Thank you to all those who attended our webinar, and for those who couldn’t make it, you can download the recording below. 

Here too are the key take out points:

  • Understand the taxing point of your awards
  • Be aware of when tax is payable on your awards and plan accordingly
  • Seek advice for altering the way your tax instalments are determined
  • Plan each vesting and what you do with retained or existing shares to make the most of ESS wealth opportunities
  • Keep clear records – always!

Managing your ESS can be difficult and time consuming and the tax implications can bring unwelcome surprises that can directly impact your cashflow and affect your personal wealth opportunities.

If you have questions or need assistance managing your ESS, please contact James Marshall on +61 (0) 7 3007 2080 or request a call back on contact@executivestrategies.com.au