Insights

Getting your business structure right from the start

The structure you choose at the start determines how your business is taxed, funded and scaled. This article unpacks the decisions that matter early, and the cost of getting them wrong later.

Alex

Jorgensen

Adelaide

Insights

Why business structure is a strategic decision, not an administrative one

Business structure shapes far more than legal setup; it impacts tax, risk, funding and growth. This article explains when and why to review your structure as your business evolves.

Stephanie Musolino

Senior Manager

Adelaide

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

Public Country by Country reporting in Australia

Public CbC reporting: what you need to know Australia has introduced a new public tax transparency regime, Public Country-By-Country (CbC) reporting that requires certain multinational groups (MNE) to publicly disclose tax and financial information. The information will to be published on the Australian government website which is a significant shift...

2 contributors

Sydney

ATO Releases Draft Guidance on Pillar Two Lodgment and Penalties What Multinationals Need to Do Now

Insights

Pillar Two reporting in Australia

What you need to know about Pillar Two reporting in Australia Pillar Two Australia’s Pillar Two rules introduce a 15% global minimum tax for large multinational groups (EUR 750m+ revenue), together with new annual reporting and compliance obligations in Australia applying from income years beginning on or after 1 January...

2 contributors

Sydney

Insights

High Court decision in Bendel: What it means for trusts, Division 7A and your 30 June planning

The Bendel decision is a major shift in trust taxation, but it’s not a green light to act.

We’re advising clients to pause, understand the implications, and seek guidance before making 30 June decisions.

Nicholas Hofman

Business Adviser

Gold Coast

Insights

Simple forecasting that actually works: Why current data beats historical models

This article shows how using current figures and “what if” scenarios gives a more accurate view of the next 6–12 months. It breaks down how drivers like staffing, cost increases and projects shape forecasting outcomes.

Stephanie Musolino

Business Adviser

Adelaide

Insights

Supporting South Australian businesses through the Algal Bloom

South Australia’s ongoing algal bloom has created prolonged uncertainty for aquaculture and coastal businesses.

This article outlines how our Adelaide advisers are supporting affected clients through cashflow pressure, government assistance, structural decisions and the protection of generational enterprises.

Charlie Dawson

Business Adviser

Adelaide

Events

Moving to America

Moving to America: what Australian businesses need to know before expanding into the USFor many Australian businesses, the United States represents an attractive growth market. It is large, diverse and full of opportunity, but it is not a market to enter lightly. Expansion into the US requires careful planning, a...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Supporting those who need it most: Protective estate and trustee services in Adelaide

We provide dedicated financial management for protective estate and trustee clients, supporting every decision that shapes their financial position.

Our Adelaide team works closely with clients and their guardians to ensure funds are managed with care, consistency and long-term stability.

Stephanie Musolino

Business Adviser

Adelaide

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

Tax planning for primary producers: Strategies to maximise returns this financial year

This article is for primary producers who want practical, real-world tax planning guidance ahead of year-end. It outlines trusted strategies and current ATO considerations to help farmers maximise returns while planning for future seasons.

Kimberley Lisle

Partner

Walcha, Tamworth

Insights

From ideas to impact: Why teams struggle with automation, and how to fix it

Many automation programs fail quietly. Not because tools don’t work, but because adoption never becomes daily behaviour.Many organisations are discovering this gap. Their people are willing, curious and often excited about automation. Yet progress feels slower than expected. Tools are considered, pilots are launched, and announcements are made, yet day-to-day...

Tom Burton

Senior Manager - Audit

Melbourne

Insights

Luca Learning: A new chapter in how PKF Australia learns and works

On 1 February 2026, PKF Australia launched Luca Learning, an AI powered learning platform designed to support professionals in the flow of their work.

Lana Weldon

National COO

Australia

Insights

Transaction readiness in private equity: The hidden driver of enterprise value

The best exits are built years before they happenIn private equity, it’s often said that value is realised at exit. In reality, the success of a transaction is usually determined 12 to 24 months before the sale process even begins.By the time a business enters a sale process, much of...

Joel Floyd

Principal

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

Fuel excise relief: Short‑term savings, longer‑term business decisions

Is the fuel excise cut real relief for businesses, or just a brief pause in pressure? For many businesses, the real value lies not in the saving itself, but in how well they plan for what comes next.

Megan Mann

Partner

Tamworth, Walcha

Darren Shillington NOT JUST an accountant 2000 x 1000 2

Insights

I’m Darren Shillington, NOT JUST an accountant

More than just an accountant? Darren Shillington was appointed as Managing Partner of PKF Perth in July 2018. For Darren, it’s important to protect the legacy the firm has built over more than 45 years, while ensuring the firm continues to grow, adapt, develop our people, support our clients and...

Darren Shillington

Managing Partner

Perth

Insights

NEXUS conference 2026: Why coming together still matters

Bringing our network together in Sydney for NEXUS was about connection. Strengthening the relationships that allow us to operate as one national firm truly matters.

Steve Meyn

Chairman

Australia

Insights

Four nominations lead to four finalists at Accountants Daily Rising Star Awards 2026

PKF Australia is proud to have all four of its nominations named as finalists in the Accountants Daily Rising Star Awards 2026.

Lana Weldon

National COO

Australia

Insights

AML Reforms in Australia: What accounting firms need to know in 2026

Australia is undergoing one of the most significant regulatory shifts in decades with the expansion of its Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) regime. From 1 July 2026, accounting firms providing certain services will be brought into the AML/CTF framework under the so-called “Tranche 2” reforms.These changes aim to align...

Irina Donaldson

Senior Manager

Sydney

Moving beyond spreadsheets website graphic

Insights

Moving beyond spreadsheets: A smarter approach to multi entity reporting

CFOs should expect real-time, reliable group reporting, moving beyond spreadsheets is a critical step toward achieving it.

Nielen Govender

Senior Xero Consultant

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

This decision is highly relevant for private and family groups that rely on long standing related party arrangements without current documentation. It shows the ATO, and the courts, will look past “how things have always been done” and focus on whether a binding agreement actually exists.

Chaya Lal

Partner

Melbourne

Insights

How advisers maximise value during a divestment, beyond just finding a buyer

Many business owners assume advisers add value mainly by introducing buyers. This article explains how value is maximised during execution; through process control, negotiation discipline and risk management.

Steven Perri

Partner

Melbourne

Insights

What does sale readiness involve, and why does it happen before due diligence?

Many owners assume due diligence begins as soon as a business is for sale. This article explains why it comes later in the divestment process, and how preparation protects value.

Steven Perri

Partner

Melbourne

Insights

Do I need to go to market to understand buyer interest and value?

Many business owners believe they must launch a sale process to understand buyer appetite and value. This article demystifies this by explaining how market insight can be gathered first, without committing to a divestment.

Steven Perri

Partner

Melbourne

Insights

Sale readiness is not a sale process: What a pre‑sale review actually delivers

Many business owners worry that engaging corporate finance will trigger a sale process before they are ready. This article explains how a pre‑sale review provides clarity on value, risk and market positioning, without forcing a transaction or timeline.

Steven Perri

Partner

Melbourne

Insights

PKF x Assistance Dogs Australia: 11 years of backing a life‑changing cause 🐾

If you’ve ever met a Labrador who thinks they’re “just here for pats,” you’ll know they’re never just here for pats. Sometimes they’re here to change a life.For the past 11 years, PKF has proudly supported Assistance Dogs Australia (ADA), an organisation that breeds, trains and places accredited assistance dogs...

2 contributors

Sydney

Insights

Retrospective tax: When certainty becomes collateral damage

Retrospective tax changes undermine certainty, investor confidence and long-term planning in Australia’s tax system.

Garry Mathoda

Partner

Sydney

Insights

Fuel shortages, cash flow pressure and tax relief: What regional businesses need to know now

Fuel shortages are creating immediate cash flow stress for regional businesses, even those that remain profitable. This article explains how proactive forecasting, business advisory support and early ATO engagement can help businesses stay resilient during disruption.

2 contributors

Tamworth

Insights

Is it time to change your business tax adviser?

Is it time to change your business tax adviser?Many business owners stay with the same business tax adviser for years. The continuity of loyalty, familiarity, historical context can be valuable.But growth changes the technical landscape. Expansion introduces complexity and new markets introduce unfamiliar risk. Increased turnover attracts greater scrutiny. What...

Joseph Phan

Partner

Melbourne

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

Insights

Establishing a business in Australia: Key considerations for foreign companies

Australia continues to attract strong interest from foreign companies seeking a stable, transparent, and commercially sophisticated environment from which to operate or expand across the Asia‑Pacific region. With its robust legal system, skilled workforce, and extensive trade networks, Australia offers compelling opportunities, but also clear expectations around compliance and governance.For...

Li Chen

Senior Manager

Sydney

Insights

Sustainability reporting: Preparing for what’s now required

Sustainability reporting has moved quickly from a future consideration to a present‑day requirement for many Australian businesses. What once felt distant is now firmly underway, with new legislation in effect and reporting obligations already applying to large entities and steadily flowing through to mid‑sized, and private, organisations.Australia’s sustainability reporting regime...

Jim Allenby

Managing Director, PKF Parvate Sustainability

Insights

I’m Antoinette Tatarelli, NOT JUST an accountant

More than just an accountant? For Antoinette Tatarelli, it is about growing people, championing women, and building a firm and a community where possibility feels real.As Managing Partner of PKF Adelaide, Antoinette Tatarelli does not see her role as simply running a business. At its core, she sees it as...

Antoinette Tatarelli

Managing Partner

Adelaide

Insights

I’m Lana Weldon, NOT JUST an accountant

More than just an accountant? Try a people-builder, global citizen and unapologetic celebrator of life.For Dr Lana Weldon, COO of PKF Australia, life has never been about staying within neat professional boundaries. It’s about energy, connection, courage; and choosing to live fully, guided by two core values: love and curiosity.When...

Lana Weldon

National COO

Australia

Insights

When do you need a business valuation? The purpose determines the answer

Business valuations don’t deliver a single “right” number. This article explains how the purpose of a business valuation shapes methodology, outcomes and board‑level decisions in corporate finance.

Stefan Galbo

Partner

Melbourne

Finance friends podcast with Stefan Galbo

Insights

Corporate finance that maximises business value with Stefan Galbo

Corporate finance is about creating value, not just closing deals. This article explores how strategic advice, succession planning and people skills drive long-term business outcomes.

Stefan Galbo

Partner

Melbourne

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

Insights

PKF Perth advises Amanda Energy on sale to Perdaman Energy

PKF Perth recently acted as lead financial and tax adviser to the shareholders of Amanda Energy, on the sale of the company to Perdaman Energy.Established in 2010, Amanda Energy has grown to become the largest independent commercial energy provider in Perth and WA and holds a portfolio of commercial electrical...

2 contributors

Perth

Insights

Understanding Personal Services Businesses in the context of Part IVA

Understanding Personal Services Income and Part IVA: What it means for your tax structureThe Australian Taxation Office (ATO) has released (PCG 2025/5), which explains how closely it will look at certain business structures where income is mainly earned from an individual’s skills or effort.This guidance is particularly relevant if you...

Nicholas Falzon

Director

Sydney, Newcastle

PKF Perth announce Premier Partnership with Claremont Football Club 2000 x 1000

Insights

PKF Perth announces Major Support Sponsorship of Claremont Football Club

PKF Perth is pleased to announce its continued partnership with Claremont Football Club as Major Support Sponsors for the upcoming season, strengthening our commitment to supporting local sporting organisations and contributing to the communities in which we live and work.This year holds special significance as the club celebrates its centenary...

2 contributors

Perth

Insights

Payday super: What the proposed changes mean for you

Superannuation payments may be set to undergo a significant change. The Australian Labor Government’s proposed "payday super" reforms would require employers to pay superannuation contributions within seven calendar days of each payday. Draft laws have been released for public consultation, and the changes are expected to take effect from 1...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

PKF Perth Corporate Finance advises Magellan Power on strategic capital raising from Viburnum Funds

PKF Perth is pleased to announce its role as exclusive financial adviser to Magellan Power on a capital raising initiative that has resulted in a strategic investment from Viburnum Funds, a leading Australian active-ownership investment manager.The transaction marks a significant milestone for Magellan Power. The investment will accelerate the company’s...

2 contributors

Perth

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

Claiming tax deductions for super contributions

Claiming a tax deduction for personal super contributions can reduce your taxable income and accelerate long-term wealth. This article explains how to do it effectively and strategically.

Brent Cohen

Director

Gold Coast

Insights

Alex

Stephanie Musolino

Daniel Clements

2 contributors

2 contributors

Nicholas Hofman

Stephanie Musolino

Charlie Dawson

Nicholas Falzon

Stephanie Musolino

Andrew Russell

Kimberley Lisle

Tom Burton

Lana Weldon

Joel Floyd

Matthew Weeks

Megan Mann

Darren Shillington

Steve Meyn

Lana Weldon

Irina Donaldson

Nielen Govender

2 contributors

Chaya Lal

Steven Perri

Steven Perri

Steven Perri

Steven Perri

2 contributors

Garry Mathoda

2 contributors

Joseph Phan

Jake Blatchford

Joel Floyd

Li Chen

Jim Allenby

Antoinette Tatarelli

Lana Weldon

Stefan Galbo

Stefan Galbo

Andrew Beattie

2 contributors

Nicholas Falzon

2 contributors

Nicholas Falzon

2 contributors

Emma Hansen

Brent Cohen

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