Notes from Scott on private markets, SMSF strategy, retirement planning and the decisions that compound over decades. This page is new, articles will publish here regularly, starting with the topics below.
Successful SMSF strategy is rarely about predicting the next rate move. It's about positioning the fund to remain resilient across different economic environments.
Read article →A plain-English guide to the wholesale investor test, why it exists, and how it opens the door to institutional-grade opportunities.
Succession, governance and communication: the practical groundwork behind a plan that actually holds together across generations.
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