Build the ASIC lodgement sheet after a change to the company
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Draft the lodgement sheet from the executed resolutions, share transfers and officeholder consents: one line per notifiable change with its effective date, the calculated 28-day due date, the form and the register affected, and flag any change evidenced only by an unsigned or undated document.
- What the lawyer must review
- The lawyer confirms the change actually took effect on the date claimed, that the correct form and provision apply to it, that no line has been taken from a superseded or unexecuted document, and that the company's own register is updated as well as ASIC notified.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Draft the lodgement sheet from the executed resolutions, share transfers and officeholder consents: one line per notifiable change with its effective date, the calculated 28-day due date, the form and the register affected, and flag any change evidenced only by an unsigned or undated document. |
| Lawyer | The lawyer confirms the change actually took effect on the date claimed, that the correct form and provision apply to it, that no line has been taken from a superseded or unexecuted document, and that the company's own register is updated as well as ASIC notified. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- The lawyer confirms the change actually took effect on the date claimed, that the correct form and provision apply to it, that no line has been taken from a superseded or unexecuted document, and that the company's own register is updated as well as ASIC notified.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Share transfer completion and registration pack for a proprietary company: transfer form checklist, directors’ resolution, register entries and ASIC notice | Checklist | AI use Yellow | Pack for completing an off-market transfer of shares in an Australian proprietary company: pre-completion checks, proper instrument of transfer, directors’ resolution to register, register of members and certificates, and notifying ASIC within 28 days. |
| ASIC Form 206: application for change of company type | Form | AI use Yellow | Link to ASIC Form 206. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- https://www.asic.gov.au/regulatory-resources/forms/forms-folder/484-change-to-company-details · 2026-09-27
- https://www.asic.gov.au/for-business-and-companies/companies/company-annual-review · 2026-09-27
- https://www.legislation.gov.au/C2004A00818/latest · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.