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Private Wealth

Downsizing in retirement

If you’re thinking about selling your home and downsizing, consider the pros and cons. Check if selling your home affects…

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Getting a good balance in 2021

By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia Reviewing the structure of your investment portfolio is an important and…

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What exactly is inflation?

By Beatrice Yeo, Economist, Vanguard Australia The Reserve Bank of Australia has recently made an unprecedented change to the way…

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What Is A Home Equity Loan?

A way to utilise the equity in your home. Many Australians own homes that are now worth far more than…

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Deducting travel expenses: New ATO ruling for what you can (and can’t) claim

Knowing exactly what deductions apply to travel expenses can save a heap of hassle at tax time. The Australian Taxation…

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Total and permanent disability (TPD) insurance

A permanent injury or illness can make it difficult or impossible to return work. TPD  insurance can provide a financial…

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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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