Melbourne

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.

Our expertise

Succession and transition

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

Agriculture

Giving Aussie farmers a competitive advantage

Not-for-profit

Compliance, governance and financial support for NFP organisations

Careers in
Melbourne

We will help you propel your future.

Learn more

Services

Advisory

Our expanding range of advisory services deliver solutions that support individual wealth and businesses at every stage of their lifecycle.

Learn more about Advisory
- Business advisory
  
  Helping you to do business… better
  
  Learn more about Business advisory
- Succession and transition
  
  Whether you choose to secure your family’s legacy, or exit the business, it’s important to be prepared
  
  Learn more about Succession and transition
- Integrity risk services
  
  When dealing with sensitive issues, expertise counts
  
  Learn more about Integrity risk services
- Digital
  
  Solutions for businesses of all sizes, from governance and strategy, to app selection and process optimisation
  
  Learn more about Digital
- Corporate finance
  
  Unlock opportunity with forward-thinking insights and expert financial advice
  
  Learn more about Corporate finance
- Restructuring, turnaround and insolvency
  
  Experienced, impartial, pragmatic advice
  
  Learn more about Restructuring, turnaround and insolvency
- Forensic accounting
  
  Manage and mitigate reputational risk
  
  Learn more about Forensic accounting
- Wealth management
  
  Secure a future free of financial stress
  
  Learn more about Wealth management
Tax

We offer the expertise to support the most complex of international transactions, and the care to help you navigate your personal tax obligations.

Learn more about Tax
- Tax consulting
  
  Solutions you need to meet your tax obligations efficiently
  
  Learn more about Tax consulting
- GST, state taxes and duties
  
  Maximising opportunities and management of tax for business growth
  
  Learn more about GST, state taxes and duties
- International tax
  
  Efficiently managing your tax for international success
  
  Learn more about International tax
- Transfer pricing
  
  Managing pricing risks to ensure legal compliance
  
  Learn more about Transfer pricing
- Dispute resolution
  
  Resolving disputes with our specialised knowledge and advice
  
  Learn more about Dispute resolution
Audit

Peace of mind when you need it most.

Learn more about Audit
- External audit
  
  Providing real value to your business
  
  Learn more about External audit
- Internal audit
  
  A vital tool in improving business performance
  
  Learn more about Internal audit
- Payroll compliance
  
  Be vigilant, compliant, and competitive
  
  Learn more about Payroll compliance
- Governance risk compliance
  
  The keys to successful business management
  
  Learn more about Governance risk compliance
- IFRS advisory
  
  Pursue excellence on the global stage
  
  Learn more about IFRS advisory
- ESG assurance
  
  Working towards a bigger goal
  
  Learn more about ESG assurance
- Franchisor assurance
  
  Building profitability, managing risk, being compliant
  
  Learn more about Franchisor assurance

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.

Learn more

Our team

Local insights

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

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

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

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

Financial Adviser

Melbourne

Insights

Data governance — a decision making approach

Over the past year, PKF, working with the Governance Institute of Australia, Macquarie University’s DataX Research Centre, and other expert organisations, has supported an important research study to assess the data governance landscape in Australia. The findings are unexpected and motivating.Survey participants and process In August 2023, the Governance Institute...

Ken Weldin

Partner

Melbourne

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...

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

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

Partner

Melbourne

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

Partner

Sydney, Newcastle

Insights

Are you prepared for cyber attack?

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

Partner

Melbourne

Insights

How well are your assets protected?

Chris Camenzuli

Director

Melbourne

Insights

Crypto: Have you considered the tax consequences?

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

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...

Ken Weldin

Partner

Melbourne

Insights

Superannuation: How to stay informed today to be prepared for retirement

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

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

Partner

Melbourne

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....

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

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...

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

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...

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

Partner

Melbourne

Insights

Mandated climate reporting in Australia

On 27 March 2024, a Bill was passed in the Australian Government to mark a new era in mandated sustainability reporting for all Australian businesses. Schedule 4 to the Treasury Laws Amendment (Financial Market Infrastructure and Other Measures) Bill 2024 (Cth) was introduced into the House of Representatives to establish...

2 contributors

Melbourne

Insights

History filming: Retrospect

It’s not every day that one of the Hunter’s largest leading accounting firms celebrates 45 years since inception, making this milestone even greater for the team at PKF Sydney and Newcastle. In celebration of our rich history, February marked the launch of our mini-series ‘Retrospect’, which offers a nostalgic look...

Bob Bell

Managing Director

Sydney, Newcastle

Insights

How the economy is impacting financial reporting

Our economic climate is changing, and so too is how we must approach the preparation of financial reports for upcoming reporting periods. Changing conditions means that the preparation of financial reports will not simply be a rollover of the estimates used in the preparation of the previous financial report. Many...

Kevin Helmers

Partner

Newcastle, Sydney

Safeguard finances The role whistleblowers play2

Insights

Safeguarding finances: Whistleblowers as crucial mitigators of financial crime in Australia

Australia's robust financial system is a cornerstone of economic prosperity, however, is not immune to the pervasive threat of financial crime. With a diverse array of criminal activities such as fraud, money laundering, corruption and cybercrime, it becomes imperative for government agencies, businesses and regulatory bodies to adopt effective risk...

David Morgan

PKF Integrity Partner

Brisbane

Insights

Data governance capability considerations for boards — a framework

What does a good data governance report look like? How do you make sure it’s on the board’s agenda? We outline key considerations in the following table. It is not designed to be an exhaustive checklist, rather, it aims to trigger conversations at a senior management and board level in...

Ken Weldin

Partner

Melbourne

Insights

Recommendations for good data governance

Building on the analysis, we make the following recommendations for organisations in relation to data governance. Provide greater education and training to members of the organisation, including senior leadership, on: Identifying the various data assets of the organisationQuantifying the value of data assets held by the organisationIdentifying the level of...

John Halliday

Director, IT Governance

Brisbane

Insights

Key learnings and conclusions

This study into the data governance landscape delivered important key findings and conclusions. Governance structure — A clear majority of the surveyed organisational leaders are of the view that data governance forms part of wider ICT governance, relates to privacy and security, and should be part of information and records...

Simon Fermanis

Partner

Perth

Insights

Most effective board and committee structure for data governance

Opinions differ as to the most effective means of data oversight and governance. However, a clear majority believe inclusion in existing audit and risk committee to be the most effective option. For any assistance with addressing the data governance needs of your organisation, do not hesitate to contact your local...

Jasmine Tan

Partner

Adelaide

Insights

Risks associated with data governance

The dominant risk identified in relation to data governance is that of cyber security attack (57 per cent). Interestingly, the second most perceived risk relates to human involvement and a lack of staff skill and knowledge (44 per cent). This is reassuring as organisations appreciate that risks relate to both...

Kaitlynn Brady

Partner

Melbourne

Insights

Data governance and the board

An interesting feature of the survey results is its insight into boards and other organisation leaders' understanding of ‘data governance’. Significantly, there was strong consensus in this area, with 70 per cent agreeing that data governance formed part of ICT governance, with a further 68 per cent agreeing that it...

Scott Tobutt

Partner

Sydney, Newcastle

Insights

Survey participants and process

In August 2023, the Governance Institute of Australia initiated an online survey on data governance. A total of 345 responses were received over a one-month period.Respondent profile The largest cohorts of respondents (Figure 2) were senior governance or risk management professionals (25%) or CEO or C-suite executives (21%). As such,...

2 Partner

Melbourne

Insights

The importance of data governance

Designing and implementing procedures to support the responsible and legally compliant dealing with data is one of the greatest challenges currently faced by boards of directors. The aim of this data governance study is to assist boards and senior management with implementing an effective data governance framework. The purpose of...

Liam Murphy

Managing Partner

Brisbane

Insights

Expert panel contextual analysis

We asked the experts some poignant questions on data governance and the findings. What are the benefits of data governance? "The here and now on data governance is know your data and don’t keep it for longer than you should." - Sue Laver, Company Secretary, Telstra "Twenty per cent of...

Ken Weldin

Partner

Melbourne

Insights

Letter from the Governance Institute of Australia Chair

The Governance Institute of Australia, working in conjunction with PKF, is delighted to share this year’s key thought leadership project — Data governance in Australia. This report forms the fifth in the Governance Institute’s digital thought leadership series.

2 contributors

Melbourne

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

PKF Integrity Partner

Brisbane

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

PKF Integrity Partner

Brisbane

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

Partner

New Zealand

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

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

PKF Integrity Partner

Brisbane

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

PKF Integrity Partner

Brisbane

Insights

What happens when your complaints manager leaves? The risks you need to know

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

PKF Integrity Partner

Brisbane

2309154 BAS Healthcheck Adobe Stock 183299746

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...

2 contributors

Brisbane, Sydney

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

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...

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...

Financial investigations Adobe Stock 171462218 Examinating allegations Misconduct investigation

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...

Workplace investigations Adobe Stock 601141429 Handling receipts

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...

Governance and strategy Adobe Stock 602748509 Insider risk

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

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 15
500 Bourke Street
Melbourne VIC 3000
Australia

Postal Address
Level 15
500 Bourke Street
Melbourne VIC 3000
Australia

Call us +61 3 9679 2222 Email us

Melbourne

Timothy BowManaging Partner

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

Our expertise

Careers inMelbourne

Propel your communityInvesting in the future

Our team

Local insights

Ken Weldin

Chris Camenzuli

Shane Mays

Alex Kelsey

Ken Weldin

Steve Meyn

Kaitlynn Brady

Kym Reilly

Ken Weldin

Ken Weldin

Chris Camenzuli

Shane Mays

Matthew Muscat

Ken Weldin

Alex Kelsey

Steven Perri

Stefan Galbo

2 contributors

Ken Weldin

Shane Jacobson

Ken Weldin

2 contributors

Bob Bell

Kevin Helmers

David Morgan

Ken Weldin

John Halliday

Simon Fermanis

Jasmine Tan

Kaitlynn Brady

Scott Tobutt

2 Partner

Liam Murphy

Ken Weldin

2 contributors

David Morgan

David Morgan

Dawn Alexander

Darren Shillington

David Morgan

David Morgan

David Morgan

David Morgan

2 contributors

Steve Meyn

Steve Meyn

Contact Melbourne

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About the firm

Timothy Bow
Managing Partner

Careers in
Melbourne

Propel your community
Investing in the future

Contact
Melbourne