Equity & Incentives
Incentive plans that motivate employees and propel the business forward
Deloitte helps clients with global equity & incentive plans that empower and motivate employees and propel your business forward.
Design and implement incentive plans to support your business aspirations
An effective employee incentive plan goes beyond financial compensation. It can attract, retain, and motivate high-calibre talent while achieving business goals and reinforcing company values.
Successful collaboration among stakeholders and HR, legal, tax, and accounting subject matter experts are important to design and implement effective equity and incentive programs. At Deloitte, we work with clients from fast-growing startups to large multinationals to help them design, implement, operate, and communicate employee incentive programs that support key business objectives.
Deloitte’s network of globally based incentive specialists can help with plan design, governance, compliance, tax, legal and regulatory, operations, communications, accounting, and finance. This multidisciplinary approach allows Deloitte to provide a breadth and depth of support from equity plan inception to ongoing operations. This includes understanding the costs of new arrangements, delivering legal documents in some jurisdictions, drafting employee incentives communications, and helping the client manage compliance.
At Deloitte, we offer:
- An objective, independent perspective on employee equity and incentives.
- A collaborative approach tailored to an organisation’s needs.
- Access to equity and incentive trend analysis and thought leadership.
- Access to extensive tax, accounting, and corporate governance knowledge and experience.
Retirement and pension planning
An important component of employee incentive packages is retirement benefits and pension. Deloitte’s services include:
- New Zealand taxation guidance for pensions and similar benefits for employees and employers.
- Distribution analysis when a globally mobile employee retires and consideration of the cross-border taxation issues that arise.
Communication is key
Mobile employees can find it difficult to navigate the regulatory, tax, and compliance obligations of incentive plans in the countries they work.
The most effective global incentives, equity, and reward plans are transparent and well understood by employees. This means employee communications about global incentive plans should not only inform employees so that can stay compliant, but also make them feel engaged and motivated to stay longer.
The New Zealand tax authority, Inland Revenue, is increasing activity in the space of equity incentives and ensuring that taxable income from these is accurately reported by employers and taxed appropriately. It is therefore important that employers and employees are aware of their obligations in relation to equity incentives and Deloitte can help with this.