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Retirement and Superannuation
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…
Four Common SMSF Mistakes
SMSF mistakes are more prevalent than you may imagine. The Australian Tax Office reports that self-managed superannuation funds account for…
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…