ASX Perpetual

Services for shareholders
If you invest in the Australian share market then there’s a good chance that you hold shares in one of the many companies that has selected ASX Perpetual to manage its share registry and service its shareholders.

If so, we are pleased to be able to offer you a range of services in person, by mail, over the phone and online, via this website.

Online services

For your convenience, a number of the services we offer are available to you online so that you can:

  • obtain your current holding balance as at a specified date
  • determine whether we have recorded your Tax File Number (TFN)
  • lodge your TFN if it is not on file
  • check your current dividend payment instructions
  • check your current annual report election
  • change your annual report election (ie., full, concise or no annual report)
  • share portfolio management (only available to Members)

Many actions and amendments require written notification. For your convenience, we have selected the most commonly used forms and made them available for download on our website:

  • Change of address notification
  • Deceased estate forms
  • Dividend payment instructions
  • Tax File Number notification
  • Off-market transfer form
  • Name correction request and indemnity

You can check and amend individual holding records online by entering your Securityholder Reference Number (SRN) or Holder Identification Number (HIN), along with your surname or company name and your postcode.

Additional services for Members

Why not become a Member and benefit from a range of additional online services. Member registration is FREE and will provide you with the flexibility to create portfolios for easy management of your holdings.

In addition, as a Member you can utilise ASX Perpetual’s email registration facility. This facility allows you to register your interest in other listed companies and receive electronic announcements such as:

  • Half year result
  • Full year results
  • Annual reports (where available electronically)
  • Significant announcements (at the discretion of the company selected)

You can become a Member in no time at all by following our simple 2-step registration process.

How to contact a broker

If you are looking for investment advice or want to buy or sell shares, then you need to consult your broker. If you don’t have a relationship with a broker, or are looking for a new broker, the Australian Stock Exchange can assist you.