Episode 44: Oil Well Concentration Risk, Australian Superannuation, and Learning to Fly

February 16th, 2026  |  27 mins 48 secs

alternative investments, australian superannuation, concentration risk, cross-border tax planning, oil well investing, pilot licensing, private equity investment, tax planning

In this episode, we answer two listener questions that highlight how complexity shows up in both private investments and cross-border planning. We discuss concentration risk in private oil well investments and how to think about projected IRRs and illiquidity within an alternatives allocation, then examine how dual U.S.–Australian families should approach Australian superannuation when retiring in the United States. We close with a From the Field conversation on what pilot licensing actually looks like for busy professionals, from training timelines to the real costs and lifestyle flexibility of aviation.