AUS 2014 Melbourne

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GEO was delighted to present the 2014 Australia Regional events— dedicated to Australian equity compensation in Sydney on 14 October and Melbourne on 16 October.

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These events promised schedules packed with useful content, knowledgeable speakers and high caliber attendees.

About the Australia Regional Events


Registration Closed


About the Australia
 Regional Events

Who Will Attend









Who Will Attend


Who Will Attend





Yarra Falls
452 Johnston Street
VIC 3067
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Member and Non-Member Issuers were welcome to attend this meeting at no charge. Registration was required.





Registration Closed

  16 October, 2014 (Subject to change)

08:00am – 08:30am


Registration and Networking Breakfast

08:30am – 08:45am


Opening Remarks


Danyle Anderson, Executive Director, Global Equity Organization

08:45am – 09:45am


Session I: Share Plan Research: Exploring the Distinct Results


When one just isn’t enough—attend this session and hear the findings of important research from two different firms. First, get an in depth look at the findings from research by the London School of Economics, commissioned by Computershare, on how broad-based employee share plans can influence employees and be a valuable contributor to a company’s success. Panelists will show how offering a plan can make a significant difference to workforce performance, e.g., employees who take part in company share plans work longer hours, take less absence and are less likely to leave.

Next hear the key findings from EY’s global share plan survey, which offers insights on current global market trends of global equity plans, including broad-based schemes and executive long-term incentive plans.

Micaela Costello, CSL
Matthew Reed, Computershare
Charlotte Xu, EY

09:45am – 10:45am


Session II: Practically Managing Regulatory Developments


Establishing and maintaining employee share plans is complicated. An issuer needs to juggle many things, e.g., how the ATO will treat the plan from the perspective of the employee as well as the issuer, compliance with the regulatory guidance from ASIC and the advice that is being received from advisors. To add to this complication, the goalposts seem to keep shifting. It can be difficult to understand what the proposed and / or implemented changes mean in practice and how they will apply in the real world, to the specific plan and circumstance of the issuer. This session aims to provide a practical perspective of what you should pay attention to when establishing a trust, or maintaining your current trust and plan.

Kirrily Lansdown, Amcor Limited
Leon Mazarakis, Link Market Services

10:45am – 11:15am


Networking Break

11:15am – 12:15pm


Session III: Issuer company case studies: Putting Employee Share Scheme Theory Into Practice


What are the tricks and traps to delivering equity over each stage of a company’s lifecycle: startup, in anticipation of listing, on listing and beyond? In this session, hear everything you need to know to here, including what equity alternatives are available to new companies, given tax rules and regulatory oversight; what is new in employee share warehousing, including employee share trusts; how should companies address insider rules when delivering employee equity and much more!

Sarah Bernhardt, Allens
Sandra Buth, Deloitte
Regan Engelhardt, Nexvet Biopharma

12:15pm –12:30pm


Lunch Served for Lunch Session

12:30pm – 01:30pm


Lunch and Session IV: Regulatory and Policy Update


The employee share plan landscape experienced a dramatic shift in 2009 following the introduction of the previous Government's tax changes. The current Government has vowed to scale back those changes but there remains some uncertainty about how far they will go and who they will be targeting with the reforms. We will explore some of the possibilities and also consider some common strategies used by companies to overcome the limitations with the current rules.

Hamish Wallace, Minter Ellison
Paul Washington, Minter Ellison

01:30pm – 01:40pm


Closing Comments


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