In this episode of Generations, Peter Leggett speaks with accountant and specialist adviser Robert Scheiber about the ATO’s increasing focus on family trusts, particularly Section 100A, and what it means for families managing intergenerational wealth. The big shift is that trust distributions can’t just be “paper” outcomes for tax purposes: if income is distributed to a beneficiary, that beneficiary must genuinely receive the benefit.

Join Peter Leggett and Mark O’Leary as they discuss how families can turn wealth into lasting legacy. This episode delves into the importance of communication, shared values, and stewardship in building and preserving intergenerational success. A must-listen for anyone navigating family wealth and succession.

Employee share schemes are transforming how Australians build wealth through work. In this episode of Arrow Insights, Seton Leggett and Ryan Synnot unpack how equity ownership can align incentives, create long-term opportunity, and introduce new financial risks, and why understanding both the strategy and psychology behind it is essential.

Discover how private markets can unlock exposure to high-growth, transformative themes like artificial intelligence, clean energy, and healthcare innovation. In this episode of Arrow Insights, Kreston Leggett and Ryan Synnot explore how to identify emerging opportunities, evaluate risks, and align thematic investing with long-term goals.

In this Arrow Insights episode, Ryan Synnot joins Seton Leggett to break down the common portfolio mistakes he sees when reviewing prospective clients. From missing income provisions to emotional attachment to single shares, Ryan outlines what can go wrong—and more importantly, what smart investors can do to get back on track. Whether you're preparing for retirement or just starting out, this episode delivers actionable advice to strengthen your portfolio and your financial future.

Discover how to align your business strategy with your personal and family financial goals. In this Arrow Insights episode, Simon Lewis and Mark O’Leary share expert tips on integrating business planning, risk management and legacy strategies.

Explore how wills, trusts, powers of attorney, and family conversations can help protect your legacy. In this Arrow Insights episode, Peter Leggett joins Ryan Synnot to discuss estate planning essentials—what to consider, how to prepare, and why it matters.

In this episode of Arrow Insights, Rod Runco is joined by Seton Leggett to unpack the growing threat of scams facing everyday Australians. With phishing attempts, AI-generated phone calls, and highly convincing frauds becoming more common, Seton shares insights from the frontlines—including a powerful real-life story where Arrow Private Wealth helped recover $200,000 for a scammed client. Their discussion highlights just how sophisticated modern scams have become, and how even cautious investors can fall victim.

In this episode of Arrow Insights, Kreston Leggett sits down with Mathew Ashton to unpack the complexities of self-managed super funds (SMSFs). With over $1 trillion invested across more than 600,000 SMSFs in Australia, these structures are increasingly popular—but are they right for everyone? Kreston and Mathew delve into who SMSFs are most suited for, the typical entry requirements, and how control, flexibility, and direct investment options can be both empowering and demanding for trustees.

In this episode of Arrow Insights, Ryan Synnot and Peter Leggett explore the growing role of the Bank of Mum and Dad—a phenomenon where parents assist their children in buying property. With housing affordability becoming an increasing challenge, more families are asking: Should we help our children get into the market earlier? What are the financial and legal risks? And how can we ensure fairness among siblings?

In this episode of Arrow Insights, Mark O’Leary and Kreston Leggett explore the growing importance of intergenerational wealth transfer and the strategies families can use to invest for their children and grandchildren. With rising education costs, an increasingly challenging property market, and shifting financial landscapes, more affluent families are looking for structured ways to provide long-term financial support.

In this episode of Arrow Insights, Mark O'Leary and Mathew Ashton discuss the crucial role insurance plays in safeguarding the wealth of business owners and affluent families. Despite the common assumption that wealth eliminates the need for insurance, they explain why continuity strategies remain vital. From securing business assets to protecting family wealth, insurance can ensure that assets aren't liquidated prematurely due to unforeseen circumstances like death or disability.

In this episode of Arrow Insights, Mathew Ashton and Peter Leggett delve into the concept of "giving while living" and the evolving approach to family succession planning. As the Baby Boomer generation faces decisions around wealth transfer, they discuss the benefits of creating a living legacy—helping family members and philanthropic causes during one’s lifetime. Peter highlights how this modern approach allows individuals to experience the joy of giving while actively shaping their legacy.

In this episode of Arrow Insights, Ryan Synnot and Peter Leggett explore the opportunities and challenges within emerging markets. As economies such as India, Thailand, and Indonesia rise, they discuss how these markets offer attractive growth potential while also posing risks, like geopolitical instability. They provide insights into why these regions are increasingly being incorporated into global investment portfolios, offering long-term opportunities for diversification and growth.

In this episode of Arrow Insights, Mark O'Leary and Seton Leggett tackle the increasingly pertinent subject of digital estate planning. As our lives become more intertwined with the digital world, Seton explains how crucial it is to prepare our digital assets—such as photos, videos, social media accounts, and cryptocurrencies—for safe and secure transfer to the next generation.

In this episode of Arrow Insights, Simon Lewis and Ryan Synnot delve into the transformative world of impact investing. They explore how this investment approach combines the pursuit of financial returns with intentional efforts to address social and environmental issues. From energy projects to sustainable farming and social housing, Ryan breaks down how investors can make a positive difference while still achieving their financial goals.

In this episode of Arrow Insights, Peter Leggett and Mark O’Leary discuss the considerations when managing a windfall. They explore the concept of "money in transition" offering insights into the critical steps necessary for making sound financial decisions. From retirement planning to wealth preservation, this episode provides valuable advice for navigating the complexities that come with receiving a substantial sum of money.

In this installment of Arrow Insights, Ryan Synnot and Mathew Ashton explore the intriguing world of alternative investments, shedding light on its unique position within the broader investment landscape. They unpack what constitutes an alternative investment, moving beyond the conventional confines of equities and bonds to include realms such as private equity, private debt, commodities, and even artwork.