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Private Wealth
Did you receive JobKeeper last financial year?
JobKeeper payments are taxable, so you need to include them in your tax return. If you’re a sole trader, partnership,…
Reverse mortgage and home equity release
If you’re aged 60 or over, own your home and need to access money, releasing equity from your home may…
ESG: Fad or future?
From time to time, investors become irrationally enthusiastic. The important thing to note about these manic moments is that the…
Understanding tax deductions
Understanding exactly how much of what you spend is tax deductible is crucial for understanding what you can spend on…
Is now the perfect time to give your portfolio a mid-flight check?
Fixing the roof is easier, and more enjoyable, when the sun is shining. What a shame then that we only…
Understanding home downsizing and super contributions
By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia The Federal Government announced in the May Budget that it is…
Recent stories
UGC Monthly Market Update | April 2024
Join UGC’s Head of Research / Co-Portfolio Manager, Huw Davies, as he takes a deep dive into the latest financial…
Portfolio Rebalancing: What, Why, When?
In the realm of investment management, maintaining the intended asset allocation of your portfolio is as critical as the initial…
Reviewing Your Investment Portfolio
At United Global Capital, we believe that the foundation of a successful investment journey is a well-maintained strategy. Regularly reviewing…
Find Your Lost Super
It’s surprisingly easy to lose track of your superannuation. Changes in employment, address, or personal details can lead to superannuation…
Estate Planning: Five Key Elements for Consideration
Planning for the future, especially in terms of estate planning, is a crucial step in safeguarding the legacy you wish…