Most migrations start confidently and stall in the middle. This checklist walks company secretaries and board administrators through every phase — in the order that prevents the mistakes that matter.
What to Expect
Whether you’re planning a migration or pressure-testing your current setup, this checklist gives you a clear path from contract review to go-live — without losing your records, your history, or your directors’ patience.
Audit your current setup, review your exit terms, back up everything, and plan your new structure before a single file moves.
Know exactly what to ask before you sign — covering security certifications, data residency, migration support, AI governance, and hidden costs.
Test the full workflow before you go live. If something doesn't work smoothly, you want to know before the chair is waiting for their papers.
See at a glance who leads, who supports, and who approves.
Guidance on retention obligations under the Corporations Act 2001 (AU) and Companies Act 1993 (NZ), with notes on ASX and NZX governance principles.
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