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.

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.

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.