In this video, James Marshall, Financial Adviser explores FIVE important financial matters expatriates need to consider. They are: Understanding your tax ‘residency’ Foreign tax residency and the implications on your Australian tax affairs Accumulating assets outside of Australia Will your estate plan work when you are overseas and cover other unfortunate events? Managing Australian entities…
Executive Share Schemes are complex. And this is especially true when an employee has unvested performance shares as part of their employer’s executive share scheme is made redundant or is considering taking voluntary redundancy.
Prepared for mining and resources executives and employees who have an Executive Share Scheme (ESS) as part of their salary package, this document provides an insight into the nature of ESS. We aim to create an awareness of the inherent complexity involved in managing an ESS, the requirement for constant review and the high probability…
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…
