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Private Wealth
Types of super funds
When you start a job, you can usually either choose a super fund or let your employer choose for you.…
Retirement income and tax
How much tax you pay on retirement income depends on your age and the type of income stream. For most…
Joint accounts: Understand the benefits and risks of joint accounts
A joint account is a bank account that more than one person can access. It can make it easier to…
Investment preferences of the young
As a new wave of investors enter the Australian share market, new trends begin to emerge. ASX recently published its annual…
How to find the right investments to help reach your goals
To invest well, you need to find investments that fit your financial goals, investing time frame and risk tolerance. Get…
A beginner's investment guide to long-term wealth
It’s often said that starting out early on one’s investing journey will deliver good long-term results. But in light of…
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.…
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…
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…