Share Plan in a Box®

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Share Plan in a Box®

Streamlined and Automated Planning

Creating and implementing a share plan can be a time consuming and challenging process. Typically, it takes 2 to 3 weeks from deciding to implement a share plan through to actually having all documents in place to actually make offers to employees. With Share Plan in a Box®, that process can be reduced to a matter of hours or even minutes.

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How can we help?

Share Plan in a Box® is an online tool that produces pre-formatted configurable corporate share plans using inputs from an interactive digital decision tree.

Users will receive a share plan and instruction guide (such as an Implementation checklist covering the next steps on accounting, legal and employment tax) and the tool can then generate the offer documents. All outputs can be downloaded from the tool and the offer documents can be easily created for each employee.

Share Plan in a Box®

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Key Benefits

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    How it works?

    Share Plan in a Box® is easy to use – the user simply has to answer a handful of questions that will determine the appropriate plan type and plan terms for their situation.

    By asking key questions up front, it removes any back and forth between the company and those drafting the documents.

    All documents required to make an offer can be provided through the platform – simplifying the process in an intuitive and comprehensive way.

    Share plan in a box
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    More information

    Please download our brochure.
    If you would like to learn more about Share Plan in a Box® and making it work for your business, please email  shareplaninabox@deloitte.com.au.

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    START-UP - $2,500

    • Deloitte ATO-approved ESS start-up plan
    • Deloitte ATO-approved ESS offer document
    • Instruction guide for your finance team on next steps
    • Terms and conditions reference guide
    • Four 15-minute phone consultation sessions

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    STANDARD - $9,750*

    • A choice of plans
    • ESS offer documents
    • Instruction guide for your finance team on next steps
    • Terms and conditions reference guide
    • Four 15-minute phone consultation sessions

    *Introductory offer

    Enquire now

    PREMIUM - $POA

    • Add overseas participants for international companies
    • Deloitte offer document
    • Instruction guide for your finance team on next steps
    • Terms and conditions reference guide
    • Four 15-minute phone consultation sessions

    Enquire now

    Contact us

    Robert Basker

    Robert Basker

    Partner,Tax, Global Employer Services

    +61 2 9322 7551

    Rob is a partner in Deloitte's Global Employer Services practice in Sydney. He is the Global Leader of GES' Equity and Rewards practice as well as Australia's National practice leader. Rob has 25 year... More

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