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Our advisory is operating at capacity, reflecting the tailored approach we provide. We’ll begin onboarding select new clients again from 10 November 2025.


Financial Planning for Tech Employees – Why RSUs Change Everything
Over the past decade, Australia’s technology sector has exploded and with it, a new generation of professionals now receive part of their salary in equity, not just cash.
Restricted Stock Units (RSUs) and employee share schemes (ESS) are now standard for high-growth companies like Atlassian, Canva, and other tech innovators.

Mo Shouman
2 days ago


Should You Sell or Hold Your RSUs? Timing & CGT Explained
If you’ve recently had Restricted Stock Units (RSUs) vest, you’re probably asking one of the most common and most financially important questions:
“Should I sell my RSUs now or hold onto them for future growth?”

Mo Shouman
3 days ago


Case Study: How a Sydney Tech Professional Saved $40,000 in RSU Tax
For many professionals in Australia’s technology sector, Restricted Stock Units (RSUs) have become a key component of total compensation. While they offer a powerful way to build wealth, they can also create substantial and often unexpected tax liabilities.

Mo Shouman
3 days ago


The 5 Mistakes Tech Employees Make With Their RSUs (and How to Avoid Them)
As more Australian technology companies use Restricted Stock Units (RSUs) and employee share schemes to reward top performers, we’re seeing a growing number of professionals caught off guard by unexpected tax bills and poor portfolio outcomes.

Mo Shouman
3 days ago


How RSUs Are Taxed in Australia (A Guide for Tech Employees)
If you’re an employee at a major tech company like Atlassian, Canva, or Amazon, you’ve probably received Restricted Stock Units (RSUs) as part of your compensation. RSUs can be an excellent way to build long-term wealth but they can also create confusion and unexpected tax bills if you fail to plan properly.

Mo Shouman
3 days ago
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