There are various reasons businesses want to establish an employee share scheme:

Maybe you want to retain key staff…

Maybe you want to arrange succession of leadership in your business…

Maybe you want to reward staff…

And with these varied reasons, the nature of share scheme also varies.

Getting the structure correct from the start goes a long way towards ensuring the success of the scheme.

Focussed on new share schemes, this webinar will cover:

• Various options for establishing share schemes
• How, when and to what extent employee shares schemes are taxed
• Common traps and pitfalls
• Employer reporting obligations
• Tax payment options

Upon satisfactory completion of this activity you will be able to:

• Identify material tax issues involved with various employee share schemes;
• Have the ability to analyse and tailor the terms of an employee share scheme to best achieve the desired commercial position in a tax efficient manner.

This course will be suited to: 

• Those working in internal finance functions where share schemes are being contemplated or are in place – it is you who are going to field questions from employees as to what this means for them and will likely be faced with implementing and accounting for these schemes.
• Accountants and lawyers that commonly advise clients on arrangements to provide employees with an equity interest in their business.
• External and internal professional advisors and other personnel with an interest in employee remuneration and incentives and the benefits and pitfalls of implementing an employee share scheme.

1.25 CPD hours

PRESENTER

Richard Muth, Senior Manager – Tax Advisory, Findex/Crowe

Richard Muth is an experienced taxation practitioner at Findex / Crowe having more than 15 years of experience with clients ranging from large multinational groups, Australasian groups, New Zealand based SMEs along with high net worth individuals.

Richard has significant experience with the tax consequences of employee remuneration and incentives, including employee share schemes.