A recap of Shaw and Partners GP Wealth’s Boardroom Lunch with Five V Capital, covering mid market private equity, the Horizons Fund strategy, and the role of active ownership in private markets.

The 2026 Federal Budget flags the biggest shake-up to capital gains tax, negative gearing and discretionary trust taxation in years. From 1 July 2027, the 50% CGT discount is set to be replaced by CPI indexation plus a 30% minimum tax rate, while negative gearing on residential property is expected to be limited largely to new builds (with grandfathering for existing holdings). From 1 July 2028, discretionary trusts may face a 30% minimum rate with credits to beneficiaries—changing how low-tax beneficiaries benefit.

April delivered a tale of two markets: global equities surged on an AI and semiconductor-led rally while the ASX 200 lagged as inflation re-accelerated and the RBA tightened again. This snapshot covers rates, earnings revisions, energy risks and key catalysts ahead.

A concise 2026 commodities outlook from Perennial on energy security, oil and LNG risk, gold volatility and AI‑driven power and metals demand—plus how the strategy positions through volatility. Watch the video or download the two‑page brief.

Markets are rattled by the Strait of Hormuz shutdown and a sharp energy price shock. While fear dominates headlines, quality Australian stocks are now trading at rare discounts.

New to Shaw and Partners? This guide introduces the Investor Portal and shows you how to access your investments, track performance, view documents, and stay connected with your adviser. Watch the walkthrough video to get started with confidence.

Reporting season delivered clear winners, rising margin pressure and a sharp tech reset. Our latest market update breaks down what really moved markets, how AI and commodities are reshaping the outlook and why passive exposure is no longer cutting it.

Get a clear view of the major themes shaping 2026. Our team breaks down the market outlook, asset allocation ideas, emerging market value, global small caps, the great wealth transfer in Australia and the rise of Reflection AI. We also cover Q4 2025 performance, the Don roe doctrine and our latest stock picks including GMD, GMG, 360, RMD, AL3, BMN, BML and PEN.

January delivered a constructive start to 2026 for equity markets, with gains driven by improving earnings momentum, strength in resources and energy, and supportive currency dynamics. Despite persistent inflation pressures and tighter monetary policy in Australia, markets continue to look through near term uncertainty toward earnings delivery and cycle positioning. This snapshot examines the key drivers shaping portfolio outcomes for sophisticated investors in the year ahead.

Precious metals experienced a sharp, technically driven sell‑off as leveraged positioning was forced out amid shifting US monetary policy expectations. While the speed of the move was confronting, the structural drivers supporting gold and broader commodities remain firmly in place.

Strategic tax planning is one of the most powerful tools for long‑term wealth creation. This video explains how sophisticated investors use smart structuring and asset location to reduce tax drag, improve after‑tax returns and preserve wealth over time.

Investment fees can have a significant impact on long term wealth outcomes. In this explainer video, GP Wealth outlines the key types of fees investors may encounter and explains why transparency matters when assessing value and performance.

The video also provides a clear overview of GP Wealth’s discretionary portfolio management service and performance based fee structure, showing how fees are aligned with investor outcomes through benchmarks and high watermarks.

Australian tech favourites have pulled back hard—Wisetech (-21%), Xero (-20%), Carsales (-8%)—driven by global tech unwinds, not fundamentals. For sophisticated investors, this is a rare chance to buy quality growth names at attractive valuations.

Nvidia’s blowout quarter confirms relentless AI demand, flipping sentiment and setting up a strong year-end rally. Pair that with Goldman’s gold upgrade to $4,900 by 2026, and you’ve got two powerful tailwinds.

Volatility isn’t risk—it’s opportunity. Are you ready to capitalise?

Despite recent price dips, we believe the long term bull market for gold remains intact. Short term volatility is natural, but structural drivers such as US currency debasement and global financial reordering point to higher prices ahead. Discover why current retracements may present a buying opportunity and what history tells us about gold’s potential upside.

Australia leads the world in iron ore, gold, copper, uranium, and rare earths, fueling the next decade of resource demand. With strategic commodities at the center of energy transition and geopolitical shifts, opportunities span from iron ore exports to uranium for nuclear energy and rare earths for tech markets. Top stock picks include BHP, Sandfire Resources, Genesis Minerals, Ramelius Resources, and more—positioning investors to benefit from Australia’s resource strength.

Gold has hit US$4,176/oz, up 55% year-to-date, while silver trades above US$53/oz. Central banks are buying aggressively, inflation fears persist, and geopolitical risks grow. Despite the rally, miners remain undervalued, and private investor allocations are minimal—signaling more upside ahead.

GP Wealth speaks with Dr David Allen of the Plato Investment Management to explore how a long-short global equity strategy can balance growth and preservation. In this conversation, Dr Allen shares insights on performance, risk management, and the innovative use of AI to identify opportunities and protect investors.

Australia’s economy is showing renewed strength with growth supported by household spending and investment. This shift creates opportunities for small caps and cyclicals, with early signs of a rebound as rate cuts begin. Our latest insights outline the investment implications, sector positioning and portfolio strategies to help investors navigate the cycle with confidence.

The second quarter of 2025 has delivered the strongest US earnings growth since early 2024, powered by exceptional results from a handful of technology and innovation leaders. While the TECH+ cohort — Apple, Amazon, Microsoft, Meta, Google and Nvidia — is driving double-digit EPS gains, broader economic indicators point to a slowing US economy, late-cycle risks, and rising trade frictions.

In this market update, GP Wealth analyses the earnings drivers, macroeconomic headwinds, and strategic considerations for sophisticated investors and private wealth clients looking to position portfolios for resilience and long-term growth.

The uranium sector is emerging as a compelling opportunity for long-term investors, driven by rising global nuclear energy demand, the growth of Small Modular Reactors (SMRs), and the surging power needs of AI data centres. While uranium prices have pulled back from recent highs, sector fundamentals remain strong, with demand expected to outpace supply beyond 2033. Australian investors can gain exposure via ASX-listed uranium stocks like Paladin Energy (PDN) and Boss Energy (BOE), or through diversified ETFs such as URNM.ASX.

Ron Lambert from The Lambert Group shares why life insurance is an often-overlooked but essential safeguard for individuals and families. From ensuring your loved ones can stay in their home, to replacing lost income due to illness or disability, the right cover can make all the difference. A complimentary insurance health check can uncover cost savings, better policy definitions, and the right mix of life, TPD, trauma, and income protection. Whether you’re a young family protecting your mortgage or a retiree leaving a legacy, adequate cover ensures your family’s future is secure.

Private Wealth Adviser Barton Lynch and Phillip Joseph, Vice President of Client Solutions at Hamilton Lane, discuss the role of Private Equity investments and how they can add meaningful value to client portfolios. Their insights highlight the opportunities and benefits Private Equity can offer sophisticated investors seeking diversification and long-term growth.

In this month’s market update, Martin Crabb and Peter Simpson share their expert analysis on the Australian equity market, which is showing signs of bottoming after a period of volatility. They discuss the key indicators pointing to a potential strong rally into year-end, including improving economic data, stabilising interest rate expectations, and renewed investor confidence. The update also covers sector opportunities, market risks to watch, and strategies for positioning portfolios to capture upside in the current environment.

Founder Gabriel Radzyminski shares Sandon Capital’s unique investment philosophy and strategy. As a value investor, Sandon Capital focuses on undervalued and underperforming companies, primarily in Australia, and takes an active engagement approach to unlock shareholder value.

By working directly with company boards and fellow shareholders, Sandon Capital doesn’t just identify opportunities — it helps shape them. Their hands-on involvement in strategy and operations ensures that success isn’t left to chance, with the clear goal of delivering exceptional long-term returns for investors.

Shaw and Partners Chief Investment Officer, Martin Crabb, provides a brief update on the current macroeconomic landscape, highlighting key market drivers and what they mean for investors. Stay informed with timely insights designed to help you make confident financial decisions.