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Event date: Friday, 22 August 2025
Venue: Sofitel Sydney Wentworth
Registration starts: 8:00am AEST
Official event start: 8:30am
Dress: Business casual
As market conditions remain unpredictable and traditional asset classes face pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returns in 2025 to examine the rising role of alternatives in shaping portfolio construction.
Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real assets to private credit, infrastructure, and digital assets – are playing a more central role in institutional and wholesale strategies.
This year’s program focuses on how advisers and asset managers can position portfolios in a climate of elevated interest rates, sticky inflation, and subdued growth – conditions that are reshaping the traditional risk-return playbook. Sessions will also address China’s shift towards AI-led growth, capital flows into semiconductors and robotics, and the growing relevance of tokenised assets and digital currencies in diversified portfolios.
Developed in partnership with leading voices across the financial services sector, the summit delivers a full-day agenda of analysis, discussion, and insight, tailored for professionals navigating the changing face of global capital markets.
Event date: Thursday, 31 July 2025
Venue: Sofitel Wentworth, Sydney
Welcome reception: 6:30pm AEST
Official start: 7:00pm
Dress: Black tie
The second annual Australian Wealth Management Awards is here to bring you an unparalleled awards program that identifies the top businesses and professionals in the wealth management industry across the nation.
Winning an Australian Wealth Management award is a desirable accolade for both individuals and businesses seeking to forge their role in the financial services industry and pinpoint professional development and innovation.
Network with the profession’s rising stars through to its most senior ranks, from start-ups to established or transformed businesses, including but not limited to asset and fund managers, super funds, insurance firms, innovative tech firms, dealer groups, custodians, ETF providers, and financial advisers.
Get ready to celebrate in style at the 2025 black-tie gala event that will bring together leaders to celebrate the achievements and excellence of the industry’s best and brightest.
2026 dates to be announced
Attendees dined against the backdrop of one of Sydney’s most striking locations and felt empowered by the company they kept and the people they met.
This event came to life when attendees of the Women in Finance Summit asked us for more opportunities to network with like-minded individuals. We listened and created an environment for forging partnerships and strengthening existing bonds with the brightest minds in finance.
At this unique event, camaraderie and connectivity took centre stage. But it wasn’t just about networking—it became a growing movement of dedicated professionals who aspired to lead and champion transformative change in finance. Each year, we invited a keynote speaker whose lived experiences were chosen to fuel this movement.
In 2025, that speaker was none other than two-time world champion and four-time Commonwealth champion Jana Pittman.
Jana’s achievements as an athlete were widely known. When continual injuries led to retirement, she boldly transitioned from the track to the ice, becoming the first Australian female to compete in both the Summer and Winter Olympic Games. At the time, Jana was an obstetrics and gynaecology registrar, an ambassador for the Australian Cervical Cancer Foundation, and a mother of six. Her exclusive keynote address resonated deeply and inspired all in attendance.
We were proud to host this premium event on Friday, 2 May in Sydney.
The Women in Finance Lunch will return in 2026. Register your interest today to be the first to know when tickets go on sale.
Event date: Friday, 15 November 2024
Venue: Hyatt Regency, Sydney
Welcome reception: 6:30pm AEDT
Official event start: 7:00pm
Dress: Black-tie
Recognising the women leading the charge in the financial services sector
This national awards program was designed to recognise and acknowledge the leading women influencing the Australian finance industry.
This is the benchmark for excellence around Australia, and year after year recognises the outstanding contributions made to the profession and those propelling the industry forward.
This year, we will once again celebrate the best of the best over a range of categories, from entrepreneurs and CEOs to those working in accounting, banking, finance, and many more.
Take the first step to being recognised at a national level and build a reputation for excellence. The awards are open to all female professionals and businesses operating across Australia.
Keen to be involved in 2025? Register your interest now and be the first to know when submissions open.
Friday, 15 November • Hyatt Regency, Sydney • Registration: 8:00am AEDT • Official start: 8:45am • Business dress
After the inaugural Women in Finance Summit sold out in record time in 2023, we returned for 2024 with a bigger and better program providing women in financial services in Australia with a platform to grow.
Supported by Australia’s foremost financial services publishing network, including The Adviser, Mortgage Business, ifa, InvestorDaily, Accountants Daily, SMSF Adviser, Money Management and Super Review, we’re delivered a conference with unparalleled insights, networking and strategy.
Attendees engaged with visionary CEOs, groundbreaking finance professionals, and inspiring thought leaders at the Women in Finance Summit 2024, uncovering new and innovative ways for those in the financial services space to explore solutions to foster a more equitable industry while encouraging more women to join this vibrant community.
The 2024 summit sparked conversations about the pivotal issues facing women in the financial sector and showcase those reshaping finance’s future.
We'll be back in 2025. Register your interest today to be the first to know when tickets go on sale.
Friday, 15 November • Hyatt Regency, Sydney • Registration: 8:00am AEDT • Official start: 8:45am • Business dress
After the inaugural Women in Finance Summit sold out in record time in 2023, we returned for 2024 with a bigger and better program providing women in financial services in Australia with a platform to grow.
Supported by Australia’s foremost financial services publishing network, including The Adviser, Mortgage Business, ifa, InvestorDaily, Accountants Daily, SMSF Adviser, Money Management and Super Review, we’re delivered a conference with unparalleled insights, networking and strategy.
Attendees engaged with visionary CEOs, groundbreaking finance professionals, and inspiring thought leaders at the Women in Finance Summit 2024, uncovering new and innovative ways for those in the financial services space to explore solutions to foster a more equitable industry while encouraging more women to join this vibrant community.
The 2024 summit sparked conversations about the pivotal issues facing women in the financial sector and showcase those reshaping finance’s future.
We'll be back in 2025. Register your interest today to be the first to know when tickets go on sale.
2025 dates to be announced
This event has become the go-to destination for SMSF professionals seeking to keep abreast of critical regulatory and legislative changes.
After a year marked by volatile economic activity and significant shifts in tax policy, our agenda provided in-depth discussions covering SMSF regulation and compliance, investment strategies, tax planning, estate planning, and retirement planning. Attendees gained invaluable insights from top industry leaders and experts during technical keynote sessions, providing them with the opportunity to learn from the finest minds in the business.
Attendees walked away from the event with a detailed understanding of all the policy and regulatory changes impacting SMSFs. The day included:
We'll be back bigger and better in 2025 with brand-new content. Keen to attend? Register your interest today to be the first to know when tickets go on sale.
Thursday, 22 June 2023 • The Star, Sydney • Welcome reception 6:30pm • Official start: 7:00pm • Black tie
The most anticipated awards programme of the year for the funds industry has arrived – the one setting the standard for the top fund managers and professionals in the Australian marketplace marking its 35th year.
Winning a Fund Manager of the Year award is a huge accolade. In a highly competitive and evolving funds sector, recognition at this prestigious event cannot be underestimated. With a reputation built over decades, the Money Management Fund Manager of the Year Awards is the Australian standard for excellence for advisers, institutions and investors.
Start your submission today or nominate a peer and recognise their achievements of the past year.
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