Australian Finance Podcast - podcast cover

Australian Finance Podcast

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

How to optimise your tax & investments before June 30

In this Australian Finance Podcast episode, your hosts Owen Rask and Navarre Trousselot (founder of Navexa) explain what Aussie investors need to know before tax time. They cover: – What counts as investment income – Understanding capital gains tax (CGT) – Smart strategies to optimise your return – Common tax-time mistakes and how to avoid them If you like this Australian Finance Podcast episode on tax and investing, you’ll love our other investor guides. Don’t forget to subscribe for weekly sho...

Jun 04, 202552 min

Budget-friendly sustainability: Saving the planet without going broke

In this episode of The Australian Finance Podcast, your host Gemma Mitchell is joined by Lottie Dalziel – sustainability expert, founder of Banish, and author of 365+ Ways to Save the Planet, and your money at the same time. They bust common myths about living more sustainably, explore the biggest impact changes you can make at home (that are good for both the planet and your wallet), and share practical tips to get started today – no perfection required. Whether you’re eco-curious or already co...

Jun 02, 202546 min

Tax free super, buying gold and investing your house deposit - Q&A

In this episode of the Australian Finance Podcast, Owen and Gemma are back for your weekly Q&A and answering your questions- covering investing in Gold, super, paying a lot of tax and much more! Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. And send in your questions via the link below. Your questions answered today: - Is it risky using the First home super saver scheme given super is invested? - Help- I pay over $100k a year in tax-...

May 29, 202537 min

Is the property market in a bubble in 2025?

In this Australian Finance Podcast episode, your host Owen Rask explores the big question: Is the Australian property market in a bubble in 2025? You’ll learn: - Why immigration is driving up demand - What’s really going on with housing supply - The impact of interest rates and borrowing power - Whether house price-to-income ratios signal danger If you like this Australian Finance Podcast episode on the 2025 property market, you'll love our series. Don't forget to subscribe for weekly shows on A...

May 28, 202521 min

Family trusts: smart strategy or overrated?

In this episode of The Australian Finance Podcast, host Gemma Mitchell is joined by award-winning financial adviser Deline Jacovides, founder of Mazi Wealth. Together, they break down the ins and outs of discretionary (family) trusts—what they are, how they work, and when they’re worth considering.​ In this episode, we cover: What a discretionary trust is and how it works in Australia When a trust structure makes sense—and when it doesn’t Investing in shares vs property in a trust The tax benefi...

May 26, 202551 min

Saving, Schooling and Setting Kids Up for Life

In this episode, Pete Wargent from the Australian Property Podcast and Gemma Mitchell from the Australian Finance Podcast are back to dive into a big topic – raising financially confident, and competent kids. From choosing between private or public schooling, to saving (or not saving) for your kids, we cover it all. We chat about: Private vs public schooling – the real pros and cons Saving and investing for kids vs focusing on healthy household money habits How you can set your kids up for succe...

May 22, 202543 min

Inside ATEC: tech investing on the ASX

In this Australian Finance Podcast episode, your hosts Owen Rask and Hugh Lam from Betashares take you inside the ATEC ETF – Australia’s homegrown tech fund. This episode covers: What the ATEC ETF is and what companies it holds Why investors are paying attention to Australian tech How sectors like AI and cloud computing are driving growth The role ATEC can play in a diversified portfolio If you like this Australian Finance Podcast episode on the ATEC ETF, you'll love our other ETF breakdowns. Do...

May 21, 20259 min

How to review and rebuild life insurance with Skye Wealth

In this Australian Finance Podcast episode, your hosts Owen Rask and Phil from Skye Wealth sit down to talk all things life insurance. They explore: The essential types of life insurance every Aussie should understand How to review your existing policies, especially inside super What income protection really covers—and what it doesn’t The pros and cons of funding insurance through your super Why trauma and child cover matter more than you think If you like this Australian Finance Podcast episode...

May 19, 202538 min
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