Dear Reader,
Markets have moved sharply in recent weeks, and we know that raises questions. However our message is consistent, your plan was
built for moments like this. Stay grounded in fundamentals: your plan, your timeframe, and the decisions within your control. And if you still have questions, your advisor is only one phone call away.
I'm excited to announce the
launch
of Anseres Capital
- a purpose-built dedicated investment manager, with a singular focus on research, portfolio construction and investment oversight. Offering public and private market investment opportunities expertly managed by a highly experienced team of professionals, I’m
confident you will be pleased with the high-quality investment experience it is designed to deliver.
Best wishes,
Mathew Cassidy
Managing
Director, Partners Wealth Group
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Dear Reader,
Markets have moved sharply in recent weeks, and we know that raises questions. However our message is consistent, your plan was built for moments
like this. Stay grounded in fundamentals: your plan, your timeframe, and the decisions within your control. And if you still have questions, your advisor is only one phone call away.
I'm excited to announce the
launch of Anseres Capital - a purpose-built dedicated investment manager, with a singular focus on research, portfolio construction and investment oversight. Offering public and private market investment opportunities expertly managed by a highly
experienced team of professionals, I’m confident you will be pleased with the high-quality investment experience it is designed to deliver.
Best wishes,
Mathew Cassidy
Managing Director, Partners Wealth Group
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Anseres Capital represents the evolution of Partners Wealth Group’s investment business over more than 20 years. Led by a team with an outstanding pedigree and
deep, multi-disciplinary expertise, it brings together established public and private markets capabilities into a single, highly specialised and cohesive unit.
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This quarter's Investment Outlook reflects on the geopolitical disruptions that drove market volatility through March
and into April 2026, and shares an outlook on what investors might expect in the months ahead.
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Superannuation
FY27 super changes are coming, are you ready?
From 1 July 2026, new rules apply to superannuation contributions and large balances. If your super is approaching $3million, this affects you directly.
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Strategy
Good debt, bad debt… and debt that can work overtime?
If a large portion of your wealth is tied up in your property, there may be a smarter way to make that equity work. A real client example shows how one family saved $13,000 in tax annually by applying a debt recycling strategy.
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Family Wealth
Why money conversations with
daughters matter more than ever
Money is often one of the least discussed topics in many Australian households, particularly between parents and adult daughters. Yet this silence sits in contrast to a powerful shift that's already underway.
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Lending
Lenders tighten rules for trust and company loans
Lenders are tightening rules for trust and company loans. Find out what has changed at Macquarie, CBA and ANZ, and what it means for your next loan application.
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Three
things to consider before 30 June
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Prepare
for the FY27
super changes
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New contribution caps, Division 296 tax changes, and key EOFY deadlines. Use our super checklist
to work through what applies to you before 30 June.
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Check your concessional contributions
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The annual cap is $30,000, and it includes your employer's contributions. If you're under your cap, a top-up before EOFY is one of the
most tax-effective moves available.
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Review trust and company loan structures
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Given the lender changes covered in this edition, now is a good time to confirm your lending position before any contracts are signed
or structures changed.
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Ready to review your strategy?
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Your advisor is here to help you navigate what’s ahead.
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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 |
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