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 25, 2025 • 23min
How to invest in AI using ETFs
Discover how artificial intelligence could boost the global economy by $16 trillion. Explore different ETFs that provide exposure to AI megatrends, from NVDA to major tech players like Microsoft and Google. Learn about the core versus satellite ETF strategy and the importance of staying diversified. Get insights on potential risks, including management fees and currency fluctuations. Whether you're a seasoned investor or just starting, this guide offers valuable tips for effectively navigating AI investment opportunities.
Jun 23, 2025 • 33min
How Melissa Browne rebuilt wealth and confidence after financial setbacks
In this captivating discussion, Melissa Browne, an entrepreneur, author, and the driving force behind ‘Her Wealth Her Way’, shares her inspiring journey of rebuilding her finances after divorce. She reveals key insights about the importance of financial agency and understanding your unique money personality. Melissa also highlights why traditional age-based advice often falls short. Her enlightening Financial Adulting Plan has empowered many, especially women, to navigate financial challenges and reclaim their wealth and confidence.
Jun 19, 2025 • 39min
Your tax, shares & financial advice questions answered
Hosts dive into timely listener questions around tax season and investment strategies. They tackle the nuances of ETF tax reporting and discuss why young investors may not need to prioritize rebalancing. The conversation highlights the importance of documenting your own taxes and choosing the right financial advisor or accountant. They also address gender representation in finance and offer insights on managing inherited assets and trusts, all while promoting an engaging dialogue over financial empowerment.
11 snips
Jun 18, 2025 • 20min
How I lost $1M by choosing shares over property
A million-dollar mistake in the property market takes center stage as the speaker shares valuable lessons from their financial journey. They discuss the dangers of sticking solely with shares and the power of a diversified investment strategy. By combining property and shares, significant growth could have been achieved. Insights into financial planning, leveraging tools like debt recycling, and the pitfalls of dogmatic investment approaches make for a thought-provoking discussion. Listeners are encouraged to rethink their financial strategies and embrace a holistic toolkit for wealth-building.
32 snips
Jun 16, 2025 • 46min
Tax time tips straight from the ATO: maximise your refund
Rob Thomson, a key representative from the Australian Tax Office, shares invaluable insights to help you navigate the tricky world of tax returns. He discusses why tax time is crucial and highlights common pitfalls like work-related deductions and underreporting income. Listeners will learn three golden rules for claiming deductions and how to prevent ATO scrutiny. Rob also shares amusing anecdotes about bizarre deduction attempts—who would think a Nintendo Switch could be one?
Jun 12, 2025 • 56min
Your Q&A: Asian ETFs, career change & acai bowls
Join an engaging discussion that dives into investing in Asian and Emerging Market ETFs, exploring risks and strategies for diversified portfolios. Hear firsthand experiences of a career change from fitness to finance, uncovering the motivations behind this leap. Enjoy a lighthearted take on acai bowl splurges, reflecting on financial values. The importance of relatable advice in finance shines through as listeners get practical insights on position sizing and investment strategies tailored to personal goals.
Jun 11, 2025 • 19min
3 growth shares to watch + the ETF alternative
Dive into the world of growth investing as the discussion reveals three ASX companies with remarkable long-term potential. Discover why growth trumps dividends for many investors and learn key criteria for spotting top-tier growth stocks. Explore standout shares like Xero, a leader in cloud accounting, XRF Scientific's innovative testing technology, and RPM Global's mining software solutions. Plus, get the lowdown on a smart ETF alternative for those preferring a safer route. Perfect insights for every investment strategy!
20 snips
Jun 9, 2025 • 53min
Your money questions answered: HECS, insurance & rental property tax tips
Join financial planner Alex Luck from Everest Wealth Group as he tackles listener questions about money management. Discover if paying off HECS debt early is wise, and explore the differences between managed funds and ETFs. Alex dives into insurance premiums, breaking down stepped versus level options. He also sheds light on renting out your home without triggering capital gains tax and discusses the potential impact of the proposed $3 million super tax on young Australians. Tune in for essential money insights!
5 snips
Jun 5, 2025 • 46min
FHSS - How to use the Super Saver Scheme (explained)
Discover how the First Home Super Saver Scheme can kickstart your journey to homeownership while saving on taxes. Learn the ins and outs of maximizing your superannuation contributions, eligibility criteria, and the importance of timing your deposit before key deadlines. The hosts debunk common myths and offer strategies for disciplined savings, comparing the benefits of the scheme against traditional savings accounts. Dive into essential planning tips and navigate the complexities of the system with valuable resources at your fingertips.
7 snips
Jun 4, 2025 • 52min
How to optimise your tax & investments before June 30
Navarre Trousselot, founder of Navexa and expert in investment tax organization, shares invaluable insights for Aussie investors as tax season approaches. He discusses what qualifies as investment income and untangles the complexities of capital gains tax (CGT) across shares, ETFs, and cryptocurrencies. Listeners learn smart strategies to optimize their returns and avoid common tax pitfalls. Trousselot also emphasizes the importance of accurate record-keeping and leveraging technology for efficient tax tracking, making tax time feel a little less daunting.
