Australian Finance Podcast

On today's bonus episode of The Australian Finance Podcast, Kate Campbell chats with Jason Leong, the cheerful Kiwi CEO & Co-Founder of Pocketsmith, a personal finance management platform. Kate and Jason discuss strategies to manage your finances with multiple incomes and still reach your goals, keeping track of your expenses and obligations, making plans and much more! This episode is short and s...

On today's bonus episode, Kate & Owen are bringing you 10 ways to make positive progress with your finances during lockdown. We've put together a range of different steps (that probably are things you've heard of before), just to give you a little nudge in a positive direction. Remember, free financial counselling is a fantastic service available to those who need it, simply by calling the Nationa...

This is the episode you've all been waiting for... Why's that? Nearly every second question we receive is along the lines of do I pay off the mortgage or invest in shares? We've spoken before about this being a false choice, you don't actually have to pick between property and shares, but in this episode we bring in someone who's lived through it, and boy does he have a tale to tell. He sold his h...

You can teach an old dog new tricks and most importantly it’s never to late to make a change! This episode is part of The Rask Financial Resilience Mission for 2021. Financial resilience is all about having the resources and tools needed to overcome financial setbacks in your life. In this episode, Kate and Owen chat to listener Ben about his journey into and out of debt, how his childhood influen...

Keeping your head in an information age designed to help you lose it is the never-ending task of the behavioural investor. Do we have an episode lined up for you today?! Straight from the US, Dr Daniel Crosby drops some truth bombs about the way your emotions are impacting your financial decisions and the reasons why you're not achieving your financial goals (hint: it's not about finding that next...

This episode of The Australian Finance Podcast features a review of the new VanEck Clean Energy ETF (ASX: CLNE). If you're looking for an ETF review of CLNE, ETHI or ERTH, then listen to this podcast. CLNE is a fairly new thematic ETF to the Australian scene, which we unpack in today's episode. Before we start please note, this is not a recommendation from Kate, Owen nor the Rask Team. We have no...

Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions. This month we cover the reasons why your shares might disappear, whether the FUM of an ETF impacts returns, researching new companies and the pros and cons of Holder Identification Numbers (HINs). Send any questions you have to podcast@rask.com.au for us to answer on fut...

Do you want to save time and money this year? If so, then listen up! We’re serving up the top 10 money hacks shared in our community this week, that’ll keep those $$$ from flying out of your bank account. After we shared our top 10 personal finance books on The Australian Finance Podcast last week, we gave our listeners the opportunity to win a copy by sharing their #1 Money Hack. We were blown aw...

In today's episode of The Australian Finance Podcast, Kate and Owen deep dive into the abundance of investment choices you have nowadays when it comes to your Super, how they work and why you might consider them. To do this, we're going to look into your typical Balanced style fund, asset based portfolios (e.g. Aussie shares only), ethical choices and the DIY options available to you. You actually...

In this episode we're going to do something a little different, and it's going to require your help. Today we're going to take you through a Product Disclosure Statement (PDS) for a Super fund, and we're hoping you play along by opening up a copy of your own Super funds PDS too! WATCH THE VIDEO VERSION HERE: https://youtu.be/4nW0TTMHJfs We'll point out some of the key sections you'll want to have...

What happens if you die without a will? Who should I appoint as my executor? Who gets my Super? Today's episode brings you the closest thing to free legal advice you'll find around, with a real live lawyer! In this episode, Kate chats to Marlee Viero, who is currently Wills & Estates lawyer at Nest Legal and has been practising in this area for over 5 years. Marlee highlights the importance of inv...

In this episode, fan favourite Bronwyn Bruce (aka Miss Money Box) joins Kate & Owen to discuss her PhD research into women and Super in Australia. It's a fascinating conversation featuring real-life examples of what helps some young people crush their Super goals... and how others get left in their wake... Ladies, remember this: Combine, contribute and invest! Parents (and anyone else) remember th...

In today's episode, Kate & Owen share their top 10 books to level up your money and life in 2021. From crowd favourites to new releases, there's something for everyone in this episode. Plus, we're giving away some free books in our online FB community (+ Instagram & Twitter @RaskAustralia), so make sure to join to find out how to get involved! Send any questions to podcast@rask.com.au for us to an...

We've got a short and sweet episode for you today, to round off our tax episodes for another year. Remember your tax return is your money! In this episode, Kate & Owen share five different things could you do with your tax return this year. From paying off debt to investing in yourself, we've got you covered! At the end of the day, it's important to make a decision & action it! Keep records of whe...

June 30 is when the taxman/ATO begins to come knocking! Don't leave your taxes to chance this year -- claim your maximum amount and get a juicy refund. In this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about his top 10 ways to save at tax time. Episode transcript now available via the show notes page. Take our free financi...

Argh… tax time is upon us! What tax deductions can I claim? How does my tax work? Can I salary sacrifice or add extra to Super and claim? In this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about the 10 "must know" tax rules for 2021 & beyond. Remember, it's okay to claim tax deductions! The ATO (Australian Tax Office) expec...

In today's episode Kate & Owen crack open the inbox for a brand new listener Q&A episode. We discuss what the benefits and disadvantages of hedging your investments are, when to clear out early mistakes from your portfolio, reasons when we would seek out financial advice and managed fund performance fees. Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes. Episode tr...

On this episode of The Australian Finance Podcast, Kate & Owen bring back Chris Bates (mortgage broker) to discuss everything from what mortgage brokers can do for you, how they're paid in Australia and finding the best rate for you to fixed vs variable loans and owning your own home in less than 30-years. Then if you're ready to go one step further, we've launched our free property 101 course on...

On this episode of The Australian Finance Podcast, Kate Campbell and Owen Raszkiewicz chat to ABC Everyday journalist, Pat Wright. You may have read some of Pat's stories before on ABC Everyday, and they're a great read for those new to money and investing! We talk to Pat about teasing out biases in your financial news, finding a balanced view within a sea of clickbait, identifying old-fashioned s...

🏡 Ready to level up your property buying game in 2021? On this episode of The Australian Finance Podcast, Kate & Owen bring in the big guns, to present you with 10 awesome tips, designed at making your first home buying journey just that much better in 2021 and beyond! Amy Lunardi (buyer's agent) and Chris Bates (mortgage broker) discuss everything from buying a quality first home, finding those...

In today's episode, Kate interviews Owen about one of his favourite topics: investing in small-cap companies listed on the ASX. It's an area that Owen has spent a lot of time and effort learning about and researching over the last decade. Owens discusses why he personally chooses to invest in the wild west of small-caps, how to better understand ASX small-caps, understanding the hype/fear cycles,...

Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst. In today's episode, we discuss our hypothetical $10,000 share portfolio ideas. Rask Invest analysts Owen, Cathryn, and Kevin, along with Kate, each identify 3 share and ETF ideas that they'd add to a hypothetical investment portfolio, along with the key opportunit...

If you really put the work in to understand the business, you can get an edge. Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst. In today's episode, we answer all of your questions about share investing that you've sent us during the month! Rask Invest analysts Owen, Cathryn and Kevin, along with Kate, discuss th...

Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst. Today's episode continues the conversation from our 5-part investing checklist (that we introduced you earlier this month), and takes our analysis of The Walt Disney Company (NYSE: DIS) to the next level. It's Kevin Fung's debut on the show, to chat all things inv...

In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. We discuss ethical alternatives to VDHG, setting rules for your investment portfolio, when to rebalance ETFs and do a deep dive into REITs. So, grab a cup of coffee and tune into our latest Q&A episode. Send your questions for future Q&A episodes our way at podcast@rask.com...