901b case study: an employee share scheme deep dive

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?


Watch money money money on Youtube: https://www.youtube.com/@m3.podcast


Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store


money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au


We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


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.

Hosted on Acast. See acast.com/privacy for more information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(920)

the future of investing: 23-hour trading, AI tools, options, AUS vs US shares + more

the future of investing: 23-hour trading, AI tools, options, AUS vs US shares + more

In today's bonus episode Glen is joined by Andrew Rogers, Managing Director and Head of Stock Broking at CMC Invest to talk all things investing. They touch on:👉🏼 23 hour international trading comin...

17 Syys 43min

937b wwgd: her husband's super is low and he's turning 60 in four years

937b wwgd: her husband's super is low and he's turning 60 in four years

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to In...

16 Syys 42min

937 first time investing, CGT changes explained, passed in at auction, buying first home + more

937 first time investing, CGT changes explained, passed in at auction, buying first home + more

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to In...

14 Syys 1h 9min

936b cash out 3% super, bond yields, geared ETFs, retirement, financial advice + more (campfire chat)

936b cash out 3% super, bond yields, geared ETFs, retirement, financial advice + more (campfire chat)

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to In...

9 Syys 2h 48min

936 paying off parent's debt, DHHF vs VGS, goal setting, career change into real estate + more

936 paying off parent's debt, DHHF vs VGS, goal setting, career change into real estate + more

In this Q&A episode Glen and John discuss:👉🏼 using a $200k inheritance to clear dad's debt👉🏾 giving your children an early inheritance to help them get into a home 👉🏻 John's advice to aspiring f...

7 Syys 1h 19min

what $2.5m+ investors are doing differently (and how you can copy it)

what $2.5m+ investors are doing differently (and how you can copy it)

In this bonus episode Glen is joined by Fraser Allan, Head of Premium Client Management at CMC Invest for a chat around all things investing. Fraser looks after clients with $2.5M+ in holdings and see...

3 Syys 43min

935b wwgd: Ellie is stuck in analysis paralysis, but why?

935b wwgd: Ellie is stuck in analysis paralysis, but why?

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to In...

2 Syys 38min

935 super september: calculators, fees, fund selection & SMSF with financial journalist James Kirby

935 super september: calculators, fees, fund selection & SMSF with financial journalist James Kirby

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to In...

31 Elo 56min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
rss-paasipodi
oppimisen-psykologia
rss-karon-grilli
rss-inderes
rss-rahamania
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
lakicast
rss-pinnan-alle
rss-siksi-viestinta
pomojen-suusta
rss-seuraava-potilas
rahapuhetta