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How Gearing Can Accelerate Your Wealth with BetaShares

Published 9ย months, 3ย weeks ago
Description

In this episode of The Australian Finance Podcast, Owen Rask is joined by Cameron Gleeson from BetaShares to discuss geared ETFs. They cover:

  • What gearing means and how it applies to investments
  • Margin loans vs. internally geared ETFs
  • Why gearing is commonly used in property but under-utilised in shares
  • How BetaShares Wealth Builder ETFs provide structured leverage
  • Why self-managed super funds (SMSFs) might benefit from these ETFs

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Topics Covered & Timestamps

0:00 Welcome & Introduction

2:30 What is Gearing & How Does It Work?

6:00 Why Gearing is Common in Property but Not in Shares

10:20 The Role of Leverage in Building Wealth

15:50 Risks & Benefits of Geared Investing

20:30 How BetaSharesโ€™ Wealth Builder ETFs Work

25:10 The Difference Between Margin Loans vs. Internally Geared ETFs

30:20 How Interest Rates on Geared ETFs Are Determined

35:00 Gearing in Self-Managed Super Funds (SMSFs)

40:10 Comparing Returns: Geared vs. Ungeared ETFs

45:00 Who Should Consider These ETFs?

50:00 Cameronโ€™s Advice for Investors Considering Gearing

55:00 Final Thoughts & How to Stay Connected

๐Ÿ“„ Resources for this Episode

๐Ÿ”— Learn More About Geared Investing & ETFs:

โ“ Ask a question (select the Finance podcast)

~~ Show partner resources ~~

๐Ÿ’ฐ Join Pearler using code โ€œRASKโ€ for $15 of Pearler Credit

๐Ÿ“Š Get 50% off your first two months using PocketSmith

๐Ÿ“ˆ View Betashares full range of funds

~~ Rask resources ~~

๐Ÿ”— Explore all Rask services

๐Ÿ“‹ Learn about Rask Financial Planning

๐Ÿ“ˆ Start investing with Rask

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DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.

If youโ€™re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)

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