Free share transfer form templates (Australia)
The legal way to transfer shares between two parties.
We’re reader-supported and may be paid when you visit links to partner sites. We don’t compare all products in the market, but we’re working on it!
A share transfer form is a legal document that enables the formal transfer of shares from an individual or company to another individual or company. It's relatively straightforward paperwork that ensures your company remains compliant with the Australian Securities & Investments Commission (ASIC). Read on to learn how to put together a share transfer form.
What is a share transfer form?
A share transfer form is a legal document that ensures that any changes to a company's shareholder status are registered with ASIC. A share is a fixed unit of capital that represents an individual or entity's stake in a company. The share transfer form is used any time a shareholder intends to sell or transfer ordinary or preferred shares to someone else. The template below can be downloaded from LawPath.
Download this share transfer form template at LawpathWhen should I use a share transfer form?
You should use the share transfer form if you want to:
- Add shares to an existing shareholder
- Remove shares from an existing shareholder
- Make any changes to shareholder status based on your company's constitution
Get access to customisable share transfer form templates online
Share transfer form vs shareholders agreement
Whereas a share transfer form documents the sale or transfer of existing shares from one party to another, a shareholders agreement clarifies the relationship between shareholders of a company. The shareholder agreement effectively lays down the rules between shareholders, including provisions for how they can sell or transfer shares.
What does a share transfer form include?
A share transfer form includes:
- Names and addresses of buyers and sellers
- A description of the security intended for sale or transfer
- The number and price of shares intended for sale or transfer
How effective is a share transfer form?
Because share transfers need to be logged by Australia's securities regulator, a share transfer form is essential documentation. It provides the legal framework for transferring or selling shares in a company.
Do I need a lawyer for a share transfer form?
Usually, a share transfer form is simple enough that a lawyer isn't needed to complete the transaction. Most online templates are one page in length and filling it out usually takes a few minutes. You may wish to consult with a lawyer to make sure that the transfer form is consistent with your company's constitution. Complex corporate entities should seek out legal counsel to ensure nothing is missed.
How do I write a share transfer form?
You can download a share transfer form from several websites. The template you select should have, at minimum, the following information:
- Company name
- Transferee name, address, and phone number
- Transferer name, address, and phone number
- Transfer details (total shares, price, and date of transfer)
- Signature lines
You can also transfer shares online with ASIC. You can sign up for an online account using your company's corporate key.
Where to get legal documents like a share transfer form
The share transfer form is relatively straightforward as far as legal documents go. There are many online templates that can help you get started. Here's where you can find them.
- Lawpath. As an online legal resource for small businesses, Lawpath gives you access to all kinds of legal documents. You'll need to sign up to access customisation options.
- Law Depot. Law Depot also provides access to free legal documents, including the share transfer form.
How do I transfer shares online?
According to ASIC, you can transfer shares online using the following steps:
- Register for online access using your corporate key
- Log in and select 'start new form'
- Select 'changes to my company details' from the list of forms
- Select the type of change you would like to make
More guides on Finder
-
Unfair dismissal lawyers
Read about how a lawyer specialising in unfair dismissal can help you protect your rights and guide you through a challenging time.
-
Share sale agreement templates
Learn about the key points of share sale agreements and find templates you can download and customise to your needs.
-
Unincorporated joint venture agreement templates
Create a watertight joint venture agreement with the help of a legal template.
-
Incorporated joint venture agreement templates
Use a customisable template to help ensure your incorporated joint venture agreement is legally sound.
-
Service delivery agreement templates
How to download and customise a service delivery agreement to quickly protect your business.
-
Unsecured loan agreement templates
How to craft a legally binding contract with the help of a template.
-
Travel agency agreement templates
There's no need to start from scratch with a professionally-made template you can download.
-
Event planning contracts
Use a legal document template to craft an agreement that offers clarity on what's expected from all parties.
-
Hire agreement template
How to make sure everything's above board if you plan to rent out equipment to your customers.
-
Turnbull Hill Lawyers review
Get expert legal advice on all your family and business matters in Sydney and Newcastle with Turnbull Hill Lawyers.