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Dear EOA Subscriber,

Have you registered for the EOA Summer Party yet? This event is open to the public and we are so excited about getting everyone together in person again to mingle and talk all things employee ownership, with some incredible speakers and after-work beverages to enjoy.

Following an update speech from Graeme Nuttall and Andrew Clements, addressing global EO developments and the Australian context, our first panel will look at the GEO Global Rankings Study and Australian’s position (and aspirations for climbing the ladder). Our second panel will turn to more practical tips & tricks for Australian companies and advisers to be aware of as we wrap up the local reporting and AGM seasons, and reflect on where we are in practice with the regime changes introduced in the past couple of years. Topics we’re particularly interested in right now include:

• 2024 ESS reporting wrap-up
• Recent ATO activity around deductibility of recharges
• The ATO sharing data with state authorities, issues cropping up as a result and how to tackle them
• Studies indicating that the perceived value of share-based payments is lower than the economic value - why and how can we address this?
• Similarly, what is the current appetite for broad-based share plans - both for issuers and their employees?
• Trends around efficient structuring and tax optimisation of ESS, e.g. loan-funded share plans; premium-priced option plans; start-up option plans

Panels will be short and sharp to allow time for some relaxed networking at the conference, so we won’t get through all of the hot topics and trends but we’ll do our best and be guided by the audience! Please feel free to let us know, in advance or during the session, if there’s anything you would particularly like us to cover.

More speaker details can be found in the attached invitation, and registration is through this link for both Sydney and Melbourne:

• Melbourne - 5.30-7.30pm Tuesday, 26th November 2024 (Level 21/333 Collins Street, Melbourne)
• Sydney - 5.30-7.30pm Thursday, 28th November (Chifley Tower, Level 24/2 Chifley Square, Sydney)

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.