CPD Afternoon: Contracts in the Real World & Intergenerational Wealth Transfer
27 February 2026 | The Empire Hotel Rockhampton
Join us for an afternoon of sharp insights and lively discussion designed to support your CPD requirements and help you guide clients with confidence. Two sessions, two critical topics and plenty of time to connect over drinks and nibbles.
Agenda:
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- Arrival & Registration –Â 2:00pm for a 2:30pm start
- Session 1 – Â Intergenerational Wealth Transfer: Biggest challenge or opportunity of the baby boomer generation
- Short Break
- Session 2 – Contract, What Contract?
- Networking –Â Drinks & nibbles
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Session 1 | Results Legal
Intergenerational Wealth Transfer -Biggest challenge or opportunity of the baby boomer generation?
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5.4 trillion is about to change hands. Family businesses make up 70% of Australia’s economy. And accountants? You’re the trusted advisor standing between harmony and chaos.
Leona dives into why wills are not enough, the dangers of handshake deals, and how to spot succession risks before they explode. You will learn how to guide clients toward formal planning that protects relationships, preserves legacies, and avoids costly disputes, especially in regional agribusiness, where the fallout can be devastating.
Session 2 | Solace Advisory
Contract, What Contract?
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Think contracts are airtight? Think again.Get ready for real-world stories of trade-ons gone sideways, related party debts that raise eyebrows, PPSR traps you didn’t see coming—and the ultimate martini shaker of two companies. Oh, and a forgotten Post Office that changed everything.Expect sharp insights, cautionary tales, and practical takeaways to keep you out of the headlines.