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
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
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
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
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
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
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
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
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
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
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
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
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
