Insights

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.

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. 

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.

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.

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.

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

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

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

independence and objectivity can be hard to maintain.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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

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.

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

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. 

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.

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

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.

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.

As retirement approaches, your superannuation becomes a strategic asset. Whether you're still working or ready to retire fully, understanding how to manage your super effectively can boost your income, reduce tax, and even benefit your family in the long run.

If your business still relies on "trading name" that hasn’t been transitioned to a formal business name, urgent action is required. From 1 November 2025, the Australian Securities and Investments Commission (ASIC) will permanently remove all unregistered trading names from the Australian Business Register (ABR). This change will affect how your business appears to customers, suppliers, and government agencies.

Welcome to The PKF Podcast, your go to podcast for expert insights into the ever-evolving world of business, finance, and leadership.

Finance functions across Australasia and beyond are undergoing a seismic transformation. What was once a cost-focused, transactional department is rapidly becoming the strategic heartbeat of modern enterprise - powered by agentic artificial intelligence.

We’re thrilled to invite you to attend or support the 19th annual PKF Hunter Breast Care Breakfast, proudly hosted by PKF Sydney and Newcastle at NEX, Newcastle West. Since its inception in 2006, this event has raised over $380,000 to support the vital work of Hunter Breast Care Nurses via the Hunter Nurse Education Group.

Championing a culture of belonging is embedded in PKF and in my personal and professional values. In recent years, the PKF Gender Equity Network (GEN) has led powerful conversations and drive meaningful change across our network. The GEN network has laid strong foundations for an inclusive and equitable workplace, and I’m incredibly grateful and proud to have been part of the firm’s growth journey led by Kym Reilly, GEN’s founding Chair, whose leadership helped bring a vision to life.

With the world watching, Australia’s ASRS (Sustainability) reporting requirements has begun. Group 1 reporters are now officially mandated to report against these requirements, with group 2 reporters to follow next year. 

It’s easy to think of super as something that just takes care of itself. Your employer pays into it, you get your annual statement, and hopefully by retirement, there’s enough in the pot. But the truth is, a few small tweaks each year can make a big difference to your long-term outcome, and mid-year is a great time to check in.

Spotting scam or phishing emails used to be easy, just check the language and format. But now, with AI, these emails are getting tougher to distinguish from legitimate messages. They are using tools to mimic the wording, style, and tone, creating very convincing fakes.

The ATO believes wealthy baby boomers, particularly those with family-controlled businesses, are structuring asset disposals in ways that may not align with tax obligations.

The 2025 PKF Asia Pacific Gathering in Taipei exceeded expectations. Over four days, we connected with colleagues from across the region, exchanged ideas, and explored the future of our network. All while enjoying a very different but vibrant & interesting city.

Selling your business can be a significant milestone and a complex process that requires careful planning and preparation. Whether you're considering selling in the near future or just exploring your options, getting sale ready is essential for maximising value and ensuring a smooth transaction. In this article, we'll discuss key steps to help you prepare your business for sale and position it for a successful outcome.

On 20 August 2025, the Australian Taxation Office (ATO) released PCG 2025/2, providing its final compliance approach to restructures undertaken in response to restructures, the new thin capitalisation rules and debt deduction creation rules (DDCR) introduced by the Treasury Laws Amendment (Making Multinationals Pay Their Fair Share—Integrity and Transparency) Act 2024. This guideline offers a risk assessment framework and practical examples to help taxpayers self-assess the compliance risk of their restructuring arrangements.

The tax law amendment effective from 1 July 2025 has a significant impact on taxpayers’ ability to deduct ATO interest charges (GIC and SIC). With the repeal of prior deductibility rights, taxpayers must correctly determine the scope of deductible interest. This article systematically reviews the principles established in key tax ruling, determination and case law, demonstrating that deductions for GIC and SIC are now almost entirely disallowed in practice. It further extends the discussion to the deductibility of financing interest, noting that in the context of non-deductible GIC/SIC, taxpayers who raise funds through borrowings to meet their tax liabilities may still be able to claim deductions under relevant tax laws, depending on the nature of the entity and the commerciality of the arrangement. The article compares the treatment of non-business individuals, sole traders, and corporate taxpayers, and explores working capital alternatives, offering businesses practical pathways for compliant and efficient tax management.

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

Starting an accounting career during university can be a game-changer and that’s exactly what Olivia Handreck did.

On 6 August 2025, The Australian Taxation Office (ATO) released Draft Practical Compliance Guideline PCG 2025/D4, providing a targeted compliance framework for low-risk cross-border software payments. While narrow in scope, this guidance offers taxpayers an opportunity to reduce uncertainty and better manage compliance in a specific area of tax administration.

In August 2025, PKF Adelaide proudly celebrated a remarkable milestone – 30 years of service to clients, colleagues, and the South Australian business community. The occasion provided an opportunity to reflect on three decades of growth, achievement, and the enduring relationships that have been built along the way.

Taking over the reins of a family farm is more than a career move, it’s a legacy decision. 

Your sales pipeline might be more fantasy than forecast. Here's how to tell (and fix it).

How mid-tier suppliers can align with the Defence sector’s evolving procurement priorities.

Audits play a crucial role in maintaining the integrity, transparency and accountability of not-for-profits (NFPs). While not all NFPs are legally required to be audited, many must comply based on their size, structure, and funding sources. 

Operational excellence is one of those terms everyone nods to, but few define well. Ask ten leaders what it means, and you’ll hear a mix of “process efficiency,” “cost reduction,” “quality control,” and “lean thinking.”

At PKF, we believe that behind every great business is a strategic team helping to turn vision into reality. Our journey with HIIT Pilates Studio, and founder Carla Sconce, exemplifies how financial clarity, business structure, and strategic foresight can transform a bold idea into a national franchise opportunity.

Across industries, businesses are navigating an increasingly complex operating environment. Two key pressure points continue to dominate conversations in boardrooms and advisory circles alike: challenges in human resources and the growing burden of debt.

Each July, Disability Pride Month serves as a global reminder to acknowledge, celebrate, and elevate the voices of people living with disability. At PKF, it’s an opportunity to reflect on how we nurture inclusivity and ensure every member of our team feels supported, understood, and empowered to thrive, exactly as they are.

Following the initial rollout of Pillar Two rules in Australia, the Australian Taxation Office (ATO) has now released further guidance detailing the lodging, payment, and compliance obligations for multinational enterprise (MNE) groups under the Global Anti-Base Erosion (GloBE) framework.

PKF Sydney and Newcastle are excited to unveil the newly refurbished Newcastle office, a dynamic space built for connection, creativity, and collaboration.

As the end of financial year approaches, business owners should take stock of key developments that may significantly impact their 2025 tax return. This year, the focus shifts from legislative changes to judicial decisions, with several recent court rulings reshaping how the ATO interprets long-standing tax provisions.

As the end of the 2024–25 financial year approaches, individuals have a crucial opportunity to review their income position, superannuation contributions, investments, and deductions to manage their tax affairs efficiently. With significant changes to personal income tax rates taking effect from 1 July 2024, there is scope for tax optimisation, but action must be taken before 30 June.