As an administrator, you can view, update, and manage shareholder dividend details such as tax residency, TFNs, and bank accounts. Keeping these details accurate is essential before running a dividend.
View and export dividend details (all shareholders)
To review dividend details in bulk:
From the left-hand menu, go to Administration
Click Custom fields
Download the data as a CSV
Here you’ll see fields such as:
TFNs
Tax residency
Bank account details
To export this information:
Click Export as CSV
This allows you to review shareholder dividend details outside the platform.
Update dividend details for an individual shareholder
To update details for a specific shareholder:
Go to Register of members from the left-hand menu
Find the shareholder you want to update
Scroll or via the search function
Click the Actions (⋯) menu on the right
Select Edit entity
Edit dividend details
In the edit window, click the Dividend details tab
Update the shareholder’s details, including:
Bank account number (add or edit bank account)
Country of tax residence
TFN (Tax File Number)
Residency status:
Australian resident
Non-resident taxpayer
Click Update to save
How tax residency works (AU)
Tax residency determines how withholding tax is applied:
Australian residents
Withholding tax may apply depending on TFN status
Non-residents
Withholding tax applies (typically on unfranked dividends)
Important things to know
Dividend details are used to calculate tax and process payments
Keeping this information up to date helps avoid payment delays or incorrect tax treatment
You can update shareholder details at any time
Need help?
If you’re unsure what information to enter (especially tax details), we recommend checking with a tax advisor. You can also contact our support team for assistance.