Rask

•

Channel • 6 Shows

Business

Business

Updated weekly
Investing

Investing

Updated weekly
Business

Business

Updated weekly
Business

Business

Updated weekly
Investing

Investing

Updated weekly
Business

Business

Updated weekly

3 days ago

Inside SOL Patts: Jaki Virtue on culture, systems and long-term compounding

In this episode of Australian Investors Podcast, Owen Rask sits down with Jaki Virtue, Chief Operating Officer of Washington H. Soul Pattinson, for a rare look inside one of Australia’s most closely watched investment companies. Jaki explains how a business with only about 55 staff can still oversee a large and growing portfolio, and why culture, systems and clarity matter just as much as capital allocation. The conversation starts with Jaki’s backstory, from an adventurous family and an unconventional schooling experience through to investment banking, business management and eventually becoming the inaugural COO of an ASX 50 company. She shares the story of “manifesting” that role in her twenties, why she deliberately chose stretch opportunities, and how risk, courage and curiosity shaped her career. Owen and Jaki also dig into what makes SOL Patts distinctive today: its long dividend record, the Milton and Brickworks transactions, the balance between public and private markets, founder partnerships, governance, AI adoption and the importance of protecting shareholder capital without creating bureaucracy. If you want to understand how a long-term investment company actually operates behind the scenes, this episode offers a practical window into leadership, team design and compounding over time. It is a useful listen for anyone curious about how great businesses stay agile without losing discipline. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit EOFY deals to know about - ending June/July 2026 – 1 free trade per month, for 12 months, for new Pearler customers Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

3 days ago

•

58 min
31/07/2019

The Investing Apps & Finance Tools/Accounts Kate & Owen Use

What Australian investing apps, finance tools, brokerage accounts and bank accounts do Kate and Owen from The Australian Finance Podcast use every day and month? Take Owen’s finance courses: https://www.rask.com.au/sign-up-finance SHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/ How To Money: https://howtomoney.online This podcast contains factual/general information only. It is NOT financial advice of any kind. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

31/07/2019

•

35 min
13/08/2021

Is ELMO (ASX:ELO) dirt cheap? Watch Owen analyse CBA's report, FSLY v. NET + 10 money hacks

On The Australian Investors Podcast, watch or listen along as 7Investing's Dr Anirban Mahanti takes a look at ELMO Software Ltd (ASX:ELO) and Owen Rask walks you through Commonwealth Bank of Australia's (ASX: CBA) annual report. Plus, Cloudflare (NYSE: NET) versus Fastly (NASDAQ: FSLY) - who's winning? How analysts ready themselves for ASX reporting season, and 10 personal finance hacks. Rask Australia YouTube: https://www.youtube.com/c/RaskFinance If you like the show, say g'day to me on Twitter (@owenrask) or Instagram (@owenraskau). I'd like to get your suggestions for future episodes. Join 7investing and get $7 off for the first month - A “RASK” special* If you like what you hear in this episode and want to join 7investing, use the coupon code “RASK” during checkout. To be clear: Rask Australia (our business), nor me (Owen), receive nothing if/when you use the coupon code. We teamed up with 7investing simply because I - Owen - like the 7investing investment philosophy, style and service. It’s easy to navigate, rich with insights from investors like Anirban and… run by Simon. To join, simply apply the coupon RASK on the checkout page: http://bit.ly/rask-7investing Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Information warning: this podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: August 11th, 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

13/08/2021

•

1hr 7min
08/08/2024

Market turbulence, financially detoxing & preventative home maintenance [Money & Chill]

What's going on with the market right now? On today's episode of Money & Chill, Kate Campbell, Owen Rask, and producer Monique unpack our latest news, discuss this week's market mayhem, share some dubious money-saving tips, and discuss some of the podcasts and books we've been enjoying lately. ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest 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 Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

08/08/2024

•

48 min
08/03/2023

3 traps most business owners fall into during their first 12 months (avoid these at all costs!)

Australian Business Podcast is back to bring you some timeless wisdom: here the 3 biggest traps small business owners fall into within the first year of business. Owen Rask, host of The Australian Business Podcast, is joined by accountants Jordan Kidis & Danil Goloubev from Grey Space Advisory. Here are the traps they cover: Not having a plan/going in blind (a plan doesn't need to be perfect!) Not budgeting for scale or tax. Taking too much money from the business too soon (jetski anyone?) Australian Business Podcast resources Owen Rask’s free business course Ask a question Get a business health check from Grey space This Australian Business Podcast Episode is for founders, business owners and investors in private companies. Join 2,300+ students in our free business course! If you liked this episode, don’t forget to consider taking our free business course and tuning into the Australian Business Podcast episode one, in which I shared my journey. Love the Australian Business Podcast? Let me know about it by leaving a review on Apple or Spotify. If you want to help me out with the course, right now the best thing you can do is subscribe and review this podcast in Apple or Spotify. Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews. ✅ Grey Space Advisory – accounting today for a smarter tomorrow Do you get stuck worrying about your business’ finances? Or what needs to be paid to ATO, employees, Super funds and so on? The Australian Business Podcast is proud to announce that our sponsor, Grey Space Advisory, is offering all business owners a financial health check. Jordan and Danil’s expert team of accountants will conduct a review of your tax structure, bank set-up, ATO obligations and reporting, business insurance and provide some advice on how to manage all of this — for just $99! Book a $99 business health check with the Grey Space Advisory team and tell them Owen sent you. ☕️ Rumble Coffee Roasters — our OG sponsor & coffee genius! Rumble Coffee Roasters is dedicated to helping you drink better coffee. Knock-out blends, world-class single origins, bold espressos and flavour-filled filter roasts. Rumble Coffee prides itself on personal relationships with producers and customers alike. Tell them Rask sent you. *** The information on this website and in our podcasts is general financial and tax information 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. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser or tax agent. Learn more about your ad choices. Visit megaphone.fm/adchoices

08/03/2023

•

25 min
30/12/2021

Market crash 2022? How to never waste a good crisis

What was answered: How often do markets crash? About once a year, on average, you might expect it to fall/correct 10% (depending on the market) Only 20% of market corrections (i.e. 10% falls) turn into bear markets (see Tony Robbins, Unshakeable) Which stocks are best to buy cheap? High quality growing stocks (or whatever fits your investment checklist) Owen's quick & easy market crash checklist (to get you started) Owen looks for these 5 things when the market falls: Net cash position DBNR (see explainer below) Aligned management Controllable costs (i.e. strong margins) Strong growth prospects over 5-10 years Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it’s a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast 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 Date recorded: 22nd December 2021 Learn more about your ad choices. Visit megaphone.fm/adchoices

30/12/2021

•

26 min
2 days ago

The retirement tax reset: Budget backdowns, pensions and SMSFs explained

In this episode of Australian Retirement Podcast, Drew Meredith and James O'Reilly unpack the latest retreat from the Federal Budget's most controversial tax changes and what it means for retirees, pre-retirees and business owners trying to plan ahead. They explain why the government eased back on small-business CGT concessions, what the clarification on testamentary trusts really fixes, and why the age pension carve-out could become one of the most important strategic details in the whole package. The conversation then shifts to the Greens' push to ban SMSF borrowing for residential property, including why that proposal matters for rental supply, investor behaviour and the broader retirement planning landscape. Rather than stopping at headlines, Drew and James focus on the behavioural fallout: how people may respond when tax rules change, why good policy can still create bad incentives, and what retirees need to watch before making major moves with property, trusts or super. They also answer a practical listener question from a couple in their 60s weighing up an approaching retirement: should they prioritise smashing the mortgage or shovel as much as possible into super, and is an SMSF with listed assets still worth the cost once work winds down? If you want a clearer, calmer read on the Budget walk-backs, super strategy and the real retirement decisions sitting underneath the politics, this is a timely episode to queue up. Episode resources – Ask a question (select the Retirement podcast) Show partner resources – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit EOFY deals to know about - ending June/July 2026 – $200 bonus for opening your first TermPlus account with $20k or more with code “EOFY26” – 1 free trade per month, for 12 months, for new Pearler customers Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

2 days ago

•

40 min
02/09/2022

Reporting Season finale: Wesfarmers, Alcidion, FMG, Praemium & more ft. Drew Meredith, CFP

Dubber Corp Ltd (ASX: DUB), Alcidion Group Ltd (ASX: ALC), Fortescue Metals Group Ltd (ASX: FMG) and Wesfarmers Ltd (ASX: WES) feature on this week's Australian Investors Podcast. Drew Meredith, CFP and Owen Rask are back on The Australian Investors Podcast talking ASX Reporting Season, and it's the finale for Reporting Season 2022. Got a question for Drew & Owen? Want us to cover your company? If you would like Drew and Owen to cover a company on your watchlist or in your portfolio, or ask a question, use our Typeform to submit your question: https://bit.ly/3QtiY00 ~~ Podcast Resources ~~ Wattle Partners Owen Rask on Twitter Value Investor Program, Owen’s online investing course ~~ Say thanks to our tremendous sponsors ~~ Join Selfwealth and get 5 free ASX trades! The Australian Investors Podcast’s official broker is SelfWealth. Over 125,000 smart investors use SelfWealth to invest and trade ASX shares, ETFs and global stocks. Rask’s Investors Podcast listeners can join today and get $9.50 trades! Join Selfwealth Join inside The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK”, to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP 💸 Click here to join Intelligent Investor today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

02/09/2022

•

52 min
19/09/2022

Choosing a business structure: sole trader, companies, trusts & ACNs v. ABNs [7/12]

Sole trader, ABN, company, ACN... what's the difference? Australian Business Podcast episode #7 is now live on the Rask network and we're tackling how to choose a business structure to suit your business needs. In this episode, I -- Owen Rask, founder of The Rask Group -- dive into the following business topics: Company legal structures - pros and cons Sole traders - pros and cons Partnerships - pros and cons Trusts - including family/discretionary trusts and unit trusts 3 case studies and my business structure suggestions: Jenny, the hairdresser 💇‍♀️ Scott, the plumber on a mission🚰 Gavin & Cassie, the architects 🏘 Enrol in our free business course and view this tutorial Love the Australian Business Podcast? Let me know about it by leaving a review on Apple or Spotify. If you want to help me out with the course, right now the best thing you can do is subscribe and review this podcast in Apple or Spotify. Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews. Podcast resources Owen Rask’s free business course Ask a question Email Owen Business Podcast show notes Say G'day to The Australian Business Podcast partners Rask – Get Owen’s best investing research The Australian Business Podcast’s official sponsor is Rask, our very own company. We empower hundreds of thousands of investors around Australia, whether you’re new or have been investing for 40 years. You can take an investing course on Rask Education to discover how Owen carefully researches small or blue chip companies, or become a premium Rask member today to speak directly with Owen and see what he is investing in. Rumble Coffee Roasters — our first partner! Rumble Coffee Roasters is dedicated to helping you drink better coffee. Knock-out blends, world-class single origins, bold espressos and flavour-filled filter roasts. Rumble Coffee prides itself on personal relationships with producers and customers alike. They pay farmers fairly so that they can invest in their land, their employees and their communities. You can buy some beans to drink at home or in the office via rumblecoffee.com.au. Alternatively, if you’re a coffee shop owner — get in touch and discover better ways to serve your customers. Tell them Rask sent you. *** 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

19/09/2022

•

26 min
1 Jun

6 ETFs for passive income with Hugh Lam from Betashares

In this Australian Finance Podcast episode, Owen Rask is joined by Hugh Lam from Betashares to build a six-ETF watchlist for investors chasing passive income without sleepwalking into yield traps. Rather than treating income as a race to the highest percentage, they step through where ETF income actually comes from, why total return still matters, and how to think about blending shares, bonds, credit and cash inside one portfolio. Hugh brings three Betashares ideas to the table: ROYL for global royalties, INCM for global dividend-paying companies, and ECRD for enhanced credit income. Owen counters with HYLD for Australian dividend and momentum exposure, GGOV for long-duration US Treasuries, and MMKT for money-market cash exposure. Along the way, they explain why a 7% yield is not automatically better than 4%, how rebalances and capital gains can distort payout figures, and why investors need to look under the hood before buying any income ETF. The conversation also unpacks the trade-offs that matter most in 2026: dividend traps, duration risk, leverage inside credit products, and the role cash-like ETFs can play when markets get jumpy. If you want a practical framework for researching passive-income ETFs, comparing yield with quality, and building a more resilient portfolio, this episode is a strong place to start. Episode resources – Buy Gemma’s book “The Money Reset” – Speak with the Rask Advice team – Ask a question (select the Finance podcast) Show partner resources – View Betashares range of funds – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Get 50% off your first two months using PocketSmith Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Jun

•

45 min

Rask is a home of free investment news, personal finance, property and business education. Founded by Owen Rask in 2017, Rask is now Australia's largest investment and financial education platform built by investors. Take a free course online at https://www.rask.com.au