Share Offer and Acceptance Process for a Trust or SMSF Shareholder

Updated 2 months ago by myStake

Your account must be linked to two or more companies to view the Companies page. 
If your trust or SMSF has a corporate trustee (company as a trustee), you must onboard your corporate trustee before you can accept shares in your trust/SMSF - Click here for more information

To accept shares as a shareholder:

  1. Navigate to Companies (or to Dashboard, if there is no Companies button - if so, skip to step 3).  
  2. Select the trust in which your shares have been offered

 

  1. Click the Info tab and scroll to the bottom of the page
  2. Under the heading Share Offer History, you will be able to view any share offers from the company secretary.

  1. Review the offer, and click Accept to continue the process. 
  2. You will now need to transfer funds as per the share offer, and advise the Company Secretary once complete. 
  3. Once the company secretary has confirmed the payment, they will arrange for the share certificate to be generated and signed.
  4. Once the share certificate has been signed the company secretary will issue your shares.


How did we do?