Dear Reader,
Welcome to the July 2026 version of Partners Outlook.
It is fair to say we live in interesting times. Over the last quarter we've seen continued and increased
major geopolitical conflicts around the world, creating great volatility in investment markets. We've then been dealt with major changes through the 2026-2027 Federal Budget, some of the most material proposed changes to corporate structures in our generation.
In this version of Partners Outlook, we look to unpack some of these issues and share with you our current
thinking. In all situations, if you would like to understand any personal impact to you and your family, please reach out to your advisor and we can assist navigating the current environment with you.
We hope you enjoy the latest edition.
Best wishes,
Mathew Cassidy
Managing
Director, Partners Wealth Group
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Dear Reader,
Welcome to the July 2026 version of Partners Outlook.
It is fair to say we live in interesting times. Over the last quarter we've seen continued and increased major geopolitical
conflicts around the world, creating great volatility in investment markets. We've then been dealt with major changes through the 2026-2027 Federal Budget, some of the most material proposed changes to corporate structures in our generation.
In this version of Partners Outlook, we look to unpack some of these issues and share with you our current thinking. In
all situations, if you would like to understand any personal impact to you and your family, please reach out to your advisor and we can assist navigating the current environment with you.
We hope you enjoy the latest edition.
Best wishes,
Mathew Cassidy
Managing Director, Partners Wealth Group
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This quarter's Investment Outlook provided by Anseres Capital looks at
the energy shock and geopolitical uncertainty that has unsettled markets and explains the shift we're seeing toward a mid-cycle recovery led by AI and resilient credit.
Read our latest views across public and private markets, our Tactical Asset Allocation Scorecard, and the themes we're watching closely.
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Strategy
Your wealth strategy and the Federal Budget
Following our recent Wealth Insights on the 2026-2027 Federal Budget, we wanted to take a closer look at what these changes could mean for our clients, their families, and their long-term wealth building strategies.
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Legal
Lawyer’s insight to discretionary trusts and the
Federal Budget
The proposed reforms would fundamentally alter the taxation of discretionary trusts by introducing a minimum tax rate on trust income. Implications may extend well beyond taxation and could affect the way trusts are structured and administered in the future.
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Anseres Capital
Investment
A modern solution to income investing
The Anseres Private Income Fund is a core private markets income strategy that provides access to a diversified portfolio of global and Australian private credit investments through
a single allocation.
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Family Wealth
How women are taking charge of family wealth
A decade ago, financial advice clients were typically men. Today, that landscape has changed, and is ever evolving. More women are not only at the table, they are actively shaping the financial direction of their families.
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Three ways to start the financial year right
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Does your trust
structure need a closer look?
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The Federal Budget changes are relevant to some clients more than others. Work through a quick checklist to identify whether your current
trust arrangements warrant a conversation with your legal or financial advisor. You should always seek advice before taking any steps.
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Understand caps,
limits and tax on super contributions
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New caps and Division 296 are live from 1 July 2026. Be across the latest changes now by exploring the ATO super contributions and how
they are taxed.
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Are your structures working as hard as they could be?
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The Federal Budget proposals are reshaping the benefits of trusts, property and super. Now is the time to review, before legislation narrows
your options.
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Is your financial plan keeping up?
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Whether creating or protecting your wealth, preserving it for future generations or planning for your retirement,
we're here to support you at every stage of life's journey and help you achieve your financial goals with
confidence.
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This information is general in nature and is provided by Partners Wealth Group.
It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Authorised Representative of Partners Wealth
Group Financial Advice Pty Ltd. AFSL 558563 | ABN 33 662 748 496
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Partners Wealth Group | Level 13/636 St Kilda Road, Melbourne VIC 3004 | 1800 333 143 | pwg.com.au
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