Industry leading news and commentary.

News

Private Wealth

Estate planning and investments

It’s a question most of us ask eventually: what happens to our investments when we die? The answer often depends…

Read more

Being a financial role model

Role models are important in many stages of life. Be it school years, on the sporting field or in your…

Read more

Has your business made a tax loss this year?

This has been a difficult year, and your business may have made a tax loss. A tax loss is when…

Read more

How income from your investments is taxed

Lower tax on your investments can help you reach your financial goals sooner. But don’t choose an investment based on…

Read more

Planning for retirement

Worrying about superannuation balances is something most of us do from time to time, but as we approach retirement it…

Read more

Your super fund, your choice

Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have…

Read more

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.…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more