ETF tax traps, kids investing, retirement timing & super: Special Q&A

ETF tax, kids’ investing, retirement timing and super all in one Q&A? That is what Owen Rask and Tahli Cavagnino tackle in this practical Australian Finance Podcast episode. The episode opens with the tax questions investors often avoid: capital gains, franking credits, ETF cost-base adjustments and US income. Navarre from Navexa joins to explain why record-keeping becomes harder the longer you have been dollar-cost averaging. Then the conversation moves to everyday decisions people actually wrestle with: changing careers into financial advice, when to move on from a Raiz account, how to think about kids’ investing structures, and why retirement is usually about sequencing the right decisions rather than finding the perfect month to stop work. The final question asks whether buying the dip inside super is worth it. Owen and Tahli explain why long-term contribution strategy and asset allocation usually matter more than trying to time the market. If you want a useful Q&A on tax, retirement, kids’ investing and super, this one delivers. Episode resources – RASK Tax For Kids overview report – Retirement Academy course – Navexa – Hypothetical S&P 500 chart – Buy Gemma’s book “The Money Reset” – Speak with the Rask Advice team – Ask a question (select the Finance podcast) Show partner resources – Join Pearler using code “RASK” for $15 of Pearler Credit – Get 50% off your first two months using PocketSmith – View Betashares range of funds 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