Housing falls post-Budget, is adding to Super worth it & Pimp my Portfolio with Owen Rask
6/3/202636 min
Australia’s property market is adjusting to a post-budget reality, South Korean investors are piling into leveraged AI bets at a breathtaking pace, and a community question sparks a deep dive into one of the biggest investing decisions Australians face: should you invest more through super or outside it? Plus, Owen Rask reviews a real Equity Mates portfolio featuring ETFs, individual stocks and a REIT.
In this episode:
00:00 – Property investing after the budget
08:41 – South Korea’s AI-fuelled stock market frenzy
12:49 – Community Question: Invest inside or outside super?
14:42 – The tax advantages of superannuation
16:25 – Flexibility, FIRE and accessing your money early
19:00 – Contribution caps, balance limits and Div 296
23:15 – Life-stage considerations when building wealth
24:34 – Pimp My Portfolio with Owen Rask and community member Marty
Stocks & ETFs mentioned: Vanguard Australian Shares ETF (ASX: VAS), VanEck MSCI International Quality ETF (ASX: QUAL), VanEck Australian Banks ETF (ASX: MVB), Fortescue (ASX: FMG), Berkshire Hathaway (NYSE: BRK.B), Magellan Financial Group (ASX: MFG), Big River Industries (ASX: BRI), Centuria Office REIT (ASX: COF), Charter Hall Long WALE REIT (ASX: CLW), REA Group (ASX: REA), Domain Holdings Australia (ASX: DHG), Samsung Electronics, SK Hynix, Megaport (ASX: MP1), NextDC (ASX: NXT)
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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
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Clips
Transcript preview
First 90 secondsAlec Renehan· Host0:00
[ding] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services license 540697. The narrative continues, Sydney and Melbourne both down.
Bryce Leske· Host0:18
Don't blame the budget, don't blame the government, it is a pure reflection of interest rates.
Alec Renehan· Host0:24
Right.
Bryce Leske· Host0:24
[laughs] Out of their control.
Speaker 3· Soundbite0:26
Equity Mates.
Bryce Leske· Host0:28
Welcome to another episode of Equity Mates, the podcast where we explore what's possible in the world of investing. My name's Bryce.
Alec Renehan· Host0:35
And I'm Ren, and today we are talking all things property investing post-budget. We're talking about the crazy stories coming out of the South Korean stock market. We're weighing up investing inside of super versus outside of super, and we're closing with Pimp My Portfolio, where Owen Rask is reviewing the real portfolio of an Equity Mates community member. Bryce, another big and exciting episode.
Bryce Leske· Host0:57
Can't wait. Before we jump into it, we wanna shout out one of our newsletters. It's called How I Got Started, and it brings to light the stories of community members and how they got started investing.
Alec Renehan· Host1:08
Yes, investing isn't just for investors, it's for everyone. There's thousands, hundreds of thousands of equity mates just like you, who are on the investing journey, figuring it out together, learning and growing their portfolios every day. And How I Got Started is, uh, where we feature those stories. We feature your stories. So sign up. The link is in the YouTube description,