Private client advice is becoming increasingly complex.

Federal Budget changes, payroll and employment law reforms, AML obligations, increasing ATO scrutiny, succession planning, insolvency risk and evolving governance expectations are creating new challenges for accountants, lawyers and advisers working with private businesses, family groups and high-net-worth clients.

Velocity Legal's Private Client Advisors Summit 2026 has been designed to help advisers navigate this changing landscape.

Held in Melbourne on Thursday 17 September 2026, this practical full-day conference brings together Velocity Legal lawyers and leading industry experts to examine the legal, tax and commercial issues shaping private client advice today. Across nine practical sessions, attendees will gain insights they can immediately apply in their day-to-day advisory work.

Who Should Attend?

The Summit has been designed for professionals advising private businesses, family groups and high-net-worth clients, including:

• accountants
• lawyers
• financial advisers
• private client advisers
• family office professionals
• senior professionals working with privately owned businesses

Whether your clients are navigating business succession, restructuring, transactions or intergenerational wealth planning, the Summit provides practical guidance on the issues increasingly affecting today's advisory landscape.

What Will the Summit Cover?

The program covers many of the legal, tax and commercial issues advisers are encountering today, including:

• Federal Budget developments and tax reform
• payroll and employment law changes
• duty exemptions for trusts and SMSFs
• family business succession
• family law and intergenerational wealth
• insolvency and asset protection strategies
• beneficiary rights under estates and trusts
• SME mergers and acquisitions
• AML controls, governance and financial crime risk.

The Summit opens with a specialist tax panel featuring Tony Greco (Institute of Public Accountants), John Storey (The Tax Institute), Rajan Verma and Andrew Henshaw, examining tax reform, regulatory change and the issues shaping Australia's tax landscape.

The day concludes with a keynote presentation from award-winning investigative journalist Nick McKenzie, exploring major Australian financial crime investigations and the practical lessons for businesses, advisers and governance professionals.

Practical Learning and Professional Networking

The Summit has been designed to be practical rather than theoretical.

Each session focuses on real client issues, current legal and tax developments, and practical strategies advisers can apply immediately within their own practices.

Registration includes:

• the full-day Summit program
• morning tea
• networking lunch
• afternoon tea
• an exclusive post-Summit networking reception with drinks and canapés at Longsong, providing an opportunity to connect with presenters, fellow advisers and the Velocity Legal team.

Event Details

Date: Thursday 17 September 2026

Time: Registration from 8:30 AM | Program commences at 8:45 AM | Networking reception concludes at 7:00 PM

Venue: Rydges Melbourne, 186 Exhibition Street, Melbourne

Register Now

Places are limited.

If you advise private businesses, family groups or high-net-worth clients, join us for a practical day exploring the legal, tax and commercial issues shaping private client advice.

View the full program and register here.