Rick Maggi

30 October 2024

Superannuation, Retirement, Retirement Planning

The super 'nudge' we all need...

Rick Maggi

30 October 2024

Superannuation, Retirement, Retirement Planning

Making extra constributions can go a long way…

Rick Maggi CFP, Financial Advisor (Perth)

16 October 2024

Westmount Financial, Well Being, Superannuation, Retirement, Aged Care

Caregiving can have a retirement sting...

Rick Maggi CFP, Financial Advisor (Perth)

16 October 2024

Westmount Financial, Well Being, Superannuation, Retirement, Aged Care

Caregiving can have a retirement sting...

Around 3 million Australians are unpaid caregivers. Most face a risk…

Rick Maggi

8 July 2024

Westmount Financial, Superannuation

Superannuation Changes from 1 July 2024...

Rick Maggi

8 July 2024

Westmount Financial, Superannuation

Superannuation Changes from 1 July 2024...

Here are the superannuation changes you need to know about…

Rick Maggi

25 June 2024

Westmount Financial, Retirement Planning, Superannuation

Retirement: The fear of running out...

Rick Maggi

25 June 2024

Westmount Financial, Retirement Planning, Superannuation

An interesting research report exposes the very real fear of ‘longevity risk’ in our community…

Rick Maggi

1 April 2024

SMSF, ATO

ATO warns SMSFs over early access...

Rick Maggi

1 April 2024

SMSF, ATO

The regulator has become concerned over unscrupulous promoters…

Rick Maggi

8 February 2024

Superannuation, Retirement

Clock is ticking on a super free kick...

Rick Maggi

8 February 2024

Superannuation, Retirement

Clock is ticking on a super free kick...

With ample time left before 30 June, now could be a good time to catch up on super…

Rick Maggi

20 December 2023

Superannuation

Plan to make super catch-ups, if you can...

Rick Maggi

20 December 2023

Superannuation

Plan to make super catch-ups, if you can...

A super free kick that’s yours for the taking…

Rick Maggi

28 February 2023

Superannuation

Super balances over $3m to be taxed at 30%...

Rick Maggi

28 February 2023

Superannuation

Super balances over $3m to be taxed at 30%...

The Treasurer has confirmed Labor will double tax rates paid by those with over $3 million in their super despite stating just days earlier that no decision had yet been reached.

Rick Maggi

9 June 2022

Superannuation, SMSF

5 Common SMSF myths busted...

Rick Maggi

9 June 2022

Superannuation, SMSF

Here's five common SMSF myths that all fund trustees should be aware of…

Rick Maggi

17 May 2022

Superannuation, Retirement

3 Things Your Should Know About Super...

Rick Maggi

17 May 2022

Superannuation, Retirement

3 Things Your Should Know About Super...

Superannuation is a percentage of your income put aside by your employer over your working life to help fund your retirement. Here are three important things to consider when it comes to super…

Rick Maggi

4 June 2020

June 30 Tax Savings...

Rick Maggi

4 June 2020

As the end of the financial year is fast approaching, here are a few more tips to help you save on tax…

Rick Maggi

20 May 2019

Election, Event Driven Update, SMSF, Superannuation

Markets rebound on Coalition win

Rick Maggi

20 May 2019

Election, Event Driven Update, SMSF, Superannuation

Chris Bowen, the Labor Party Treasurer told a group of elderly voters that if you don’t like our policies then don’t vote for us - it seems that self funded retirees and aspiring self funded retirees took his advice…

Rick Maggi

3 April 2019

Superannuation, Retirement

Boost your retirement the easy way

Rick Maggi

3 April 2019

Superannuation, Retirement

There is a simple way to save more for retirement that doesn't require you to cut spending elsewhere: keeping investment fees low can add up to thousands of dollars, even tens of thousands, by the time you leave work…

Rick Maggi

13 February 2019

Financial Advice, Financial Planning, Superannuation, SMSF, Taxation

A Guide To Super Contributions

Rick Maggi

13 February 2019

Financial Advice, Financial Planning, Superannuation, SMSF, Taxation

As well as super guarantee payments from your employer, there are all sorts of ways to save more into super and boost retirement savings. Find out more in our comprehensive super contributions guide…

Rick Maggi

7 October 2018

Superannuation

Your Super Statement: What To Look For...

Rick Maggi

7 October 2018

Superannuation

Your Super Statement: What To Look For...

Super statements come but once a year (or twice with some funds). When yours arrives, it’s important to take a proper look because it could become one of the biggest assets you’ll ever have. Here’s our quick guide to what you should watch out for and why…

Rick Maggi

2 August 2018

Superannuation, SMSF

Your super: Take another look

Rick Maggi

2 August 2018

Superannuation, SMSF

Is your fund true to label?

Chances are your super savings could make a big difference to how you’ll be living in retirement. So it’s important to understand exactly what you’re looking at when it comes to comparing different funds and investment options.

Rick Maggi

11 June 2018

Superannuation, SMSF, Retirement

The Superannuation System: Billions Lost

Rick Maggi

11 June 2018

Superannuation, SMSF, Retirement

The Superannuation System: Billions Lost

The Productivity Commission has recommended sweeping changes to the superannuation system, highlighting key flaws that are costing members nearly $4 billion a year…

Rick Maggi

10 May 2018

Federal Budget, Centrelink, Aged Care, Small Business, Taxation

2018 Federal Budget

Rick Maggi

10 May 2018

Federal Budget, Centrelink, Aged Care, Small Business, Taxation

The 2018-19 Budget will be the last before the next election (due by May 2019) and so had to provide pre-election goodies, but in a way that keeps the return to surplus on track. Read here for a complete run down…

Rick Maggi

28 February 2018

Superannuation, SMSF, Taxation, Legal, Wills & Estate Planning

What happens to your super when you die?

Rick Maggi

28 February 2018

Superannuation, SMSF, Taxation, Legal, Wills & Estate Planning

What happens to your super when you die?

Who get's your super when you die? How is it taxed? Can you reduce the tax?

Rick Maggi

12 December 2017

Financial Advice, Financial Planning, Mortgage, Property, Real Estate, Retirement, SMSF, Superannuation, Strategy, Wealth Accumulation, Transition to Retirement (TTR)

Superannuation: Housing Measures Passed

Rick Maggi

12 December 2017

Financial Advice, Financial Planning, Mortgage, Property, Real Estate, Retirement, SMSF, Superannuation, Strategy, Wealth Accumulation, Transition to Retirement (TTR)

Two very important housing affordability measures were passed on December 7th - the First Home Super Saver Scheme & Downsizer Contributions...