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.
> Continue scrolling down this page for the full list and contact details of the EOA Expert Panel.
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
> Submission to the Federal Parliamentary Inquiry into promoting economic dynamism, competition and business formation
Download and read the submission here, July, 2023.
Download and read the attachment to the submission here, July 2023.
> Submission on Employee Ownership in the Social Care Sector to the Federal Minister for Health
Download and read the submission here, March, 2023.
> Submission to the Jobs and Skills SummitDownload and read the submission here, September 2022.
> Submission on the proposed Employee Share Schemes draft legislationDownload and read the submission here, September 2021.
> Submission for the ‘Cooperative Workplaces – How can Australia capture productivity improvements from more harmonious workplace relations’ Consultation
Download and read the submission here, May 2020.
> Submission to the Parliamentary Inquiry into the Tax Treatment of Employee Share Schemes
Download and read the submission here, May 2020.
> Submission to the Treasury Consultation on Employee Share Schemes
Download and read the submission here, May 2019
> Submission to the Senate Select Committee on the Future of Work and Workers
Download and read the submission here, February 2018
> What are the biggest issues facing employee ownership in Australia.
Download and read the report How to Create a Vibrant Ownership & Productivity Culture, June, 2017
> 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
Experts Panel Chair – Marc Bosotti
Vialto Partners
Tel: +61 413 498 180
Email: marc.bosotti@vialto.com
Experience & Expertise
Marc is Global Employee Equity Lead, APAC at Vialto Partners. He has over 20 years of experience advising organisations on reward and performance, global mobility and taxation matters.
Andrew Clements
Partner at King & Wood Mallesons
Tel: +61 3 9643 4089
Email: andrew.clements@au.kwm.com
Experience & Expertise
Andrew is a Partner in the Melbourne office of King & Wood Mallesons 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.
Chris Galway
Partner at Ernst & Young – People Advisory Services
Tel: +61 2 8295 6476
Email: Chris.galway@au.ey.com
Experience & 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.
Matthew Reed
Business Development Director, Automic Group Limited.
Tel: +61 438 534019
Email: matthew.reed@automicgroup.com.au
Experience & Expertise
Matt commenced his employee equity career in the UK with HBOS in 1994. Over the past almost 30 years, he has worked with companies with workforces ranging from a handful of employees to 200,000 in the UK, Australia and New Zealand to design, communicate and implement their local and global share plans.
Matt joined Automic Group in May 2024 in the role of Business Development Director and works with public and private companies who are looking for innovative, cloud-native solutions to manage their employee and executive equity plans.
Mathew Ronald
Mathew is a Director in People Advisory Services at Ernst & Young
Email: Mathew.ronald@gmail.com
Experience & Expertise
Mathew advises companies on executive remuneration and employee share plans across the full spectrum of employee share plan life-cycle, including, 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 EY, Mathew was General Manager of the equity plan division of Link Market Services and worked as an equity plan lawyer at Linklaters LLP (UK) and Corrs Chambers Westgarth.
Sonia Kew
Sonia is a Director in the Reward Advisory Services team at PwC
Email: sonia.kew@au.pwc.com
Experience & Expertise
Sonia advises on the design, structuring and implementation, of incentive awards, ensuring that they align management and employee behaviours to the interests of key stakeholders, whilst ensuring tax efficiency. Sonia has worked extensively with outbound and inbound groups, in both the listed and unlisted space and extensively with private equity-backed businesses looking to drive performance towards an exit.
Sonia is a tax lawyer with 20+ years of experience in equity reward and compensation, and corporate and international tax, both in Australia and in the UK.
Tom McCarty
Tom McCarty is General Manager of the Equity Plan Solutions of Link Market Services.
Tel: +61 (0)2 9375 7842
Email: tom.mccarty@linkmarketservices.com.au
Experience & Expertise
Tom’s breadth of Registry and Employee Equity Plan knowledge and extensive experience allows him to add significant value to clients in maintaining an effective and efficient employee equity plan.
Shaun Cartoon
Shaun is a Partner at Arnold Bloch Leibler
Tel: +61 3 9229 9685
Email: scartoon@abl.com.au
Experience & Expertise
Shaun Cartoon is a creative and commercially focused tax lawyer. He is a partner of Arnold Bloch Leibler’s tax practice.
Shaun practices in corporate, international and employment taxes. He advises leading ASX listed companies, share registries, employee share trust providers, private companies and innovative start-up businesses on all aspects of the design, implementation and administration of employee share schemes and incentives.
Shaun’s extensive experience also includes advising on mergers and acquisitions, corporate restructures, and assisting clients to navigate complex tax disputes with the Australian Taxation Office.
Dheeraj Lalwani
Senior Manager, Client Relationship and Business Development, Equity Plan Solutions at Link Group
Tel: +61 (07) 3867 5645
Email: Dheeraj.Lalwani@linkmarketservices.com.au
Experience & Expertise
Dheeraj has over 15 years of experience in proactively managing Global Employee and Executive equity plans in Australia and worldwide. His experience extends into every aspect of Employee and Executive plan and has an in-depth understanding of complex administrative requirements for a global employee share scheme.
Dheeraj is based in Brisbane and manages the team of relationship manager that oversee global unlisted and listed companies. He is also a member of the product development team focusing on innovative and new services that add significant value to clients in maintaining an effective and efficient employee equity plan.
