The coveted 2020 Independent Financial Adviser (ifa) Holistic Firm of the Year award is the second for Stratus Financial Group. The highly respected Brisbane-based financial planning firm and Resources Unearthed contributor, took the honour in 2019 as well, shoring up their reputation for delivering quality and truly ‘holistic’ financial planning that is underpinned by integrated services and…
Most executives in mining and resources would agree that the opportunity to live and work overseas – whether permanently or temporarily – is an exciting part of their career. Many may not be aware, however, of the implications for their executive share scheme (ESS) of living in different tax jurisdictions. Multi-jurisdictional taxation, tax equalisation and…
For recipients of a past, current or future executive share scheme living in Australia or overseas, this video summarises key considerations as well as why you need specialist advice to make the most of your ESS: Vesting and the crucial decision about what you should do with newly vested shares; The implications of multiple tax…
Mining and resources executives who hold a large proportion of their overall wealth in an executive share scheme (ESS) need to be aware of the potential disadvantages of being in a ‘top heavy’ financial position. For executives whose ESS may account for the majority of their wealth, it is important to understand the risks and…
