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Private Wealth

Preparation Checklist

Purchasing your first home is a huge milestone and cause for much deserved celebration. To ensure that achieving this milestone…

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EOFY: 5 bad habits small business owners should break in 2021

Looking to stay on top of your bookkeeping ahead of EOFY and minimise your tax burden? Start by dropping these…

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Why investing in bonds still adds up

By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia As an investor, it can be worrying when returns move into…

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Switching home loans

Refinancing your home loan to take advantage of a lower interest rate might save you money. Before you switch, make…

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Tips to help make 2020/2021 tax time easier

It’s been a year of change like no other and that extends to tax and superannuation. As the end of…

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The importance of having a will

While it’s not something anyone likes to think about, planning your estate may make things a little easier for your…

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Recent stories

6 Common SMSF Mistakes and How To Avoid Them

Self-managed super funds (SMSFs) provide a personalised approach to retirement savings, offering control over investment choices and potential tax benefits.…

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Good Debt vs. Bad Debt: Making Debt Work for You

Debt — it’s a word that often carries a negative connotation. However, not all debt is created equal. While certain…

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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…

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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…

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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…

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