Insights

The real reason why clients value advice

In 2025, financial advisers must evolve beyond traditional roles of managing investments, superannuation, and tax planning. Today, unless they are helping clients with the real issues that hinder them from leading their most prosperous lives while protecting their families, their wealth, and everything important to them, they will be replaced...

Luke Kelly

Senior Financial Adviser

Sydney, Newcastle

Insights

Navigating Superannuation and KiwiSaver Transfers Between New Zealand and Australia

Thinking about making a permanent move between New Zealand and Australia in 2025? Whether you're relocating for work, family, or lifestyle reasons, there's one important thing you’ll need to consider: your retirement savings. The good news is that the Trans-Tasman Retirement Savings Portability Scheme makes it possible to transfer your...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

From vision to reality: PKF’s business advisory service helping to build a cutting-edge fertility clinic

Dr. Antony Lighten, a renowned fertility specialist, spent years working in the corporate IVF world. Driven by a desire to provide personalised, patient-centred care, he set out on an ambitious journey to build his own fertility clinic and day surgery centre in Sydney’s Northwest. Transitioning from a sole trader to...

Andrew Chen

Partner

Sydney, Newcastle

Insights

Understanding Your Business Income, Use of Funds, and Losses: Key Insights from the ATO

Do you know what business income is? On 12 September 2024, the ATO released a guide about the different types of business income. Broadly, business income is income earned from selling goods or services through physical stores, websites, apps or even personal advertisements. However, individuals who earn extra income, have...

Nicholas Falzon

Director

Sydney, Newcastle

Press Releases

PKF Sydney and Newcastle Go Pink for October to Support Hunter Breast Care Nurses

This October, in honour of Breast Cancer Awareness Month, PKF Sydney and Newcastle is going pink, building up to the highly anticipated annual Hunter Breast Care Breakfast, which last year raised an impressive $49,641 for the nurses. This year's breakfast will feature a panel of remarkable women sharing their breast...

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

Time Kills Deals, What Can We Do About It?

There is a resounding theme speaking to investors and other advisors around the city – deals are taking longer. This theme has evolved over the past few years from a bit of a nuisance to a downright irritation, nevertheless it is the new normal. More than a decade ago, when...

Chris Weatherall

Executive Director

Sydney, Newcastle

Insights

Common Misconceptions About The Proposed Division 296 Tax for Individuals With A Total Superannuation Balance Greater

From 1 July 2025, the Government has proposed a new tax on those who have a total superannuation balance (TSB) of greater than $3 million. The new tax is called Division 296 (Div 296) and the proposal is for an additional 15% tax to be levied on the movement between...

Daniel Clements

Partner

Newcastle, Sydney

Insights

Lauren Deetlefs: Honoured with the Mark Lonnon Employee of the Year Award

Just over two and a half years ago, Lauren and her husband, along with their 2-year-old and 6-month-old baby, moved across the world. The past few years have been among the most challenging yet rewarding of her life, and she is deeply thankful for where they have landed. Every single...

Bob Bell

Managing Director

Sydney, Newcastle

Insights

“Let’s Get It Done” Seminar Series

It feels so unfair that as a Manager, Owner or Decision-Maker, you’re burdened with a bunch of ‘assumed knowledge’ that you may not even know you don’t know. Whether you’re an owner who started your business to do what you’re good at and love to do – and now find...

Stacie Shaw

Partner

Newcastle, Sydney

Insights

Breast Care Breakfast aims for $50,000 raised for the Hunter Breast Care Nurses in 2024

After a huge 2023 event raising just over $49,000 the Breast Care Breakfast organisation committee are setting their sights on topping over $50,000 raised from their annual Breast Care Breakfast event. This year the Breakfast will include a speaking panel of patients who have directly benefited or are currently benefiting...

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

Casual Employment Changes

From 26 August 2024 several changes were made to the Fair Work Act regarding casual employment. 1. Definition changes An employee is now deemed to be a casual if: There isn’t a firm advance commitment to continuing and indefinite work, considering several factors, including the real substance, practical reality and...

Laura Mackowiak

Senior Manager

Sydney

Insights

Small Business Restructuring — Where Are We Now?

The Small Business Restructuring (“SBR”) regime has proved to be an excellent tool to help revive businesses. It was introduced in January 2021 with little fanfare and plenty of scepticism. In the first six months, there were only 12 SBR appointments. However, it has gained popularity and has become a...

Senray Loy

Principal

Sydney, Newcastle

Insights

Data Warehouses And Real-Time Intelligent Reporting — Not Just For Enterprise

Having current and actionable analytics from your business has moved from a nice to have to a must have in recent years, there is little regard for the monthly Excel report delivered 2 weeks after the end of the month. In 2024 we expect more than that from the various...

Will Haywood

Digital Transformation Lead, VInet Solutions

Newcastle

Insights

PKF Sydney and Newcastle Reflect On A Great 2024 Season

PKF Sydney and Newcastle is delighted to reflect on another successful year as the Official Financial Services Partner and NRL Coach Partner for the nib Newcastle Knights during the 2024 season. Our partnership, which began with great anticipation, has proven to be a significant milestone in our ongoing commitment to...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

Insights

Building Financial Resilience: Strategies For Sustainable Success In The Club Industry

PKF was recently invited by Clubs NSW to present at the Club Education Institute (CEI) Seminars, which were held across 14 locations in NSW over the past two months, with more than 600 attendees from over 160 clubs. We chose to present on Financial Resilience, as this has been a...

David Hutchison

Partner

Newcastle, Sydney

Insights

Smart Financing Strategies For Managing ATO Debt Challenges

As Australian businesses continue to navigate the economic aftermath of the COVID-19 pandemic, many face growing pressure from the ATO to settle outstanding debts. The ATO, which once adopted a lenient approach to debt collection, has now shifted to a more aggressive stance, demanding quicker repayment. Here’s how businesses can...

David Zammit

Executive Director

Sydney

Insights

Tougher Times Ahead ATO Cracks Down On Penalties And Debt Recovery

The good times are well and truly over, at least when it comes to dealing with the ATO. Whilst the ATO was largely understanding and supportive of taxpayers during the COVID pandemic, it’s fair to say that has come to an end, with increased activity on a number of fronts,...

Boris Kresic

Partner

Sydney, Newcastle

Insights

Take 5… With David Pring

Q. What is a little known/interesting fact about you? I love offshore sailing and my picture of getting away is sailing out through the heads on a multiple day voyage north or south. Q. Do you have a career highlight so far? Career highlights occur for me when delivering a...

David Pring

Partner

Newcastle

Insights

Elevation and maturity of the internal audit function

With less than six months to go, has your organisation considered how to implement the new internal audit standards? Internal Audit (‘IA’) plays a vital role in helping organisations achieve improved performance, in ensuring risks are adequately managed in an increasingly complex landscape, and in protecting the public interest. To...

2 contributors

Brisbane

Insights

Grant opportunity — Export Market Development Grants (EMDG) round four: What you need to know.

Round four of the Export Market Development Grants (EMDG) will open for applications from 12 November 2024 at 9:00AM AEST for Tier 1-3 applications. The EMDG provides grants to Australian small and medium enterprises to support them in globally marketing and promoting their goods and services and in receiving export...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Enabling a consistent approach to tax affecting your leases and decommission responsibilities

For the year ended 30 June 2024 (and 31 December 2023), entities are required to recognise a related deferred tax asset (DTA) and a deferred tax liability (DTL) for leases and decommissioning liabilities. In June 2021, the Australian Accounting Standard Board (AASB) published AASB 2021-5 Amendments to Australian Accounting Standards...

Garry Mathoda

Director

Sydney

Insights

ASIC focus to improve investor confidence and knowledge

In May 2024, ASIC published its Focus Areas for the 30 June 2024 reporting season, giving priority to educating and building the confidence of investors. ASIC focus areas are now classified as either: Enduring focus areas, orParticular focus areas. ASIC highlighted financial reporting areas which they have determined to be...

James Lee

Partner

Sydney, Newcastle

Insights

Why Every Successful Business Needs a Strategic Plan: Navigating the Future with Purpose and Precision

One of the most important tools in business is a strategic plan. Without one, how does anyone on your team know what you are trying to achieve or how to allocate your limited resources most effectively? When you actually take the time to think about it, it makes a lot...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

Press Releases

TWO NEW PARTNERS AND 43 PROMOTIONS FOR PKF SYDNEY AND NEWCASTLE

PKF Sydney and Newcastle is excited to announce the promotion of Jackie Marriott and Trent Ruprecht to Partner, along with 43 of its team members. Spanning across both offices and seven different departments, the promotions showcase the depth of talent and expertise within the firm and its ongoing commitment to...

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

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Will Haywood

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