Dear EOA Subscriber,

We are delighted to welcome Marc Bosotti of Global Employee Equity Lead, APAC at Vialto Partners and Dheeraj Lalwani, Head of Client Relationships at MUFG Corporate Markets, to our next EOA Experts Panel webinar to present the FY25 Employee Share Scheme Reporting.

In this session, we will provide an overview of the ESS reporting requirements and address some of the common questions/mistakes that our experts see in preparing ESS reporting. In particular, Dheeraj has vast experience in assisting Australian listed companies with ESS reporting, while Marc is more experienced in assisting foreign listed companies and unlisted companies. Dhee and Marc will look to share some of their top tips to help you get your ESS reporting done efficiently and accurately in FY25.

This webinar will be held on Friday, 30 May 2025 at 11 AM (AEST).

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

Registration link: https://us06web.zoom.us/webinar/register/WN_glL3cpUWSpC6vI0PABjTdg

More info

A growing number of companies are navigating the complexities of Employee Share Scheme (ESS) reporting as part of their annual compliance obligations. Accurate and timely reporting is essential to meet ATO requirements and avoid common pitfalls that can lead to errors or penalties.

This session will walk through key ESS reporting requirements and highlight frequent challenges faced by both Australian and foreign listed companies, as well as unlisted entities. With insights from real-world client experiences, Dheeraj and Marc will share practical tips and best practices to help streamline your ESS reporting process and ensure accuracy in FY25.

About the speakers

Dheeraj Lalwani is the Head of Client Relationships at MUFG Corporate Markets and has over 18 years of experience in proactively managing Global Employee and Executive equity plans in Australia and worldwide. His experience extends into every aspect of the Employee and Executive plan and has an in-depth understanding of complex administrative requirements for a global employee share scheme. Dheeraj is also an EOA Board member and a member of the Experts Panel. 

Marc Bosotti has over 20 years of experience advising organisations on reward and performance, global mobility, and taxation matters. Marc specialises in helping companies design, implement,t and administer reward and compensation structures that create alignment with the organisation’s business and people strategy. He has significant experience with employee equity arrangements in listed, unlisted, and private equity environments. Marc sits on the Board of Directors of Employee Ownership Australia (EOA) and is Chair of EOA’s Experts Panel.

We look forward to exploring the webinar topics with you.

Latest news

You can also check out our latest blog pieces, as follows:

New research shows employee-owned businesses can prosper in millennials’ hands, March 17, 2025

Press Release – Employee Ownership Australia Advocates for Stronger Support for Employee Ownership Trusts, November 26, 2024

Watch the recording of our previous EOA Experts Panel Webinar

Also, you can watch the recording of our last Experts Panel Webinar on May 2024 – ‘Employee Ownership - An update on Broad-based Employee Share Plans’  - This webinar covered the essentials of Broad-based Employee Share Plans, including salary sacrifice plan design, implementation strategies, and employee engagement. The session also touched on key tax considerations for both Australian and global share plans.

Share your story with EOA!

EOA is looking to publish more stories about employee share ownership schemes in 2023. If you manage or are involved in an employee ownership project 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 at info@employeeownership.com.au

About EOA

Employee Ownership Australia is an independent not-for-profit organisation that represents a diverse range of members – from listed companies with employee share schemes (ESS), through to worker-owned co-operative and mutual enterprises (CMEs), and a burgeoning group of companies using employee ownership trusts (EOTs) to achieve full or partial employee ownership. Our vision is to realise the potential of employee ownership for all stakeholders including government, companies, employees, advisers, investors and funds.

You can find EOA on LinkedIn, and join our mailing list for employee ownership news and event updates by clicking here.

Becoming an EOA member enables you to join other like-minded organisations in the ongoing exchange of ideas and practices, and gain access to specialist professionals for advice on the tax, legal, financial and cultural aspects of all forms of employee ownership.