Insights

With a large client base regularly seeking advice on moving overseas or relocating to Australia, our tax advisers unpack the latest Federal Court guidance on tax residency. The Quy decision highlights why residency outcomes depend on far more than simply where you live and work.

Higher borrowing costs are forcing businesses to rethink traditional budgeting. This article examines practical strategies for managing debt, protecting cash flow and preparing for both growth opportunities and downside risks. 

When most of a family's wealth is tied up in one farming asset, deciding what happens next is rarely straightforward. This article examines why the upcoming CGT reforms are encouraging farming families to revisit succession plans and start conversations sooner. 

The upcoming CGT reforms represent one of the most significant tax changes affecting agriculture in decades. This article explores why farming businesses are uniquely exposed, what is changing from 1 July 2027 and the practical questions farmers should be asking now. 

Economic conditions have a direct and significant impact on audit judgement because they influence how businesses operate, manage cash, and make critical financial assumptions. For auditors in Australia, shifting economic conditions mean greater scrutiny, deeper analysis, and increased reliance on professional judgement. When uncertainty rises, audit judgement becomes more complex, particularly in areas involving forecasts, valuations, and risk assessment. 

For many business owners, the audit process can feel daunting, at times even overwhelming. It is often viewed as a necessary compliance exercise: something to get through, rather than something to lean into. But in my experience as an auditor, that perspective is where the opportunity is missed.

An audit, when approached the right way, can be far more than a regulatory requirement. It can become a powerful lens through which to better understand your business, challenge assumptions, and ultimately strengthen how you operate.

When people hear the term capital gains tax (CGT), they often think of investment properties, shares and managed funds. However, according to Business Advisory Partner Ryan Lu, that perception only tells part of the story.

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. 

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.

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. 

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

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.

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.

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.

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.