In this Q&A edition of the Australian Finance Podcast, hosts Owen Rask and Tahli Cavagnino tackle key listener questions that pop up during tax season and portfolio reviews.
This episode covers:
– How to ensure your ETF tax reporting is accurate
– Why rebalancing might not be as crucial for young investors
– What to document when doing your own tax
– How to choose the right financial adviser or accountant
They also share thoughts on gender equity in financial services and the exciting things happening inside the Rask office.
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Topics Covered
– Women in Finance
– Documenting a Brokerage Account
– When and Why to Rebalance a Portfolio?
– Implications of Inheriting ETFs
– How To Find a Good Accountant or Financial Advisor
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.
If you’re unsure, you should always consult a licensed and trusted financial planner. We cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) - https://www.rask.com.au/fsg
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