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.

Not all investments work the same way. In this video, Seton Leggett and Ryan Synnot explain the key investment vehicles, from shares and bonds to ETFs, managed funds and closed-end funds, and how each one fits into a diversified portfolio.

Peter Leggett, Chairman and Chief Investment Officer at Arrow Private Wealth, is featured in The Inside Adviser discussing the great intergenerational wealth transfer and why thoughtful planning, family conversations and trusted advice are essential for protecting wealth and legacy.

Investing can be one of the most powerful ways to grow wealth over time. But despite the long history of investment markets and the wealth of information available today, many investors still make common mistakes that can reduce returns, increase risk and lead to unnecessary stress.

Investment portfolios delivered solid results in Q4 2025, capping another strong year of performance across strategies. While markets were more volatile toward year-end, disciplined portfolio management, selective rebalancing and diversification supported returns, with full-year outcomes outperforming peers. Looking ahead to 2026, portfolios remain positioned cautiously, balancing attractive income and defensive assets against elevated valuations and ongoing geopolitical and economic uncertainty.

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.

Peter Leggett’s Ausbiz interview uncovers the key risks to intergenerational wealth and the strategies families can use to build lasting, purpose-led legacies.

Arrow Private Wealth proudly celebrates three team members recognised at the INFIN Future Financial Leaders Awards.

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.

How young Australians can grow long-term wealth, strengthen financial resilience and take advantage of compounding in a high-cost economy.

We are proud to share that Peter Leggett, Chairman and Chief Investment Officer of Arrow Private Wealth, has once again been recognised in the Barron’s Top 150 Financial Advisers list for 2025.

Kreston Leggett joins Ausbiz to discuss how families can transfer wealth with clarity and intent. By focusing on purpose, values and consistent communication, he explains how families can create a legacy that supports both financial outcomes and the relationships behind them.

The third quarter of 2025 delivered another period of positive investment outcomes across our portfolios. Compared with the prior quarter, it was a quieter few months from a headlines perspective, as markets continued their steady upward trend.

Learn how Transition to Retirement pensions work, who can access them, and how they can help you reduce work hours, manage tax, and boost super savings.