

Australian Finance Podcast
Rask
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms.~~New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcast.~~SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/~~DISCLAIMER: The information in this podcast series is general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms of Service and Financial Services Guide on www.rask.com.au/fsg.
Episodes
Mentioned books

Jun 10, 2024 • 43min
Investor tax return masterclass ft. ATO Assistant Commissioner
Kate Campbell chats with Rob Thomson, Assistant Commissioner from the Australian Taxation Office on essential tips for investor tax returns. They cover understanding tax basics, the importance of record-keeping, tax agent vs. self-lodging decisions, asset depreciation, deductions, income, and tax tips for investors on shares, ETFs, and cryptocurrency. They also discuss financial planning tips and introduce Rask Invest, a new investment service.

Jun 6, 2024 • 34min
Childcare payments & parental leave: here's what you need to know
Having a child is a big financial decision, so we've got senior financial adviser Siobhan Ashby from Northeast Wealth on the show to run us through the essentials.Kate & Siobhan discuss saving up for starting a family, understanding your parental leave entitlements, accessing childcare payments and how to have tricky money conversations.Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/PearlerGet 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Access our Financial Services Guide (FSG): https://www.rask.com.au/fsgDISCLAIMER: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 4, 2024 • 41min
How to use debt to invest in shares (ft. Betashares)
Can you use debt to invest in ASX & US shares?Owen Rask discusses how people can use debt to invest, why they might choose this path and some of the key risks to be aware of. He also chats to Cameron Gleeson from Betashares about investing in leveraged ETFs and how the internal gearing process works.This episode is brought to you by Australian ETF provider Betashares, a long-term sponsor of the Australian Finance Podcast.
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
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
Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/PearlerGet 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmithDISCLAIMER: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 3, 2024 • 38min
Using Dividend Reinvestment Plans (DRPs), investing in quality ETFs & accounting for tax (Investing Q&A)
Kate Campbell and Owen Rask answer YOUR questions in this Investing Q&A episode, covering Dividend Reinvestment Plans (DRPs), investing in quality ETFs, accounting for tax and more.
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
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
Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/PearlerGet 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmithDISCLAIMER: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

May 30, 2024 • 33min
5 reasons your behaviour impacts your investing [🧠 Brain Hacks]
Investing already involves risk, so how can we better manage our behavioural risks?In this episode of 🧠 Brain Hacks, Kate Campbell and Evan Lucas discuss some of the behavioural risks Dr Daniel Crosby highlights in his book, The Laws of Wealth, and how we can combat them.Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/PearlerGet 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Access our Financial Services Guide (FSG): https://www.rask.com.au/fsgDISCLAIMER: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 28, 2024 • 39min
📈 5 things the Investing Pros never talk about | Rask Invest
Financial expert Mitchell Sneddon joins to uncover 5 taboo investment topics, including the psychological challenges of rebalancing, tax implications, community support for better returns, and upcoming live show on investing Q&A. Emphasizing overlooked aspects like clear planning, simpler portfolios, and the power of word-of-mouth recommendations for long-term wealth creation.

May 27, 2024 • 50min
📈 The 10 truths of investing | Rask Invest
Financial expert Mitchell Sneddon joins Owen Rask to discuss the 10 truths of investing. They cover topics such as the impact of psychology on investment outcomes, the significance of diversification with ETFs, the value of long-term investing, and the consequences of missing the best and worst market days.

May 26, 2024 • 57min
📈 Where Owen invests & why | Rask Invest
Expert investor Mitchell Sneddon shares insights on where he's investing and why. Topics include leveraging debt, investment evolution, Telstra stock performance, core and satellite strategy, navigating investment challenges, and building wealth through education and transparency.

May 23, 2024 • 38min
Budget meals, US travel tips and Owen's favourite business books [Money & Chill]
On Money & Chill this month, our producer Monique shares the cost of eating in the US, Kate finds free food, and Owen successfully finds some house sitters.⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that.
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
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
Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/PearlerGet 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmithDISCLAIMER: 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/fsgEpisode recorded: 14th May 2024 Learn more about your ad choices. Visit megaphone.fm/adchoices

May 22, 2024 • 36min
Life admin hacks to win back your time, save money & reclaim your headspace
Adulting is hard, so let's make it easier.Author & podcast host Dinah Rowe-Roberts shares her top life admin hacks to help you win back your time and save money.
Ask a question: https://bit.ly/3QtiY00
Access Show Notes: https://bit.ly/R-notes
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Invest with Owen: https://bit.ly/R-invest
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
Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/PearlerGet 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmithDISCLAIMER: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices