Access to Experts

What is the EOA Experts Panel?

Members of the EOA Experts Panel are selected by EOA based on their combined experience of consulting in the employee share plan space over several decades.  To be invited to be a member of the Experts Panel the individuals must have over ten years’ recognised experience in designing, managing and implementing employee ownership plans.  In addition, the individuals selected by EOA are recognised by their peers as practitioners of excellence in this area.  The Experts Panel members have been selected from the leading tax and legal professional firms and share plan administrators and registry providers in Australia.

The Experts Panel’s philosophy regarding broad based employee share ownership is aligned with that of the EOA.

EOA Report’s Produced by the Experts Panel

Employee Ownership Australia and New Zealand Report shows that a reversal of the 2009 changes will add a significant boost to the economy over the long term.

Download and read Our Report Employee Share Schemes – Their Importance to Our Economy | EOA Report, July 2014
Download and read Media Release

EOA Report – February 2014, The Solution for Start-Ups

Employee Ownership Australia and New Zealand offers a plan solution for start-up companies
Download and read Our Response to the Treasury Consultation on Start-Ups |  EOA Report, February 2014
Download and read Media Release

EOA Report – April 2013, Information about the Current Trends in Employee Ownership

Employee share ownership weakened by government legislation, new report finds 
Lower participation in employee share plans and a decrease in the use of option plans is hitting innovation in Australian business
Download and read The Changing ESS Landscape since 1 July 2009 |  EOA Report, April 2013
Download and read Media Release

Meet the EOA Experts Panel

Adrian O’Shannessy
Director
Tel: +61 3 9288 1723
Email: Adrian.OShannessy@greenwoods.com.au

Experience and expertise

Adrian’s practice involves advising public and multinational companies on all aspects of domestic and international tax planning, with a focus on corporate head office issues such as employee share and dividend reinvestment plans, mergers and acquisitions and structured finance. Key areas of practice include:

  • Employee share and option plans;
  • Corporate dividend and capital return strategies;
  • Capital gains tax and other reorganisation issues associated with mergers and acquisitions;
  • The taxation of public trusts and alternative structures such as stapled vehicles, partnerships and unincorporated joint ventures;
  • Domestic and offshore debt capital raising; and
  • Structuring for inbound investment into Australia, particularly from the United States.

Adrian has had significant roles over an extended period with ANZ Banking Group, Centro Properties Group, Coles Myer, GE Capital and Transurban. Adrian has implemented employee share and option plans for many leading companies in Australia including ANZ Banking Group, AXA, BHP Billiton, Coles Myer, Oz Minerals and Santos.

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Andrew Clements
Partner
Tel: +61 3 9643 4089
Email: andrew.clements@au.kwm.com

Experience and expertise

Andrew Clements is a Partner in the Melbourne office where he specialises in tax with an emphasis on capital gains tax, consolidation, imputation and international tax work. His practice concentrates on corporate tax, together with the tax consequences of dealing in intellectual property rights and with the taxation treatment of the funds management industry. He also has extensive experience in relation to both the tax and legal issues associated with employee share schemes.

Andrew is recommended by Chambers Global Guide 2009 and commentators “have always found his work to be of a very high standard.” He has also been nominated as a leading individual in Tax by APL 500 2008/2009.

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Angela Perry
Global Head, Business Development, EPS
Tel: 0424 557 297
Email: angela.perry@employeeownership.com.au

Experience and expertise

Angela is a qualified English Barrister and Australian qualified solicitor. She has over 14 years consulting experience in the fields of equity plan design and executive compensation practice. This experience was gained in the Australian, Europe, UK and US markets.Angela has acted for some of the top Australian and UK public and private companies and large internationals in relation to design, implementation and administration of equity plans and equity like products. In particular, she has advised and implemented global equity plans and short term incentive plans in over 50 countries globally.

In the UK she was part of the HM Revenue & Customs’ (formerly the Inland Revenue) consultation process for the New All Employee Share Plan. She has undertaken research for the European commission on the prevalence, reasons for and barriers to employee share plans in Europe. She has worked with the Australian Employee Share Ownership Development Unit in the Department of Employment and Workplace Relations on the getting started kits.

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Karen Quinsey
Tel: 0448 483 927
Email: karen.quinsey@gmail.com

Experience and expertise

Karen Quinsey is a professional taxation expert with over 23 years’ experience in Australia focusing on international tax issues for mobile taxpayers, capital gains tax, employee share schemes and incentives, wealth creation strategies and superannuation planning. Karen focuses on a practical approach of listening to and exploring her client’s needs and helping them manage and understand tax risk by developing practical solutions focused on adding value.

Karen was a Director in the PwC Private Clients tax practice in Sydney and her career with PwC exceeded 20 years.Karen is passionate about achieving tax reform in the employee equity space. Karen played a lead role within PwC and also externally (including with the Institute of Chartered Accountants in Australia, the Board of Taxation Consultation and the ATO Working Party) in relation to the 2009 and the 2015 Employee Share Scheme tax reforms.Karen is a member of Chartered Accountants Australia and New Zealand, a Chartered Tax Adviser and a Registered Tax Agent.

 
Matthew Reed
National Business Development Manager – Plan Managers
Tel: +61 2 8234 5235
Email: Matthew.Reed@computershare.com.au

Experience and expertise

Matt commenced his employee equity career in the UK with HBOS in 1994. Over the past 20 years, he has worked with companies with workforces ranging from one employee to 200,000 in the UK, Australia and New Zealand to design, communicate and implement their local and global share plans.

Now based in Sydney, Matt manages a team of relationship managers coordinating plans for local and international companies, and assists clients implement and execute effective employee share plan strategies that support broader organisational objectives. He is also involved in strategy development as a member of the Computershare Plan Managers leadership team in Australia.

 
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Mathew Ronald
General Manager, Equity Plan Solution
Tel: +61 2 8280 7805
Email: Mathew.Ronald@linkmarketservices.com.au

Experience and expertise

Mathew Ronald is General Manager of Link Market Services’ Employee Equity Plan Solutions division. At Link, Mathew provides end-to-end services to Link’s equity plan clients across the full spectrum of employee share plan lifecycle, including administration, consulting, legal and taxation services.

Mathew is a lawyer and equity plan specialist who has spent his career designing and advising on employee equity arrangements.Prior to joining Link, Mathew worked as an equity plan lawyer at Linklaters LLP (UK) and Corrs Chambers Westgarth, and as a remuneration consultant with Ernst & Young.

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Mathew Ronald


Chris Galway
Partner, People Advisory Services
Tel: +61 2 8295 6476
Email: Chris.galway@au.ey.com

Experience and expertise

Chris leads Ernst & Young’s Equity Incentives practice in Australia, specialising in executive remuneration and the design and implementation of employee share plans and long-term incentive plans.

Chris’ team provides remuneration, incentive design, tax, legal and accounting advice to a wide range of Australian and overseas organisations.

Chris has worked extensively with major Australian-listed groups, private equity firms and unlisted companies on executive remuneration and equity plan-related assignments, including IPOs and transactions.

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Norah Seddon
PwC | Partner
Tel: +61 (2) 8266 5864
Email: norah.seddon@au.pwc.com

Experience and expertise

Norah is part of PwC’s People business which provides an integrated people consulting and solutions services. She has over 20 years’ experience with PwC and focuses on the provision of taxation advice to individuals and corporations.

Norah’s clients include expatriate individuals, high net worth individuals and multinational companies. As the types of clients that Norah has worked with include individuals and multinational companies, she brings an ability to understand different perspectives and to develop solutions that incorporate these perspectives. As part of PwC’s People business, Norah focuses on employer taxation matters in relation to mobility, employee share schemes and expatriate taxation matters.

Norah has been involved in submissions to the Government on many topics including the changes to the Living Away from Home rules in October 2012 and the changes to the non-resident CGT rules in 2013.

Norah is a member of the Institute of Chartered Accountants in Australia and holds a Bachelor of Commerce (Accounting) with Distinction from the University of Western Sydney.


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