Insights

Growing beyond small: Understanding ASIC reporting obligations and available relief options

Many businesses don't realise they've crossed an ASIC reporting threshold or that they may be eligible for relief from reporting and audit obligations. This article explains how the classification rules work, where relief may be available, and why an annual review can help avoid unnecessary compliance costs.

Joan Sim

Corporate Accountant

PKF Gold Coast

Press Releases

Hunter community helps raise $75,000 at milestone 20^th Breast Care Breakfast

PKF Sydney and Newcastle have thanked the Hunter community for helping raise $75,000 at the 20th annual Breast Care Breakfast, marking another record-breaking year for one of the region's longest-running and most supported Breast Cancer Awareness Month events.Held at NEX Newcastle, the milestone event welcomed 500 attendees, bringing together local...

Bob Bell

Managing Director

Sydney, Newcastle

Impact Sustainability Report Article 3 Community impact

Insights

Driving sustainable impact in the communities where we live and work

For a professional services firm, community impact can take many forms. Sometimes it is financial support. Sometimes it is volunteering, fundraising or creating opportunities for community organisations. And sometimes, the most valuable contribution we can make is using our professional skills and expertise where they are needed.Across PKF Australia, our...

2 contributors

, Sydney

Insights

Paying dividends: Why you should separate business and personal cash flow

Many business owners focus on profit and cash flow but overlook how mixing personal finances and business finances can undermine financial reporting and create compliance risks. This article explains the practical steps businesses can take to separate cash flow, improve reporting accuracy, manage Division 7A obligations and use dividends as a cleaner method of accessing company profits.

Ashley Goodman

Insights

Wealth is a team sport: aligning family goals for long term financial success

When families seek financial advice, the conversation usually begins with the numbers - income, debt, investments, and tax. But for many business owners and high income professionals, the real challenge goes beyond financial strategy. Long term financial success depends on aligning goals, priorities, and expectations across the family unit.In the...

Luke Kelly

Financial Adviser

Sydney

Lending Solutions Commercial Property Rural 2000 x 1000

Case Studies

30 day commercial property settlement

Overview An experienced business owner and investor identified an opportunity to acquire a distressed commercial property in the Pilbara. With strong long-term potential and a quality tenant in place, it was an opportunity worth pursuing. Challenge The challenge was securing funding quickly in a difficult lending market. The client engaged...

Casey Stein

Senior Finance Broker

Perth

Insights

A clearer picture of our environmental impact in FY2026

Taking responsibility for our environmental impact starts with understanding it.For PKF Australia, FY2026 has been an important year in establishing that understanding. Across our network, we have begun putting clearer measures around our environmental footprint, while continuing to look at the everyday operational choices our offices make around energy, waste...

2 contributors

Impact Sustainability Report Article 1 People

Insights

It’s people at the heart of PKF Australia’s sustainable future

There are many ways to measure the sustainability of a business. For us, one of the most important is whether we are creating a place where people can build meaningful careers, keep developing, feel supported and genuinely belong.Across PKF Australia, 876 people bring our network to life. They look after...

2 contributors

Sydney,

Careers

Sophie Kim’s journey in audit: Creating value beyond the audit

Sophie Kim, Manager at PKF Melbourne, shares her career journey in audit, from building strong client relationships to developing future talent and creating value beyond the audit.

Sophie Kim

Careers

Taking a different path: Josh’s journey with PKF Perth

Not all accounting careers follow a straight path. For Josh Doust, the path included stepping away from the profession to pursue a lifelong ambition: learning to fly. A career detour Josh started his accounting career in 2012 with Pike Skinner and was part of the firm’s merger with PKF Perth....

Josh Doust

Senior Manager

Perth

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Careers

Finding the right environment to grow: Teagan Dai de Bloe’s career at PKF

Teagan shares how joining PKF has given her greater ownership, broader experience and the opportunity to grow as a leader, supported by accessible Partners and clear career development opportunities.

Teagan Dai de Bloe

Sydney

Insights

A season to remember: Claremont Football Club’s centenary year

As Claremont Football Club celebrated 100 years of history, community and success, PKF Perth was proud to play a part in the journey as a Major Support Sponsor of both the Senior Men's and Women's teams for the first time. Being involved during Claremont's centenary year made the partnership particularly...

Stashu Poliwka

Partner

Perth

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...

Jake Blatchford

Financial Adviser

Newcastle

Case Studies

From driveway beginnings to stronger direction: how PKF helped Whiteline Road Services build confidence for the road ahead

From one paint truck parked in a home driveway to a respected line-marking business supporting councils, construction companies and major transport projects across New South Wales, Jenny Lane’s story is one of resilience, growth, and determination.Operating in a highly practical, project-driven and male-dominated industry, business owner Jenny Lane has built...

David Jamieson

Director

Newcastle, Sydney

Insights

PKF Australia’s AI learning platform reaches 98% adoption

Nearly 850 staff across 13 offices are now using Luca Learning, demonstrating how AI can support professional development, simplify compliance and drive behavioural change across a national professional services network.

2 contributors

Insights

20 years on — the lasting impact of the Breast Care Breakfast

For 20 years, the Breast Care Breakfast has brought the Hunter community together in support of a shared cause, supporting our local breast care nurses to achieve better outcomes for those affected by breast cancer. While many people recognise the event as one of the Hunter's most significant community fundraisers,...

Press Releases

PKF marks 20 years of pink and making a difference with milestone Breast Care Breakfast

This October, PKF will once again turn pink in support of Breast Cancer Awareness Month, rallying its people, clients, and the wider community behind a cause that has touched countless lives across the Hunter.The centrepiece of the month-long campaign will be the 20th annual Breast Care Breakfast, to be held...

Bob Bell

Managing Director

Sydney, Newcastle

PKFNS 2026 Nick Falzon 360 view of global mobility 5

Insights

The 360° view of global mobility: What Australian businesses need to know

As Australian businesses continue to expand internationally and embrace more flexible ways of working, managing a globally mobile workforce has become increasingly complex. Whether employees are undertaking international assignments, working remotely from overseas, travelling frequently for business, or relocating permanently, organisations must navigate a broad range of tax, payroll, immigration, and compliance obligations.

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Negative gearing reforms: What should property investors consider?

The Australian Government announced significant reforms to negative gearing and capital gains tax as part of the 2026–27 Federal Budget on 12 May 2026. These reforms have now been legislated and will change how losses from certain residential investment properties are treated from 1 July 2027. Properties held before the...

Chris Roos

Partner

Perth

Insights

Beyond compliance: Why the best audits are built on relationships

Modern audits deliver the most value when auditors become trusted partners, not just annual compliance providers. For many businesses, an audit is something that needs to be completed rather than something that creates value.It is often associated with deadlines, documentation requests, compliance requirements, and year-end reporting. While these remain important...

Lauren Deetlefs

Senior Manager

Newcastle

Insights

Here’s what could happen to your Australian investments when you move overseas

The decision to move overseas is often personal, but the investment implications can be significant. This article explores what business owners and investors should know about shares, property and capital gains tax before becoming a non-resident.

Winnie Yip

Supervisor

Gold Coast

Insights

Tax residency after Quy: Why living overseas is not enough

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

Joseph Phan

Partner

Melbourne

Insights

Australian Cattle Enterprises thrives with the support of PKF’s business advisers

Australian Cattle Enterprises thrives with the support of PKF’s business advisersMoving thousands of cattle across Australia and into international markets is nosimple task.For Australian Cattle Enterprises (ACE), every day involves coordinating livestockacross vast distances, managing relationships with producers and customers,navigating strict regulatory requirements, and ensuring the welfare of cattle frompaddock...

Steven Lai

Director

Darwin

Insights

Managing business debt in a higher interest rate environment

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

Evan Brownsmith

Managing Partner

Tamworth, Walcha

Insights

Why are more farming families talking about succession now?

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

Kimberley Lisle

Partner

Walcha, Tamworth

Press Releases

PKF appoints Luke Storey to Partner

PKF Sydney and Newcastle is proud to announce the promotion of Luke Storey to Partner, recognising his outstanding contribution to the firm, dedication to clients, and leadership within the Business Advisory division.A highly respected adviser and trusted business partner to clients across the region, Luke has built a strong reputation...

20260820 P PKF Pritesh Parmar 001 WEB Hero

Insights

PKF Melbourne appoints Pritesh Parmar as Audit Partner

PKF Melbourne is pleased to announce the appointment of Pritesh Parmar as Partner in its Audit & Assurance division.Pritesh brings more than 15 years of experience across Australia and the UK, having delivered audit, assurance and finance transformation services to ASX-listed companies, private businesses and not-for-profit organisations. His background spans...

Insights

What do the upcoming CGT reforms mean for farmers?

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

Kimberley Lisle

Partner

Walcha, Tamworth

NOT JUST an accountant Bob Bell 2000 x 1000 px 3

Insights

I’m Bob Bell, NOT JUST an accountant

Spend five minutes with Bob Bell and it quickly becomes clear that accounting is only one part of his story. When asked what makes him more than just an accountant, his thoughts turned immediately to family, community and the people who have shared the journey alongside him.After more than four...

Bob Bell

Managing Director

Sydney, Newcastle

Insights

Biodiversity credits: opportunity, risk and the importance of getting the structure right

Biodiversity credits are emerging as an important opportunity for Australian landowners seeking to unlock value from land while contributing to measurable environmental outcomes. For farmers and landholders with lower-productivity or marginal land, these arrangements can provide a new pathway to long-term income, improved land use and alignment with a changing...

David Pring

Partner

Newcastle

Insights

Tech and automation — but don’t do dumb stuff faster. Fix the process first

Every business owner feels it at some point, the pressure to move faster, automate more, and “keep up” with technology. AI, automation and new software promise instant efficiency gains, smoother workflows and fewer headaches.But technology on its own rarely fixes the real problem. In fact, moving too quickly can make...

Stacie Shaw

Partner

Newcastle, Sydney

Insights

Planning for Australia’s Capital Gains Tax (CGT) changes

The Federal Budget introduced a significant shift in how capital gains will be taxed in Australia. While the legislation has passed Parliament, the changes do not take effect until 1 July 2027. What is changing? The current 50% CGT discount will be replaced for individuals, trusts and partnerships, with cost...

Chris Roos

Partner

Perth

Press Releases

The Hunter’s largest fundraising breakfast celebrates 20^th anniversary this October

The Breast Care Breakfast has been a staple event in the Hunter community for the past 20 years, and this year celebrates its second decade raising money for the breast care nurses of the Hunter Nurse Education Group.The 2026 Breast Care Breakfast will be held on Thursday, 29 October 2026,...

Insights

How economic conditions impact audit judgement

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

Kaitlynn Brady

Partner

Melbourne

Insights

Future of choice: why succession planning is about more than an exit

The most successful transitions don't start with an exit strategy, they start with a clear vision for what's next. When most people think about succession planning, they focus on the practicalities.Who will take over the business? How will client relationships transition? What happens to leadership responsibilities? Will the business continue...

Simon Rutherford

Consultant

Newcastle, Sydney

Insights

How businesses can get more strategic value out of their audit process

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

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

Kaitlynn Brady

Partner

Melbourne

Insights

Collectibles, jewellery and luxury watches: Why should CGT reforms also matter to ordinary families?

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

Ryan Lu

Partner

Melbourne

PKF Perth advises Griffin Industrial Group 2000 x 1000

Insights

PKF advises Griffin Industrial Group and its shareholders on a secondary share sale to ABGF

PKF Perth Corporate Finance (“PKF”) recently acted as financial adviser to Griffin Industrial Group ("Griffin Industrial", "Company") on a transaction with the Australian Business Growth Fund (“ABGF”), marking a significant milestone in the Company’s growth trajectory. Griffin Industrial brings together the capabilities of Griffin Marine and Westurn Engineering, delivering precision...

Matthew Hall

Executive Director

Perth

Case Studies

From vintage to vision: how PKF has helped De Iuliis Wines plan for sustainable growth

From vintage to vision: how PKF has helped De Iuliis Wines plan for sustainable growthFor family-owned businesses, long-term success rarely comes from passion alone. It requires discipline, commercial clarity and the confidence to make decisions that protect the brand while preparing for what comes next. That is exactly where our...

2 contributors

Newcastle

Insights

More than a shoebox: Delivering dignity, hope, and connection with Keith’s Closet

The power of a simple question, and a simple act of kindness This article includes discussions about mental health, suicide, alcohol and drug use, grief, death, and other sensitive topics. Listener discretion is advised. If this conversation raises concerns for you or someone you know, support is available through Lifeline...

Insights

Family Trust Elections: Why it’s time for a review

Family Trust Elections (FTEs) and Interposed Entity Elections (IEEs) have existed for decades, but they're increasingly becoming a focus for business owners, advisers, and the Australian Taxation Office (ATO).For many family groups, these elections were established years ago and then largely forgotten. However, with the ATO taking a closer look...

Stephanie Brown

Principal

Newcastle

Insights

Transition to Retirement Pension: Accessing your super before you retire

Many Australians don't realise they may be able to access their super before they retire. In this article, Megan Mann explains how Transition to Retirement pensions work, the rules to be aware of, and why they can be a valuable planning tool in the years leading up to retirement.

Megan Mann

Partner

Tamworth, Walcha

Insights

A year of growth, activity and opportunity: PKF Perth’s FY26 Corporate Finance review

FY26 was another strong year for Western Australia’s (“WA”) economy, and PKF Perth’s Corporate Finance team played an active role in assisting businesses navigate a dynamic and rapidly evolving market. From resources and infrastructure to industrial services, defence and the energy transition, the year highlighted the strength and growing appeal...

Matthew Hall

Executive Director

Perth

Insights

Thinking about handing over the farm? What you need to know about the age pension

For many farming families, passing the farm to the next generation isn't the hard part; it's ensuring Mum and Dad remain financially secure afterwards. This article explores how Centrelink gifting rules can affect Age Pension eligibility and why planning ahead may open up more options.

Megan Mann

Partner

Tamworth, Walcha

Insights

Do you need to lodge a Taxable Payments Annual Report (TPAR)?

With the end of the financial year behind us, businesses that engage contractors should be considering whether they have a Taxable Payments Annual Report (TPAR) obligation. Businesses that are required to lodge a TPAR must do so by 28 August each year.What is TPAR A Taxable Payments Annual Report details...

Kirsty Jones

Partner

Perth

Insights

What AI does (and doesn’t do) in our Melbourne team’s audit process

AI is changing how audits are delivered, but the story is not just about tools. At PKF Melbourne, our focus is on building the capability of our people to use AI responsibly, critically and effectively.

Tom Burton

Senior Audit Manager

Melbourne

Insights

Why would anyone take money out of super only to put it back in?

Why would anyone voluntarily take money out of super and put it straight back in? Megan Mann explains the strategy behind this seemingly backwards move and the tax and estate planning benefits it may create for the right person.

Megan Mann

Partner

Tamworth, Walcha

Insights

The end of an era for SMSF residential property investors

The end of residential property borrowing through SMSFs marks a significant shift in Australia's investment landscape. Megan Mann examines what's changed, why it matters, and how investors can adapt their long-term wealth strategies with confidence.

Megan Mann

Partner

Tamworth, Walcha

Insights

Joan Sim

Bob Bell

2 contributors

Ashley Goodman

Luke Kelly

Casey Stein

2 contributors

2 contributors

Sophie Kim

Josh Doust

Teagan Dai de Bloe

Stashu Poliwka

Jake Blatchford

David Jamieson

2 contributors

Bob Bell

Nicholas Falzon

Chris Roos

Lauren Deetlefs

Winnie Yip

Joseph Phan

Steven Lai

Evan Brownsmith

Kimberley Lisle

Kimberley Lisle

Bob Bell

David Pring

Stacie Shaw

Chris Roos

Kaitlynn Brady

Simon Rutherford

Kaitlynn Brady

Ryan Lu

Matthew Hall

2 contributors

Stephanie Brown

Megan Mann

Matthew Hall

Megan Mann

Kirsty Jones

Tom Burton

Megan Mann

Megan Mann

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