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EMPLOYEE SHARE PLANS

Upgrade your employee share plan to maximise engagement and empower your team.

Automic's intuitive platform educates employees on their holdings and provides internal teams with important engagement insights, while reducing their admin burden. Secure, easy to manage, and trusted by leading companies.  

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“The technology solution of Automic was far superior to anything else that we’d used or seen in market. Our decision to partner with Automic continues to deliver efficiencies, a better shareholder and employee experience, and greater insights for our team. ”

Steven Marks
Founder and Co-CEO, Guzman y Gomez
Market Cap: $3.73 billion
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“One of the standout capabilities of Automic is the impressive technology platform. It is user-friendly and intuitive, allowing us to access critical information and generate reports efficiently. The advanced dashboards and tools have sped up day-to-day operations, saving us valuable time and reducing the chance of human error. ”

Cathy Hoyle
Group General Counsel and Company Secretary, Enero
Market Cap: $101.19 million

Your Trusted Partner for Employee Share Plans

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A Genuine Step Up in Employee Share Plans

Combining cutting-edge technology, exceptional service, and best-in-class governance, we deliver employee share plan infrastructure that exceeds expectations. 
1
Technology
Our cloud-native platform gives your team 24/7 availability to monitor and manage portfolios seamlessly.
2
Service

Our team’s expertise in employee share plans allows us to proactively address your needs, reducing admin and improve efficiency through automation.

3
Governance
Our secure platform, hosted exclusively in Australia, provides 24/7/365 data access and protects your information to the highest standards.
4
Value
Our automated solutions minimise manual tasks, improve efficiency, and provide cost savings with transparent pricing.
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Employee Share Plan Features

Managing employee share plans doesn’t need to be complicated. Automic provides a solution that covers every aspect of your share plan administration. 

 

Employee Dashboard

Gain a comprehensive view of equity awards and plan-related information. 

We empower your employees with the information they need to make informed decisions and stay connected to their equity journey, acting as an extension of your team. 

In-Built Compliance Reminders and Alerts

Stay on top of important tasks and deadlines with intuitive alerts and reminders. 

Our portal's alerts and reminders assist HR, Finance, Legal, and Company Secretarial team members to work together seamlessly, ensuring ongoing plan management is efficient and compliant. 

Automate Vesting Management

Achieve greater flexibility and control with advanced award vesting management. 

Easily manage different award vesting schedules by toggling auto-vesting on and off, scheduling reminders for internal stakeholders, and calculating pro-rated vesting outcomes before the vesting date. 

End-to-End Digital Experience

Eliminate manual processes and paperwork. 

Simplify the issuance of equity offers with efficient and secure digital distribution of share plan invitations. 

Simplify Employee Share Scheme Tax Reporting with Automic Group

End-of-financial-year tax reporting for Employee Share Schemes (ESS) can be complex and time-consuming. At Automic Group, we remove the burden from your in-house teams with our comprehensive ESS tax reporting service. We handle the intricacies of compliance, ensuring accuracy and efficiency, while enhancing the experience for your employees. 

Find out more

Employee Share Scheme Tax Reporting

At Automic Group, we understand that end-of-financial-year tax reporting for Employee Share Schemes (ESS) can be complex and time-consuming. That's why we offer a comprehensive ESS tax reporting service that takes the burden off your in-house teams while enhancing the employee experience. 
Save Time for Your In-House Teams 

Our dedicated software creates FY24 ESS Statements and Annual Reports, accommodating existing system transactions or external data loads. This efficient reporting streamlines your process and frees up your internal resources to focus on core business activities. 

Enhanced Employee Experience 

We provide comprehensive FY24 ESS statements that explain the calculation of ESS income and include a glossary of key terms, delivering clarity and reducing queries from your ESS participants. By delivering ESS statements using customisable email communications and offering support through our dedicated plan administration team, we enhance the employee experience while reducing the load on your staff. 

Compliant Software 

Our ESS reporting software meets all ATO electronic reporting obligations and is capable of handling the lodgement of annual reports, amendments, and revisions. This compliance ensures your reporting is accurate and meets all regulatory requirements, giving you peace of mind. 

Plan Review and Analysis 

We review your Share Plan documentation to determine the tax treatment and prepare the reportable data file, collaborating with external advisors or using company-supplied data as needed to ensure accuracy. 

Data Collection and Cleansing 

We collate and cleanse participant demographic data, resolving any data queries to maintain the integrity of your reporting. 

Global Mobility Considerations 

For globally mobile employees, we determine whether to report gross or assessable amounts and adjust taxable values as required to maintain compliance across jurisdictions. 

Our Employee Share Scheme Tax Reporting services are part of a complete Employee Share Plan experience. We handle everything from issuing electronic invitations to your employees and providing automated reminders for upcoming vesting events to offering real-time share plan reporting access for your internal teams. 

Integrated Investor Portal 

Our portal offers a unified login for both ordinary shareholders and share plan participants, ensuring a smooth and engaging participant journey. By empowering your employees to understand the full value of their share plan participation, we enhance their connection to your company. 

Superior Service and Enhanced Employee Experience

Save Time for Your In-House Teams 

Our dedicated software creates FY24 ESS Statements and Annual Reports, accommodating existing system transactions or external data loads. This efficient reporting streamlines your process and frees up your internal resources to focus on core business activities. 

Enhanced Employee Experience 

We provide comprehensive FY24 ESS statements that explain the calculation of ESS income and include a glossary of key terms, delivering clarity and reducing queries from your ESS participants. By delivering ESS statements using customisable email communications and offering support through our dedicated plan administration team, we enhance the employee experience while reducing the load on your staff. 

Compliant Software 

Our ESS reporting software meets all ATO electronic reporting obligations and is capable of handling the lodgement of annual reports, amendments, and revisions. This compliance ensures your reporting is accurate and meets all regulatory requirements, giving you peace of mind. 

Hassle-Free ESS Reporting Process

Plan Review and Analysis 

We review your Share Plan documentation to determine the tax treatment and prepare the reportable data file, collaborating with external advisors or using company-supplied data as needed to ensure accuracy. 

Data Collection and Cleansing 

We collate and cleanse participant demographic data, resolving any data queries to maintain the integrity of your reporting. 

Global Mobility Considerations 

For globally mobile employees, we determine whether to report gross or assessable amounts and adjust taxable values as required to maintain compliance across jurisdictions. 

Experience ESS Excellence

Our Employee Share Scheme Tax Reporting services are part of a complete Employee Share Plan experience. We handle everything from issuing electronic invitations to your employees and providing automated reminders for upcoming vesting events to offering real-time share plan reporting access for your internal teams. 

Integrated Investor Portal 

Our portal offers a unified login for both ordinary shareholders and share plan participants, ensuring a smooth and engaging participant journey. By empowering your employees to understand the full value of their share plan participation, we enhance their connection to your company. 

Ready to Simplify Your ESS Tax Reporting?

Let Automic Group streamline your Employee Share Scheme Tax Reporting and enhance your overall share plan management. 

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Case Study

Guzman y Gomez lists with a $2.2 billion market capitalisation

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Whitepaper

Navigating the Future of Shareholder Engagement: The Ultimate Guide to Hybrid AGMs

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Discover what our clients have to say

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The technology solution of Automic was far superior to anything else that we’d used or seen in market. Our decision to partner with Automic continues to deliver efficiencies, a better shareholder and employee experience, and greater insights for our team.

Steven Marks
Founder and Co-CEO, Guzman y Gomez
Read this story
testimonial-enero

One of the standout capabilities of Automic is the impressive technology platform. It is user-friendly and intuitive, allowing us to access critical information and generate reports efficiently. The advanced dashboards and tools have sped up day-to-day operations, saving us valuable time and reducing the chance of human error.

Cathy Hoyle
Group General Counsel and Company Secretary
Read this story
testimonial-livehire

Our experience with Automic’s Employee Share Plan Administration service has been great. Their expert team and dedicated plan administration technology streamlined our ongoing share plan activities, saving us significant time by sending digital offer invitations to eligible staff members, simplifying ongoing reporting requirements, and increasing transparency of outstanding share plan awards for employees. Automic’s professionalism and expertise are evident and this has resulted in a more cohesive experience for internal stakeholders.

Ben Brooks
CFO, Livehire

Get started today

Ready to transform your Employee Share Plan management? Contact Automic Group to discover how we can help your company streamline processes, enhance compliance, and empower your employees with the tools they need to thrive.  

Automic’s commitment to quality and security

Certified to deliver top-quality, secure, and well-governed services for our clients.   
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ISO 9001:2015
The international standard for quality management systems (QMS). This ensures Automic’s ability to consistently provide products and standards that meet client and regulatory requirements.   
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ISO 27001:2013
The international standard for information security management. This standard demonstrates Automic’s commitment to global best practices, ensuring a robust approach to managing information security.  
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ISO 37301:2021
The international standard for compliance management. This standard highlights Automic’s dedication to setting and exceeding the highest standards of compliance and governance.

Frequently asked questions

How does an employee share plan benefit employees?

Employee share plans offer significant advantages to employees by giving them a sense of ownership in the company, aligning their interests with the organisation's success. Through these plans, employees can build long-term wealth as the value of their shares grows. Additionally, with tools like Automic’s intuitive dashboards, employees are able to easily track their share plan awards, understand key financial details, and make informed decisions. This level of engagement not only increases motivation but also enhances job satisfaction and loyalty.  

What features does Automic Group provide to automate Employee Share Plan management?

Automic Group offers several automation features to simplify Employee Share Plan management, including automated workflows for issuing digital offer invitations, managing vesting schedules, and facilitating cashless exercise options. This automation reduces the manual effort required and minimizes the risk of errors associated with traditional methods. 

In what ways does Automic ensure compliance with ASX and financial reporting requirements?

Automic ensures compliance by providing intuitive administrator dashboards that include built-in alerts and reminders for key deadlines. Our platform allows administrators to generate reports on demand, ensuring they have the necessary information at their fingertips to meet ASX and financial reporting obligations without missing any critical dates.  

What makes Automic Group a trusted partner for companies looking to manage their Employee Share Plans effectively?

Automic Group is a trusted partner due to our commitment to providing a comprehensive, user-friendly platform combined with dedicated support from experienced professionals. Our expertise in share plan administration, combined with our focus on automation, compliance, and employee engagement, ensures that companies can manage their Employee Share Plans efficiently and effectively, leading to better outcomes for both employers and employees. 

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Liability limited by a scheme approved under Professional Standards Legislation. Practitioners employed by Automic Finance Pty Ltd are members of the scheme.