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Employee Share Plans

We provide our clients with a complete end to end service, from plan design to full implementation of an ESS designed to suit your business and its objectives – namely:

  • We navigate you through the complexity and different types of employee share schemes
  • We design a scheme that best meets your business’ objectives having regard to your circumstances
  • We advise you on the tax consequences and your legal obligations
  • We draft all the scheme documentation
  • We assist with any required disclosure documents and other legal requirements
  • We help you all the way through to plan implementation
01

Scheme design/structure

We can assist with advice on the various scheme types and recommend the best scheme type to achieve your objectives. This includes:

  • Initial client meeting to understand and agree key facts, objectives, requirements, and parameters
  • Research and develop options for the scheme structure
  • Present scheme options to you
  • Agree scheme design/structure to proceed with

More Information

Pricing:

  • Initial phone/video consultation and guidance - free
  • A written report on scheme types - starting at $5,000
02

Tax memorandum

We can assist with detailed tax advice on your chosen scheme design and structure, covering the tax treatment and issues for:

  • Employees
  • Employer

More Information

Pricing:

  • Starting at $5,000
03

Legal memorandum

We can assist with legal advice on your chosen scheme design and structure, covering the relevant corporations law requirements, including the disclosure requirements (eg requirements and exemptions for providing an offer information statement to employees).

More Information

Pricing:

  • Starting at $5,000
04

Decision support

We can assist you in obtaining internal support for your chosen scheme, including:

  • Attending Q&A sessions
  • Briefing the Board and/or Remuneration Committee

More Information

Pricing:

  • Time-based at an agreed hourly rate
05

Scheme documentation

We can assist with the preparation of plan documentation, including:

  • Preparation of Plan Rules
  • Preparation of Trust Deed
  • Preparation of Plan Overview for employees, including Tax Summary
  • Preparation of template offer letter (including acceptance form)
  • Preparation and/or review of framework for Offer Information Statement

More Information

Pricing:

  • Starting at $6,000 for Plan Rules and template offer letter
06

Scheme overview for employees

We can assist in:

  • The preparation or review of an overview of your chosen scheme to be presented to employees
  • Presenting the overview to employees and addressing any questions employees may have

More Information

Pricing:

  • Time based at agreed hourly rate
01

Scheme design/structure

We can assist with advice on the various scheme types and recommend the best scheme type to achieve your objectives. This includes:

  • Initial client meeting to understand and agree key facts, objectives, requirements, and parameters
  • Research and develop options for the scheme structure
  • Present scheme options to you
  • Agree scheme design/structure to proceed with

More Information

Pricing:

  • Initial phone/video consultation and guidance - free
  • A written report on scheme types - starting at $5,000
02

Tax memorandum

We can assist with detailed tax advice on your chosen scheme design and structure, covering the tax treatment and issues for:

  • Employees
  • Employer

More Information

Pricing:

  • Starting at $5,000
03

Legal memorandum

We can assist with legal advice on your chosen scheme design and structure, covering the relevant corporations law requirements, including the disclosure requirements (eg requirements and exemptions for providing an offer information statement to employees).

More Information

Pricing:

  • Starting at $5,000
04

Decision support

We can assist you in obtaining internal support for your chosen scheme, including:

  • Attending Q&A sessions
  • Briefing the Board and/or Remuneration Committee

More Information

Pricing:

  • Time based at agreed hourly rate
05

Scheme documentation

We can assist with the preparation of plan documentation, including:

  • Preparation of Plan Rules
  • Preparation of Trust Deed
  • Preparation of Plan Overview for employees, including Tax Summary
  • Preparation of template offer letter (including acceptance form)
  • Preparation and/or review of framework for Offer Information Statement

More Information

Pricing:

  • Starting at $6,000 for Plan Rules and template offer letter
06

Scheme overview for employees

We can assist in:

  • The preparation or review of an overview of your chosen scheme to be presented to employees
  • Presenting the overview to employees and addressing any questions employees may have

More Information

Pricing:

  • Time based at agreed hourly rate

David Early

david.early@nuwaru.com

+61 400 625 964