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Employee share schemes - What should you be doing now? presentation

Member Price: Free
Non Member Price: $15.00

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 31 Oct 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the new rules vs the old rules:
    • key impacts on plan types and employees
  • the new approach to the valuation of employee share scheme awards
  • ESS reporting:
    • common errors made by employers
    • ATO reviews and audits
  • disclosure on employee tax returns
  • considerations for designing new share/option plans.

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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Individual sessions

Impact of the new ESS rules on employers and employees

Author(s):  Mardi Heinrich

Materials from this session:

Further details about this event:

 

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