2026 Mid Year Summit – SWA & PrivyCapital
Reviewing H1 2026 · Positioning for H2 | Privy Capital & SWA Investment Strategy Roundtable
In an environment of persistent inflation and elevated interest rates, identifying stable and resilient investment opportunities has become increasingly important.
Against this backdrop, Privy Capital partnered with Smart Wealth Advisors (SWA) to host the “Privy Capital & SWA Investment Strategy Roundtable” on August 20, 2026, in Sydney, Australia, bringing together high-net-worth investors and long-term partners to discuss the evolving tax landscape and mid-year investment outlook.
From a tax policy perspective, SWA’s Jerry Wang opened the session with a practitioner’s overview of the upcoming Federal Budget tax reform measures, touching on changes to personal income tax, capital gains tax arrangements, negative gearing, and the treatment of discretionary trusts. The session offered valuable context for how investors might think about structuring their holdings in light of the evolving regulatory environment.
From a market perspective, Privy Capital followed with its “2026 Mid-Year Outlook: Navigating Cycles, Moving Forward Steadily.” The session covered the current interest rate environment and its implications for floating-rate private credit, as well as structural shifts in the Australian lending market as banks continue to retreat from certain segments, creating opportunities for non-bank lenders.
We also walked through the key risk areas we monitor across the current cycle — including asset valuation, borrower repayment capacity, regulatory expectations around governance, and legal enforcement processes — together with the risk management practices Privy Capital applies throughout the investment lifecycle.
From a company perspective, Privy Capital reviewed its performance over the first half of 2026, reflecting continued discipline in asset selection and risk management, with a track record to date of on-time exits and no principal loss.
Looking ahead, we shared updates on current investment opportunities, along with progress on our new Commercial Property Fund, which will focus on defensive commercial assets with stable income characteristics. We also introduced our ongoing efforts to diversify collateral types beyond residential real estate, including our recently launched vehicle-backed lending offering.
Privy Capital remains committed to delivering transparent, asset-backed investment opportunities and building long-term partnerships with our investors.
If you would like to receive the presentation materials or learn more about our current investment opportunities, please feel free to contact us.