Navigating the Tax Issues of RSUs, ESPPs & ESOPs for Employees

Explore the taxing points of employee share schemes through an in practice lens, with practical insights for advising employees.

In this session, we cover:

• The taxing points of Restricted Stock Units (RSUs), Employee Share Purchase Plans (ESPPs) & Employee Share Option Plans (ESOPs)

  • How they are reported in the tax return

  • How to advise your client on their tax implications

• Capital Gains Tax Calculations of Employee Share Scheme (ESS)

  • Reviewing the employee share platforms and their limitations

  • The application of the CGT calculation for foreign ESS

• Residency Issues and critical considerations

  • Arriving in Australian - Becoming a Temporary vs Permanent Residency Visa's

  • Leaving Australia - becoming a non-resident

  • Deemed sale vs Election to disregard Capital Gain or Loss - CGT Event I1