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.
Please contact James at Stratus to find out how our experience with executive share schemes can benefit you. Phone 3007 2007 or email firstname.lastname@example.org
At Stratus Financial Group, we help families, professionals, executives, business owners and retirees manage their complex financial affairs and coordinate their professional advisers.
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.