Rick Maggi

13 August 2023

Superannuation

Understanding unlisted assets in your super fund...

Rick Maggi

13 August 2023

Superannuation

Understanding unlisted assets in your super fund...

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

Switching your super? 3 things to consider...

Understanding how your super works and ensuring you get the most from your fund are essential to achieve the retirement lifestyle you envision…

Rick Maggi

21 July 2023

Educational, ETFs, Financial Advice, Investing, Superannuation, Wealth Accumulation

Ways to use ETFs in your portfolio...

Rick Maggi

21 July 2023

Educational, ETFs, Financial Advice, Investing, Superannuation, Wealth Accumulation

ETFs have become a hugely popular investment product around the world because they are relatively low cost and highly accessible to the everyday investor. Here’s how to build them into your portfolio…

Rick Maggi

14 July 2023

Investing, Superannuation, Retirement, Wealth Accumulation

Returns rebound in 2022-23...

Rick Maggi

14 July 2023

Investing, Superannuation, Retirement, Wealth Accumulation

Investment markets rebounded in 2022-23. But it’s important to understand that asset class returns vary from year to year…

Rick Maggi

13 June 2023

ETFs, Managed Funds, Superannuation, SMSF

Super: ETFs and Managed Funds in demand...

Rick Maggi

13 June 2023

ETFs, Managed Funds, Superannuation, SMSF

Super: ETFs and Managed Funds in demand...

Why are super funds using more managed funds and ETFs lately?

Rick Maggi

7 June 2023

Superannuation

Five ways to top up your super before 30 June...

Rick Maggi

7 June 2023

Superannuation

Five ways to top up your super before 30 June...

With only a few weeks left in this financial year, time is running out to maximise your super options…

Rick Maggi

26 May 2023

Diversification, Financial Advice, International shares, Westmount Financial, Wealth Accumulation, Superannuation

What an Australian bias can cost a portfolio...

Rick Maggi

26 May 2023

Diversification, Financial Advice, International shares, Westmount Financial, Wealth Accumulation, Superannuation

What an Australian bias can cost a portfolio...

Here’s how a broadly diversified portfolio with international exposure ultimately produces more stable returns…

Rick Maggi

8 May 2023

Superannuation, Retirement

The strong link between advice and retirement confidence...

Rick Maggi

8 May 2023

Superannuation, Retirement

The strong link between advice and retirement confidence...

Seeking professional advice could lead to greater confidence in being financially prepared for retirement…

Rick Maggi

7 May 2023

Westmount Financial, Superannuation, Retirement

Do career breaks come with a retirement price tag?

Rick Maggi

7 May 2023

Westmount Financial, Superannuation, Retirement

Do career breaks come with a retirement price tag?

More working-age Australians intend to take a career break at some point. We've calculated the potential impact of doing so on retirement superannuation balances…

Rick Maggi

28 April 2023

Westmount Financial, Pensions, Superannuation, Wealth Accumulation, Vanguard

Quarterly economic and market outlook...

Rick Maggi

28 April 2023

Westmount Financial, Pensions, Superannuation, Wealth Accumulation, Vanguard

Quarterly economic and market outlook...

Current views on the strength of economies, with insights from Vanguard…

Rick Maggi

19 April 2023

Westmount Financial, Wealth Accumulation, Superannuation, Shares, Inflation

Investment outlook Q&A...

Rick Maggi

19 April 2023

Westmount Financial, Wealth Accumulation, Superannuation, Shares, Inflation

Inflation, interest rates, recession, the US debt ceiling, geopolitics, house prices and other issues…

Rick Maggi

27 March 2023

Wealth Accumulation, Westmount Financial, Superannuation

5 charts for rough times...

Rick Maggi

27 March 2023

Wealth Accumulation, Westmount Financial, Superannuation

Five charts on investing to keep in mind in rough times like now…

Rick Maggi

23 March 2023

Vanguard, Superannuation, Strategy, Shares, Retirement

Perspectives on banking volatility (video)...

Rick Maggi

23 March 2023

Vanguard, Superannuation, Strategy, Shares, Retirement

Perspectives on banking volatility (video)...

In this short video, Joe Davis, Vanguard’s global chief economist, discusses volatility in the financial sector sparked by two recent bank failures and shares his views on inflation and central bank policy.

Rick Maggi

10 March 2023

Westmount Financial, Wealth Accumulation, Superannuation

Weekly Investment Report (10 March 2023)

Rick Maggi

10 March 2023

Westmount Financial, Wealth Accumulation, Superannuation

Read Dr Shane Oliver’s Weekly Investment Report…

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.