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Registry and capital management software that’s a joy to use

Explore features like transactions, voting, dividend payments and more. Registry Direct’s software has all you need to manage your capital and investors effortlessly.

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Issuer centre dashboard
Onboarding steps

Getting started is easy

Set up your registry quickly and try it out before you go live.

Our system will guide you through the process, or you can contact us to help you convert your existing data.

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All the features you need to manage your capital and investors

Creating a security

Capital table

Create security classes (including shares, units, options, convertibles, bonds and partly paid securities).

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Online application

Offers/Capital raising

Create and manage online application forms for offers to raise money. Receive payments via BPAY and EFT.

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Transactions

Transactions

Allot, transfer and redeem securities. Invite investors to register for our Investor Centre.

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Investor centre

Investor management

Maintain investor details directly and indirectly via our Investor Centre.

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Communicating with investors

Communications

Create, send and manage investor communications through email and post.

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Voting online

Meetings and voting

Invite investors to physical and virtual meetings. Poll investors on resolutions online.

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Creating a payment

Dividends

Produce and distribute dividend statements. Create ABA files and manage failed payments.

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Creating a report

Reports

Produce and download various reports including top 20 shareholder reports and investor spread reports.

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ASIC and ATO reports

ASIC and ATO Reports

Receive notifications of information to be reported to ASIC. Access AIIR, QTFN and ESS files to be lodged with the ATO.

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Importing data

Import data

Upload investor details and their transaction histories.

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Additional features to manage trusts

Verifying investors

AML/CTF and PEP screening

Automatically manage AML/CTF and PEP screening with GreenID.

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Distributions

Distributions

Pay distributions net of withholding tax based on estimated tax components.

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Tax statement

Tax statements

Produce and distribute annual tax statements in ATO required SDS and AMIT formats.

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Periodic statement

Periodic and exit statements

Produce and distribute annual periodic statements and quarterly exit statements.

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ATO compliant

FATCA/CRS

Produce compliant FATCA and CRS reports for lodgement with the ATO.

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Import tax declarations

Import tax declarations

Upload FATCA and CRS compliant tax declarations.

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Free online support

Never be put on hold again

If you need a helping hand, you can access our knowledge centre and client community forums at any time.

You can also chat online or call us on 1300 55 66 35 between 9am and 5pm AEST, and we’ll be happy to help.