Join us for an in-depth session on the intricacies of Australian Employee Share Scheme (ESS) tax implications during mergers, acquisitions, and demergers. Understand the critical aspects of immediate versus deferred ESS tax on shares and rights, and learn about the provisions and application of ESS tax rollovers. Discover effective communication strategies to help employees navigate the impact of corporate transactions on their ESS.
KEY LEARNING POINTS:
- Gain insights into when ESS tax rollovers can be applied, avoiding immediate taxing points during corporate takeovers or restructures, and understand the importance of obtaining a class ruling from the Commissioner of Taxation.
- Learn about the ESS reporting responsibilities of both the old and new companies involved in a corporate event, and explore whether payroll withholding can prevent double taxation.
- Discover proven strategies for effectively communicating with employees about the impact of corporate events on their ESS, ensuring they understand the treatment of both vested and unvested shares and rights.
COST
GEO members: No charge
GEO non-members: No charge
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Recordings are available to access on-demand following the webcast.
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 TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.