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Q&A: VDHG is my one and only, how to invest ethically & equalising my wife’s Super

In this episode of The Australian Finance Podcast, Rask's Chief Investment Officer Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your questions about super, VDHG and ethical investing.

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Ready for a financial planning Q&A?

In this episode of The Australian Finance Podcast, Rask’s Chief Investment Officer Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your questions about super, VDHG and ethical investing.

Every week, Raskā€™s panel of experts answer your questions, no matter which channel you list to.

ASK YOUR QUESTION:Ā https://bit.ly/3QtiY00

In this episode,Ā Owen RaskĀ & Alex Luck cover:

  • If you were going to work with a financial planner today, what three things would you look for or do before committing to paying them?
  • Is there any reason, other than to cover fees/insurance premiums, to split my superannuation contributions to my partner’s fund?
  • How does tax work on investment accounts?
  • How do you consider ethics within your financial decisions, when your financial goals might include making choices against your morals?
  • I currently invest in VDHG as my only investment I am 48 and was thinking to add VHY so I can get income is this a wise move?
  • If I take out an equity loan against my IP, the interest I pay for the loan, is it tax deductible against my personal income?

Podcast resources

  • šŸ“š Enjoyed this episode? You’ll love Kate’s book, Buying Happiness, which you can order on Booktopia or Amazon.

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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 donā€™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 ourĀ Terms & ConditionsĀ andĀ Financial Services Guide before using this website.

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