Community Bank Share Registry

The expert team at Lead Advisory Group can assist you with all of your share registry enquiries.

We provide the complete share registry service to Community Bank Shareholders, Branch staff and Board members to allow you to focus on the things you do best, knowing that your share registry service is fully compliant and secure. Please contact us at shares@rsdregistry.com.au or on telephone 03 5445 4222.

Alternatively, log onto our new Share Registry platform and view or change your current holdings. 

Our share registry services include the following:

  1. Shareholder enquiries
  2. Changes to shareholder details
  3. Share transfers
  4. Shareholder communications
  5. Preparation of deceased estate documents
  6. Preparation and payment of dividends / distributions
  7. Annual reporting of dividends / distributions to the ATO
  8. Lodgement of ASIC forms

Need to update some of your details?

Have you changed your address or bank account details? A range of forms that can be used to advise of a change in details can be found below. 

Clarification of originally certified documents

All copies of supporting documents such as probate, power of attorney, birth, death or marriage certificates etc. should be have an original certification.

An originally certified copy is a copy of an original document which has been certified as being a true copy by an authorised person. It should state the authorised person's name, title and address.

Please see link below for a list of authorised parties able to certify documents:
Parties Authorised to Certify Documents

Are you a Community Bank shareholder or branch?

Change of address

Please complete the following form and return it to P.O. Box 30 Bendigo, Victoria, 3552

Change of address notification

Change of bank details

Please complete the following form and return it to P.O. Box 30 Bendigo, Victoria, 3552

Direct credit facility

Reissue of lost share certificate

The following documents are to be sent to P.O. Box 30 Bendigo, Victoria, 3552

1. Relevant certificate replacement form:

Certificate Replacement Request – Individual and Joint Holdings

Certificate Replacement Request – Executors/Administrators

Certificate Replacement Request – Companies

2. Certified copy of identification. 

The documents must contain an original certification.

Change of shareholder name

The following is to be provided to P.O. Box 30 Bendigo, Victoria, 3552

1. Change of Name Request

2. Supporting document: evidence of name change, this can be a document from the Department of Births, Deaths & Marriages, drivers licence etc. The document must contain an original certification as follows: Certification Definition

3. Please send your original share certificate or the relevant certificate replacement request in order to have a certificate issued in your new name.

4. Certified copy of identification. The documents must contain an original certification as follows: Certification Definition.

5. Shareholder Details Form 

Tax file number

Please complete the following form and return it to P.O. Box 30 Bendigo, Victoria, 3552

Tax File Number (TFN), Australian Business Number (ABN) or Exemption Notification 

Transfer of shares

The following documents are to be provided to P.O. Box 30 Bendigo, Victoria, 3552

1. Transfer form for non-market transactions

2. Original share certificate. If this cannot be located please complete the relevant certificate replacement request

3. Certified copy of identification. The documents must contain an original certification as follows: Certification Definition

4. Shareholder details form 

Joint holding: Where the holding is in more than one name, all shareholders must sign.

Power of attorney: If a power of attorney has been nominated, attach a certified photocopy of the power of attorney to the transfer form.

All transfers are subject to board approval.

Transfer of shares to a super fund (self managed)

The following documents are to be provided to P.O. Box 30 Bendigo, Victoria, 3552

1. Transfer form for non-market transactions

2. Original share certificate. If this cannot be located please complete the relevant certificate replacement request

3. Certified copy of identification. The documents must contain an original certification as follows: Certification Definition

4. Shareholder details form 

Joint holding: Where the holding is in more than one name, all shareholders must sign

Power of attorney: If a power of attorney has been nominated, attach a certified photocopy of the power of attorney to the transfer form.

All transfers are subject to board approval.

Deceased - joint holding

If one holder of a joint shareholding passes away, the shares can be transferred to the surviving shareholder. The following documents are to be provided to P.O. Box 30 Bendigo, Victoria, 3552

1. 'Request to Register Surviving Holders' form

2. Original share certificate(s) or if this cannot be located, a 'Certificate Replacement Request – Executors/Administrators' 

3. Certified copy of death certificate: Certification Definition

4. Certified copy of identification. The documents must contain an original certification as follows: Certification Definition

5. Shareholder Details Form 

Deceased - Individual transfer to estate name

If the shares are to be sold, they need to first be placed in a state of "Transmission". The following documents are to be provided to P.O. Box 30 Bendigo, Victoria, 3552

1. 'Transmission Application' form 

2. Original share certificate(s), or if this cannot be located, a 'Certificate Replacement Request – Executors/Administrators' form

3. Certified copy of death certificate

4. Either a) Certified copy of probate

OR both

a) Certified copy of the will

b) 'Small Estate Statement and Indemnity'

5. Certified copy of identification. The documents must contain an original certification as follows: Certification Definition

6. Shareholder Details Form 

An original certified copy is a copy of an original document which has been certified as being a true copy by an authorised person. It should state the authorised person's name, title and address.

Deceased - individual transfer to beneficiaries

If the shares are to be transferred directly to a beneficiary, the following documents are to be provided to P.O. Box 30 Bendigo, Victoria, 3552

1. 'Transfer form for non-market transactions' – one form per beneficiary

2. Original share certificate(s) or if this cannot be located, a 'Certificate Replacement Request – Executors/Administrators'

3. Certified copy of Death Certificate

4. Either a) Certified copy of probate

OR both

a) Certified copy of the Will

b) 'Small Estate Statement and Indemnity'

5. Certified copy of identification. The documents must contain an original certification as follows: Certification Definition

6. Shareholder Details Form

An original certified copy is a copy of an original document which has been certified as being a true copy by an authorised person. It should state the authorised person's name, title and address.

Parties Authorised to Certify Documents

 

Taxation & Accounting

Financial Planning

Lending & Finance

Business Development

Self Managed Super Funds

RSD Registry

Meet The Team

Brett Andrews
Director
FIND OUT MORE
Cara Hall
Director
FIND OUT MORE
Greg Hilson
Principal
FIND OUT MORE
Lindy Burr
Senior Accountant
FIND OUT MORE
Nicola Hilson
Manager
FIND OUT MORE
Nicolas Siely
Manager
FIND OUT MORE
Tiffany Abel
Accountant
FIND OUT MORE
Olivia Treloar
Intermediate Accountant
FIND OUT MORE
Jessica Bonazza
Personal Assistant to Partners / IT/ Design
FIND OUT MORE
Loralee Luckett
Bookkeeping
FIND OUT MORE
Marg Tuckerman
Mail & Banking
FIND OUT MORE
Kirsten Galea
Manager - Business Services
FIND OUT MORE
Joanne Wells
Bookkeeper
FIND OUT MORE
Lisa Renato
Operations Manager
FIND OUT MORE
Dianne Brooks
Share Registry
FIND OUT MORE
Elizabeth Rosewall
Receptionist
FIND OUT MORE
Catherine Chalmers
Intermediate Accountant
FIND OUT MORE
Alex Pearson
Graduate Accountant
FIND OUT MORE
Alice Warren
Personal Assistant
FIND OUT MORE

Latest News

Contact / Connect