use them for other purposes, you could be infringing copyright and may face penalties under the Copyright Act 1968 (Cth).
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Apart from the uses specified in these terms, course materials and other content in this course may not be reproduced for any purposes, including commercial purposes, without prior written permission from us, except to the extent permitted under the Copyright Act 1968 (Cth).
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This course is not certified, approved or endorsed by the Australian Securities and Investments Commission (ASIC) nor is CorpSec Services Pty Ltd associated with ASIC in the provision of this training.
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CorpSec Services Pty Ltd does not provide legal, accounting or financial advice. Course attendees should not act solely on the basis of opinions, comments or information provided in this course without seeking professional advice in respect of their own particular circumstances.
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The information is provided as a guide and does not represent a definitive or legal view of any of the issues raised or referred to. The content is one interpretation of good corporate practice. It is not designed to cover or comply with all applicable legislation or case law. We cannot be held liable or accountable to any person who acts or relies upon the information provided.