Rask Invest LIVE

Investing for kids isn't as easy as it should be. There is a LOT to consider and this is why, as a parent and an investor, I have not been happy with the existing investment options. Most diversified investment options are a one stop shop for investors and while suitable for many investors, we do not believe they are appropriate for growing a nest egg for kids. This Rask Live event will walk you through the creation of Luna, it's investments and discuss the crucial differences between Luna and ready-made alternatives. Show notes and timestamps: 8:00 High level overview of the Luna kids portfolio 11:00 The performance of the current Rask Invest portfolios 16:24 Can kids invest and who’s name is it in? 19:00 The tax implications of investing for children 21:50 Why asset selection is crucial when investing for children 23:20 Why we believe passive index tracking ETFs are a good long-term investment for children 26:38 Why we believe existing ready made diversified investment options aren’t ideal for children 29:36 How to rebalance with new cash instead of selling down 35:48 How we communicate changes to portfolios for our investors 40:09 How to add cash to an account and how regularly? 47:22 Why aren’t there more options like this on the market? 49:42 What other investment options are there for kids and how do they work? DSSPs, investment bonds, individual shares and ETFs. Rask Invest: https://www.rask.com.au/rask-invest/ Rask Luna portfolio: https://www.rask.com.au/rask-invest/luna/ This video may contain confidential or legally privileged information and is intended only for the use of the intended recipient(s). Any unauthorised disclosure, dissemination, distribution, copying or the taking of any action in reliance on the information herein is prohibited. E-mails are not secure and cannot be guaranteed to be error free as they can be intercepted, amended, or contain viruses. Anyone who communicates with us by e-mail is deemed to have accepted these risks. The Rask Group Pty Ltd is not responsible for errors or omissions in this message and denies any responsibility for any damage arising from the use of e-mail. Any opinion and other statement contained in this message and any attachment are solely those of the author and do not necessarily represent those of The Rask Group Pty Ltd. We have a Terms of Service and Privacy Policy. The information in this email is limited to general financial 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) and Target Market Determination before making a decision to acquire any 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 & Conditions and Financial Services Guide before using this website. Nothing in this email should be considered as a guarantee or forecast of the future. Past performance is not indicative of future performance. “Rask Invest” is considered a financial product and has a Product Disclosure Statement (PDS) and Target Market Determination (TMD), issued by InvestSMART. These documents can be accessed on the Rask Invest website. Please seek professional advice before making any investment decision with respect to Rask Invest.

How do you invest in shares and ETFs for kids in Australia? What are the tax and investing questions you need to know? Ana Kresina, author of Kids Ain't Cheap and Pearler, joins us on Rask Invest LIVE to talk investing for kids. Ana's website: https://www.anakresina.com/ Pearler investing: https://pearler.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Use Pocketsmith to track your portfolio (save BIG): https://bit.ly/R-PocketSmith Invest in your own ETFs with Pearler (free trades): https://bit.ly/Pearler Let Navexa track your portfolio (save 20%): https://bit.ly/track-stocks Join SuperGuide for retirement guides (save): https://bit.ly/rask-guide Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting for investors: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This video 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

Rask Invest LIVE is back and this time we're joined by Pete Wargent, seven-time author, property investor, podcast host and writer! Welcome to episode 8 of Rask Invest LIVE, with your host Owen Rask, Chief Investment Officer of Rask Invest. Today's episode is: State of the Markets Vol. III - Australian property prices - AUDUSD movements - Bond ETF performance - Australian share market (XJO) update - US market news - Inflation and interest rates Key resources for this episode: Free Rask Community: https://community.rask.com.au/c/australian-property/ Pete's new book with Cate Bakos - The Buy Right Approach to Property Investing: https://www.amazon.com.au/Buy-Right-Approach-Property-Investing/dp/1923186094 Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Use Pocketsmith to track your portfolio (save BIG): https://bit.ly/R-PocketSmith Invest in your own ETFs with Pearler (free trades): https://bit.ly/Pearler Let Navexa track your portfolio (save 20%): https://bit.ly/track-stocks Join SuperGuide for retirement guides (save): https://bit.ly/rask-guide 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 for investors: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This video 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

Today's episode is: Mailbag with Owen Rask - Vol. 1 Topics covered in Rask Invest LIVE today, include: Your investing, business and money questions answered by Owen Rask ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Use Pocketsmith to track your portfolio (save BIG): https://bit.ly/R-PocketSmith Invest in your own ETFs with Pearler (free trades): https://bit.ly/Pearler Let Navexa track your portfolio (save 20%): https://bit.ly/track-stocks Join SuperGuide for retirement guides (save): https://bit.ly/rask-guide 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 for investors: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This video 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

Rask Invest LIVE is back! Welcome to episode 7 of Rask Invest LIVE, with your host Owen Rask, Chief Investment Officer of Rask Invest. Today's episode is: How to build a Core & Satellite investment portfolio (ETFs + shares) Topics covered in Rask Invest LIVE today, include: - Using ASX ETFs to build a core portfolio - ETFs to grow wealth in the Core - ETFs for retirement - Using a checklist for investing - Shares & thematic ETFs in the Satellite - Transitioning a portfolio over time - Adding property to Core + Satellite - Rebalancing an ETF portfolio ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Use Pocketsmith to track your portfolio (save BIG): https://bit.ly/R-PocketSmith Invest in your own ETFs with Pearler (free trades): https://bit.ly/Pearler Let Navexa track your portfolio (save 20%): https://bit.ly/track-stocks Join SuperGuide for retirement guides (save): https://bit.ly/rask-guide 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 for investors: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This video 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

Rask Invest LIVE is back! Welcome to episode 5 of Rask Invest LIVE, with your host Owen Rask, Chief Investment Officer of Rask Invest. Today's episode is: Investing in Australian property (step by step) Topics covered in Rask Invest LIVE today, include: - Property as a home and investment - Tax rules for property in Australia - CGT, income, depreciation - Negative gearing explained - Long-term property performance - Buying your first home - Government incentives for buying property - Checklist for buying property - Owen answers your investing questions ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Join Pocketsmith: https://bit.ly/R-PocketSmith Join Pearler: https://bit.ly/Pearler Join Navexa: https://bit.ly/track-stocks 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 video 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

Rask Invest LIVE is back! Welcome to episode 2 of Rask Invest LIVE, with your host Owen Rask, Chief Investment Officer of Rask Invest. Today's episode is: Investing in ETFs in 2024 (step by step) Topics covered in Rask Invest LIVE today, include: - Why ETFs are good for the Core - How to invest in ETFs for the first time - How to research ETFs - 10 most popular ETFs in Australia - Tax & admin for ETF investors - Owen answers your investing questions ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Join Pocketsmith: https://bit.ly/R-PocketSmith Join Pearler: https://bit.ly/Pearler Join Superguide: https://bit.ly/rask-guide 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 video 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

Rask Invest LIVE is back! Welcome to episode 1 of Rask Invest LIVE, with your host Owen Rask, Chief Investment Officer of Rask Invest. Today's episode is: A $1 million Rask Invest Portfolio Vol. 1 - Rask Invest LIVE #1 Topics covered in Rask Invest LIVE today, include: - What is Rask Invest LIVE? - Building a $1m passive income portfolio - Upcoming episodes and guests - Your investing questions answered ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Join Pocketsmith: https://bit.ly/R-PocketSmith Join Pearler: https://bit.ly/Pearler Join Navexa: https://bit.ly/track-stocks 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 video 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