How to sell property for a passive income retirement: Owen's overview on shares/ETFs, property & Super

Aug 27, 2024

Owen Rask, founder and Chief Investment Officer of a financial education platform, shares his insights on transitioning from property to diversified investments. He discusses the advantages of ETFs for generating passive income in retirement, emphasizing their potential for higher yields compared to property. Owen dives into the nuances of industry superannuation funds and SMSFs, highlighting key factors for making informed choices. He underscores the importance of seeking professional advice and adopting a diversified strategy to strengthen financial security in retirement.

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Intro

00:00 • 18min

Maximizing Retirement Income: Property vs. Shares and Superannuation Strategies

17:59 • 26min

Navigating the Transition from Property to Diverse Investments

43:51 • 10min

In this episode of The Australian Property Podcast, Rask's founder and Chief Investment Officer Owen Rask gets behind the microphone to walk you through why it may make sense to exit property and use a diversified portfolio of ETFs (inside or outside of Super) to meet your income and growth needs.

Topics covered in this podcast:

The pros and cons of property in retirement
The benefits of ETFs
Industry Superannuation funds
Strengths and weaknesses of SMSFs
The key advisers you can consult
How we've built portfolios for Rask Invest
The importance of not rushing into things

Key point: It is not Super OR property or ETFs. But why not do a bit of everything?

~~ Good resources for this episode ~~

Owen's retirement write-up: https://www.raskmedia.com.au/guides/property-retirement-superannuation-shares

Invest with Owen (and PDS): https://bit.ly/R-invest

Book a call with Rask: https://calendly.com/mitchell-wswf/30min

Rask's retirement portfolio (click on "asset allocation"): https://invest.rask.com.au/invest-with-us/rask-terra

Free ETF course: https://education.rask.com.au/courses/etf-course/

ATO website (Super rules): https://www.ato.gov.au/Individuals/Super/In-detail/Growing-your-super/Super-contributions---too-much-can-mean-extra-tax/

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

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 confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, 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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