Skip to content
Join Free
My Account
Log in
Join Free
Log in

Smart tax tips & portfolio questions: listener Q&A special

Get clear answers to common finance questions: managing tax on your shares, when to rebalance ETFs, and how to find a trustworthy adviser.

Listen on:

Apple Podcasts
Spotify
YouTube

Listen now

About this episode

In this Q&A edition of the Australian Finance Podcast, hosts Owen Rask and Tahli Cavagnino tackle key listener questions that pop up during tax season and portfolio reviews.

This episode covers:

  • How to ensure your ETF tax reporting is accurate
  • Why rebalancing might not be as crucial for young investors
  • What to document when doing your own tax
  • How to choose the right financial adviser or accountant

They also share thoughts on gender equity in financial services and the exciting things happening inside the Rask office.

If you like this Australian Finance Podcast episode, subscribe for weekly shows on Apple, Spotify, YouTube, or wherever you get your podcasts!

Follow us on Instagram and TikTok for more finance insights.

Topics Covered

  • Women in Finance
  • Documenting a Brokerage Account
  • When and Why to Rebalance a Portfolio?
  • Implications of Inheriting ETFs
  • How To Find a Good Accountant or Financial Advisor

Episode resources

Podcast series resources

Got a question you want answered on the podcast?

Ask a question

Don’t look down for great deals 👇


📱 Pearler, the broker for long-term investors.

Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit and learn more about Pearler Rewards here.

🌏 Betashares ETFs

Discover the broadest range of Exchange-Traded Funds (ETFs) in Australia on betashares.com.au.

💸 PocketSmith, a productivity booster for your money.

PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.

Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmith’s Foundation plan.

Share this episode:

Facebook
X
LinkedIn
Email
WhatsApp

Information warning: 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.

Latest episodes

All Episodes

Better investing starts here.

Want to level-up your analytical skills and investing insights but don’t know where to start? Join 50,000 Australian investors on our mailing list and we’ll send you our favourite podcasts, courses, resources and investment articles every Sunday morning. Grab a coffee and let Owen and the team bring you the best  insights.

Here you go: A $50,000 per year passive income special report

Join more 50,000 Australian investors who read our weekly investing newsletter and we’ll send you our passive income investing report right now.

Simply enter your email address and we’ll send it to you. No tricks. Unsubscribe anytime.

Unsubscribe anytime. Read our Terms, Financial Services Guide, Privacy Policy. We’ll never sell your email address. Our company is Australian owned.