Insights

Future of choice: why succession planning is about more than an exit

The most successful transitions don't start with an exit strategy, they start with a clear vision for what's next. When most people think about succession planning, they focus on the practicalities.Who will take over the business? How will client relationships transition? What happens to leadership responsibilities? Will the business continue...

Simon Rutherford

Consultant

Newcastle, Sydney

Case Studies

From vintage to vision: how PKF has helped De Iuliis Wines plan for sustainable growth

From vintage to vision: how PKF has helped De Iuliis Wines plan for sustainable growthFor family-owned businesses, long-term success rarely comes from passion alone. It requires discipline, commercial clarity and the confidence to make decisions that protect the brand while preparing for what comes next. That is exactly where our...

2 contributors

Newcastle

Insights

More than a shoebox: Delivering dignity, hope, and connection with Keith’s Closet

The power of a simple question, and a simple act of kindness This article includes discussions about mental health, suicide, alcohol and drug use, grief, death, and other sensitive topics. Listener discretion is advised. If this conversation raises concerns for you or someone you know, support is available through Lifeline...

Esmé Piper

Newcastle

Insights

Family Trust Elections: Why it’s time for a review

Family Trust Elections (FTEs) and Interposed Entity Elections (IEEs) have existed for decades, but they're increasingly becoming a focus for business owners, advisers, and the Australian Taxation Office (ATO).For many family groups, these elections were established years ago and then largely forgotten. However, with the ATO taking a closer look...

Stephanie Brown

Principal

Newcastle

Insights

CGT reform is coming: Why a valuation is now critical for every business

CGT reform is changing how gains are taxed but valuation is becoming the real battleground. It’s no longer just about the number, but how well you can prove it. Our corporate finance team have summarised their guidance, perspectives and key planning actions for asset owners.

4 contributors

Newcastle, Melbourne, Perth

Insights

Understanding Division 296: What it means for super balances above $3 million.

Superannuation remains one of the most tax-effective investment structures in Australia. However, as balances grow, so too does government scrutiny.In our latest PKF Podcast episode, host Courtney Charleson speaks with Daniel Clements, Partner in our Superannuation team, to break down the proposed changes and what they mean in practice.While recent...

Daniel Clements

Partner

Newcastle, Sydney

Insights

Federal Budget proposed tax changes: what they mean for Australian investors

The 2026–27 Federal Budget tax papers outline two significant proposed changes for Australian investors: reforms to negative gearing and capital gains tax, and a new minimum tax for discretionary trusts. The changes presented highlight why investment decisions should continue to focus on risk, liquidity, time horizon and diversification and less...

Andrew Russell

Financial Adviser

Newcastle

Insights

Superannuation: Building, protecting, and optimising your wealth for the long term

General Advice Warning: The information in this article is general advice only and does not take into account your objectives, financial situation and needs. Before making a financial decision based on this advice, you must consider whether it is appropriate in light of your needs, objectives and financial circumstances, and...

Matthew Weeks

Financial Adviser

Newcastle

Insights

Purchase price allocation and impairment testing in Australian corporate transactions

Purchase price allocation and impairment testing in Australian corporate transactionsWhen the post deal dust settles and the bankers and lawyers have left the room, it’s time for business integration and to record the transaction in the acquirer’s financial statements. The accounting for an acquisition may seem straightforward however there’s more...

2 contributors

Sydney

Insights

Why financial advice matters at every stage of life

Financial advice is often misunderstood. Many people assume it’s only relevant once you’re close to retirement, have accumulated significant wealth, or are facing a major financial decision. In reality, financial advice can add value at almost any stage of life - helping people make clearer, more confident decisions about their money today and into the future.

Jake Blatchford

Financial Adviser

Newcastle

Insights

Getting your business market ready: Planning for a successful exit

For many business owners, exiting their business is one of the most significant financial and personal decisions they will ever make. Yet it is often something that isn’t actively planned for until much later in the journey, sometimes too late to meaningfully influence the outcome.A successful business exit rarely happens...

Joel Floyd

Principal

Newcastle

Press Releases

PKF celebrates fourth consecutive year as naming sponsor of the Hunter Valley Wine Show

PKF Sydney and Newcastle is proud to announce its return as naming sponsor of the Hunter Valley Wine Show for the fourth year in a row, continuing a strong partnership that champions excellence in the region’s wine industry and the communities that support it.As Australia’s oldest wine region, the Hunter...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

Press Releases

PKF backs new Knights Coach Justin Holbrook as Partner for 2026

PKF is proud to announce its continued partnership with the Newcastle Knights, this year placing a strong focus on supporting newly appointed NRL Head Coach Justin Holbrook as he begins a new chapter with the club.Holbrook brings more than two decades of coaching experience to the role and returns to...

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

Navigating growth: The business model for success

Expanding a business, whether locally in Australia or across borders, requires more than just understanding tax rules. It’s about building a structure that supports growth, profitability, and long-term sustainability. At PKF, we help businesses navigate this journey through this model designed to address every stage of development.

David Pring

Partner

Newcastle

Insights

Future of Choice: A methodology for business success

PKF Newcastle’s Future of Choice is a client-first advisory methodology that helps business owners and individuals define clear goals, align advisers, and build structured plans to achieve measurable outcomes.In the latest episode of the PKF Podcast, Andrew Beattie, Director of Business Advisory and Corporate Finance, explains how the model helps...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

Insights

Budgets and cash flow: The keys to business success

Running a business often feels like being on a never-ending merry go round, selling products, delivering services, and keeping operations moving day after day. But as Newcastle and Port Stephens Partner, Jackie Marriott, explains in the latest episode of the PKF podcast, success isn’t just about working harder. It’s about stepping back, planning ahead, and making sure your business is financially prepared for the future.

Jackie Marriott

Partner

Newcastle, Sydney, Port Stephens

Insights

What businesses need to include in a compliant whistleblower policy

Under the Corporations Act 2001 (Cth), public companies, large proprietary companies, and corporate trustees of registrable superannuation entities must have a whistleblower policy. Beyond compliance, a well-structured policy signals to employees and stakeholders that the organisation prioritises integrity, accountability, and transparency. PKF Australia’s whistleblower program provides a market-leading solution for...

Sarah-Jane Jacques

Managing Director

Perth

Insights

Trends for small to medium businesses in FY25/26: What’s next for SMEs

In the latest episode of The PKF Podcast, we sat down with Rebecca McCabe, Partner in our Newcastle Advisory team, to explore the evolving challenges and opportunities facing small-to-medium enterprises (SMEs) across the Hunter region.With over a decade of experience supporting businesses across industries, from health and fitness to construction,...

Rebecca McCabe

Partner

Newcastle, Sydney

PKFA Website Insights Image 2000 x 1000 px 2

Case Studies

High standards, higher growth — how PKF assisted Avenue Executive to scale up with purpose

Melissa Shaw transitioned into property recruitment and quickly found her stride. She launched Avenue Executive, her third start-up, over eight years ago, seeing a clear gap in the market: many large international executive search firms lacked deep property‐sector specialisation, and many recruitment agencies did not offer full search services focused...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Fighting ‘Assumed Knowledge’ for business leaders — On-demand video sessions now available for purchase

In boardrooms and offices across the country, we’ve seen it time and again, business owners and managers burdened by the invisible weight of assumed knowledge. You're expected to understand financials, directorship obligations, and workplace safety regulations and so much more, often without ever having been taught. Asking questions might feel...

Stacie Shaw

Partner

Newcastle, Sydney

PKFA Website Insights Image 2000 x 1000 px

Case Studies

Apollo Care Alliance: How PKF improved financial clarity and supported the scale-up of regional aged care through strategic advisory

In 2020, three seasoned industry veterans, Stephen Becsi, Barry Ashcroft, and John Young, founded Apollo Care Alliance. Needing a trusted adviser and auditor from the get-go, and specifically “not within the Big Four”, John put forward PKF to help navigate the unprecedented rules and regulations of a Not-For-Profit (NFP) within...

Kym Reilly

Partner

Sydney, Newcastle

Podcasts

The PKF Podcast: Your business insight podcast

Welcome to The PKF Podcast, your go to podcast for expert insights into the ever-evolving world of business, finance, and leadership.

Emma Hansen

Head of Marketing

Sydney, Newcastle

Events

Join us for the 19^th annual Hunter Breast Care Breakfast – Thursday 16 October 2025

We’re thrilled to invite you to attend or support the 19th annual PKF Hunter Breast Care Breakfast, proudly hosted by PKF Sydney and Newcastle at NEX, Newcastle West. Since its inception in 2006, this event has raised over $380,000 to support the vital work of Hunter Breast Care Nurses via the Hunter Nurse Education Group.

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

Why your superannuation needs a mid-year checkup

It’s easy to think of super as something that just takes care of itself. Your employer pays into it, you get your annual statement, and hopefully by retirement, there’s enough in the pot. But the truth is, a few small tweaks each year can make a big difference to your long-term outcome, and mid-year is a great time to check in.

Matthew Weeks

Financial Adviser

Newcastle

Insights

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