In this episode of the Mo Money podcast, we unpack how to maximise employer share plans, the different types of plans that exist, how they work, what some of the considerations are around investing, planning and tax, as well as what you need to know to make sure that you actually profit from your employee share plan. This episode is perfect for anyone that's working for an employer that offers employee share plans or that's thinking about joining one that does.
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Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055