Overview    

Share transactions are a fundamental aspect of company administration, yet they are often misunderstood or incorrectly processed, leading to inaccurate company records and future compliance challenges. Accounting professionals are increasingly expected to assist clients with share transfers, allotments, buy-backs and maintaining accurate share registers, making it essential to understand both the legal and practical requirements involved. Proper management of these transactions helps preserve corporate records, supports beneficial ownership compliance and reduces the risk of costly errors. 

This practical webinar provides accounting firms with a step-by-step guide to managing common share transactions correctly and maintaining compliant company records. Delegates will gain practical insights into the documentation required, when action with the Companies and Intellectual Property Commission (CIPC) may be necessary, and how to implement best-practice workflows for efficient company secretarial administration. 

Join Carey Boshoff on the 23rd of July 2026 from 10:00 am to 11:00 am as he demonstrates how to manage share transfers, allotments and buy-backs with confidence, maintain compliant company records, avoid common mistakes and streamline share transaction processes using practical examples and technology. 

Learning objectives   

By attending this webinar you will gain the following competencies:  

• Identify and avoid common errors when processing share transfers, allotments, buy-backs and share register updates. 

• Understand when share transactions require CIPC-related action and when internal company records are sufficient. 

• Maintain accurate legal records, including securities registers, share certificates, resolutions and beneficial ownership information. 

• Apply best-practice procedures to real-world share transaction scenarios from initiation through to completion. 

• Improve the efficiency and accuracy of share transaction administration using InfoDocs. 

Content  

The webinar will cover the following topics:   

• Share Register Fundamentals 

• Share capital and share classes 

• Authorised and issued shares 

• Shareholders and share certificates 

• Securities register and transaction history 

• Beneficial ownership 

• Common Share Transaction Errors 

• Incorrect transaction dates 

• Missing or duplicate share certificates 

• Incorrect shareholder details and share balances 

• Missing resolutions 

• Outdated securities registers 

• Managing Share Transfers 

• Transferor and transferee requirements 

• Transfer consideration 

• Board approvals 

• Share transfer documentation 

• Updating the securities register 

• Managing Share Allotments 

• New share issues 

• Existing and new shareholder allotments 

• Share class selection 

• Subscription consideration 

• Share certificate issuance 

• Managing Share Buy-Backs 

• Partial and full buy-backs 

• Solvency and liquidity test 

• Board and shareholder resolutions 

• Certificate cancellation 

• Securities register updates 

• CIPC and Compliance Requirements 

• Internal versus CIPC reportable transactions 

• Changes to authorised share capital 

• Amendments to the Memorandum of Incorporation (MOI) 

• Share class rights 

• Beneficial ownership filing requirements 

• Legal Company Records 

• Securities register 

• Share certificate register 

• Board and shareholder resolutions 

• Supporting documentation 

• Audit trail maintenance 

• Beneficial Ownership Compliance 

• Registered and beneficial ownership 

• Ultimate beneficial ownership 

• Voting and control rights 

• Ownership percentages 

• Beneficial ownership updates 

• Best-Practice Workflow for Accounting Firms 

• Reviewing company records 

• Confirming shareholder information 

• Processing transactions 

• Updating registers 

• Record retention and compliance 

• InfoDocs Demonstration 

• Share transfers 

• Share allotments 

• Share buy-backs 

• Share register generation 

• Resolution generation 

• Beneficial ownership management 

• Transaction history 

Obtaining your CPD certificate  

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA.  

All attendees are issued with a CPD certificate available in an online profile.    

About the presenter  

Carey Boshoff 

Carey Boshoff has over 11 years of experience in small business management, customer support, and administration. Passionate about creating clear, informative helpdesk articles, Carey helps simplify complex topics and guides business professionals in streamlining their compliance obligations using InfoDocs. Her dedication to exceptional customer experiences makes her a valuable asset to businesses across South Africa. 

Who should attend?  

The following persons will benefit from attending this webinar:  

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA.  

• Accounting officers.  

• Company secretaries.  

• Business owners.  

Price               

• R 0.00 - This webinar is free.  

Steps to register for the event:   

If you already have a profile, login and register for the webinar.  

If you don’t have a profile, create a free profile then login and register for the webinar.  

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).  

Click here to find out about the Technical Resource Centre & CPD Subscription options.  

Additional material  

By attending this webinar you will be provided with:  

• A summarised slide presentation.  

• Reference documents and/or course material where available.  

• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

Corporate training solutions 

At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.   

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.   

Interested in a bespoke corporate training experience? Reach out to us at corporate@accountingacademy.co.za or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organisational goals.   

Contact us 

Have any questions or need any assistance? Contact us today!    

• Online chat through our website.    

• WhatsApp: Start chatting (+27635026114)    

• Phone: 010 593 0466    

• E-mail: ticket@accountingacademy.co.za