Free RSU Playbook · 2026 edition
Turn your RSUs into real wealth, instead of guessing.
A practical, tax aware guide for senior tech professionals. Reduce concentration risk, manage your RSUs with confidence, and make better long term decisions with your company shares. Written for tech executives holding $500K to $5M+ in RSUs.
- A simple framework to manage your RSUs strategically.
- How to avoid the most common RSU tax mistakes.
- How RSUs fit into your long term wealth and early retirement plan.
As featured in Forbes, Yahoo Finance, the Financial Review and Sky News Business
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Watch first
The RSU tax trap, in plain English.
Your shares are taxed the day they vest, not the day you sell. Here is what that means for you.
What’s inside
11 chapters. One plan.
- The RSU tax trap
- Why most tech execs get RSUs wrong
- You’re not invested. You’re concentrated.
- The CGT discount trap
- The 33% RSU Rule, as featured in the AFR
- The tax efficient sell down plan
- The diversification strategy
- The multi year RSU roadmap
- Real client. Real numbers.
- Addressing common fears
- What clients say
What clients say on LinkedIn
Hear from our clients themselves.
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