Equity Plan Management

Equity Plan Management administers Long-Term Incentive designs and employee share plans across Australia for private, public, start-up and international companies, with ASIC certification and an Australian Financial Services Licence. Having managed hundreds of plans and thousands of shareholder-employees, EPM combines meticulous plan administration with employee engagement through seminars, handbooks and online self-service portals to maximise participation and align employee interests with company success.

• ASIC-certified administrator with AFSL, ensuring superior accuracy and compliance in plan management.
• Flexible plan structures including broad-based, performance-based and loan-funded long-term incentive arrangements for organisations of all sizes.
• Customised employee engagement: training seminars, detailed handbooks, and online transaction services (share sales, dividends, foreign currency) to build confidence and drive take-up.
• Dedicated client management with ongoing support for both employers and employee-shareholders, underpinned by decades of industry expertise.

Best for: mid-market to large organisations seeking a trusted administrator that combines regulatory compliance with high employee engagement in long-term incentive plans.

Equity Plan Management designs and administers Short-Term Incentive plans as part of integrated remuneration strategies, tailoring arrangements to suit private and public sector organisations across Australia.

• Flexible STI plan management integrated with long-term equity arrangements to create coherent remuneration strategies.
• Employee communications and training to ensure understanding and participation in short-term incentive programs.
• Compliance, reporting and online administration for STI plans delivered alongside broader remuneration consulting.

Best for: organisations seeking coordinated short and long-term incentive plan administration from a single trusted provider with remuneration strategy expertise.