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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…
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…
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…
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…
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…
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…
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,…
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…
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,…
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…
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…