This Q2 2026 investment update reviews the strong recovery across global markets, key portfolio adjustments, and performance across major asset classes, while outlining a measured approach to managing elevated valuations and geopolitical uncertainty.

In this episode of Generations, Peter Leggett and Andrew Horsfield explore the often-overlooked connection between business, family and personal wealth planning. From separating business and personal wealth to having honest conversations with children, siblings and ageing parents, this discussion offers practical insight into how families can plan with greater clarity, intention and confidence.

From 1 July 2026, a range of changes take effect across tax, superannuation, wages, parental leave and government payments. Here’s what to know for FY27.

Should you save first, invest first, or try to do both? In this episode of Arrow Insights, Tiffany Duncan and Kreston Leggett discuss how to balance short-term security with long-term wealth building, including the role of emergency savings, investing, inflation, and financial decision-making.

Estate planning needs more than wills, trusts and paperwork. Families also need early conversations about intent, fairness and responsibility so the next generation is prepared before decisions are forced on them.

Advisers may need to look beyond obvious AI winners as portfolio opportunities broaden into old-world companies adopting AI, venture capital exposure to emerging technologies, and defensive assets offering attractive yields to offset equity valuation risk.

Successful wealth transfer requires more than legal structures and investment plans. Families need clear communication, defined roles, shared purpose, and strong governance to protect relationships and prepare the next generation for responsibility.

How much money do you really need to retire comfortably?

In this video, Judy Schmidt and Simon Lewis discuss the key elements of a strong retirement income plan, including how to estimate your income needs, structure your investments, use superannuation effectively, and balance today’s lifestyle with future security. It is an insightful discussion for anyone approaching retirement or wanting greater confidence around their long-term financial plan.

Federal Budget 2026 summary for individuals, families, investors and business owners. Learn how proposed changes to tax, capital gains, negative gearing, family trusts, small business, superannuation and aged care may affect your financial planning.

Watch Arrow Private Wealth’s Q2 2026 Portfolio Review & Outlook webinar, covering market volatility, portfolio positioning, investment themes, and the importance of discipline and diversification in uncertain markets.

This article explores the coming wave of major private-company exits, including potential IPOs from SpaceX, OpenAI, Anthropic, and Canva, and explains why much of the value creation in today’s most important technology businesses is happening before they reach public markets. It outlines how venture and growth equity exposure can fit into client portfolios, the access pathways available to different investor types, and the key risks advisers need to manage.

In this Adviser Insights feature, Ryan Synnot discusses how peer collaboration helps advisers solve common challenges, refine portfolio strategies, and deliver stronger client outcomes.

A practical overview of why estate planning is about more than a will, and how early conversations can help families protect wealth, intention, and legacy.

A concise overview of Q1 2026 market performance, portfolio positioning, and the tactical investment decisions made in response to heightened geopolitical uncertainty and market volatility.

Digital estate planning is becoming an essential part of modern life, as more of our personal, financial and sentimental assets exist online. This article explores the risks of leaving digital affairs unorganised and the practical challenges loved ones may face without clear guidance. It outlines why this issue matters, the potential consequences, and simple, sensible steps to help ensure your digital life is accessible, understood and managed according to your wishes.

This article explores why succession planning is no longer just about transferring wealth, but about guiding families through purpose, governance and legacy. It highlights the growing need for advisers to build relationships across generations and act as stewards of family wealth.

A practical guide to converting accumulated wealth into a sustainable, tax-effective retirement income. Learn how to manage risk, structure assets wisely, balance flexibility with certainty, and build an adaptable strategy designed to support long-term confidence and financial freedom.

Australian families can no longer afford to leave their trusts and wealth structures on autopilot. With the ATO increasing its focus on family trusts, rising intergenerational wealth transfer and changing family dynamics, Peter Leggett explains why now is the time to review whether long-standing arrangements are still fit for purpose. From Appointor control and estate planning to next-generation communication, the article highlights the importance of active stewardship, clearer governance and making sure family structures reflect today’s realities, not yesterday’s assumptions.