Using Connectworks Workflows (Checklists)

Connectworks workflows (sometimes called checklists) provide guidance to help firms meet their obligations for a variety of tasks they're required to perform (for example appointing a new director or trustee). Our workflows also provide references to locate the necessary precedents available in Connectworks to quickly generate the necessary documentation for the task. 

Accessing workflows

Workflows can be accessed in two ways:

  1. Via an entity's document repository, using the "I would like to... download a precedent" and filtering your search by the workflow category.
  2. Via your firm's Admin>Precedents tab: first select between Company or Trust documents, then select the Workflow category.


Available Company Checklists

Accounting Records (s195) 
Adopt Constitution (s32) 
Alter Constitution (s32)
Appointment of Alternate Director
Amalgamation (s222)(Short Form) 
Annual Shareholder Meeting (s120) 
Appointment of Director (s153) 
Authorise a Dividend (s53) 
Board Meeting (Schedule 3) 
Bonus Shares (s48)
Call on Shares (s100) 
Change of Registered Office 
Change Name (s23) 
Company Records (s189) 
Consolidate Shares (s48) 
ConsolidateConstitution (s33) 
Credit Shares (s47) 
Death of Director (s159) 
Director Remuneration (s161) 
Dividends (Section 107 Companies Act 1993)
Elect Look-Through Company Status (HB13) 
Incorporate Company (s12)
Issue of Shares s107(2) Issue of Shares
Issue of Shares (Section 42 Companies Act 1993)
Issue of Shares (Section 44 Companies Act 1993)
Liquidation (by Shareholders) (s241) 
Major Transaction (s129) Section 129 Companies Act 1993
Objection to Removal from Register (s321)
Objection to Restoration of Company (s328) 
Opt In (s207K)
Opt Out (Large Company) (s207J) 
Opt Out (s207I) 
Redemption of Shares (s69(1)(a)) Redemption of shares at the option of the Company
Redemption of Shares (s74) Redemption of shares at the option of the shareholder
Redemption of Shares (s75) Redemption of shares on a specified date
Repurchase of Shares Repurchase of Shares (non listed company)
Removal from Register (s317) 
Removal of Director (s156) 
Remove Alternate Director 
Resignation of Director (s157) 
Restore to Register (s330) 
Revoke Constitution (s32) 
Share Register (s87) 
Special Shareholder Meeting (s121) 
Subdivide Shares (Share Split) (s48) 
Transfer Shares (s84) 
Transmission Shares (s93) 


Available Trust Workflows

Variation of trust deed
Winding up of trust
Settlement of trust
Retirement of trustee
Retirement and appointment of trustee
Resettlement of trust
Removal of beneficiary
Distribution to beneficiary
Changing name of trust
Appointment of appointor
Appointment of trustee
Appointment of beneficiary
Death of a trustee
Annual review checklist
Annual review workflow