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Great financial advice starts with great advisors. Partners Wealth Group's Professional Year program is designed to develop the next generation of financial advisors through structured technical training, real client experience and mentorship from advisors recognised among Australia's top advisors. For clients, it means confidence that every advisor is shaped by proven expertise and a commitment to long-term client outcomes.

This July 2026 edition of Partners Outlook unpacks the proposed 2026–27 Federal Budget reforms, including a legal breakdown of the new minimum tax rate proposed for discretionary trusts and what it could mean for how trusts are structured going forward. The edition also spotlights the Anseres Private Income Fund as a diversified private credit solution, explores how women are increasingly shaping family wealth decisions and more.

Among the measures announced in Labor's 2026 Budget, one of the most significant for family wealth structures is the proposed minimum tax on discretionary trust income. Patrick Robertson, Partner at Partners Legal Solutions, shares his insights into the potential implications for tax efficiency, asset protection, and estate planning.