eBooks & Templates

Free downloads with information on setting up and managing ESOPs, managing your share details, and creating engaged employees and inventors

Downloadable resources

ESOP eBook NZ

Choosing and running a successful Employee Share Ownership Plan for your New Zealand company.

Download

ESOP eBook AU

Selecting and running a successful ESOP/ESS for your Australian company.

Download

ESOP Assessment

Which type of ESOP should your company use? Take our quick survey to find out.

Download

ESOP Allocation template

Use this template to calculate options for your company ESOP.

Download

NZ Share Register Guide

Meeting your share register legal obligations for NZ companies.

Download

AU Member Register Guide

Meeting your share register legal obligations for AU companies.

Download

Guide to updating the NZCO

What to advise the NZ Companies Office when you make changes to your share registry.

Download

Guide to updating ASIC

What to advise ASIC when you make changes to your share registry.

Download

Investor update - report template

Outlines details for regular reporting to investors and other stakeholders.

Download

NZ Share Transfer form

An example share transfer form for NZ private companies.

Download

Capital Raise checklist

For when you are looking to raise capital for your business.

Download

How are ESOPs allocated?

An Employee Share Ownership Plan (ESOP) can be a highly successful way to engage and motivate current staff or attract new employees by offering…

Download

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