Shareholder Register

    Maintain accurate share registers for every entity. Track share classes, allotments, transfers, and ownership percentages with full audit trails.

    Accurate share registers at scale

    Every Australian proprietary company is required to maintain a share register. For corporate groups with dozens or hundreds of entities, maintaining accurate registers across the portfolio is a significant governance burden. Share allotments, transfers, cancellations, and class changes must all be recorded with precision and supported by appropriate documentation. EntityFlo's Shareholder Register provides a structured, auditable record of shareholdings across every entity in your group. Every share movement is tracked with timestamps, supporting documents, and links to the underlying corporate actions.

    Share classes and capital structure

    EntityFlo supports multiple share classes per entity — ordinary, preference, redeemable, and any custom class defined in the entity's constitution. For each class, you can track: • Total shares on issue • Par value (if applicable) • Rights and restrictions • Dividend entitlements • Voting rights This gives you a complete picture of each entity's capital structure at any point in time, which is essential for ownership calculations, UBO reporting, and transaction due diligence.

    Transfer tracking and documentation

    Every share transfer in EntityFlo is recorded with the transferor, transferee, number of shares, consideration paid, and effective date. The system generates transfer forms and updates the register automatically, maintaining a continuous chain of ownership. For corporate groups where inter-entity shareholdings are common, EntityFlo's cross-entity visibility means you can trace ownership chains from subsidiary to ultimate holding company without manual reconciliation.

    Connected to UBO and structure charts

    Your shareholder register feeds directly into EntityFlo's ownership calculations, structure charts, and UBO mapping. When shareholdings change, ownership percentages are recalculated automatically and reflected in your group structure visualisation. This ensures your UBO declarations are always based on current data, not outdated snapshots. For entities approaching the 25% beneficial ownership threshold, EntityFlo flags the change proactively so you can update your UBO register before it becomes a compliance issue.

    Frequently asked questions

    Does EntityFlo support multiple share classes?

    Yes. You can define unlimited share classes per entity, each with its own rights, restrictions, and voting entitlements. EntityFlo tracks allotments, transfers, and cancellations at the share class level.

    How are share transfers recorded?

    Share transfers are recorded with full details including transferor, transferee, number of shares, share class, consideration, and effective date. EntityFlo generates the required transfer documentation and updates the register automatically.

    Does the shareholder register connect to UBO reporting?

    Yes. Shareholding data flows directly into EntityFlo's UBO calculations and structure charts. When ownership percentages change, UBO reports are updated automatically.

    See Shareholder Register in action

    Book a personalised demo and discover how EntityFlo transforms the way you manage corporate governance.

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