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Private Wealth

Downsize Your Home to Make Superannuation Contributions

Many senior Australians seek to downsize their home Australians are able to downsize their homes and use sale proceeds towards…

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What is a Transition to Retirement Pension?

A transition to retirement pension (TRIP) or transition to retirement income stream (TRIS) allows you to transition to retirement through…

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What Wall Street Won’t Tell You

Does “buy and hold” always work? The buy and hold mantra of Wall Street tells you that it’s in your…

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Key Considerations when Establishing a Self-Managed Superannuation Fund (SMSF)

Self-Managed Superannuation Funds offer a number of key advantages for investors over industry, public offer and corporate superannuation funds. So…

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Stocks Could Jump 15% in 3 Months

The Nasdaq Composite Index has just seen a rare event, so rare, it has occurred less than 1% of the…

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Investing in Shares. The Way of the Future for Young Investors?

Australian wages are growing at a miserly 1.9%.  This rate has been declining since 2010 as it continues trending further…

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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…

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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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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…

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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…

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