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

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

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

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

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

Evan Brownsmith and Rachel Tongue Business Advisory Fuel shortages cash flow pressure and tax relief Linked In post

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

Audit revenue recognition long term construction contracts

Insights

Audit and assurance insights: Revenue recognition for long-term construction contracts

Long-term construction contracts are rarely straightforward. They involve evolving scopes, multiple stakeholders, and significant financial commitments.Under AASB 15 Revenue from Contracts with Customers, recognising revenue correctly is one of the most critical and challenging tasks for construction businesses. Misjudging progress or failing to disclose key assumptions can lead to material...

Vaishali Arora

Audit Manager

Canberra

Insights

Lunar New Year: Welcoming 2026, the Year of the Horse

As we step into the Year of the Horse, the PKF Australia network reflects on what this powerful zodiac symbol means to us as a national community, one connected by diverse cultures, shared values and the momentum that drives us forward.

Insights

Why more graduates are choosing PKF Australia to launch their accounting careers

The transition from university into the professional world is one of the most meaningful shifts in a young person’s life. It’s the moment theory meets reality, and where the right environment can shape a career with impact, confidence and purpose. It is such a pleasure to extend my very warm...

Lana Weldon

National COO

Australia

Insights

What is business intelligence?

What is business intelligence?When people hear the term business intelligence, they often picture dashboards, charts, and shiny software. That’s understandable, because dashboards are the visible part. But they are not the point.Business intelligence is the capability that sits between business data and decision-making. It takes raw information from your systems,...

Matthew Dodds

Divisional Director

Gold Coast

Insights

PKF Perth advises NGIS on strategic sale to CLS

The PKF Perth team recently acted as lead financial and tax adviser to the shareholders of NGIS, on the sale of the company to CLS (Collecte Localisation Satellites), a global leader in monitoring and surveillance solutions. Founded in 1993 in Perth, NGIS is a leader in creating impactful solutions using...

2 contributors

Perth

Case Studies

Aeronaut Automation: From accidental beginnings to advanced manufacturing

Some of Australia’s most advanced manufacturing businesses don’t start with a grand plan; they start with curiosity (alongside a great business adviser, of course)!For Aeronaut Automation Founders Geraldine and John Clark, the business began nearly 40 years ago with a boat, a dissatisfaction with poorly made sails, and a self-taught...

2 contributors

Newcastle, Sydney

Insights

Preparing your cash flow for Payday Super

This article guides Small to Medium Businesses (SMB) on navigating Payday Super, showing how to manage payroll, cash flow, and super payments efficiently.

Pip Ujdur

Director

Gold Coast

Insights

Interviewing skills that define the integrity of workplace investigations

Investigative interviews shape outcomes, trust and organisational integrity. This article explores the key skills needed to gather evidence fairly, safely, and credibly.

Sarah-Jane Jacques

Director

Perth

Insights

Trust, risk and the need for independent workplace investigations

Workplace investigations carry real legal, reputational and cultural risk. When handled internally,

independence and objectivity can be hard to maintain.

Sarah-Jane Jacques

Director

Perth

Case Studies

How PKF helped BISEC build a resilient industrial business

Bearing Industrial & Safety Equipment Centre (BISEC) is a family-owned industrial supply business servicing mining, engineering, agricultural and viticulture industries across Regional NSW. Established in 2000 by Michelle and Craig Gunton, BISEC has grown from a small retail operation into one of Mudgee’s most trusted suppliers of bearings, rigging and...

2 contributors

Newcastle

Insights

Is an MBA tax-deductible in Australia?

Understanding self-education tax deductionsInvesting in professional development, whether it’s an MBA, a leadership programme, or another postgraduate qualification, often raises the question: does this make a difference when it comes to tax benefits?For many professionals, the answer is yes, but only if certain conditions are met. Under Australian Taxation Office...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Navigating growth: The business model for success

Expanding a business, whether locally in Australia or across borders, requires more than just understanding tax rules. It’s about building a structure that supports growth, profitability, and long-term sustainability. At PKF, we help businesses navigate this journey through this model designed to address every stage of development.

David Pring

Partner

Newcastle

Insights

What buyers need to know before acquiring a business

From the buyer’s perspective, acquiring a business is a strategic pathway to growth, diversification, or income generation. The process in Australia is highly structured and requires careful preparation, disciplined valuation, and the guidance of professional advisers. While each acquisition is unique, the underlying stages remain consistent, from strategy formulation to...

Matthew Hall

Executive Director

Perth

Case Studies

How PKF helped Neuro Alliance turn data into decisions

Neuro Alliance is a growing allied health organisation delivering specialist neurological services across multiple locations. With a strong clinical focus and a people-first culture, the business operates in a highly regulated, funding-dependent environment where commercial clarity is essential to long-term sustainability.As the organisation evolved from founder-led operations to a multi-leader...

2 contributors

Newcastle

Insights

Future of Choice: A methodology for business success

PKF Newcastle’s Future of Choice is a client-first advisory methodology that helps business owners and individuals define clear goals, align advisers, and build structured plans to achieve measurable outcomes.In the latest episode of the PKF Podcast, Andrew Beattie, Director of Business Advisory and Corporate Finance, explains how the model helps...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

Case Studies

PKF and Dredging Solutions: Shockproofing growth in Australia’s dredging industry

When Bill Kelly founded Dredging Solutions in 2010, it was the natural evolution of his earlier water treatment business, CRS Water. From humble beginnings in Castle Hill, Sydney, to today, the company has grown into one of the most versatile dredging and dewatering specialists in Australia, recognised for its ability...

Luke Storey

Principal

Newcastle

Case Studies

How PKF’s Business Advisory services helped a supply business expand from home office to multi-state operations

Starting a business with your spouse might seem a bit risky, but for Grant and Kirsten Bridge, it was the beginning of an 18-year journey that would see their company, Australian-owned TK Distributors, grow into a multi-state operation serving Australia's biggest mining companies.Like many ambitious business owners, the Bridges reached...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

Insights

Maximising retirement savings: Key superannuation strategies for 2026

As we move into 2026, many Australians over 60 continue to hold a substantial portion of their wealth in the family home. Turning that value into a resource for stronger retirement savings calls for thoughtful planning and a well-structured strategy.

Luke Kelly

Financial Adviser

Sydney

Insights

PKF Perth donates $10,000 to zero2hero

PKF Perth is delighted to support zero2hero, a Western Australian charity dedicated to improving the mental health and wellbeing of young people and preventing suicide in Australia. Anthony Russo Battagliolo and Darren Shillington recently presented a donation to Oscar Wharton from zero2hero.We believe in giving back to the community and...

Anthony Russo Battagliolo

Partner

Perth

Insights

Why cashflow forecasting is critical for business growth: Looking beyond the profit & loss statement

This article explains why relying on the P&L alone carries risk and shows how business advisers use cashflow forecasting to manage liquidity, plan investments, and support sustainable growth.

Farrukh Kurbonov

Manager

Adelaide

Insights

As featured in The Australian Financial Review: Accounting firms want grads with the personal skills AI can’t replace

We were honoured to be highlighted in The Australian Financial Review’s recent article for leading a shift in the accounting profession, one that places character and human connection ahead of technical expertise. This shift is changing how we recruit and hire graduates.As the publication noted, while artificial intelligence is transforming...

Lana Weldon

National COO

Australia

Case Studies

Active Build Solutions: Craftsmanship meets commercial clarity

Active Build Solutions began in 2018 when Director Daniel (Dan) Lark turned a hands‑on carpentry trade into a growing residential building business. Operating from Mayfield West with three direct employees, a small admin team and trusted subcontractors, Active Build Solutions delivers new homes, renovations and project maintenance founded on workmanship...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

Insights

Would you support a body corporate audit or strata audit at your next AGM?

Strata communities handle significant financial responsibilities, from collecting levies to managing sinking funds and paying contractors. With multiple stakeholders and complex transactions, accuracy and transparency are critical. One of the most effective ways to achieve this is through an external audit of the body corporate’s financial records.What does a body...

Marietta Phillips

Divisional Director

Gold Coast

Insights

Inside PKF’s corporate advisory approach: Helping businesses win in the market

Stefan from PKF shares insights on building market-relevant business value and strategic growth. He joins Ferzad Bharucha on the Play to Win Advisory podcast to discuss corporate advisory in action.

Stefan Galbo

Partner

Melbourne

Insights

Grant funding and revenue recognition for profit earning companies: Ensuring compliance with AASB standards

This article demonstrates how organisations that earn a profit can confidently manage grant funding and recognise revenue in line with AASB 120. By leveraging PKF Canberra’s integrated audit expertise, compliance, transparency, and reliable financial reporting are ensured.

Ross Di Bartolo

Partner

Canberra

Insights

ATO assurance update: Navigating the unified compliance strategy for Australia’s largest and wealthiest groups

For both large corporate groups and private wealth taxpayers, proactive compliance is no longer just about meeting obligations, it’s about locking in certainty, protecting reputation, and securing a trusted position with the Australian Taxation Office (ATO) for the years ahead.

Garry Mathoda

Partner

Sydney

Insights

Budgets and cash flow: The keys to business success

Running a business often feels like being on a never-ending merry go round, selling products, delivering services, and keeping operations moving day after day. But as Newcastle and Port Stephens Partner, Jackie Marriott, explains in the latest episode of the PKF podcast, success isn’t just about working harder. It’s about stepping back, planning ahead, and making sure your business is financially prepared for the future.

Jackie Marriott

Partner

Newcastle, Sydney, Port Stephens

Case Studies

Expressway Spares: 60 years of growth, legacy, and strategy

How PKF helped an Australian heavy equipment pioneer strengthen governance, succession planning, and long-term resilienceFor over six decades, Expressway Spares has been synonymous with high-quality reconditioned parts and components to suit Caterpillar and Hitachi open-cut mining equipment. What began as a modest operation on the mid-north coast of NSW has...

Simon Rutherford

Director

Newcastle, Sydney

Universal considerations in MA 2000 x 1000 R1

Insights

Universal considerations and risks in M&A and capital raising

Whether you're buying a business, selling a business, or raising capital in Australia, each pathway comes with its own technical processes and risks. Our comprehensive guide to mergers & acquisitions and capital raising highlights the critical steps, risks, and tax considerations you need to know.The guide covers: The strategic importance...

2 contributors

Perth

Insights

What businesses need to include in a compliant whistleblower policy

Under the Corporations Act 2001 (Cth), public companies, large proprietary companies, and corporate trustees of registrable superannuation entities must have a whistleblower policy. Beyond compliance, a well-structured policy signals to employees and stakeholders that the organisation prioritises integrity, accountability, and transparency. PKF Australia’s whistleblower program provides a market-leading solution for...

Sarah-Jane Jacques

Director

Perth

Insights

Tips for managing payroll compliance for businesses in WA

Helping WA businesses maintain accuracy and compliance in their payroll processes. Navigate award updates, superannuation obligations, STP reporting, and legislative changes to protect their businesses.

Ludovic Isautier

Partner

Perth

Insights

Payday Super: What does the new legislation mean for employers?

The Federal Government has introduced major changes to superannuation guarantee rules. The Payday Super legislation, which received Royal Assent on 6 November 2025, will take effect from 1 July 2026.Key changesFrom 1 July 2026, employers must ensure superannuation contributions are paid into their employee’s nominated fund within seven business days...

2 contributors

Perth

Insights

Sustainability reporting in Australia: A strategic imperative for SMEs

In Australia, recent legislative changes mean certain businesses now need to disclose their environmental, social, and governance (ESG) practices. Sustainability reporting gives SMEs a strategic edge. It reveals operational risks, drives efficiency, and prepares businesses for tightening regulations. It also signals to investors and customers that the business is transparent,...

Farrukh Kurbonov

Manager

Adelaide

Insights

Why updating NSW discretionary trust deeds matters: Avoiding foreign surcharges on stamp duty and land tax

Trust structures are widely used in Australia for holding assets, managing wealth, and facilitating estate planning. In New South Wales, however, discretionary trusts that hold residential property face a unique risk: unless the trust deed specifically excludes foreign beneficiaries, the trust may be deemed a “foreign trust.” That classification can...

Nicole Parkinson

Manager

PKF New England North West

Insights

Why corporate governance needs more than policies

Corporate governance in Australia has matured in theory, but not always in practice. Many organisations have the right documents on file, from board charters to risk policies, and codes of conduct. Yet too often, these are not lived out day to day.

Simon Fermanis

Audit and Assurance – Lead Partner

Perth

Insights

When audits are required and when they’re smart

Under section 292 of the Corporations Act 2001, proprietary companies classified as large are required to prepare and lodge audited financial statements with the Australian Securities and Investments Commission (ASIC). However, many organisations that aren’t legally required to complete an audit may choose to do so to meet stakeholder expectations.

Alexandra Carvalho

Audit and Assurance – Partner

Perth

Insights

PKF Australia’s Reconciliation Action Plan: Advancing Cultural Awareness and Respect

Our commitment to Reconciliation PKF Australia is proud to be part of the national reconciliation movement through the launch of our inaugural Reflect Reconciliation Action Plan (RAP). This plan marks a significant step in our journey to strengthen relationships with Aboriginal and Torres Strait Islander peoples and promote cultural understanding...

Insights

Superannuation: Amendments to the Tax on high Super balances with improved targeted Super concessions

Following extensive lobbying from various stakeholders, including the financial planning industry, Treasury has announced a significant revision to its original proposal to apply an increased earnings tax of 15% on superannuation balances exceeding $3 million.Many have welcomed the change, as the Government has confirmed that the proposed 30% tax will...

Alex Kelsey

Financial Adviser

Melbourne

Careers

Building a career through curiosity: Peter Liu’s Graduate story at PKF

Ever wondered how a graduate auditor builds a dynamic and fulfilling career in professional services?

Peter Liu

Graduate Auditor

Melbourne

Insights

Maximising fuel tax credits in Australia for businesses and farmers

Fuel is one of the largest ongoing costs for Australian businesses. To help ease this burden, the Australian Taxation Office (ATO) provides Fuel Tax Credits in Australia, a rebate on the fuel tax (excise or customs duty) included in the price of fuel.At PKF, we often see businesses and farmers...

Evan Brownsmith

Managing Partner

Tamworth, Walcha

Insights

How business advisers turn budgets into action plans

Budgets shouldn’t just sit in spreadsheets; they should drive action. At PKF, our local business advisers help business owners, CFOs, and finance managers turn numbers into practical plans that propel your future.

Rachel Tongue

Supervisor

New England North West

Insights

Why budgeting fails without strategy. Aligning financial planning with your business goals.

Many Australian businesses create budgets simply because it’s considered best practice, allowing them to meet bank compliance requirements.

Rachel Tongue

Supervisor

New England North West

Insights

Division 296 superannuation tax: Key changes you should know

The Federal Government has announced significant changes to the proposed Division 296 tax under its Better Targeted Superannuation Concessions (BTSC) for individuals with high-balance accounts. The updates are in response to industry and stakeholder feedback and are believed to be more practical than the previously proposed legislation.What’s changed?1. A two-tiered...

2 contributors

Perth

Insights

AI in accounting: opportunity, risk, and reality from PKF Adelaide’s perspective

At PKF Adelaide, we see AI in accounting as both a catalyst and a challenge. It is transforming the Business Services industry in Australia along with clients ‘expectations when it comes to dealing with the accountants for their business. But with transformation comes uncertainty, and it’s important to face that...

Farrukh Kurbonov

Manager

PKF Adelaide

Insights

Trends for small to medium businesses in FY25/26: What’s next for SMEs

In the latest episode of The PKF Podcast, we sat down with Rebecca McCabe, Partner in our Newcastle Advisory team, to explore the evolving challenges and opportunities facing small-to-medium enterprises (SMEs) across the Hunter region.With over a decade of experience supporting businesses across industries, from health and fitness to construction,...

Rebecca McCabe

Partner

Newcastle, Sydney

ATO 2025 26 priorities for private groups

Insights

ATO compliance priorities for private groups in 2025 – 26

The ATO has released its key risk areas for privately owned and wealthy groups in 2025–26, outlining where it will direct compliance efforts and resources. These priorities reflect ongoing concerns around governance, internal controls, and the application of concessions. The ATO’s data-driven approach will see increased scrutiny across several areas....

2 contributors

Perth

PKFA Website Insights Image 2000 x 1000 px 2

Case Studies

High standards, higher growth — how PKF assisted Avenue Executive to scale up with purpose

Melissa Shaw transitioned into property recruitment and quickly found her stride. She launched Avenue Executive, her third start-up, over eight years ago, seeing a clear gap in the market: many large international executive search firms lacked deep property‐sector specialisation, and many recruitment agencies did not offer full search services focused...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Audit requirements for Australian film tax offsets and incentives

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...

Saad Kasmani

Divisional Director

Gold Coast

Insights

How lease, hire purchase and chattel mortgage affect asset ownership, tax and cash flow

Acquiring vehicles, machinery, or other high-value assets is rarely as simple as picking a model and signing the cheque. For Australian SMEs, the bigger decision is around the best use of resources available and the likelihood of working out how you finance that asset, and the implications stretch well beyond...

Robert Spiby

Partner

Adelaide

Insights

Payday super: What the proposed changes mean for employers

From 1 July 2026, employers will be legally required to pay Superannuation Guarantee (SG) contributions at the same time as salary and wages (‘payday’). This measure forms part of the Government’s Securing Australians’ Superannuation Package and is intended to mitigate the risks associated with non - payment and underpayment of superannuation.

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Fighting ‘Assumed Knowledge’ for business leaders — On-demand video sessions now available for purchase

In boardrooms and offices across the country, we’ve seen it time and again, business owners and managers burdened by the invisible weight of assumed knowledge. You're expected to understand financials, directorship obligations, and workplace safety regulations and so much more, often without ever having been taught. Asking questions might feel...

Stacie Shaw

Partner

Newcastle, Sydney

Publications

Pulse October 2025 — Chair Welcome

It’s been a season of connection, collaboration, and purpose for PKF.

Steve Meyn

Chairman

Australia

Insights

Uber payroll tax hit — case analysis: compliance insights on contract substance and platform models

The unanimous New South Wales Court of Appeal decision in the Uber payroll tax case marks a turning point for Australia’s gig economy and platform-based businesses. The Court ruled that payments to Uber drivers are “wages” under the Payroll Tax Act, overturning the previous decision in Uber’s favour. This serves as a warning to all businesses using contractor and centralised payment models to urgently reassess payroll tax risks. Industries such as healthcare, education, finance, insurance, and domestic services must review and adapt their business structures to ensure compliance with evolving payroll tax obligations.

Ryan Lu

Partner

Melbourne

Insights

What is the best way to restructure my business without paying unnecessary tax?

Thinking about a business restructure? PKF Australia helps SMEs access capital gains tax rollover relief, with tailored strategy and structuring solutions for long-term success.

Jamie Donovan

Supervisor

Tamworth, Walcha

Insights

Accelerated depreciation and capital works tax strategies for primary producers in Australia

Accelerated depreciation allows Australian primary producers to claim immediate tax deductions, improve cash flow, and reinvest in their farm, with guidance from PKF Tamworth.

Jamie Donovan

Supervisor

Tamworth, Walcha

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Press Releases

PKF invites you to make October pink, powerful, and full of purpose

In honour of Breast Cancer Awareness Month this October, PKF is proudly “going pink.” The highlight of the month-long initiative will be the much-anticipated annual PKF Breast Care Breakfast, to be held on Thursday, 16 October at NEX. This inspiring community event brings together clients, colleagues, and the broader community...

Emma Hansen

Head of Marketing

Sydney, Newcastle

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Case Studies

Apollo Care Alliance: How PKF improved financial clarity and supported the scale-up of regional aged care through strategic advisory

In 2020, three seasoned industry veterans, Stephen Becsi, Barry Ashcroft, and John Young, founded Apollo Care Alliance. Needing a trusted adviser and auditor from the get-go, and specifically “not within the Big Four”, John put forward PKF to help navigate the unprecedented rules and regulations of a Not-For-Profit (NFP) within...

Kym Reilly

Partner

Sydney, Newcastle

Insights

Will your adult children be taxed on your Superannuation when it’s passed on?

There’s a common and costly misconception that when your superannuation is passed on to your children, it’s entirely tax-free. Unfortunately, that’s not true if your children are adults and considered non-dependents for tax purposes.

Understanding how death benefit tax works and how to reduce it is a crucial part of estate and retirement planning.

Megan Mann

Partner

Tamworth, Walcha

Insights

Emerging risks and how regional businesses in Australia can build resilience

Regional businesses are the backbone of Australia’s economy, driving growth across agriculture, tourism, manufacturing, services, and community enterprises. However, these businesses are facing mounting pressures, from climate extremes and demographic shifts to rising insurance costs and digital connectivity challenges.

Whether you are a primary producer, small business operator, or policymaker, this guide provides insights to help you anticipate challenges and respond effectively.

Tim Follett

Partner

Townsville, Brisbane