Yield & Growth – Investment Conference – SYDNEY 2026 Tuesday, 29 Sep 2026

The new CGT playbook for Australian wealth.

From 1 July 2027, the tax landscape for your investments is changing. We’re bringing together the strategies you need to reposition your portfolio before the window closes.

This is the day you get ahead of it.

Join 500-plus investors, allocators and fund managers for one day in Sydney. Attendance is curated for wholesale, sophisticated and professional investors.

Learn more: yieldandgrowth.wholesaleinvestor.com/sydney

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Secure your seat Now- Early Bird rate available

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Why now

On 11 August the Reserve Bank held the cash rate at 4.35 per cent, after three increases this year. The Board said inflation is still too high. The foundational drivers have not been removed from the system.

CPI rose 3.5 per cent in the 12 months to July. The trimmed mean was 3.6 per cent.
That is the setting. Cash is not a portfolio. Income has to work, and growth still has to be owned.

Two engines, one room

The yield engine. Private credit, property credit, listed income and yield ETFs. The income that holds up when the tax on gains gets heavier.

The growth engine. Private equity, venture, growth and a curated group of innovators. Most portfolios are under-exposed here. This is the direct access to fix that.

You see both in a single day, from the managers and founders running them.

What you will leave with

Twenty curated opportunities. Screened income and growth strategies, positioned for the change in how gains are taxed.

A clear read on the rotation. Leading managers on how to reposition before 1 July 2027, not after.

A room of 500-plus. Australian investors, allocators, family offices and the managers raising capital, closing on drinks.

The format

Yield, property and funds. The income you are already buying.

Growth. The exposure you are missing, innovators included.

Throughout: trade tables, networking and drinks.

Who is in the room

Australian fund managers and allocators across private credit, property credit, listed income, yield ETFs, private equity, venture and growth. Alongside HNW investors and family offices repositioning for the new CGT backdrop. 500-plus in the room.

One brand, two cities

Sydney is the Australian leg of the corridor. The Singapore leg, the Australia to ASEAN Investment Summit, runs in the first week of November 2026. Mostly the same stage, a second pool of capital.

Learn more: yieldandgrowth.wholesaleinvestor.com/sydney

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Secure your seat Now- Early Bird rate available

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