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.
GP Wealth Team members Brendon & Barton run through some commonly asked questions around the financial planning process.
Explanation on how the process is personalised for each client to meet their goals and objectives.
They also discuss the four key areas and fundamentals of the financial planning process and their importance.
Brendon Gleeson from the GP Wealth Team, giving an over view as to why our Investment & Strategy model differs from the rest.
