Insights

Data analytics, at its core, is the art and science of extracting actionable insights from the labyrinth of data. It encompasses the use of cutting-edge tools and methodologies to dissect, analyse, visualise, and interpret data, leading to informed and strategic decision-making. This pivotal concept has gained immense significance in today’s...

Sangeetha Ravisankar

Senior Data Analyst

Sydney, Newcastle

Insights

ESG: The future of reporting

In our continued exploration of better practice in Environmental, Social, Governance (ESG) reporting, our focus turns to the agricultural sector. We hope this case study provides guidance and insight to support you on your own ESG journey. There are significant benefits to be gained by reporting on ESG factors, however,...

Dawn Alexander

Partner

New Zealand

Insights

Building trust through ESG: Community engagement in the mining sector

The mining industry, historically linked with significant environmental and social impacts, faces increasing pressure from stakeholders to demonstrate responsible business practices. This pressure is not just regulatory or market-driven, it comes from the very communities where these companies operate. This is where a robust Environmental, Social, and Governance (ESG) strategy...

Darren Shillington

Managing Partner

Perth

Whistleblower programs Breaking the silence

Insights

Breaking the silence: How new laws empower NSW public sector whistleblowers

Whistleblowers who work in all public sector agencies across New South Wales will now receive greater protection, following extensive revisions to the Public Interest Disclosures Act (PID Act) which came into force on 1st October 2023. This amended whistleblower legislation is a commendable step forward in the state’s commitment to...

David Morgan

PKF Integrity Partner

Brisbane

Press Releases

THE HUNTER BREAST CARE BREAKFAST RAISES $49,661 TO SUPPORT THE BREAST CARE NURSES

PKF Sydney and Newcastle, in collaboration with The Newcastle Herald and NEX, celebrated a major milestone as they hosted the 15th annual Hunter Breast Care Breakfast on 25 October, 2023. This sellout event brought together a remarkable 510 attendees, all united in their commitment to supporting the Hunter Nurse Education...

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

Insights

The art of speaking up: How to detect organisational fraud

Fraud is a significant - and potentially very costly - issue for government agencies and companies of all sizes and industries. A common misconception about fraud is that the perpetrator is external to the organisation. However, anyone with access to sensitive information - current or former employees, for example -...

David Morgan

PKF Integrity Partner

Brisbane

Insights

What happens when your complaints manager leaves? The risks you need to know

The reality of business is that people changing roles and organisations is inevitable. However, many business leaders haven’t been alerted to the specific - and significant - risks that arise when the person managing your employee complaints decides to depart. This can leave an unexpected vacuum, and if not addressed...

David Morgan

PKF Integrity Partner

Brisbane

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Insights

Are you providing multiple avenues for your employees’ complaints? We explore better practice.

Many organisations, with the best intentions, set up a Complaints Officer along with a corresponding process, with the intent of fostering improved communication, employee psychological safety, and legislative compliance. But what if you've set up a whistleblowing or complaints management system for your employees to voice their concerns, and you...

David Morgan

PKF Integrity Partner

Brisbane

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Insights

Is it time for a business health check?

Are you keeping an eye on the pulse of your business? Much like a human body, a business requires regular health checks to ensure it's performing at its peak and to identify potential issues before they become substantial problems. If you're a CEO or a business owner of a mid-sized...

2 contributors

Brisbane, Sydney

Press Releases

Antoinette Tatarelli appointed Managing Partner of PKF Adelaide

PKF Australia is proud to recognise the appointment of Antoinette Tatarelli as Managing Partner of the PKF Adelaide practice. Antoinette is one of very few female managing partners in our industry and leads a team of over 60 professionals at our Adelaide office. Antoinette has been an integral part of...

Steve Meyn

Chairman

Australia

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Press Releases

Mark Hughes Foundation

Through endless fundraising, the Mark Hughes Foundation is changing these appalling statistics. The PKF team are big supporters of the Mark Hughes Foundation and had the pleasure of being Mark Hughes Foundation volunteers, helping move and pack hundreds of beanies in preparation for #BeanieForBrainCancer week to help raise money for...

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

Insights

The rarely talked about emotional benefits of finding the right business advisory partner

As a business leader, you're likely familiar with the strategic and financial advantages that a business advisory partner can bring. Typically discussions around business advisory partnerships focus on the clear, tangible benefits - strategic insights, financial guide, and operational support. However, there are some key benefits outside of this that...

Sara Crevillen

Partner

Brisbane

Insights

Understanding and navigating family dynamics in farm succession

Family dynamics are at the heart of farm succession planning, where relationships, roles, and expectations among family members can significantly influence the success or failure of the transition process. Ensuring a harmonious handover not only safeguards the farm's future but also maintains family unity.

Steve Meyn

Chairman

Australia

Insights

When employee culture surveys raise more questions than answers

You’ve completed your culture survey, the results are back, and the scores are lower than you anticipated. Yet, your inbox for formal complaints is empty. Why this disconnect? The silence behind the survey Culture surveys, designed for anonymity, make employees feel safe to share their workplace concerns. This safety net...

David Morgan

PKF Integrity Partner

Brisbane

Insights

What happens when your complaints manager leaves? The risks you need to know

The reality of business is that people changing roles and organisations is inevitable. However, many business leaders haven’t been alerted to the specific - and significant - risks that arise when the person managing your employee complaints decides to depart. This can leave an unexpected vacuum, and if not addressed...

David Morgan

PKF Integrity Partner

Brisbane

Insights

Taming the trail: Risk mitigation in mountain biking and business

As a new convert to mountain biking, it didn’t take me long to realise that riders face an array of obstacles that can send you tumbling down a hill faster than a stock market crash. But what I soon learnt is that the secrets to risk mitigation in mountain biking...

Cameron Bradley

Partner

Brisbane

2023 Water Polo Australia PD Sponsorship

Insights

PKF Proudly Sponsors Water Polo Australia’s Professional Development Scholarship Program

PKF Sydney and Newcastle are thrilled to announce our second consecutive year of supporting the Professional Development (PD) Scholarship program. Water Polo Australia (WPA) is currently accepting applications for this prestigious scholarship, aimed at benefiting current senior squad and National Age Group Program members, as well as senior squad members...

Nicholas Falzon

Director

Sydney

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Press Releases

PKF announces sponsorship of ‘The Jack’ 2023

PKF Sydney and Newcastle, a leading accounting firm renowned for its commitment to community engagement and support, proudly announces its sponsorship of the upcoming The Jack Newton Celebrity Classic golf event (The Jack). This partnership exemplifies PKF's dedication to fostering local talent and promoting community well-being through sports. The Jack,...

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

Insights

Being PKF | PKF Port Stephens joins our national network

PKF in New South Wales, Australia has expanded, with the national network recently welcoming the experienced PKF Port Stephens team (previously BR Partners) into the fold. By joining the network, PKF Port Stephens has opened doors to national and international resources and support. Their reach and capabilities have expanded, providing...

Teresa Richardson

Partner

Port Stephens

Updates

PKF Brisbane is moving… but not very far!

The firm will operate from Level 2, 66 Eagle Street, Brisbane on Monday the 27th of November 2023. PKF Brisbane will be moving to new premises in the Brisbane CBD over the weekend of Saturday the 25th and Sunday the 26th of November.We have enjoyed our time in Brisbane’s iconic...

Insights

Rose & Partners Rebrands as PKF Upper Hunter

Rose & Partners, a distinguished accounting firm in the Scone region, is proud to announce its rebranding as PKF Upper Hunter. This strategic move signifies a powerful partnership with the renowned PKF brand, enhancing the firm’s ability to serve the local community while leveraging the extensive resources of an international...

Paul Heaton

Partner

Upper Hunter

Insights

Proudly supporting the Nelson Bay Touch Football Association

The Nelson Bay Touch Football Association (NBTA) is a pivotal part of the community of Port Stephens. PKF’s partnership with the association is a testament to our unwavering commitment to the local area and the impact we have on community involvement and support. As an advocate for community initiatives, we...

Teresa Richardson

Partner

Port Stephens

Insights

Finance Fundamentals for Decision Makers — Training Session

Ever wondered why 'finance and accounting stuff' is treated like assumed knowledge - especially if you're in business, or a management position, or just curious even; and haven't done a commerce / finance / accounting (or similar) degree? Ever felt a little in the deep end; or maybe had a...

2 contributors

Newcastle

Insights

Self-education expenses — The ATO’s latest target

The Australian Taxation Office (ATO) has just released its latest draft ruling, TR 2023/D1, focused on the intriguing world of deductions for self-education expenses. This ruling takes the stage, replacing the seasoned TR 92/8 and TR 98/9, which have gracefully retired. So, what else have they announced? The ATO has...

Nicholas Falzon

Director

Sydney

Insights

The PKF Hunter Valley Wine Show 2023

We were immensely proud to serve as the naming sponsor of the Hunter Valley Wine Show for 2023. This partnership reaffirms our commitment to supporting local businesses and preserving the rich cultural heritage of the beloved community. It's a testament to our dedication to shining a spotlight on the hard...

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

Insights

Proud supporters of the Newcastle Knights

We have a rich history of commitment to the local community. Our association with the Newcastle Knights this season underscores our enduring connection to the heart of Newcastle. It is a genuine partnership built on shared values, passion for the game, and love for the local community. One of the...

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

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Insights

ASIC’s financial reporting hit list for 30 June 2023

As we progress through the 30 June 2023 financial reporting season, the Australian Securities and Investments Commission (ASIC) has placed a strong focus on the current economic climate in which entities are operating and how this may affect their business, especially considering factors such as increasing interest rates and rising...

Kevin Nguyen

Auditor

Perth

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Insights

ESG — the future of reporting

Reporting on ESG outcomes is an increasing expectation of investors, and a legal requirement for some organisations. It can be difficult to know where to start, so, to assist with your transition to ESG reporting, we have consulted experts in this field to glean insights from their experiences. Top tips...

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Insights

Climate-related financial disclosure

Climate change is recognised internationally as presenting material risks to the global financial system. These risks need to be managed by capital markets, regulators and corporations. They include physical risks of climate change and the transition risks associated with policy, regulatory and technological change brought on by efforts to mitigate...

Eve Drake

Partner

Newcastle

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Insights

Seeking external valuations on land and buildings in 2023

We are progressing through another pivotal reporting period, being 30 June 2023. It’s at this time (or earlier) when directors of companies determine that external valuations may be needed in support of the carrying value of land and buildings recorded in the balance sheet. These could be either owner occupied...

Kaitlynn Brady

Partner

Melbourne

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Insights

Enhanced disclosure requirements for charities

A charity registered with the Australian Charities and Not-for-Profits Commission (ACNC) is required to prepare either general purpose financial statements (GPFS) or special purpose financial statements (SPFS). The reforms that were effective from 1 July 2021 that saw the end of SPFS for many for-profit private sector entities did not...

Kym Reilly

Partner

Sydney

Insights

Key person risk: Lunch break? Holiday? Ha. Don’t be silly… the business needs me!

Everyone knows the ‘go-to’ individuals that seem to be across everything. Their job description doesn’t go close to capturing what they do in the business; they’re the expert, the superstar and often happy to lend a hand, explain, train and in the heat of a busy moment say, “Don’t worry...

Stacie Shaw

Partner

Newcastle

Insights

Client Update — Tax Time 2023

As another financial year approaches, now is the time to review your tax affairs. General Housekeeping tips Review debtors ledger and physically write off bad debts before year end. Review creditors ledger to ensure all unpaid suppliers’ invoices have been recorded.Review depreciation schedule and write-off any assets no longer held...

3 contributors

Tamworth

Press Releases

Hunter Breast Care Breakfast

Tickets available for the 2023 Breast Care Breakfast on 25 October! Power, Knowledge, Freedom. In 2006, PKF started its Annual Breast Care Breakfast in order to empower our local Breast Care Nurses and give them the opportunity to be able to attend educational conferences and expand their knowledge. One of...

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

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Insights

Lauren Parker — PKF Sydney and Newcastle Ambassador

Only two-years after a life-changing accident, Lauren has gone from being a professional triathlete to winning silver at the Paralympics.

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

Insights

What is a protected disclosure?

A protected disclosure is a report about public bodies and/or public officers engaging in 'improper conduct' during their work, or that 'detrimental action' has been taken in reprisal for reporting such conduct. What is required for a disclosure to be protected? The requirements vary across the different private and public...

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Insights

Examining allegations: Conducting a thorough misconduct investigation

When misconduct is identified, a key consideration is whether the investigation should be undertaken by internal resources or an independent, specialist investigator. Key factors in making this determination are: The type of misconduct; i.e., is it something that can be appropriately handled internally, e.g., a breach of policy or procedure...

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Insights

How to promote impartiality in investigations

When an organisation or government agency receive a complaint that requires the involvement of external investigators to address it, several actions unfold. An effective external whistleblower and complaints platform helps staff members to disclose suspected fraud and workplace misconduct. Using an external provider - such as PKF - establishes trust,...

Insights

Succession planning: An empowering journey to peace of mind

For many small business owners, the thought of stepping away from their business can be daunting, particularly after years of hard work building their business from the ground up. However, for those looking to create a long-standing, multi-generational family business, succession planning is a must.

Steve Meyn

Chairman

Australia

Health Adobe Stock 527209943 Pharmacy 60 day dispensing

Insights

Pharmacy: 60-day dispensing – how we can help

Over 6,000 community pharmacies are set to be significantly affected financially, as the proposed changes announced in the 2023-2024 Federal Budget will see an increase in the maximum dispensing quantity for more than 320 PBS-listed medicines from 30 days to 60 days. This change in policy, according to the Pharmacy...

Trent Ruprecht

Principal

Newcastle

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Insights

Know your financial risk: Lessons from the Silcon Valley Bank collapse

What just happened? “The news of a bank collapse always sends shockwaves through the financial world, stirring up concerns and triggering memories of the 2008 Global Financial Crisis. While the collapse of Silicon Valley Bank may seem like an isolated event caused by unique circumstances, it serves as a massive...

Maritsa Hugo

Insights

Consider a new approach to fraud mitigation

The cost-of-living crisis and current economic conditions are presenting unique circumstances for businesses to navigate. Australians have just experienced their tenth straight interest rate rise since May 2022 with the potential for more, the highest inflation for 30 years, and an ongoing rental crisis. These factors have increased the pressure...

Julia Patterson

Principal

Sydney

Insights

Are you ready for APRA’s CPS230?

In July 2022, the Australian Prudential Regulation Authority (APRA) released a draft cross-industry Prudential Standard CPS 230 ‘Operational Risk Management’. The proposed CPS230 applies to all APRA-regulated entities including the banking, insurance and superannuation industries and becomes effective from 1 July 2025. Key objectives of CPS230 APRA has observed three...

Whistleblower Adobe Stock 369977292 The benefits of centralising whistleblower

Insights

The benefits of a centralised system for whistleblowing and complaints

Organisations and government agencies must carefully consider factors such as accessibility, 24/7 availability, and data security when selecting an external whistleblower platform. Implementing a user-friendly and intuitive centralised reporting system is an important decision. What are the benefits of an external centralised whistleblower reporting system and how it can mitigate...

Workplace investigations Adobe Stock 601141429 Handling receipts

Insights

Handling receipts of whistleblower complaints: Are you providing staff training?

The way a whistleblowing disclosure is initially handled can have an impact on the outcome of the disclosure and is a critical component of the whistleblower complaint management process. Effective handling of disclosed information can lead to better outcomes, while mishandling of the information can halt progress and influence the...

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Press Releases

PKF secures multiple finalist positions in 2023 Australian Accounting Awards

Accounting and Business Advisory firm, PKF Sydney and Newcastle, is proud to announce their placement as finalists in the 2023 Australian Accounting Awards. This year, the top 10 firm has taken out a finalist position in five categories in the prestigious awards with Kym Reilly, Not-for-Profit Accountant of the Year,...

Emma Hansen

Marketing and Communications Manager

Sydney, Newcastle

Insights

How does your organisation manage a mixed complaint?

Mixed complaints can pose challenges for organisations as how to best manage them. A mixed complaint is a complaint that includes information that qualifies for whistleblower protections (such as fraud or corrupt conduct), and information that does not qualify for protections and is workplace behaviour related (such as bullying). A...

Governance and strategy Adobe Stock 602748509 Insider risk

Insights

Insider risk: What are you doing to protect your business IP and data from malicious or disgruntled employees?

In today's digital age, businesses are increasingly reliant on technology and data to run their operations and with that comes the risk of insider threats. Insider risk is the threat that comes from within the organisation, typically from employees or contractors who have access to sensitive data or systems. These...

Insights

Sangeetha Ravisankar

Dawn Alexander

Darren Shillington

David Morgan

Emma Hansen

David Morgan

David Morgan

David Morgan

2 contributors

Steve Meyn

Emma Hansen

Sara Crevillen

Steve Meyn

David Morgan

David Morgan

Cameron Bradley

Nicholas Falzon

Emma Hansen

Teresa Richardson

Paul Heaton

Teresa Richardson

2 contributors

Nicholas Falzon

Emma Hansen

Emma Hansen

Kevin Nguyen

Eve Drake

Kaitlynn Brady

Kym Reilly

Stacie Shaw

3 contributors

Emma Hansen

Emma Hansen

Steve Meyn

Trent Ruprecht

Maritsa Hugo

Julia Patterson

Emma Hansen

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