Why retirement advice can take 4 to 10 weeks, what happens inside a Statement of Advice, and why better planning is rarely quick.
Owen Rask and Navarre Trousselot unpack ETF tax traps, cost base adjustments, CGT and rebalancing after the proposed 2026 Budget changes.
Mitchell Sneddon and John Abernethy unpack market crashes, bubbles, Buffett and the common-sense lessons investors still need.
In this second Small Cap Playbook episode on the Australian Investors Podcast, Owen Rask is
Pete Wargent and Chris Bates unpack the post-Budget property reset, from softer turnover and investor retreat to first-home buyer opportunity and why off-the-plan demand may not convert into sales.
Owen Rask and Gemma Mitchell explain deductions vs offsets, business-owner tax cash flow, super changes, negative gearing refunds and an ETF pop quiz.
Why “all advice fees are tax-deductible” is a dangerous myth, how the recent age pension increase was wiped out by deeming and petrol, the eye-watering 25-year cost of a daily $6 coffee, and the over-60 super recycling strategy that quietly saves $14,000 a year in tax.
Owen Rask and Cameron Gleeson from Betashares unpack whether AI is a bubble, who makes money across the AI supply chain, and how investors can think about chips, energy, copper, uranium and ETFs.
Owen Rask and Marc Jocum unpack how ETF income works, five ETFs worth researching, and the three common mistakes investors make when chasing passive income.
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