Employee scheme statement Employee summary for year ending June 30 20xx NOTICE TO EMPLOYEE Non-Start-up schemes: Start-up schemes: Use the information in this statement to complete your tax return. You should only use the information in this statement to For more information, you can: complete your tax return for the year in which you visit dispose of these shares. You do not need to include the 13 28 61 between 8.00am and 6.00pm, Monday to information about the acquisition of shares or options in Friday. the year in which you acquire them. Employee tax file number/ABN Acquisition of shares start up concession Taxed upfront scheme eligible for reduction (2016 onwards) – Discount from taxed upfront Number of shares acquired schemes eligible for reduction D $ – Market value of shares Taxed upfront scheme not eligible for reduction – acquired $ . Discount from taxed upfront Acquisition price of shares schemes not eligible for E $ $ . – acquired reduction Deferral schemes Acquisition date Acquisition of options under start up Discount from deferral schemes F $ concession (2016 onwards) ESS interests acquired pre 1 July 2009 Number of options acquired Discount on ESS interests acquired pre 1 July 2009 and Market value of ordinary time’ occurred during G $ shares on the date options $ . ‘cessation the financial year acquired Exercise price per option $ . TFN Amounts acquired TFN amounts withheld from C $ discounts Acquisition date Employer details
Employee scheme statement Employee summary for year ending June 30 20xx NOTICE TO EMPLOYEE Non-Start-up schemes: Use the information in this statement to complete your tax return. For more information, you can: visit 13 28 61 between 8.00am and 6.00pm, Monday to Friday. Start-up schemes: You should only use the information in this statement to complete your tax return for the year in which you dispose of these shares. You do not need to include the information about the acquisition of shares or options in the year in which you acquire them. Employee tax file number/ABN Taxed upfront scheme – eligible for reduction Acquisition of shares start up concession (2016 onwards) Discount from taxed upfront schemes – eligible for reduction D $ Number of shares acquired Taxed upfront scheme – not eligible for reduction Market value of shares acquired $ . Discount from taxed upfront schemes – not eligible for reduction E $ Acquisition price of shares acquired $ . Deferral schemes Acquisition date Discount from deferral schemes F $ Acquisition of options under start up concession (2016 onwards) ESS interests acquired pre 1 July 2009 Number of options acquired Discount on ESS interests acquired pre 1 July 2009 and ‘cessation time’ occurred during the financial year G $ Market value of ordinary shares on the date options acquired $ . TFN Amounts Exercise price per option acquired $ . TFN amounts withheld from discounts C $ Acquisition date Employer details