Insights

New year – Groundhog Day, or is this the year to achieve what you want?

Ready to transition from the ‘middle phase’ to the ‘exit phase’? Regain energy and shape your business on your terms - scale back or boost dividends. The choice is yours!”

Chad Russell

Partner

Newcastle, Sydney

Insights

Frustrated by inefficiency? How PKF’s Process Review team solves problems with Annature

Chasing signatures is one of those insidious ‘ugh’ tasks often not considered, taking way more time than it should. With Annature, that frustration disappears - saving time and transforming the way businesses operate.

Stacie Shaw

Partner

Newcastle, Sydney

Insights

Cyber insurance – what is it, and why would I need it?

Cyber Insurance provides critical financial support and expert resources to help businesses navigate the complexities of a cyber incident, making it an essential safeguard in today’s increasingly digital world.

Andrew Brett

Director, Infosure

New year resolution is now the right time to sell your business

Insights

New year resolutions – Is now the right time to sell your business?

Deciding to sell your business is a significant milestone in your entrepreneurial journey, and the New Year is the perfect time to reflect on whether it's the right moment to take that step.

Joel Floyd

Principal

Newcastle

Insights

Another business saved in small business restructure

Another successful Small Business Restructure (SBR) – maintaining our 100% strike rate in securing creditor approval and helping businesses overcome financial challenges.

Senray Loy

Principal

Sydney, Newcastle

Insights

Transition to the new aged care act

The transition to the new Aged Care Act marks a fundamental shift – ensuring better quality care, greater transparency, and stronger accountability for aged care providers across Australia.

David Hutchison

Partner

Newcastle, Sydney

Insights

Mentorship that matters – Empowering women to lead

“Lift as you climb” is a simple and powerful phrase that captures what mentorship should be, especially for women in leadership. As more women break barriers, the responsibility to support and elevate the next generation of leaders becomes even more important.

Lauren Deetlefs

Manager

Newcastle

Insights

Sequencing risk and how to combat it

Time Horizon Investment strategy mitigates sequencing risk by aligning short, medium, and long-term portfolios to ensure steady cash flow in retirement.

Insights

Trusts under the microscope: Key taxation issues to watch in 2025

With the company tax return deadlines behind us, the spotlight turns to trust taxation as a key area of focus for the Australian Taxation Office (ATO). Trusts remain a popular structure for asset protection and income distribution, but they also present unique challenges due to evolving interpretations of tax laws. Here's an overview of the ATO's current approach and what trustees and beneficiaries need to know to stay compliant.

David Pring

Partner

Newcastle

Press Releases

Record breaking $60,726 raised at the 2024 Breast Care Breakfast

PKF Sydney and Newcastle, in collaboration with The Newcastle Herald and NEX, are delighted at the success of the 18th annual Hunter Breast Care Breakfast held on 17 October. This year the event hit a significant milestone, raising $60,726 to support the invaluable work of the Hunter Nurse Education Group....

Emma Hansen

Head of Marketing

Sydney, Newcastle

Press Releases

PKF Sydney and Newcastle Go Pink for October to Support Hunter Breast Care Nurses

This October, in honour of Breast Cancer Awareness Month, PKF Sydney and Newcastle is going pink, building up to the highly anticipated annual Hunter Breast Care Breakfast, which last year raised an impressive $49,641 for the nurses. This year's breakfast will feature a panel of remarkable women sharing their breast...

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

Common Misconceptions About The Proposed Division 296 Tax for Individuals With A Total Superannuation Balance Greater

From 1 July 2025, the Government has proposed a new tax on those who have a total superannuation balance (TSB) of greater than $3 million. The new tax is called Division 296 (Div 296) and the proposal is for an additional 15% tax to be levied on the movement between...

Daniel Clements

Partner

Newcastle, Sydney

Insights

Lauren Deetlefs: Honoured with the Mark Lonnon Employee of the Year Award

Just over two and a half years ago, Lauren and her husband, along with their 2-year-old and 6-month-old baby, moved across the world. The past few years have been among the most challenging yet rewarding of her life, and she is deeply thankful for where they have landed. Every single...

Bob Bell

Managing Director

Sydney, Newcastle

Insights

“Let’s Get It Done” Seminar Series

It feels so unfair that as a Manager, Owner or Decision-Maker, you’re burdened with a bunch of ‘assumed knowledge’ that you may not even know you don’t know. Whether you’re an owner who started your business to do what you’re good at and love to do – and now find...