Australian Finance Podcast

Ready for ASX reporting season? In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season. DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022 Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime m...

As an investor, a red flag is a warning sign to you that there’s something going on with the company that warrants further investigation. We don’t usually get to see the inner workings of the company, so have to make educated decisions based on the external information available to us. In this episode, Kate & Owen put forward 10 different red flags that may stand out to you as investors, and some...

Are we heading into a recession?! What does it mean? How can I recession proof my finances? In this episode, we have a chat about what a recession means for us, and some strategies we can put in place to make the most of our finances right now. Kate shares how she’s dealing with the cost of living increases and keeping her food costs down, Owen shares his strategy to cut up to four years off your...

I interrupt our regular programming for a special update. Here’s a quick update on what we’ve been working on behind the scenes at Rask. Proper financial education is nearly impossible in Australia for the masses. We wanted to address that. Every day we check our total enrolments as a sign of hope, pride and achievement. Recently, we crossed 16,000 students enrolled in Rask courses. A massive achi...

Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your money and investing questions. This month we cover a great range of questions ranging from the reasons why the ATO might send you a tax bill and how securities lending works (in light of Stake’s announcements) to over diversifying your ETF portfolio and weighing up the costs of bro...

📚 Ready for some personal finance and investing book recommendations? After sharing a pile of books on my shelf at the moment, we were reminded of the impact a personal finance and investing book can have on someone’s financial future. There’s something so tangible about being able to share a book with friends and family, that even podcasts like ours don’t quite replace. So, in today’s episode, w...

Is scrolling through Netflix, Uber Eats and TikTok killing our ability to focus? This year we’ve become really interested in the idea of using our time better, and ways to live our lives with more intention. There is so much more to our lives than picking the perfect ETF or brokerage account, so it’s important that we take the time to zoom out and look at the bigger picture of how we’re designing...

This episode of The Australian Finance features a review of Vanguard Australian Shares Index ETF (ASX: VAS). Kate and Owen cover how VAS works, an overview of key holdings, where to buy units in VAS and how it could be used in a portfolio. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in VAS. This episode is par...

In today’s episode we’re going to unpack ASX market announcements. Have you ever noticed a section in your brokerage account, the ASX website or on a specific company’s website called market announcements? An ASX announcement from a company is how they keep you updated with important news like financial results, a new CEO or a major acquisition. But there can be a lot of announcements (more than o...

It’s time to grab your notebook, because today we’re talking about reflecting on and resetting your financial goals for the remainder of 2022! Let’s use this time in July to reflect on our progress, change course if necessary and set new money goals that’s we’re excited to work towards. We also discuss the importance of focusing on goals that you have a direct control over. You can’t change the th...

Give your tax return a job - it’s your money! In today’s episode Kate & Owen share a few ideas to get you thinking about how to use your tax return with intention - it’s your money after all. We discuss reflecting on your financial goals and working out the best next step with these funds. Plus, we discuss paying off debts, getting started investing and going on an adventure. Ready-made ETF portfo...

What in the market is going on right now?! With the cost of transport and construction jumping up, it’s time to have a chat about what’s going on with the economy and share market at the moment. Kate shares her journey into home-ownership, Monique shares her favourite money savings tip (hint: it involves burgers) and Owen cost-benefit analysis for having chickens. Plus, we share our brand new Rask...

Ready to make the most of your tax return in 2022? Never fear, because in this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about 10 expert tax rules & tips you should know in 2022. Jacob covers record keeping, getting tax advice, home office deductions, concessional tax contributions, asset write-offs, negative geared proper...

Who doesn’t love talking about tax?! In this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about some of the key things you need to know this tax time. Jacob dives into tax rate basics, when and how to lodge your return, working out our assessable income, what tax deductions you can claim and key tax time changes in FY 21/22 t...

Have you ever wondered what an investment bond is? To put it simply, bonds are effectively an IOU between a borrower (the issuer of the bond) and a lender (the investor who purchases the bond). Although they’re less discussed in the retail investment space, the bond market in Australia alone is huge! As of May 2022, there are over $888 billion worth of Australian Government bonds issued, and that’...

In today’s episode of the show, Kate and Owen chat to Nick Nicolaides, the founder and CEO of Pearler. Pearler is an investment platform that does things differently. From automated investing features and a real team behind the name, Pearler is making boring investing cool. We’re especially proud to have Pearler as our broker sponsor on The Australian Finance Podcast, to ensure we can keep bringin...

If you’ve ever felt exhausted by the effort required to stay on top of your finances each month, then this is the episode for you. In this episode Kate & Owen look at different ways to automate your finances, including learning on the go and investing in your future. We’re big fans of automating the things that will have a positive impact of your financial future (like debt repayments, savings goa...

Wondering what impact inflation will have on your life? In this episode of the podcast, we ask Dr Sam Wylie (Associate Professor of Finance at the University of Melbourne) to unpack what everyone’s talking about: interest rates and inflation. Sam gives us a rundown on inflation and what it means for our living costs, mortgages, jobs and investments. Plus, we discuss what a recession is, investing...

In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask answer listener questions from throughout Shares Month. This includes some discussions on: 👉🏼 Types of companies to avoid during a market crash 👉🏼 Is $1,000 enough to invest in shares? 👉🏼 Filtering & screening tools 👉🏼 Is micro investing safe? 👉🏼 How do you know when to sell a share? This episode is our final...

In this episode Owen Rask gives listeners a crash course on small companies in Australia and how to research and invest in them. Be sure to strap in, because no day is ordinary in small cap land. We cover why Owen personally chooses to invest in small cap companies, how he filters ideas, his research process, how early is too early and what to do if a company falls outside of our circle of compete...

Does passive income sound like music to your ears? Then this is the episode for you, as we’re diving into income investing and share dividends! Owen Rask chats to Scott Phillips, the Chief Investment Officer of The Motley Fool Australia, about building an income focused portfolio, balancing dividend and growth investing, finding high yielding shares and diversifying your portfolio. This episode is...

Can you invest with less than $5,000? We’re taking a break from Shares Month in this episode of The Australian Finance Podcast, as Kate Campbell and Owen Rask chat to Evan Lucas, who is the Chief Market Strategist at InvestSMART, an Australian provider of low-cost ETF portfolios, focused on helping you take the first step on your investment journey. We chat to Evan about the data behind long-term...

ESG stands for Environmental, Social & Governance considerations, and ethical investing is about investing your money according to your personal beliefs, principles and morals. In today’s episode we’re going to explore the basics of building an ESG focused share portfolio, including identifying your investment values, positive and negative screening, research tools & sources and putting all the pi...

Looking for some new watchlist ideas? In today’s episode we’re going to put our share investing checklist into practice and share some investment ideas from our team with you. We’re bringing you 12 ASX & US share ideas for 2022 from our analyst team, including why we find the company interesting and key risks to be aware of. Please note these are not investment recommendations, rather ideas for yo...

Ready for an ASX deep dive? Welcome back to another episode of Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro. In today’s episode we’re going to take a deep dive into a huge Australian tech company, and apply all the skills we’ve gathered from our share investing checklist. No surprises, Xero is an extraordinary success story, making l...