So you want to check your subscription or download an invoice? The Billing & Subscription page is your central hub for everything related to your Rask membership. You can also open it from the app sidebar under Admin → Billing.
Important: billing controls membership access only. Memberships do not include personal financial advice. If you need personal advice, that is handled separately through Rask Advice Pty Ltd and its own onboarding, documents, and billing.
If a Rask adviser has sent you a tailored proposal for financial planning or a one-off service, that review flow happens on a secure public rask.au/proposals page first. Once you accept the proposal there, you’ll continue to Stripe to complete payment.
If you were redirected here
If you tried to open a members-only feature (for example, Estate Planning) on a Basic account, you’ll be redirected to the billing page with a short message explaining what happened and how to upgrade.
Understanding your membership
At the top of the billing page, you’ll see your current status:
- Free: You have access to community features and core Rask tools.
- Pro / Super / Ultra: You have access to additional features based on your tier.
Current plan pricing
- Pro: $39.99/month or $299/year
- Super: $199/month or $1,499/year
- Ultra: $999/month or $7,999/year
Upgrading your account
If you’re on a free account and want to unlock more features:
- Choose a tier (Pro, Super, or Ultra) on the billing page.
- Select whether you want monthly or yearly billing.
- You’ll be taken to a secure Stripe checkout page.
- If you have an eligible promotion code, enter it in Stripe checkout before paying.
- Once complete, your access will be updated automatically.
Have a discount code?
If Rask has given you a discount code (it’ll start with RASK-D-), enter it on the billing page under Have a code?. You’ll be sent to Stripe checkout with the discount pre-applied, and you’ll pay the reduced amount for your first year only.
After your first year, the subscription renews at the regular yearly price on the renewal date shown on your billing page. You can cancel any time before that date via Manage Membership.
Have an entitlement code?
If a staff member has provided you with an entitlement code, you can redeem it on the billing page under Have a code?. This grants access directly, without going through Stripe checkout.
Contacting support
If you have questions about your billing, you can click the Contact support button at the bottom of the billing page. This will take you to the Support page, where you can email our team or browse the help centre.
Managing payments (Stripe)
Rask uses Stripe to handle all payments securely. We never store your credit card details on our own servers.
Updating your credit card
- Click the Manage Subscription button.
- This opens the secure Stripe Billing Portal.
- Here you can add new payment methods, remove old ones, or change your default card.
Cancelling or changing
If you need to change your membership, switch between monthly and yearly billing, or cancel, you can do so within the Stripe Billing Portal. Your access will remain active until the end of your current billing period if you choose cancellation at period end.
Invoices and history
Advice package payments
Your billing page shows your Rask Advice package, agreed payment schedule, amount paid and outstanding balance separately from your membership.
If your package includes monthly SOA payments, your adviser provides a Stripe checkout link when it is time to start. The first payment is taken when you complete checkout. These links expire after 24 hours; if yours has expired, contact your adviser for a fresh link. An expired link does not change the amount you owe or remove payments you have already made.
Staff can open the client’s Billing page and select Refresh payment link beside the SOA subscription. Check the Rask Advice payment terms in the confirmation before sharing the link. Refreshing checks for an existing checkout or subscription first; it does not send an email or charge the client.
Every payment you make is recorded in the Payment History table.
- View Online: Click the External Link icon to see the invoice in your browser.
- Download PDF: Click the Download icon to save a copy for your tax records.
Proposal payments
If you receive a proposal email from Rask:
- Open the secure proposal link on
rask.au. - Review the personalised summary, your goals, and the terms.
- Accept the proposal.
- Continue to Stripe to pay securely.
- After payment, use the Rask next-step button or follow-up email to:
- create your Rask account if you are new, or
- continue to your onboarding forms if you already have an account with the same email address.
If you later use the same email address for your Rask account, those one-off payments can be linked back into your billing history and Stripe customer portal.
Changes to an unpaid advice payment
Your adviser can propose a change to a completely unpaid second advice payment, such as replacing monthly instalments with an agreed lump sum. Open Settings → Membership & billing to review the previous and proposed payment terms, the revised package fee and the reason for the change.
Creating a proposal keeps the current payment terms and links in place until you accept. Staff use Copy client billing link to share the proposal for review; creating it does not send an automatic email. Acceptance disables the previous unpaid payment links and replaces the payment terms.
For staff: select Change remaining payment, read How it works, then open Payment details to enter the new terms and compare the current and proposed fees. After Create proposal succeeds, use Copy client billing link on the confirmation to share it with the client.
You can accept with your full name and acknowledgement, or keep your current terms. Accepting updates the agreement but does not charge you. Use the separate secure payment button to pay through Rask Advice’s Stripe checkout. Your original proposal, previous payments and the accepted change remain in your billing history. Proposals expire after 14 days if not accepted. Payments already started cannot be changed through this flow.
Tips for a smooth experience
- Check your renewal date: Your next billing date is shown under Current Term.
- Auto-renewal: By default, memberships auto-renew to ensure you don’t lose access to your data. You can toggle this in the Stripe portal.
- Advice is separate: Buying a membership does not start a personal advice engagement.
- Tax Deductibility: In many cases, a Rask membership may be tax-deductible if you use it to manage your investments. Check with your accountant!