Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement How to pass the diversification test... Rick Maggi 14 November 2023 Westmount Financial, Wealth Accumulation, Superannuation, Retirement Why you shouldn’t put all your eggs in the one basket…
Rick Maggi 2 November 2023 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Investment Fees, Investing Fees: The one thing in investing you can control... Rick Maggi 2 November 2023 Fees, Westmount Financial, Wealth Accumulation, Superannuation, Investment Fees, Investing You can't control what happens on financial markets. But you can control one factor to improve your returns…
Rick Maggi 2 October 2023 Superannuation, SMSF Govt releases $3m super tax reform draft legislation... Rick Maggi 2 October 2023 Superannuation, SMSF The 30% super tax on $3m + balances slowly moves forward…
Rick Maggi 28 September 2023 Superannuation, Retirement The benefits and risks of collectable super assets... Rick Maggi 28 September 2023 Superannuation, Retirement While owning collectible and personal use assets an SMSF may sound appealing, there’s a big catch…
Rick Maggi 27 September 2023 Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement Does currency hedging give an edge? Rick Maggi 27 September 2023 Currency, Westmount Financial, Wealth Accumulation, Superannuation, Retirement The ongoing effect of currency movements on international assets are often overlooked by investors…
Rick Maggi 22 September 2023 Superannuation The $16 billion super stockpile you may have a claim to... Rick Maggi 22 September 2023 Superannuation How to track down lost super…
Rick Maggi 15 September 2023 China, Superannuation, Retirement China trouble not all doom for Australia... Rick Maggi 15 September 2023 China, Superannuation, Retirement Australia is essentially joined at the hip with China’s economic fortunes, so what would a Chinese slump mean for our economy?
Rick Maggi 14 September 2023 Wealth Accumulation, Superannuation, Strategy, Retirement, Investing Investment lessons from the latest earnings season... Rick Maggi 14 September 2023 Wealth Accumulation, Superannuation, Strategy, Retirement, Investing Tough economic conditions have impacted many ASX-listed companies. But there's an easy way to reduce exposure risk…
Rick Maggi 12 September 2023 ETFs, Wealth Accumulation, Superannuation, Strategy, Retirement ETF's: Investing in passive a long term winner (video)... Rick Maggi 12 September 2023 ETFs, Wealth Accumulation, Superannuation, Strategy, Retirement The numbers are in, and the results undeniable - ‘indexing’ outperforms…
Rick Maggi 6 September 2023 Superannuation, Retirement Why retirees are underspending... Rick Maggi 6 September 2023 Superannuation, Retirement After accumulating superannuation savings over multiple decades, many retirees are fearful of spending too much…
Rick Maggi 4 September 2023 Educational, Financial Advice, Financial Planning, Investing, Market/Economic Update, Superannuation, Wealth Accumulation Optimism: Three reasons... Rick Maggi 4 September 2023 Educational, Financial Advice, Financial Planning, Investing, Market/Economic Update, Superannuation, Wealth Accumulation An encouraging reminder for all investors, from Dr Shane Oliver…
Rick Maggi 20 August 2023 Superannuation, Retirement How much will I need in retirement? Rick Maggi 20 August 2023 Superannuation, Retirement How much is enough to enjoy a comfortable retirement (video)?
Rick Maggi 13 August 2023 Superannuation Understanding unlisted assets in your super fund... Rick Maggi 13 August 2023 Superannuation CFS raises an important issue in this article - how many unlisted assets does your super fund hold, where can you find out, and what’s the potential impact on fund performance?
Rick Maggi 24 July 2023 Superannuation Switching your super? 3 things to consider... Rick Maggi 24 July 2023 Superannuation Understanding how your super works and ensuring you get the most from your fund are essential to achieve the retirement lifestyle you envision…