Rick Maggi 11 March 2026 Superannuation, Retirement Planning, Retirement Super: Division 296 tax passed... Rick Maggi 11 March 2026 Superannuation, Retirement Planning, Retirement Division 296 has finally passed, with support from The Greens. It’s early days, but here is a quick summary of the legislation so far…
Rick Maggi 17 February 2026 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning, Markets, Market/Economic Update 9 key charts to keep an eye on... Rick Maggi 17 February 2026 Westmount Financial, Wealth Accumulation, Retirement, Retirement Planning, Markets, Market/Economic Update Geopolitical tensions and mixed signals. AMP’s Dr Shane Oliver highlights 9 key charts to keep an eye on…
Rick Maggi 21 October 2025 Educational, Economics, Investing, Retirement Planning, Retirement Investment cycles: Where are we now? Rick Maggi 21 October 2025 Educational, Economics, Investing, Retirement Planning, Retirement As markets continue to power ahead, it’s wise to consider where we might be now and the potential risks ahead…
Rick Maggi 10 June 2025 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Retirement Planning 3 reasons why costs matter... Rick Maggi 10 June 2025 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Retirement Planning Minimising costs is a critical part of every investor’s toolkit…
Rick Maggi 26 February 2025 Superannuation, SMSF, ATO, Retirement Planning ATO cracks down on SMSF breaches... Rick Maggi 26 February 2025 Superannuation, SMSF, ATO, Retirement Planning Tread carefully, SMSF breaches are under the microscope for SMSF trustees…
Rick Maggi 24 February 2025 Retirement Planning, Transfer Balance Cap $2 million super cap on the horizon... Rick Maggi 24 February 2025 Retirement Planning, Transfer Balance Cap A positive development on the retirtement planning front…
Rick Maggi 6 February 2025 Financial Planning, Pensions, Retirement, Retirement Planning, Superannuation, Transition to Retirement (TTR), Transfer Balance Cap Moving from super to pension... Rick Maggi 6 February 2025 Financial Planning, Pensions, Retirement, Retirement Planning, Superannuation, Transition to Retirement (TTR), Transfer Balance Cap A step by step guide to shifting your super to pension mode…
Rick Maggi CFP, Financial Advisor (Perth) 7 December 2024 Superannuation, Retirement, Retirement Planning Retirement: Is $70,000 a year enough? Rick Maggi CFP, Financial Advisor (Perth) 7 December 2024 Superannuation, Retirement, Retirement Planning Retirement is multi-dimensional and deserves deeper thinking…
Rick Maggi CFP, Financial Advisor (Perth) 5 December 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Investing 5 steps to build a diversified portfolio... Rick Maggi CFP, Financial Advisor (Perth) 5 December 2024 Westmount Financial, Wealth Accumulation, Vanguard, Superannuation, Retirement Planning, Investing If you’re looking to build a diversified investment portfolio, here are five steps to get you started…
Rick Maggi CFP, Financial Advisor (Perth) 24 November 2024 Aged Care, Retirement, Retirement Planning, Financial Advice Planning for your Aged Care future... Rick Maggi CFP, Financial Advisor (Perth) 24 November 2024 Aged Care, Retirement, Retirement Planning, Financial Advice It’s complicated and confronting, but planning for Aged Care deserves your attention…
Rick Maggi CFP, Financial Advisor (Perth) 23 November 2024 Age Pension, Retirement Planning, Superannuation, Financial Advice Understanding the Age Pension... Rick Maggi CFP, Financial Advisor (Perth) 23 November 2024 Age Pension, Retirement Planning, Superannuation, Financial Advice A basic introduction to the Age Pension system in Australia…
Rick Maggi CFP, Financial Advisor (Perth) 12 November 2024 Westmount Financial, Wealth Accumulation, Risk, Superannuation, Retirement Planning Thinking about diversification differently... Rick Maggi CFP, Financial Advisor (Perth) 12 November 2024 Westmount Financial, Wealth Accumulation, Risk, Superannuation, Retirement Planning Diversification strategies beyond asset allocation…
Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing Rates remain on hold... Rick Maggi CFP, Financial Advisor (Perth) 5 November 2024 Interest Rates, Westmount Financial, Wealth Accumulation, Superannuation, Retirement, Retirement Planning, Investing While some were disappointed, the writing was on the wall…
Rick Maggi CFP, Financial Advisor (Perth) 30 October 2024 Superannuation, Retirement, Retirement Planning The super 'nudge' we all need... Rick Maggi CFP, Financial Advisor (Perth) 30 October 2024 Superannuation, Retirement, Retirement Planning Making extra constributions can go a long way…
