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How to sell property for a passive income retirement: Owen's overview on shares/ETFs, property & Super

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Manage episode 436417056 series 3471703
Contenu fourni par Rask. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Rask ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this episode of The Australian Property Podcast, Rask's founder and Chief Investment Officer Owen Rask gets behind the microphone to walk you through why it may make sense to exit property and use a diversified portfolio of ETFs (inside or outside of Super) to meet your income and growth needs.

Topics covered in this podcast:

  • The pros and cons of property in retirement
  • The benefits of ETFs
  • Industry Superannuation funds
  • Strengths and weaknesses of SMSFs
  • The key advisers you can consult
  • How we've built portfolios for Rask Invest
  • The importance of not rushing into things

Key point: It is not Super OR property or ETFs. But why not do a bit of everything?

~~ Good resources for this episode ~~

Owen's retirement write-up: https://www.raskmedia.com.au/guides/property-retirement-superannuation-shares

Invest with Owen (and PDS): https://bit.ly/R-invest

Book a call with Rask: https://calendly.com/mitchell-wswf/30min

Rask's retirement portfolio (click on "asset allocation"): https://invest.rask.com.au/invest-with-us/rask-terra

Free ETF course: https://education.rask.com.au/courses/etf-course/

ATO website (Super rules): https://www.ato.gov.au/Individuals/Super/In-detail/Growing-your-super/Super-contributions---too-much-can-mean-extra-tax/

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

Ask a question: https://bit.ly/3QtiY00

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

  continue reading

171 episodes

Artwork
iconPartager
 
Manage episode 436417056 series 3471703
Contenu fourni par Rask. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Rask ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this episode of The Australian Property Podcast, Rask's founder and Chief Investment Officer Owen Rask gets behind the microphone to walk you through why it may make sense to exit property and use a diversified portfolio of ETFs (inside or outside of Super) to meet your income and growth needs.

Topics covered in this podcast:

  • The pros and cons of property in retirement
  • The benefits of ETFs
  • Industry Superannuation funds
  • Strengths and weaknesses of SMSFs
  • The key advisers you can consult
  • How we've built portfolios for Rask Invest
  • The importance of not rushing into things

Key point: It is not Super OR property or ETFs. But why not do a bit of everything?

~~ Good resources for this episode ~~

Owen's retirement write-up: https://www.raskmedia.com.au/guides/property-retirement-superannuation-shares

Invest with Owen (and PDS): https://bit.ly/R-invest

Book a call with Rask: https://calendly.com/mitchell-wswf/30min

Rask's retirement portfolio (click on "asset allocation"): https://invest.rask.com.au/invest-with-us/rask-terra

Free ETF course: https://education.rask.com.au/courses/etf-course/

ATO website (Super rules): https://www.ato.gov.au/Individuals/Super/In-detail/Growing-your-super/Super-contributions---too-much-can-mean-extra-tax/

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

Ask a question: https://bit.ly/3QtiY00

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

  continue reading

171 episodes

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