Partners Outlook July 2026

This July 2026 edition of Partners Outlook addresses the market volatility driven by escalating geopolitical conflict, with Anseres Capital's latest Investment Outlook pointing to a mid-cycle recovery led by AI and resilient credit across public and private markets. It 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, and explores how women are increasingly shaping family wealth decisions. To help clients start the new financial year right, it provides a practical checklist for reviewing trust structures, a rundown of the new superannuation contribution caps and Division 296 changes effective 1 July 2026, and encourages a broader review of whether trusts, property and super are still working as hard as they could be.