AUSTRALIA | Global Equity Organization

ARTICLE

11 November 2025

WORK SHARE SCHEME ACQUISITIONS A RISK

SA Magazine

Employee engagement

All plan types

Australia

An SMSF generally cannot acquire shares issued under a remuneration-based employee share scheme, except in limited circumstances such as when the shares come from a listed company and meet related-party rules. Experts warn that these arrangements often create compliance risks, including breaches around asset acquisition, valuation at market value, and potential non-arm’s-length income issues if discounts apply. Trustees are urged to assess eligibility and compliance upfront, as problems commonly arise when transactions are completed before proper advice is sought.

READ ARTICLE

IN-PERSON CHAPTER EVENT

25 November 2025, 5:30 - 7:30pm AEDT

GEO AUSTRALIA CHAPTER MEETING

Sydney, Australia

Australia

GEO SYDNEY FESTIVE EVENT

Celebrate the season with GEO Sydney! Join us for an evening of festive networking, drinks, and delicious nibbles — proudly sponsored by Automic.

As the year draws to a close, take this opportunity to connect with fellow industry professionals, reflect on the year that’s been, and enjoy some light-hearted fun with a share plan–themed quiz.

Looking forward to seeing you all there.

LOCATION:
Velvet Lounge
Wenworth Bar
Sofitel Hotel
Sydney
61 - 101 Phillip St

There is no cost for this chapter meeting.

Members and non-members are welcome to attend. Registration is required.

View the event attendee terms and conditions.

VIRTUAL COURSE

15 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 4

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 15 October! Register today

VIRTUAL COURSE

14 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 3

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 14 October! Register today

LIVE WEBCAST

9 October 2025, 8 - 10am PDT

SHARE PLAN EXCEL ESSENTIALS

Virtual

Operational effectiveness

All plan types

Global

EXCEL ESSENTIALS FOR SHARE PLANS

Join us for a comprehensive hands-on session that takes you through the Excel essentials tailored for managing and optimizing share plan data. This stand-alone course provides attendees with a practical, interactive experience designed to enhance your proficiency in working with common functions and real-world scenarios.

In this course, you will:

Learn essential Excel tools tailored for share plan management
Solve common share plan challenges through interactive exercises
Use Excel to analyze, interpret, and make informed decisions

COST
Please refer to our Event Attendee Terms and Conditions for information.

Members: 129.00
Non-Members:159.00

ATTN: Bootcamp registrants! If you have enrolled (or are planning to enroll) for the October 2025 Virtual Bootcamp program, this course is included in your registration. You do not have to sign up for this course.

ANY QUESTIONS?
Please contact GEO's Program Services.

REGISTER

VIRTUAL COURSE

8 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 2

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 8 October! Register today

ARTICLE

8 October 2025

FORBES WORLD'S BEST EMPLOYERS 2025 - TOP COMPANIES TO WORK FOR

Forbes

Employee engagement

Global

Despite a year of global economic, political, and environmental challenges, most multinational companies remain committed to employee well-being, offering programs like counseling through Employee Assistance Programs (EAPs) and promoting healthy work-life balance. Encouraging managers to model boundaries and use PTO helps prevent burnout, retain top talent, and support employees with caring responsibilities. Forbes’ 2025 World’s Best Employers ranking, based on surveys of over 300,000 employees in 50+ countries, highlights 900 companies excelling in pay, career growth, work-life balance, and overall reputation.

READ ARTICLE

VIRTUAL COURSE

7 October 2025, 7 - 9:30am PDT

GLOBAL SHARE PLAN BASICS BOOTCAMP - DAY 1

Virtual

All plan types

Global

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Get ready — the next Bootcamp will be held on 7 October! Register today

LIVE WEBCAST

9 September 2025, 1 - 2pm EDT

NO SURPRISES: BUILDING A CAP TABLE INVESTORS CAN TRUST

Gracie Arnold, Carta
Chris Hoffmann, Equity Admin
Jason Mann, The Players Company

All plan types

Global

Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.

In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.

Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.

KEY LEARNING POINTS:

Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.

REGISTER

CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

VIEW CHAPTER Discussion BOARD

AVAILABLE TO GEO MEMBER ONLY

PAST EVENTS AND RESOURCES

Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions.

COMING SOON

AVAILABLE TO GEO MEMBER ONLY

REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content.

View regional news & resources

AVAILABLE TO GEO MEMBER ONLY

AUSTRALIA CHAPTER

GEO CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE AUSTRALIA CHAPTER

REGIONAL RESOURCES

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

The future of global share ownership