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Links: Employee Ownership Throughout The World

Listed below are links to both Australian and International sites of interest on ESOPs, employee ownership and share ownership in general. If you are interested in exchanging links - or if you encounter a broken link -  please e-mail the webmaster  

If you are looking for information on employee share scheme models, ESOP case studies or the latest developments in employee ownership and have accessed this web-site via this "Links" page, please refer to the Developing Employee Ownership Home Page.

For the most comprehensive history of employee share ownership in Australia, see the report of the Parliamentary Inquiry "Shared Endeavours".

If you are looking for advice on ESOPs - both "qualifying" ESOPs and employee share schemes under Division 13A of the ITAA (including the "Tax Exempt" and the "Tax Deferred" share plans) and "non-qualifying" ESOPs/employee share schemes - see the "ESOP Consultants" page, as well as the ESOP Forum "Seeking Professional Guidance" (which also provides guidance on ethical issues with employee share scheme consulting).

For a discussion on setting up an ESOP (including costs and benefits), see the ESOP Forum "Going Ahead With Your ESOP". This and other ESOP Forums provide tips on many aspects of employee share ownership, including best practice characteristics, communicating your share plan to employees, employee participation and involvement, employee ownership and company performance and all the latest international developments.

For descriptions of ESOP uses and the advantages and disadvantages of employee share ownership - as well as the AEOA's policy position and principles on these matters - please see the "AEOA Policy" page.  You might also find the Industry Working Party approved "ESOP Guidelines" useful. There are more links on employee equity in smaller businesses at the "Private Company ESOPs" resources page.  For information on employee participation, engagement and involvement, see our "Employee Involvement" web-page.

Australia

Australian Securities Exchange This site contains general information surrounding share ownership including seminars and courses for investors.
Australian Securities and Investments Commission The financial regulator in Australia. Manages laws relating to corporations which impact on employee share plans. The link is to the "Employee Share Schemes" web-page.

 

ESOP Planning

ESOP Guide for Employees

Communicating to employees

FAQs by Employers

FAQS by Employees

Employee Share Ownership - The Federal Government's employee share ownership initiative - information on employee share ownership plans for employers and employees, including guides to developing an employee share plan and answers to frequently asked questions. Information on all the technical, legal, tax and regulatory issues, as well as communicating share plans to employees. (The ESOD Unit was closed on 30/6/07 - the links are to its key advisories which are still available. The tax legislation was changed in December, 2009 - see below).

Reforming the taxation of employee share schemes 

For a complete overview of the legislation enacted in December, 2009 (Division 83A) - and all the supporting material on the tax changes  - see the Australian Tax Office's new web-page "Reforming the taxation of employee share schemes".

Australian Tax Office

The Australian Tax Office has a web-page available for employee owners covering taxation issues for individuals holding employee shares .

Employee Ownership Group

The Employee Ownership Group (EOG) is an Australian network of corporations committed to promoting Employee Share Ownership Plans for all employees. The EOG envisages an Australia in which employee ownership will be widespread in the workplace and run deep within businesses.

Employee Share Ownership Plans: Current Practice and Regulatory Reform This project, funded by the Australian Research Council (ARC), is a joint research initiative of the Centre for Corporate Law and Securities Regulation, the Centre for Employment and The Tax Group at The University of Melbourne.
The Australian Employee Buyout Centre Ltd (AEBC)

The AEBC's mission is to preserve, protect and enhance jobs through employee ownership.  The AEBC is interested in hearing from owners or employees of businesses that:

• have cash flow problems and might face closure without employee equity participation in a turnaround process
• have no succession plan and might close when the owner retires should a buyer for the business not be found ;
• are subsidiaries of larger companies which are scheduled to be sold or closed.

 

United States

National Center for Employee Ownership A comprehensive US site which contains a wealth of information on US stock and option plans. The NCEO also runs a wide range of seminars in the US for those interested in employee ownership.
Centre for Economic & Social Justice The Center for Economic and Social Justice (CESJ), established in 1984, promotes a free enterprise approach to global economic justice through expanded capital ownership. CESJ is a non-profit, non-partisan, ecumenical, all-volunteer organization with an educational and research mission.
Employee Ownership Foundation The Employee Ownership Foundation's (EOF) primary purpose is to support programs that will increase the level of awareness and appreciation of the benefits of employee ownership and increase the number of employees who have access to this benefit.

Foundation for Enterprise Development

The Beyster Institute

The Foundation for Enterprise Development specializes in international entrepreneurship and economic development.

The Beyster Institute specializes in employee ownership, equity compensation and entrepreneurship. Their motto is " None of us is as smart as all of us".

Ohio Employee Ownership Centre

The Ohio Employee Ownership Center supports the development of business across Ohio and around the world by its efforts that are proven to save jobs, create wealth, and grow the economy. The OEOC's work rests on a simple philosophy: broader ownership of productive assets is a good thing for employees, communities, and the country. The OEOC provides technical assistance, training, & outreach to the business community.

 ESOP Association
The ESOP Association, founded in 1978, is a national non-profit membership organization with a primary focus on employee ownership through employee share ownership plans (ESOPs). It serves 2,500 ESOP companies and professionals with expert educational ESOP programming and information. It focuses on promoting and enhancing laws before Congress and regulatory agencies that govern ESOPs.


Canada

The ESOP ASSOCIATION CANADA The ESOP ASSOCIATION CANADA is a non-profit organization founded in November 1990 for the purpose of promoting the concept of employee ownership for business in Canada.
Employee Share Ownership Program, Government of British Columbia, Canada BC's ESOP program provides employees with a 20% tax credit for making investments in their employer's business. The program also shares the costs of setting up the ESOP. The program is available to both privately held and publicly traded companies.


United Kingdom

London Stock Exchange UK site which provides general information on share ownership.
Inland Revenue HM Customs and Revenue has a specialist office for administering employee share schemes. The link is to the Share Schemes Home Page

The ESOP Centre

 

The Employee Share Ownership Centre is a non profit subscription based organisation founded in 1988 by chairman Malcolm Hurlston to inform, lobby and research in the interest of developing all forms of broad-based employee share ownership plans in the UK and Europe.

Succession London

 

Succession London is a specialised consultancy service for owner managers who wish to retire or move onto something else but have not yet designated a successor. Succession London offers the business owner a realistic exit route from the company by facilitating a sale to employees or the next generation.

 

 Employee Ownership Association

The Employee Ownership Association UK (formerly Job Ownership Ltd  - JOL) is the association of employee owned and trust owned businesses in the UK. The Employee Ownership Association exists to promote employee ownership of business and to expand the size and influence of the co-owned business sector in the UK. It provides information and services to members and new thinking about employee ownership.

How to achieve an employee buyout

The UK Government's "Businesslink" business advisory service has recently set up a web-site to assist retiring small business owners with business succession and exit through employee buyouts. The web-site is called "How to Achieve an Employee Buyout".


Europe

European Federation of Employee Share Ownership EFES' objective is to act as the European umbrella organization of employee owners and all persons, companies, trade unions, experts, researchers, institutions, all those people who are looking to promote employee ownership and participation in Europe. The European Federation is developing, with the contribution of experts, legal specialists and economists. It is setting up a European centre for information, meeting, training, advice, representation and lobbying to serve its members. It also organises many events and meetings in Europe to promote and develop the participation of employee owners.
International Association for Financial Participation (IAFP) The IAFP is a non-profit association which promotes wider employee financial participation and share ownership in an employer's business, through support and information sharing among national associations, employers and interested academics. The IAFP is based in Paris. The AEOA is a member of the IAFP.
European Programme for Employee Ownership Learning and Education (EOLE)

AEOA is pleased to link to a new website created by EOLE which stands for European Programme for Employee Ownership Learning and Education. EOLE will collect all information about existing communication, training and education programmes and invites (European) companies, organisations and social partners, educational and training organisations, to provide relevant information for their databank.

Mondragon Website of the well-known town based co-operative in Spain - the largest complex of employee owned businesses in the world. The business group is made up of 150 companies. Originally a factory manufacturing oil stoves and paraffin heaters and now the leading industrial group in the Basque Country and 7th in ranking in Spain, with a turnover of 8 billion euros in its Industrial and Distribution activities, 8.474 billion euros in assets and a total workforce of 66,558 at the end of 2002.

Africa

 Employee Ownership Association Africa (Inqolobane) Inqolobane is a non-profit organisation formed to assist in the development of employee ownership in Africa. The organisation is dedicated to educating members and the public about employee ownership and to advocating the growth of employee ownership with emphasis on democratic employee structures and processes. Inqolobani represents the essence of the sentence "we toil together now for the benefit of all in the future"
 
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