ETF tax traps, kids investing, retirement timing & super: Special Q&A
ETF tax is confusing enough on its own. Add kids’ investing accounts, retirement timing and super strategy, and it is easy to understand why so many investors feel stuck. In this Australian Finance Podcast Q&A, Owen Rask and Tahli Cavagnino answer practical listener questions on: - selling shares and capital gains tax - franking credits and ETF cost-base adjustments - US income and tax reporting traps - moving on from a Raiz account - investing for kids - the best time of year to retire - whether buying the dip in super actually helps Navarre from Navexa joins the tax segment to explain why ETF record-keeping gets messy faster than most people expect, especially if you have been dollar-cost averaging for years. The episode also covers how career changers can get into financial advice, why retirement planning is more about timing your decisions than timing the calendar, and why super investors are usually better off focusing on process instead of trying to pick market bottoms. If you want practical, plain-English help on ETF tax, kids’ investing, retirement and super, this is a strong Q&A episode to queue up. Episode resources - RASK Tax For Kids overview report: https://www.raskmedia.com.au/guides/how-to-invest-in-etfs-for-kids-tax-overview/ - Retirement Academy course: https://education.rask.com.au/courses/retirement-academy/ - Navexa: https://www.navexa.com/?fpr=rask - Hypothetical S&P 500 chart: https://www.capitalgroup.com/individual-investors/sg/en/resources/education-hub/when-to-invest.html - Buy Gemma’s book “The Money Reset”: https://amzn.to/42Uz0aK - Speak with the Rask Advice team: https://rask.au/advice - Ask a question (select the Finance podcast): https://bit.ly/R-quest Show partner resources - Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler - Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith - View Betashares range of funds: https://bit.ly/beta-25 Rask resources - All services: ht
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