Rask Live: Introducing Rask Luna

Investing for kids isn't as easy as it should be. There is a LOT to consider and this is why, as a parent and an investor, I have not been happy with the existing investment options. Most diversified investment options are a one stop shop for investors and while suitable for many investors, we do not believe they are appropriate for growing a nest egg for kids. This Rask Live event will walk you through the creation of Luna, it's investments and discuss the crucial differences between Luna and ready-made alternatives. Show notes and timestamps: 8:00 High level overview of the Luna kids portfolio 11:00 The performance of the current Rask Invest portfolios 16:24 Can kids invest and who’s name is it in? 19:00 The tax implications of investing for children 21:50 Why asset selection is crucial when investing for children 23:20 Why we believe passive index tracking ETFs are a good long-term investment for children 26:38 Why we believe existing ready made diversified investment options aren’t ideal for children 29:36 How to rebalance with new cash instead of selling down 35:48 How we communicate changes to portfolios for our investors 40:09 How to add cash to an account and how regularly? 47:22 Why aren’t there more options like this on the market? 49:42 What other investment options are there for kids and how do they work? DSSPs, investment bonds, individual shares and ETFs. Rask Invest: https://www.rask.com.au/rask-invest/ Rask Luna portfolio: https://www.rask.com.au/rask-invest/luna/ This video may contain confidential or legally privileged information and is intended only for the use of the intended recipient(s). Any unauthorised disclosure, dissemination, distribution, copying or the taking of any action in reliance on the information herein is prohibited. E-mails are not secure and cannot be guaranteed to be error free as they can be intercepted, amended, or contain viruses. Anyone who communicates with us by e-mail is deemed to have accepted these risks. The Rask Group Pty Ltd is not responsible for errors or omissions in this message and denies any responsibility for any damage arising from the use of e-mail. Any opinion and other statement contained in this message and any attachment are solely those of the author and do not necessarily represent those of The Rask Group Pty Ltd. We have a Terms of Service and Privacy Policy. The information in this email is limited to 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) and Target Market Determination before making a decision to acquire any financial product. If you don’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 our Terms & Conditions and Financial Services Guide before using this website. Nothing in this email should be considered as a guarantee or forecast of the future. Past performance is not indicative of future performance. “Rask Invest” is considered a financial product and has a Product Disclosure Statement (PDS) and Target Market Determination (TMD), issued by InvestSMART. These documents can be accessed on the Rask Invest website. Please seek professional advice before making any investment decision with respect to Rask Invest.