News
November 2023
Trusts and Tax Efficiency: Navigating the New Era of Wealth Management
Managing your finances tax-effectively has always been a priority, but with forthcoming tax regulations for superannuation, individuals with substantial balances…
Debt Consolidation: A Comprehensive Guide
In today’s world, the rising levels of debt have become a pressing concern for many individuals. Whether you’re striving to…
5 Easy Steps to Setting Financial Goals With Your Partner
Setting significant financial goals with your partner can be a straightforward and stress-free process, provided you have the right approach.…
Succession Planning: Navigating Life’s Transitions
Succession planning is a strategic and comprehensive process that individuals embark upon to navigate the ever-changing landscape of their personal…
Recent stories
Understanding the Sharemarket: A Beginner’s Guide
Investing in the sharemarket can be a powerful way to grow your wealth over time. Whether you’re new to investing…
Franked Dividends vs Unfranked Dividends
When it comes to investing in the stock market, understanding the nuances of dividend payments is crucial. One of the…
UGC Monthly Market Update | May 2024
Join UGC’s Head of Research / Co-Portfolio Manager, Huw Davies, as he takes a deep dive into the latest financial…
If aged care advice is confusing – get advice
Many people think they can’t afford to get aged care advice, but the reality is you probably can’t afford not…
Mastering the Tax Game: Boost Your Wealth & Trim Your Tax
As the end of the financial year approaches, it’s the perfect time to refine your tax strategies and maximise your…