Dear EOA Subscriber,

The second EOA Experts Panel webinar for 2022 will be held on Tuesday, 24 May at 9am (AEST) with a session on the topic of 'Topical Tax Issues with Employee Share Schemes (ESS)'.

Join us as Shaun Cartoon, Partner at Arnold Bloch Leibler, explores some recurring, but often overlooked tax issues in relation to the application of the start-up tax concessions, Employee Share Trusts (ESTs), value shifting provisions and cross-border tax issues.

This webinar is free to join. After registering, you will receive a confirmation email with information on how to join the webinar.

When: Tuesday, 24 May at 9am (AEST)

Where: Zoom online webinar (registration required)

Registration link: https://us06web.zoom.us/webinar/register/3916511135935/WN_QwQmUZx7TXum84lBSBTb_w

Register for the June Experts Panel webinar with Professor Andrew Pendleton

The third EOA Experts Panel webinar for 2022 will be held on Tuesday, 7 June at 9am (AEST) with a session on the topic of 'EOTs: Features, Demographics, Research, and Governance'.

The June EOA Experts Panel webinar with Professor Andrew Pendleton will outline the main features of the Employee Ownership Trust (EOT) and explain why it is an attractive form of business succession.  

These design features of the EOT help to overcome some of the well-known and long-standing barriers to employee ownership, such as financing constraints and employee coordination.  

The presentation will provide a comprehensive account of the demographics of EOTs: size of company, location, sector, and age, drawing on data from a population study and from an in-depth survey of 210 EOTs (around one-third of the population).  

Finally, the presentation will outline and discuss employee involvement in governance such as representation on the EO trust and the main company board.

This webinar is free to join. After registering, you will receive a confirmation email with information on how to join the webinar.

Also read: Solving Succession Woes With Employee Ownership Trusts - a recent article by Professor Andrew Pendleton on EOTs that originally appeared on UNSW Business School’s online business journal, BusinessThink.

Watch it again: Employee Ownership Trusts (EOTs) with Graeme Nuttall OBE

A big thank you to everyone who attended the eighth EOA Expert Panel Webinar held on Tuesday, 5 April at 5pm (AEST).

In this webinar Graeme Nuttall OBE explains how and why employee ownership trusts (EOTs) have become a mainstream way of owning and governing UK private companies and discusses the potential for EOTs in Australia.

Share your story with EOA!

EOA is looking to publish more stories about employee share schemes in 2022. If you manage or are involved in a share scheme we'd love to hear from you! Questions for the publication will include why the specific scheme was launched, whether the main objectives were achieved, whether the scheme has been successful and what the average employee participation rate is. If you would like to be involved please email EOA Communications Officer, Max Karklins, at max.karklins@employeeownership.com.au