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.
The 2026-27 Budget proposed replacing the 50% CGT discount with inflation indexation and a 30% minimum tax on gains, from 1 July 2027.
The measures are proposed and not yet law. That is the point. 2026 is the window before the change lands, and the smart money repositions early.
When gains are taxed harder, income does more work. The after-tax case for yield gets stronger.
Capital is already moving. This is your read on where it's going, from the managers moving it.
The income that holds up when the tax on gains gets heavier.
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.
Leading Australian fund managers, allocators and founders. First names announced soon.
Request your place to be first to see the speaker line-up.
Screened income and growth strategies, positioned for the change in how gains are taxed.
Leading managers on how to reposition before 1 July 2027, not after.
Australian investors, allocators, family offices and the managers raising capital, closing on drinks.
The income you are already buying. Private credit, property credit, listed income and yield ETFs — stress-tested against the new tax backdrop.
The exposure you are missing, innovators included. Private equity, venture and growth strategies with direct access to the people running them.
The conversations between sessions are where the day pays for itself. The room stays open, and it closes on drinks.
Australian fund managers and allocators across the full yield and growth spectrum — alongside HNW investors and family offices repositioning for the new CGT backdrop.
Mostly the same stage. A second pool of capital.
The Australian leg of the corridor. The new CGT playbook for Australian wealth — yield in the morning, growth in the afternoon, 500-plus in the room.
Request your place
The Australia to ASEAN Investment Summit. Mostly the same stage, presented to a second pool of capital in the region's gateway city.
Explore SingaporeAttendance is curated for wholesale, sophisticated and professional investors. Requests are reviewed, not automatic.