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Q&A: picking a broker, cash ETFs vs term deposits and getting out of the rental market [BONUS]

In this episode, Owen Rask chats with qualified financial adviser Alex Luck from Everest Wealth to answer YOUR money and investing questions.

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In this episode, Owen Rask chats with qualified financial adviser Alex Luck from Everest Wealth to answer YOUR questions.

The duo discuss topics including:

Reducing your taxable income through tax deductions
Getting out of the rental market
Government property incentives for first-home buyers (e.g. FHSS)
What to look at when comparing share brokers (e.g. fees, automation tools, HINs, investment entities)
Cash ETFs vs term deposits: what to do with cash?
Using redraw and offset accounts
How to get good personal finance advice in Australia
Using equity in a property to invest

This conversation was recorded on 6th February 2024.

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The information on this website and in our podcasts is 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) 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 & Conditions and Financial Services Guide before using this website.

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General Financial Advice warning

The information on this website is 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.

“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.