How to use ETFs for passive income with Global X (3 ASX ETFs profiled)

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On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about using ETFs for passive income.
Marc steps us through 3 ETFs designed for income, how tax on ETFs works and how to analyse income ETFs. ETFs profiled include: AYLD, ZYAU, USTB
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Global X website (all funds): bit.ly/gx-funds
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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 you’re confused about what that means or what your needs are, 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.
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Опубликовано:

26 фев 2024

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Комментарии : 23

@marcoschena99 4 месяца назад

Very informative. Thanks gents. Enjoyed listening to Marc's level of passion on the topic.

@jack12343 4 месяца назад

Owen, great question regarding tax efficiency. The answer on the other hand was less than satisfactory. I'm guessing Marc was told by his handler's at Global X not to say "Listed Investment Company" in this interview. Compared to Global X's array of speculative "thematic" etf's, my boring LIC's return reliable inflation beating fully franked dividends that are definitely more tax efficient. Saying that tax shouldn't drive investment decisions is misleading. Total returns matters, and tax should be part of that equation. BTW I'm not married to LICs and would certainly consider ETFs for certain applications like investing in the rest of the global market. I just don't appreciate people being religious about ETFs to the extent where they refuse to admit the draw backs of the trust structure.

@MarinaBelmonte888 4 месяца назад

This was a great episode. One of the best I have seen on this podcast. Thank you.

@robsalvv5853 Месяц назад

AYLD ZYAU USTB Interesting chat.

@user-fyv9y79wv 4 месяца назад

this was intersting. thanks

@Andy-eq5fu 4 месяца назад

Hi, any chance this episode will be posted on your Spotify podcast channel? I would love to listen to it on my way to work!

@RaskFinance 4 месяца назад

It's all ready to go - thanks for tuning in! open.spotify.com/episode/0M0jv0iI4UjGyupyO58OyT

@Andy-eq5fu 4 месяца назад

@@RaskFinance Thanks, love it!

@silviofontana5144 4 месяца назад

how often is a ETF wound up and closed?

@theowenssailingdiary5239 3 месяца назад

Less often than individual stocks..

@parrytsam535 4 месяца назад

the more i learn from you the more paralysis i gain.........

@user-fyv9y79wv 4 месяца назад

I think your getting overwhelmed. Read barefoot investor. He's very good for basics and not getting overwhelmed.

@VideoAssociates 4 месяца назад

Single stocks for me, efts dont work hard enough for dividends

@pabloarenas5628 4 месяца назад

You must love paying hundreds in brokerage to achieve the same result..

@DoubtingThomas333 4 месяца назад

@pabloarenas5628 but he won't be paying management fees...

@pabloarenas5628 4 месяца назад

@@DoubtingThomas333 agreed. How I've dealt with this: 1. Only 2 ETFs 2. VAS = 0.07% and IVV 0.04%. Lean and simple... The annual mgmt fees amplify over the years and depending on portfolio value -> which is why I avoid any ETF with >0.10% (which is majority on offer). Its probably one or the other (only stocks or only index etfs) - otherwise your just overlapping....

@NoRegertsHere 18 дней назад

@@pabloarenas5628 results may vary. People that put effort in to understanding financial statements of individual companies will outperform an ETF over time. Even mother ship ETF/satellite individual share strategy will outperform ETFs using financial statement interpretation to magnify better companies.

@198746779838 3 месяца назад

He looks 30 and invested in ETFs 20 odd years ago???? I wonder how he stumbled across what and ETF was let alone what investing was at 10 to 15 years old. I knows its possible but in cases like this it is only possible with parents that alread

@Ragnar6000 4 месяца назад

There should be no need for him to sell down the ETF at retirement and pay capitol gains ect, never sell down the principal live off the dividends!

@DoubtingThomas333 4 месяца назад

If you have enough to live off the dividends and interest alone... many people don't, so they work with total return and draw down annually. In a best case scenario, you would want to have enough money to live on HISA interest, completely removing yourself from the stock market.

@NoRegertsHere 18 дней назад

Depends on the type of ETF. IVV has much lower divided yield

@theowenssailingdiary5239 3 месяца назад

At the money call options- what an absolute joke.. How can you even say that with a straight face? Surely these approach zero over time.