901b case study: an employee share scheme deep dive

It's not uncommon for employees of a business to be offered shares in the business they work for. Glen sits down and unpacks a real life case study of an employee who has been offered shares in their business, touching on:

👉🏾 the case study basics

👉🏿 details of the offer made to the employee

👉🏻 why do company's typically offer employee share schemes?

👉 what kind of returns could the employee expect?

👉🏼 share classes that are typically offered in these schemes

👉🏽 exit rules and drag along provisions

👉🏾 ownership structure considerations

👉🏿 what risks does this person face?

👉🏻 why would this person invest in this scheme?

👉 why WOULDN'T this person invest in this scheme?

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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