Summit Program
View the program to see the session lineup, topics being presented, and plan your attendance.
Note: Program agenda and speakers are subject to change.
Private Client Advisors Summit 2026
Navigating change in Australia’s accounting, legal and tax landscape.
Private client advice is becoming increasingly complex.
Federal Budget changes, AML reform, payroll and employment law developments, increasing ATO scrutiny, succession planning, insolvency risk and evolving governance expectations are reshaping the advice accountants, lawyers and financial advisers provide to private businesses, family groups and high-net-worth clients.
The challenge is no longer understanding each issue in isolation. It is understanding how they interact, identifying risks early and helping clients navigate an increasingly interconnected legal, tax and commercial landscape.
The 2026 Private Client Advisors Summit has been designed with that challenge in mind.
Across nine practical sessions, Velocity Legal lawyers and leading industry speakers will examine the developments shaping private client practice, explore common client issues and provide practical strategies that advisers can apply immediately.
Join us for a full day of practical learning, discussion and professional networking, concluding with an exclusive networking reception at Longsong.
Places are limited. Register below to secure your place.
Thursday 17 September 2026
8:30am–7:00pm
Rydges Melbourne
166 Exhibition Street, Melbourne
Ticket Price
$295 + GST
Book Your Place Here
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Join us at the Private Client Advisors Summit in
Spaces at this exclusive event are limited. Secure your spot below.
Wednesday 12 February 2025 7:45am - 9:15am
Level 6, 80 Collins Street, Melbourne VIC 3000
Speakers
Join lawyers from Velocity Legal, along with distinguished industry experts.
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Agenda
8:30 AM
Arrival and registration
8:45 AM
Welcoming address by Velocity Legal's Managing Director
9:00 AM - 10:00 AM
Session 1
Untangling the Tax Web: Reform, Risk, and Restructuring in a Shifting Landscape
Untangling the Tax Web: Reform, Risk, and Restructuring in a Shifting Landscape
10:00 AM - 10:10 AM
Networking break with experts in the industry
10:10 AM - 11:10 AM
Session 2A
Recent Employment Law Changes: Are You and Your Clients Ready?
Session 2B
Duty Exemptions: Where They Go Wrong and How to Fix Them
11:10 AM - 11:30 AM
Networking morning tea with experts in the industry
11:30 AM - 12:30 PM
Session 3
Keeping it in the Family: Navigating Succession in Family Businesses
12:30 PM - 1:20 PM
Networking lunch with experts in the industry
1:20 PM - 2:20 PM
Session 4A
Family Law and Intergenerational Wealth in Australia
Session 4B
Saving a Distressed Business: Practical Insolvency and Asset Protection Strategies
2:20 PM - 2:30 PM
Networking break with experts in the industry
2:30 PM - 3:30 PM
Session 5A
Rights of Estate and Trust Beneficiaries: What Do They Mean in Practice?
Session 5B
SME M&A Demystified: What Accountants Need to Know Before a Deal
3:30 PM - 3:45 PM
Networking afternoon tea with experts in the industry
3:45 PM - 4:45 PM
Session 6
When AML Controls Fail: Lessons from Australia s Biggest Financial Crime Scandals
When AML Controls Fail: Lessons from Australia s Biggest Financial Crime Scandals
4:45 PM - 5:00 PM
Concluding remarks from Velocity Legal's Managing Director
5:00 PM - 7:00 PM
Post-Summit networking reception at LongSong