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Private Wealth

Tax planning for retirees under 60

For many people it could be tempting to retire before age 60 and call it a career. If that is…

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Must know changes to Superannuation

On 9 May 2017, Treasurer Scott Morrison released the 2017-18 Federal Budget. Due to the changes taking effect 1 July…

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Super Reforms – What you need to know before 1 July 2017

With less than two months left in this financial year, it is time to consider the opportunities still available prior…

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What do new bank regulations mean for investors?

Residential Mortgages will be more challenging to get. On 31 March 2017, the Australian Prudential Regulation Authority (APRA), the body…

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SMSFs and Borrowing – How does it work?

In the past, self-managed superannuation fund (SMSF) trustees may have found it difficult to borrow money for the purpose of…

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How to Identify a Great Business

Do you want to know how to identify a great business? I’m talking about the type of business that you…

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Recent stories

UGC Monthly Market Update | March 2024

Welcome to the UGC’s Monthly Market Update for March 2024. Join UGC’s Co-Portfolio Manager / Senior Investment Analyst, Huw Davies,…

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Fast-Track Retirement Strategies

Looking to fast-track your retirement is a dream held by many Australians but achieved by few. It’s a goal that…

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Investment Strategies: Your Comprehensive Guide

Investing is not just about placing your money into the market and hoping for the best; it involves careful planning,…

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Understanding Loan to Value Ratio (LVR): A Comprehensive Guide

Understanding the Loan to Value Ratio (LVR) is crucial for anyone involved in real estate investments or considering taking out…

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Risk Tolerance vs Risk Capacity: Why You Need to Know the Difference

In the world of investing and financial planning, understanding the difference between risk tolerance and risk capacity is essential for…

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