Joint Holdings

Joint holdings let you show that two or more entities hold the same parcel of shares or units together.

This is different from two separate holders each owning their own parcel. A joint holding means the holders are grouped together first, and that group holds the shares or units.

When to Use Joint Holdings

Use a joint holding when:

• Two or more people hold the same shares in a company together
• Two or more entities hold the same units in a unit trust together
• ASIC records a shareholder as a combined name such as A & B or A && B
• You want the diagram and relationship summary to show one joint parcel instead of separate direct holdings

Do not use a joint holding where each person or entity owns their own separate parcel. In that case, create separate shareholder or unitholder relationships.

What StructureGram Creates

When you create a joint holding, StructureGram creates:

• One generated Joint Holding node
• One Joint holder link from each holder to that joint holding
• One Shareholder or Unitholder relationship from the joint holding to the company or trust

For example:

Andrew + Hannah -> Joint Holding -> Example Pty Ltd

The share or unit details sit on the final ownership relationship. This includes details such as:

• Number of shares or units
• Share class or unit class
• Paid or unpaid amounts, where relevant
• Beneficial or non-beneficial status for shareholdings, where relevant

Shares and Units

Joint holdings work for both:

• Shareholdings in companies
• Unitholdings in unit trusts

For shares, the joint holding owns shares in a company. For units, the joint holding owns units in a unit trust.

Creating a Joint Holding

You can create a joint holding when adding a shareholder or unitholder relationship.

1. Add a Shareholder or Unitholder relationship.
2. Enter the share or unit details.
3. Turn on Joint holding.
4. Choose the additional joint holders.
5. Save the relationship.

The original holder becomes the primary holder, and the additional holders are added to the same joint parcel.

Changing a Single Holding to a Joint Holding

You can convert an existing single shareholding or unitholding into a joint holding from the entity detail page.

1. Open the entity detail page for the company, trust, or holder.
2. Find the shareholder or unitholder relationship.
3. Click the edit button.
4. Turn on Joint holding.
5. Add one or more joint holders.
6. Save.

StructureGram replaces the single direct relationship with a joint holding structure.

Editing Joint Holders

You can edit the members of a joint holding from the same relationship edit modal.

1. Open the relationship edit modal for the joint holding.
2. Add or remove joint holders.
3. Save.

The relationship summary updates to show the current joint holders.

Note: A joint holding must have at least two holders. If you remove holders so only one holder remains, StructureGram converts the joint holding back to a normal single holder relationship.

You can also update the share or unit details in the same edit modal. For example, you can change the share class, unit class, number of shares, number of units, or other ownership details that apply to that holding.

Changing a Joint Holding Back to a Single Holding

To convert a joint holding back to a single holder:

1. Open the relationship edit modal.
2. Remove all holders except the one that should keep the shares or units.
3. Save.

StructureGram removes the generated joint holding node and creates a normal shareholder or unitholder relationship for the remaining holder.

ASIC Imports

ASIC sometimes records joint shareholders as one combined holder name, such as:

• Andrew Andreev & Hannah Andreev
• Andrew Andreev && Hannah Andreev

During ASIC import, StructureGram detects these joint shareholder rows and splits the holder label into separate owners where it can. It then creates:

• Separate owner entities, or links to existing entities if you choose to link them
• One generated joint holding
• A shareholder relationship from the joint holding to the imported company

You can review detected joint holdings in the Joint Holdings step of the ASIC import review. Each detected joint holding can be imported or skipped.

Imported joint holdings are assigned to the same groups you choose for the import. StructureGram also checks for an existing joint holding with the same company, share class, and holder group so it does not create a duplicate.

Note: ASIC import currently applies this joint-holding detection to company shareholdings. Unit holdings are not imported from ASIC, but you can create joint unitholdings manually in StructureGram.

Diagrams

In ownership diagrams, a joint holding appears as its own generated node between the holders and the company or unit trust.

This helps show that the holders own one parcel together, rather than each holder owning separate interests.

If a diagram scope includes the issuer and at least one joint holder, StructureGram keeps the joint holding visible so the ownership path remains understandable.

Joint holdings also appear in relationship summaries and company share capital views. This lets you see both the joint parcel and the names of the joint holders.

Limits and Rules

• A joint holding must have at least two holders.
• Holders can be normal entities such as individuals, companies, trusts, SMSFs, and partnerships.
• Assets cannot be joint holders.
• A joint holding cannot be a member of another joint holding.
• StructureGram prevents duplicate joint holdings with the same issuer, class, and holder group.

Related Topics

• Relationship Types Reference — understand shareholder and unitholder relationships
• Company Entities — manage companies and share capital
• Trust Entities — manage unit trusts and unitholders
• Data Importing — import shareholders from ASIC extracts