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Melbourne

Melbourne

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Propel your future

At PKF Melbourne, we've been dedicated to delivering exceptional financial solutions.

Guided by our team of technical experts, we're here to support your journey towards success. Our approach is simple: we listen to your needs and leverage our knowledge to provide tailored solutions that work for you. PKF Melbourne is more than a service provider – we're your collaborators on the path to progress.

Timothy Bow
Managing Partner

At PKF Melbourne we judge ourselves by the success of our clients. We unlock opportunities to get our clients closer to their ambitions.

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Our expertise

Succession and transition

Whether you choose to secure your family's legacy, or exit the business, it's important to be prepared

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Agriculture

Giving Aussie farmers a competitive advantage 

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Not-for-profit

Compliance, governance and financial support for NFP organisations
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Careers in
Melbourne

We will help you propel your future.

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Propel your community
Investing in the future

We deeply value our role within the Melbourne community, and we are dedicated to embracing the opportunity to provide support to those who are in need.

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Our team

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Timothy Bow

Timothy Bow

Managing Partner

Melbourne

Paul Allen

Paul Allen

Partner

Melbourne

Huss Almatrah

Huss Almatrah

Partner

Melbourne

George Athans

George Athans

Partner

Melbourne

Kaitlynn Brady Website

Kaitlynn Brady

Partner

Melbourne

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Sean Dillon

Partner

Melbourne

Glenn Franklin 2023 Website

Glenn Franklin

Partner

Melbourne

Stefan Galbo

Stefan Galbo

Partner

Melbourne

Shane Jacobson

Shane Jacobson

Partner

Melbourne

Chaya Lal

Chaya Lal

Partner

Melbourne

Dennis Lee

Dennis Lee

Partner

Melbourne

Ryan Lu

Ryan Lu

Partner

Melbourne

Shane Mays

Shane Mays

Partner

Melbourne

Steven Perri

Steven Perri

Partner

Melbourne

Patrick Procopio

Patrick Procopio

Partner

Melbourne

Jason Stone

Jason Stone

Partner

Melbourne

Chris Vittas

Chris Vittas

Partner

Melbourne

Petr Vrsecky

Petr Vrsecky

Partner

Melbourne

Ken Weldin

Ken Weldin

Partner

Melbourne

Local insights

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Insights

Are you prepared for cyber attack?
The final months of 2022 reminded us all of the importance of how quickly things can go wrong in the event of a cyber security issue. Recently, a number of high profile data breaches have had serious impacts for individuals affected, as well as longer term reputational and financial consequences...
Ken Weldin

Ken Weldin

Partner

Melbourne

Insights

How well are your assets protected?
An extremely common conversation with a business owner will commence with “I have been looking into something different… should I set up a new company so that if it does not work out all my existing assets are protected?” The short answer is almost invariably yes, but the conversation that...
Chris Camenzuli

Chris Camenzuli

Director

Melbourne

Insights

Crypto: Have you considered the tax consequences?
Over recent months crypto has become more and more talked about; whether it’s Elon Musk tweeting and causing the price of Bitcoin to spike or crash by 25% (1), Mark Cuban accepting crypto for tickets to Dallas Mavericks games (1), or Tom Brady wanting to be paid part of his...
Shane Mays

Shane Mays

Partner

Melbourne

Insights

Superannuation: How to stay informed today to be prepared for retirement
Superannuation affects every single one of us. It sways government policy, it influences voters, it creates a comfortable retirement for many, it also currently helps many out of a hole with cash flow concerns, and it’s not going anywhere. It’s here to stay. The stats are mindboggling. Over $2.73 trillion...
Alex Kelsey

Alex Kelsey

Financial Adviser

Melbourne

Melbourne Backgrounds

Updates

PKF Melbourne is moving
PKF Melbourne will operate from Level 15, 500 Bourke Street, Melbourne from Monday 11th December 2023. PKF Melbourne is embarking on an exciting new chapter, marked by our upcoming move to a fresh and vibrant location in the Melbourne CBD.From Thursday, 7th December, we will be transitioning to our new...
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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

Steve Meyn

Chairman

Australia

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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 Website

Kaitlynn Brady

Partner

Melbourne

GEN

Insights

The difference between equity and equality
Quite often, the terms ‘equity’ and ‘equality’ are used interchangeably, however there are subtle yet important differences that are useful to understand as we – as individuals and as organisations – seek to attract and retain talented people, and advance as employers of choice. The Cambridge Dictionary defines equity as...
Kym Reilly

Kym Reilly

Partner

Sydney

Insights

Are you prepared for cyber attack?
The final months of 2022 reminded us all of the importance of how quickly things can go wrong in the event of a cyber security issue. Recently, a number of high profile data breaches have had serious impacts for individuals affected, as well as longer term reputational and financial consequences...
Ken Weldin

Ken Weldin

Partner

Melbourne

Insights

Risky business
In September, the Governance Institute of Australia held its 2022 National Conference, for many marking a return to face-to-face events in Melbourne after you know what. The theme for the conference was ‘Modern Philosophies’ and explored risk management, ESG, societal leadership, the regulatory environment, innovation, inclusiveness and equality, as well...
Ken Weldin

Ken Weldin

Partner

Melbourne

Insights

How well are your assets protected?
An extremely common conversation with a business owner will commence with “I have been looking into something different… should I set up a new company so that if it does not work out all my existing assets are protected?” The short answer is almost invariably yes, but the conversation that...
Chris Camenzuli

Chris Camenzuli

Director

Melbourne

Insights

Crypto: Have you considered the tax consequences?
Over recent months crypto has become more and more talked about; whether it’s Elon Musk tweeting and causing the price of Bitcoin to spike or crash by 25% (1), Mark Cuban accepting crypto for tickets to Dallas Mavericks games (1), or Tom Brady wanting to be paid part of his...
Shane Mays

Shane Mays

Partner

Melbourne

Insights

5 tips when selling your business
In brief: Sound financial records will improve a vendor’s negotiating position. They will simplify the due diligence process and reduce uncertainty for the buyerDocument systems and processes to create a walk-in-walk out opportunity for the buyerPlan your exit and understand what you need from a potential sale before any negotiation...
Matthew Muscat

Matthew Muscat

Senior Manager

Melbourne

Insights

Risk and crisis planning in the current storm
Offering valuable insights into the risk landscape, the survey has revealed that almost 40 per cent of businesses are not regularly. testing their risk and crisis plans — leaving them exposed and under-prepared for major crisis. The survey was conducted just as the enormity of COVID-19 was becoming apparent, but...
Wayne Gilbert
Ken Weldin

2 contributors

Sydney, Melbourne

Insights

Superannuation: How to stay informed today to be prepared for retirement
Superannuation affects every single one of us. It sways government policy, it influences voters, it creates a comfortable retirement for many, it also currently helps many out of a hole with cash flow concerns, and it’s not going anywhere. It’s here to stay. The stats are mindboggling. Over $2.73 trillion...
Alex Kelsey

Alex Kelsey

Financial Adviser

Melbourne

Insights

Recent downturn may reignite use of share-based payments
Share-Based Payments in the Current Environment The events of the last three months and the impact that COVID-19 has had on the economy, the share market and broader business sentiment – not to mention the uncertain shadow it has helped cast over future business cash flows – could lead to...
Steven Perri

Steven Perri

Partner

Melbourne

Insights

The impact of share-based payments on financial performance and valuation considerations
The issue of equity in lieu of cash payments for services, as part of bonus remuneration structures or as part of satisfying all or part of the purchase consideration of an acquisition is becoming more and more common with private and public companies. As small private companies are not required...
Stefan Galbo

Stefan Galbo

Partner

Melbourne

QMS Media

Case Studies

QMS Media: PKF’s Corporate Finance team’s Cross-Border Transactions delivers due diligence advice to leading media company
When leading digital outdoor media company, QMS Media, required transaction and taxation assistance they turned to our PKF Corporate Finance team to deliver clear and authoritative advice. QMS specialises in delivering clients and agency partners engaging, impactful and innovative advertising solutions across its premium digital outdoor and sports media network....
Timothy Bow
Steven Perri

2 contributors

Melbourne

Insights

Interrogating integrity
Governance, culture and ethics have never been more relevant across Australian business. We have seen a growing lack of trust in institutions, in traditional structures and even in some cases in people’s success. Noting that the full title of the Hayne Royal Commission featured the word ‘misconduct’, ethical business practices...
Ken Weldin

Ken Weldin

Partner

Melbourne

Insights

Insight from the Audit and Assurance Leadership Group
My fellow Audit and Assurance (A&A) Partners and I, representing the PKF Australia firms and a growing contingent of our New Zealand colleagues, have for some years worked together as the A&A Leadership Group. Our purpose has evolved over time, but throughout we have been conscious of our obligation to...
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Steve Bradby

Director

Melbourne

JBS Hospitality Events Group

Case Studies

JBS Hospitality & Events Group: Serving up the foundations of accounting advice for growth
When JBS Hospitality & Events Group began as a startup business 11 years ago, they were lacking business advice and accounting systems. JBS Hospitality & Events Group Director, Bree Sherren explained they needed help setting up the company structure, even the vital basics – like payroll and bookkeeping. JBS Hospitality...
Shane Jacobson

Shane Jacobson

Partner

Melbourne

Fraud prevention: A timely reminder
The Association of Certified Fraud Examiners, a global organisation dedicated to fighting fraud and corruption within organisations has recently released its 2018 Report to the Nations on Occupational Fraud and Abuse. This report, a survey of in excess of 1500 organisations globally affected by fraud, once again points out the...
Wayne Gilbert

Wayne Gilbert

PKF Integrity Principal

Sydney

Insights

Are you ready for GDPR?
The General Data Protection Regulation (GDPR) law will be enforced from 25 May 2018. Failure to comply with any of the GDPR requirements may result in significant financial loss, disruption or reputational damage to an organisation. What’s the big deal? If you think data protection and data breaches only affect...
Ken Weldin

Ken Weldin

Partner

Melbourne

Employee survey

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

David Morgan

PKF Integrity Partner

Brisbane

Complaints manager leaving

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

David Morgan

PKF Integrity Partner

Brisbane

Countryside

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

Dawn Alexander

Partner

New Zealand

ESG Broken Hill

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

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

David Morgan

PKF Integrity Partner

Brisbane

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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

David Morgan

PKF Integrity Partner

Brisbane

231017 Whistleblower v2

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

David Morgan

PKF Integrity Partner

Brisbane

Whistleblower Adobe Stock 621050701 2000x1000

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

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...
Sara Crevillen
Bob Bell

2 contributors

Brisbane, Sydney

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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

Steve Meyn

Chairman

Australia

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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

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...
Whistleblower Adobe Stock 273453316 How to promote impartiality during investigations

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,...
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...
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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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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...

Updates

PKF: Propelling forward in the Top 10
This week, PKF was recognised among the Top 10 Accounting Firms in Australia by the Australian Financial Review. While size alone is not important, we hope this recognition fills our clients, our staff, and our community with confidence and assurance, knowing that PKF is committed to delivering the exceptional experiences...
Steve Meyn

Steve Meyn

Chairman

Australia

Insights

Time to outsource your internal audit?
With the ongoing resource restraints in the audit and assurance profession and the fight for talent, we have started to see more organisations consider their options in relation to the delivery of their internal audit function. This may be with a view to providing more stability, reducing key man risk,...

Insights

What is it about audit?
As we recently passed Auditor Proud Day (29 September) it was time reflect on why I have been auditing for 24 years, and why I still look forward to the challenge that every day brings. This is contrary to the stigma attached to audit, being profession is dull and tedious....

Insights

To hedge or not to hedge under IFRS 9
Effective in Australia and New Zealand, IFRS 9 Financial Instruments has become the mandatory accounting standard for financial instruments. However, the hedge accounting component of IFRS 9 continues to remain optional. Furthermore, entities who conduct hedge accounting may continue reporting under IAS 39. Given this choice, why would entities make...

Contact
Melbourne

PKF Melbourne
Level 12
440 Collins Street
Melbourne VIC 3000
Australia
Postal Address
Level 12
440 Collins Street
Melbourne VIC 3000
Australia
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