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Employee share plans paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Aug 08

This paper highlights the tax implications for employees who receive awards under equity plans and the opportunity for tax savings. Topics covered include:

  • comparing the different plans that employers are using in the market place
  • why would an employee elect to pay tax in the year the awards are granted?
  • how to value an unlisted option
  • the capital gain implications when the shares are ultimately sold.

Author profile

Julie Donnellan
Julie has over 10 years experience with KPMG co-ordinating and leading global International Executive Services engagements. Julie advises national and international clients across most industry sectors on international employee share plans for both executives and employees and on other bonus and incentive arrangements. Julie is well versed in the needs of senior executives and relocating employees and has extensive experience advising on and offering effective and practical solutions to a range of complex expatriate tax issues. She has experience in the development and implementation of tax effective international remuneration packages, international pension and tax equalisation plans, double tax agreements and cross-border tax planning strategies. - Current at 25 February 2009
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This was presented at 2008 WA Convention .

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