Bare Trusts and Employee Share Trusts for Startups
Join us for an informative webinar focused on the role of Shareholder & Employee Trusts, particularly Bare Trusts, and their impact on startups. This session will provide critical insights for founders, CFOs and Operations Specialists on how to effectively navigate the legal and tax implications of these trusts, when they might be a good idea, and the traps to watch out for.💼
Key Discussion Points:
Bare Trusts Explained: Clarity on what Bare Trusts are and how they are applied, including the steps for setting them up and mitigating legal risks.
Investor vs. Employee Considerations: A deep dive into the differences in setting up Bare Trusts for investors versus a structure specifically for employees, and why employee share schemes should be addressed separately.
Tax and Compliance: Understanding the importance of tax advice and legal documentation to ensure compliance with regulatory frameworks, including AFSL exemptions that need to be considered.
Managing Beneficial Holders: Explore how platforms like Cake help startups manage shareholder ownership through Bare Trusts, ensuring investors feel secure in their holdings yet the startup can benefit from the structure.
This webinar is ideal for startup founders, CFOs, and operations specialists looking to stay informed on the latest best practices and legal considerations around investor and employee trust structures.
🗓️ Date: Thursday, September 26, 2024
⏰Time: 12:30 PM AEST
Speakers:
Charlie Ross – COO at Cake Equity
Helen Young – Practice Leader at LegalVision
Don't miss out on this opportunity to gain practical knowledge and network with experts in the field.
🎟️Register now to secure your spot and access the webinar recording post-event.