May 6, 2020

ESS: Key Considerations for your Executive Share Scheme (Video)

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 jurisdictions and complexities of tax equalisation if you’re an expatriate or on international assignment; and
    • Our process for supporting your ESS with the aim of ensuring you enjoy maximum benefits.

Resources Unearthed is a solutions hub that provides integrated financial, legal, property and accounting & business advisory services for executives, professionals and business owners in mining and resources.

Stratus Financial Group and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. This is general advice only and does not take into account your objectives, financial situation or needs, so you should consider whether the advice is relevant to your personal circumstances. You should also read the relevant Product Disclosure Statements (PDS) before making any financial decisions.

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