Insights

Many Australians don't realise they may be able to access their super before they retire. In this article, Megan Mann explains how Transition to Retirement pensions work, the rules to be aware of, and why they can be a valuable planning tool in the years leading up to retirement. 

For many farming families, passing the farm to the next generation isn't the hard part; it's ensuring Mum and Dad remain financially secure afterwards. This article explores how Centrelink gifting rules can affect Age Pension eligibility and why planning ahead may open up more options. 

Why would anyone voluntarily take money out of super and put it straight back in? Megan Mann explains the strategy behind this seemingly backwards move and the tax and estate planning benefits it may create for the right person. 

The end of residential property borrowing through SMSFs marks a significant shift in Australia's investment landscape. Megan Mann examines what's changed, why it matters, and how investors can adapt their long-term wealth strategies with confidence. 

AI is changing how audits are delivered, but the story is not just about tools. At PKF Melbourne, our focus is on building the capability of our people to use AI responsibly, critically and effectively.

Australia’s film industry is buzzing, with government incentives making it one of the most attractive production destinations in the world. For producers, these offsets can unlock millions in savings and keep projects moving forward smoothly. But there is a catch. Your expenditure claims will need to pass a detailed audit before you can access the incentives. Getting it right upfront helps avoid delays or issues with funding.

STP finalisation is due by 14 July 2026. Learn key deadlines, payroll checks and common errors to help stay compliant.

When Will Punton joined PKF Australia as part of the 2026 Early Careers Cohort, he was looking for more than just a graduate role. 

AASB 18 Presentation and Disclosure in Financial Statements is the next big accounting standard that will affect most entities who prepare general purpose financial statements. 

We see firsthand where growing businesses lose momentum, not in strategy, but in execution and accountability. This article shows how boardroom discipline, supported by experienced advisers, turns intent into consistent outcomes.

As businesses grow, accounting systems that once worked can quietly become a source of risk; affecting visibility, decision-making, and stakeholder confidence. This article explores how to recognise the signs and realign your financial setup with your growth.

Cash flow, not profit, determines whether early-stage businesses survive and grow. This article explains why it matters and offers practical strategies to manage it effectively.

The way a business is structured determines how value is created, protected and shared. This piece unpacks the key decisions that shape outcomes long after day one.

This article explains how everyday life events can change a person’s tax resident status from temporary to permanent, often without relocation. It outlines the income tax consequences and why early tax services matter.

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.

Cash flow is the lifeblood of any business, and poor management can sink even profitable companies. This article shares practical strategies to protect and optimise cash.

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.

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.

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.

This article guides anyone moving to Australia through the rules of tax residency, highlighting key steps to stay compliant and the importance of early advice.

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. 

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.

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.

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

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.

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.

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

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

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.

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. 

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. 

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. 

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. 

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. 

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.

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. 

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. 

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.