Rask

WE INVEST FOR YOU.
YOU INVEST FOR EVERYTHING ELSE.

BY INVESTORS, FOR INVESTORS.

DOLLAR-COST AVERAGE
Make automated monthly deposits via Bpay or a direct debit.
PASSIVE INCOME EVERY MONTH
Switch on automated withdrawals for passive income.
HIN BASED
You retain full legal and beneficial ownership of your ETFs via CHESS.
AUTOMATED
We rebalance for you & do a full tax report to hand to your accountant.
EXAMPLE

INVEST $50,000, THEN $5,000. FOLLOWING OUR JUPITER 90/10 STRATEGY.

RASK INVEST

0.55% plus ETF management fees, subject to portfolio chosen*
$50,000 + $5,000 ADDED
INVESTED WITH US
3 strategies to choose from: passive income, growth or high growth
Low-cost ETF portfolios managed for you
Best of breed: active AND passive in one portfolio
All assets held on HIN (i.e. you always own the ETFs)
Automated rebalancing
Tax optimisation
Automated dollar-cost averaging (DCA)
Automated passive income withdrawal
Individuals, SMSFs, trusts & companies
ASX and global stock research reports included
Full tax reporting for EOFY
Full transparency on holdings
Your family gets unlimited access to all Rask courses
Rask events included
Quarterly webinars & Q&A
Rask Invest-only podcasts
And more!
Estimated total cost for the year: $413.70 – $450.18** subject to portfolio chosen
*See Product Disclosure Statement (PDS) & Target Market Determination (TMD) for more information.
**includes management fees, ETF management fees, brokerage and estimated buy-sell spread
PICK FROM 3 CORE STRATEGIES

AUTOMATICALLY INVESTED FOR YOU

JUPITER 90/10

Rask management fees: 0.55% p.a.
Jupiter
Targeting 7.5%+ per year over rolling 10-year periods, we’re going for growth.

Jupiter takes higher risk for long-term growth. 90% is invested in growth investments, 10% defensive.

This strategy is designed for high growth investors, with a very long-term horizon.
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MARTIAN 70/30

Rask management fees: 0.55% p.a.
Martian
Targeting 6%+ per year over rolling 7-year periods, you can expect a combination of income + growth.

Martian is our growth + income strategy, investing 70% in growth assets, 30% defensive.

This strategy is designed for investors with a long-term horizon.
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TERRA 50/50

Rask management fees: 0.55% p.a.
Terra
Targeting 4.5%+ over rolling 5-year periods, we aim to protect your wealth from shocks and inflation.

It’s balanced, so 50% is carefully invested in growth investments, 50% defensive.

This strategy is designed for investors seeking a regular passive income with a medium-term horizon.
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PROFESSIONAL INVESTORS

THE TEAM BEHIND IT.

OWEN RASK

Chief Investment Officer
Owen
Owen Rask is a highly experienced Australian investor and founder of The Rask Group. As Chief Investment Officer, Owen oversees all research and capital allocation across Rask. He reports directly to you, our investors, and our investment committee.

Owen has built Rask to over 250,000 followers, hosts many popular investing podcasts, frequently appears on TV, has run Rask’s investment services for over 5 years, and built a financial education platform with 26,000 students.

Owen’s formal qualifications:

  • Master of Applied Finance
  • Master of Financial Planning
  • Bachelor of Technology (Information Systems) from Swinburne University of Technology
  • Advanced Diploma of Financial Services
  • Diploma of Financial Services (RG146)
  • Diploma of Mortgage Broking Management
  • Completion of level 1 of the Chartered Financial Analyst (CFA) program

KAREN ELEY

Committee member
Karen
Karen Eley is one of Australia’s leading certified Money Coaches, with more than 20 years’ experience in financial services, mostly as a Financial Adviser. Before going out on her own, Karen worked her way up to being a partner at a top financial planning firm in Adelaide – a position she held for over a decade.
LEARN MORE ABOUT KAREN

PETE WARGENT

Macroeconomics consultant
Pete
Pete Wargent is a leading Australian property consultant, entrepreneur and six-time author. He serves as our macro consultant, presenting in-depth insights on local and global economic modelling. Pete is a chartered accountant by background, and hosts The Australian Property Podcast.
LEARN MORE ABOUT PETE

KATE CAMPBELL

Committee member
Kate
Kate Campbell is an accomplished author, podcast host and educator at The Rask Group. Kate oversees compliance, runs The Australian Finance Podcast, a financial education channel with over 100,000 unique monthly listeners and viewers. Kate is the author of Buying Happiness and is currently studying a Juris Doctor.
LEARN MORE ABOUT KATE

KEVIN FUNG

Senior Analyst
Kevin
Kevin Fung is an experienced equities analyst, having previously worked in private wealth for one of Australia’s wealthiest families, and separately for a small cap fund manager. Kevin powers Rask’s global shares research and interacts almost daily with our 4,000+ members.
FIND KEVIN INSIDE RASK INVEST