Employee Share Schemes

Maximise Your Return With Sound Financial Planning

Get Help With Your Employee Share Scheme

Specialists in financial planning and tax management for FIFO and mining industry workers.

Receiving shares as part of an Employee Share Scheme is a great opportunity to build long-term wealth and profit from your company’s success. However, without proper planning, the tax implications can be significant, especially when you leave employment or enter retirement.

Don’t get caught out and talk to our specialist accountant who will explain the tax implications of your Employee Share Scheme and help you tailor a solution to meet your individual circumstances. We also assist with calculating reportable income, preparing your tax return, and ensuring you meet all ATO reporting requirements.

Whether you’ve just started in your job or just on retirement, we’ll help you make informed decisions, maximise your investment and stay on top of your obligations.

 


Long Term Experience
Combined our three consultants have over 50 years of industry knowhow.


Highly Qualified
Our services are fully licenced and our experts hold appropriate qualifications in their fields.


Friendly
At the end of the day, we love helping people and especially enjoy meeting for the first time.

Talk To Us Today

Our first meeting is a free consultation where we can chat and give you some clarity on your financial position.