Home › Blog
Free articles
Blog
Practical articles on RSUs, super, tax, debt recycling and retiring early. Written for Australian tech execs.
Prefer to watch? See the videos.
General information only. Not personal advice.
Latest articles
Read, then put it to work.
-
Understanding RSUs in Australia: your complete guide
How RSUs are taxed in Australia, what to do when they vest, and how tech execs manage concentration risk and the 2027 CGT changes.
-
How to retire early in Australia: super, the gap years and your income
How to plan an early retirement in Australia: preservation age, funding the gap before you can access super, and building income for life.
-
3 reasons to own a family trust in Australia
Three reasons a family trust may suit Australian families: flexible income, asset protection and estate planning. Plus when it isn’t worth it.
-
What is your financial thermostat set for, and why that’s important
What a financial thermostat is, why high earners still feel broke, and 5 ways to reset your money mindset.
-
Generational wealth: how to build and preserve family assets in Australia
How to build and protect generational wealth in Australia: compounding assets, helping kids into property, testamentary trusts and super.
-
Top wealth management strategies for high net worth Australians
7 wealth management strategies for high net worth Australians: one plan, cash flow, diversification, equity, super, structures and tracking.
-
How much money will I need to retire comfortably?
How much money you need to retire in Australia: the 20x rule, real numbers for $100K to $300K a year, and how super makes it tax free.
-
Retirement planning: 7 financial things to do 10 years before retirement
A 10 year retirement planning checklist for tech executives: super, home equity, RSUs, debt and protection, with real numbers.
-
7 strategies to reduce tax and build wealth for high income earners
Tax minimisation strategies for high income earners in Australia: super, debt recycling, RSUs and structures, with real numbers.
-
7 powerful ways to use debt to build wealth
How tech executives use good debt to build wealth: debt recycling, investment loans, offset accounts and RSUs, with real numbers.
-
10 super tips for high income earners
Practical superannuation tips for high income earners: contributions, catch up caps, fees, investment options, insurance and more.
-
Super advice for your 40s and 50s: the essential guide
Superannuation strategies for Australians in their 40s and 50s: contributions, catch up caps, investment choices and getting ready for 60.
-
20 personal finance rules to live by
Twenty personal finance rules covering planning, investing, debt, tax and super, from 18 years of advising high income earners.
-
Catch-up contributions: how to use your unused super cap
How catch-up (carry-forward) concessional contributions work in 2026–27: who is eligible, how much you can contribute, the tax rules and common mistakes.
Create an income for life
Like what you see? Let’s talk about your plan.
15 minutes. No cost, no obligation. Not ready yet? Start with the free Lifetime Income Playbook.
