Case Studies

Forensic data analytics for a global not-for-profit organisation

A global not-for-profit organisation was facing serious allegations of systemic bullying and sexual harassment within its ranks. The organisation needed to address complaints of systemic bullying and sexual harassment effectively. They required a sophisticated approach to uncover the extent of the issues and identify specific areas where these problems were...

Craig Gregory

Partner - PKF Integrity

Perth

Case Studies

Forensic data analytics for a state government insurer

A state government insurer, responsible for managing insurance policies and claims, including workers compensation, state-owned assets, and home builders, faced significant challenges in identifying and mitigating instances of fraud, error, waste, and abuse within their insurance policy and claims data. They sought a robust solution to detect and address these...

Craig Gregory

Partner - PKF Integrity

Perth

Insights

PKF Perth advise Dataline Visual Link on the successful sale to ASX-listed Intelligent Monitoring Group

The PKF Perth team is proud to have acted as financial and tax adviser to the shareholders of Dataline Visual Link Pty (DVL) in the sale of the business to ASX-listed Intelligent Monitoring Group (IMG). DVL is a Perth based provider of high-quality and leading-edge electronic security solutions, including CCTV...

Matthew Hall

Executive Director

Perth

Insights

The age of ESG: Why corporate responsibility matters

Corporate responsibility beyond profit At its core, ESG encourages corporations and other businesses and not for profit entities to be better corporate citizens and expand their focus beyond financial performance. Traditionally corporations were focused on financial aspects of their business, such as profitability, EBIT, dividend yields to name a few...

Simon Fermanis

Partner

Perth

Insights

PKF Perth team raises over $11,000 for breast cancer research at Triathlon Pink

Each year thousands of women from across Australia take part in Triathlon Pink at WA Athletics Centre to raise funds for breast cancer research. And, this year, a team of women from PKF Perth participated raising $11,000 for the cause. The event is designed to cater to all abilities. Some...

Kirsty Jones

Partner

Perth

Insights

Fraud prevention: it’s all about opportunity

Fraud in Australia is a persistent fact of life, affecting businesses of all sizes and across all industries. While there is no foolproof method of preventing fraud, the risk can be minimised by taking a systematic and considered approach to its management. It is generally accepted that there are three...

Geoff Peck

Partner - PKF Integrity

Melbourne

Insights

Is your business system still fit for purpose?

As a partner at PKF Digital, I’ve seen many clients in the same frustrating position: financial audits that were once manageable have turned into time-consuming torture. If you’re spending more time and energy than ever preparing for audits, your business system might be the culprit. Business systems should streamline processes,...

Don McLean

PKF Digital Partner

Sydney

Insights

Sustainability and the role of organisations

Australian Sustainability Reporting Standards are now live. In this article, we explore where your business can start to address these new requirements.

2 contributors

Melbourne, Perth

Insights

Cyber risk: secure your business like you secure your home

There are two types of businesses—those that have been hacked and those that will be. We often work with companies that don't realise how vulnerable they actually are, until it's too late. The biggest mistake? Ignoring key cyber risks, leaving critical information exposed, and not knowing what threats exist. Protecting...

Tony Corry

Director - Technology Assurance and Advisory

Brisbane, Melbourne

Insights

The future of AI regulation in Australia: understanding the proposed mandatory guardrails for high-risk AI

Regulation is coming: are you ready? Artificial Intelligence (AI) has grown from simple, single-task systems to powerful large-language models (LLMs), like ChatGPT and Microsoft’s Co-Pilot, but there hasn't been much regulation or control over its development. The rapid pace of technological advancement has outstripped the ability of regulatory frameworks to...

Rory O'Kane

Senior Data Scientist

Melbourne

Insights

AI as an enabler

AI’s enabling power spans diverse applications and fields. Unlike traditional technologies, AI possesses the ability to learn, adapt, and perform tasks that typically require human intelligence, making it a versatile tool for organisations seeking to stay competitive in a rapidly evolving market. AI fosters collaboration between humans and machines, augmenting...

Ken Weldin

Partner

Melbourne

Insights

AI risks and opportunities

The integration of AI into various sectors presents a unique blend of risks and opportunities that organisations must skillfully navigate. This section explores the dual nature of AI’s impact, focusing on the practical implications for business and society, offering a more pragmatic exploration of how AI reshapes industries and introduces...

Ken Weldin

Partner

Melbourne

Insights

AI ethics and governance

The rapid advancement of AI underscores the necessity for robust ethical frameworks and governance mechanisms. AI ethics and governance have emerged as essential areas of study and practice, aiming to ensure that AI technologies are developed and deployed in ways that are responsible and safe. There are a wide range...

Ken Weldin

Partner

Melbourne

Press Releases

PKF Australia welcomes new, dynamic COO

The National Executive of PKF is pleased to announce the appointment of Dr Lana Weldon, National Chief Operations Officer of PKF Australia. “We are delighted to welcome Lana to our leadership team,” said Steve Meyn, Chairman of PKF Australia.“Lana is an energetic and experienced executive with expert multi-disciplinary skills that...

Steve Meyn

Chairman

Australia

Insights

Better practice in AI governance: we provide a checklist

Successfully integrating AI into an organisation requires a comprehensive strategy encompassing proactive risk management, ethical governance, continuous learning and culture change. There is no onesize-fits-all approach. What may work well for one organisation may not work for others. Leveraging reusable patterns, such as those highlighted in the Voluntary AI Safety...

Ken Weldin

Partner

Melbourne

Press Releases

Record breaking $60,726 raised at the 2024 Breast Care Breakfast

PKF Sydney and Newcastle, in collaboration with The Newcastle Herald and NEX, are delighted at the success of the 18th annual Hunter Breast Care Breakfast held on 17 October. This year the event hit a significant milestone, raising $60,726 to support the invaluable work of the Hunter Nurse Education Group....

Emma Hansen

Head of Marketing

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

Insights

Pillar Two implementation in Australia: current state of play

On 22 August 2024, the Australian House of Representatives passed a new law that introduces a 15% global minimum tax and a domestic minimum tax for large multinational companies with yearly global revenues over €750 million. This move follows the Australian Government's 2023-2024 Budget plan, which included adopting the OECD/G20...

Becky Nguyen

Partner

Melbourne

Insights

Thin Capitalisation reforms and their impact on corporate tax management

As of 8 April 2024, the Treasury Laws Amendment (Making Multinationals Pay Their Fair Share - Integrity and Transparency) Act 2024 has officially been enacted. This landmark legislation introduces major reforms to Australia’s Thin Capitalisation regime, which will apply to income years commencing on or after 1 July 2023. In...

3 contributors

Melbourne

Insights

Mental health empowerment: the power’s in the people

Imagine this. You are on your way home from work and notice an elderly man has just tripped and fallen. He is laying on the ground and his arm is bleeding. You, along with others around you, run over to render assistance to the gentleman, to see if he is...

Sam Hutchinson

Senior Accountant

Brisbane

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

PKF — Your Partner In Wine… And Business

PKF is proud to once again sponsor the Hunter Valley Wine Show. As we enter our second year of sponsorship, it's clear that our commitment goes beyond the weeklong celebrations of this annual event. “This sponsorship is about alignment in values and how we both view community. There is a...

Clayton Hickey

Partner

Sydney, Newcastle

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

The Benefits Of Estate Planning: Securing Your Legacy

Estate planning is crucial for the management and distribution of your assets after your death. Documents need to be well drafted to ensure they are legally binding, that your wishes are honoured and your loved ones are provided for according to your preferences. Estate Planning involves more than just a...

Andrew Russell

Financial Adviser

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

Buying a Pharmacy: Key Considerations

Buying a pharmacy is a major decision, much like purchasing a house. It's not just about finding the right opportunity; knowing how much to pay and making sure it fits your long-term goals are crucial to success. Defining what you are looking for Once you’ve decided to invest in a...

Trent Ruprecht

Partner

Newcastle, Sydney

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

Time running out to implement bribery prevention

Insights

Time is running out to implement foreign bribery prevention measures

In March 2024, the Crimes Legislation Amendment (Combatting Foreign Bribery) Act 2024 (Cth) was passed. The Act is designed to remove barriers to foreign bribery investigations and prosecutions previously faced by law enforcement and prosecutors. The key changes include: A company will be criminally liable if an associate (an officer,...

Geoff Peck

Partner - PKF Integrity

Melbourne

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

Australia’s new era of corporate transparency: mandatory climate reporting begins on 1 January 2025

It’s official, Australia’s mandatory climate disclosure regime will take effect from 1 January 2025, following the passing of the Government’s legislation through Federal Parliament. On 22 August 2024, the Senate passed the mandatory climate reporting bill, which was subsequently passed by the House of Representatives on 9 September 2024. This...

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2 contributors

Melbourne

Insights

Unpacking the new consolidated entity disclosures

As a result of the introduction of the Treasury Laws Amendment (Making Multinationals Pay Their Fair Share – Integrity and Transparency) Bill 2023, from 30 June 2024 onwards, Australian public companies who prepare a consolidated financial report (except those companies that report to the ACNC) must include a new consolidated...

Ken Weldin

Partner

Melbourne

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

The power of awareness: The impact of unconscious bias in business

I remember walking into a job interview, feeling prepared and ready to impress. As I sat across from a male and female interviewer, I found my focus largely with the male at the table. His dominant personality allowed me to assume he held the position of power in the room....

Lauren Deetlefs

Audit Manager

PKF Sydney and Newcastle

Insights

Strengthening resilience: Considerations for Australian business following the largest global outage in history

On Friday, 19 July 2024, worldwide infrastructure crumbled in what is now recognised as the largest outage the global economy has ever seen. A critical error in CrowdStrike Falcon led to a widespread outage affecting organisations relying on their endpoint protection services. The error was introduced during a routine software...

Tony Corry

Director - Technology Assurance and Advisory

Brisbane, Melbourne

Insights

Cybersecurity as a cornerstone of sustainable supply chain practices

In today’s interconnected world, your financial security rests not only on your own doorstep, but also on the shoulders of your trusted partners. These are the companies you rely on for crucial services like data hosting, IT infrastructure management, and beyond. To navigate the complexities of contemporary business environments, organisations...

Phillipa Ngorima

Systems Analyst | Audit and Assurance

Sydney

Insights

Welcome to the new offices of PKF Perth

After 28 years at our previous location in West Perth, PKF Perth is proud to announce our relocation to a modern and vibrant office space in the Perth CBD. The new office is conveniently located at Level 8, 905 Hay Street, Perth (also known as Dynons Plaza) and boasts a...

Darren Shillington

Managing Partner

Perth

Press Releases

PKF Australia welcomes Merit Partners to launch Darwin practice

PKF Australia announces the launch of its Darwin practice and celebrates its physical presence in every state and territory of Australia. Long-standing provider of audit, tax and advisory services in the Darwin market, Merit Partners, has joined PKF in Australia to access the rich resources of the network of firms,...

Steve Meyn

Chairman

Australia

Press Releases

Unveiling The Powerhouse Behind The Pour: The 2024 PKF Hunter Valley Wine Show

The Hunter Valley is Australia’s oldest wine region with a national & global reputation for producing premium wines. The Hunter Valley Wine Show originally held in 1847, was the first regional wine show in Australia & has run continuously since 1973. Respected nationally, 2024 marks its 52nd consecutive show &...

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

Understanding Main Residence Exemption Basics

The Main Residence Exemption (MRE) is one of the most significant tax concessions available to Australian residents but also one of the most misunderstood. Our unofficial statistics rank it the most frequently misquoted at summer barbeques every year. The basic premise is simple but the law itself is complex, loaded...

Nicholas Falzon

Director

Sydney, Newcastle

Press Releases

PKF’s State of Origin Event Raises Over $15,500 for the Westpac Rescue Helicopter Service

PKF Sydney and Newcastle is delighted to announce that its highly anticipated State of Origin event successfully raised over $15,500 in support of the Westpac Rescue Helicopter Service. The event, held at the prestigious Knights Centre of Excellence, attracted 130 enthusiastic guests for an evening of excitement and generosity. The...

Emma Hansen

Head of Marketing

Sydney, Newcastle

Insights

Industry Growth Program Grant Opportunities for SMEs

The Australian Government is set to launch the Industry Growth Program, an initiative aimed at supporting startups and small and medium enterprises (SMEs) in their innovative commercialisation and growth endeavours. This program is aligned with the priority areas outlined in the Australian Government’s National Reconstruction Fund (NRF) and aims to...

Nicholas Falzon

Director

Sydney, Newcastle

Clarity Mag

Changes to financial performance reporting to bring investors more consistency

On 9 April 2024 the International Accounting Standards Board (IASB) issued its new standard IFRS 18 Presentation and Disclosure in Financial Statements. IFRS 18 (AASB 18, when adopted in Australia) will replace IAS 1 (AASB 101) Presentation of Financial Statements. This standard is effective for most for-profit entities for financial...

Simon Fermanis

Partner

Perth

Clarity Mag

Revenue recognition for cloud software providers

The days of desktop versions of software files downloaded and installed on local computers (remember MYOB desktop?) are numbered and providers of software applications such as accounting applications, software security systems, ERPs and a myriad of others are moving to cloud deployments. This presents complexity for the provider of the...

Clarity Mag

PPP operators — have you considered AASB Interpretation 12?

Governments, including local governments and other public sector entities, often enter into arrangements with private sector entities, including charities, to operate and fund public services. These arrangements are commonly referred to as public private partnerships (PPPs). A common example is where, where a private sector entity (the operator), constructs and...

Kym Reilly

Partner

Sydney, Newcastle

Clarity Mag

Proposed changes to the ASX corporate governance principles and recommendations

The 4th Edition of the ASX Corporate Governance Principles and Recommendations were issued in 2019. On 27 February 2024, the ASX Corporate Governance Council released its Consultation Draft for the 5th Edition of the Principles and Recommendations. The proposed changes are intended to strengthen listed entities’ governance and increase transparency...

Shaun Lindemann

Partner

Brisbane

Insights

Secure Your Financial Future Before the End of the 2024 Financial Year

As we approach the end of the 2024 financial year, it is sensible to take proactive steps to ensure that your tax and financial affairs are in order. With 30 June 2024 almost upon us, now is the perfect time to review your tax planning strategies and make any necessary...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Avoid Tax Penalties and Save on FBT

It’s a very common misconception that putting a logo on a piece of clothing makes it a deductible / FBT exempt uniform – and this is NOT the case. If your uniform isn’t registered, as an employee you are being denied tax deductions, whether for purchase or laundering expenses. And...

Stacie Shaw

Partner

Newcastle, Sydney

Insights

Urgent Reminder: 2024 Lodgement Deadline Approaching

As the 2024 lodgement deadline approaches, we remind you of the importance of submitting your tax returns on time. Failure to meet this deadline may result in penalties and interest charges being applied to your account. In many instances the ATO was lenient on lodgement penalties during the pandemic period...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

ATO increases focus on personal use of company funds

The Australian Taxation Office (ATO) is intensifying its efforts to curb instances where business proprietors divert funds or utilise company assets for personal benefit. It's a common occurrence for business owners to blur the lines between their personal and professional lives, often intertwining their personal expenses with those of the...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Working mothers: within the bounds of commerciality, without ‘concessions’

No, I haven’t made a faux pas in the title. I didn’t mean to say “working parents”, and no, I’m not remiss in that. Because it frustrates me when gender pay gaps make the news without being called what they very often really are: a gender representation issue. So, I’d...

Stacie Shaw

Partner

Newcastle, Sydney

Insights

ANZAC Day 2024

This week our Diversity, Equity and Inclusion Council caught up with Malcolm Tye, Technology Consultant at VInet, for a Q&A about his time in the Army and to honor Anzac Day. Malcolm spent almost eight years serving in the Army, and today he shared part of his journey with us....

Clarity Mag

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

Press Releases

PKF Appoints Newcastle Audit Duo as Partners

PKF Sydney and Newcastle is proud to announce the promotion of Kevin Helmers and David Hutchison to Partner. This strategic move reflects PKF's commitment to growing leaders from within the firm. Kevin Helmers has been with PKF for over a decade and has consistently demonstrated exemplary leadership and expertise in...

Clayton Hickey

Partner

Sydney, Newcastle

Insights

Mark Hughes Foundation: Everest Trek

One of our values at PKF is community, giving back. It is a pillar of what we are built on. For me, and many others like me, this has mostly been by way of a financial contribution to many charities and not-for-profit organisations. Over the years, we have given hundreds...

Andrew Beattie

Director

Newcastle, Sydney, Port Stephens

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

Considering establishing an SMSF?

Setting up a Self-Managed Superannuation Fund (SMSF) requires careful planning and adherence to regulatory requirements. Here’s a checklist to guide you through the process: Pre-setup considerations 1. Research and education Understand the roles and responsibilities of SMSF trustees. Educate yourself about SMSF regulations, investment options, and taxation implications.There are various...

Daniel Clements

Partner

Newcastle, Sydney

Insights

Getting ready for the Land Tax year of 2024

To gear up for the Land Tax year of 2024, we’ve put together key information that might prove helpful. The Land Tax rate and thresholds for 2024 are subject to change annually. Previously, the Land Tax thresholds were officially announced on 15 October each year, however, recent legislative amendments have...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Take 5.. with Richard Cai

Q. What motivates you? A. Making a positive impact to everyone around me - to empower my family, friends, clients, and colleagues. Q. Who is your hero and why? A. Women – my mother who inspires me, my wife who supports me so selflessly without any questions asked, my daughter...

Richard Cai

Partner

Sydney

Insights

Craig Gregory

Craig Gregory

Matthew Hall

Simon Fermanis

Kirsty Jones

Geoff Peck

Don McLean

2 contributors

Tony Corry

Rory O'Kane

Ken Weldin

Ken Weldin

Ken Weldin

Steve Meyn

Ken Weldin

Emma Hansen

Nicholas Falzon

Becky Nguyen

3 contributors

Sam Hutchinson

Emma Hansen

Chris Weatherall

Daniel Clements

Bob Bell

Stacie Shaw

Emma Hansen

Laura Mackowiak

Clayton Hickey

Senray Loy

Andrew Russell

Will Haywood

Andrew Beattie

David Hutchison

David Zammit

Boris Kresic

David Pring

Trent Ruprecht

2 contributors

Geoff Peck

Nicholas Falzon

Garry Mathoda

James Lee

2 contributors

Ken Weldin

Andrew Beattie

Emma Hansen

Lauren Deetlefs

Tony Corry

Phillipa Ngorima

Darren Shillington

Steve Meyn

Emma Hansen

Nicholas Falzon

Emma Hansen

Nicholas Falzon

Simon Fermanis

Kym Reilly

Shaun Lindemann

Nicholas Falzon

Stacie Shaw

Nicholas Falzon

Nicholas Falzon

Stacie Shaw

2 contributors

Clayton Hickey

Andrew Beattie

Bob Bell

Daniel Clements

Nicholas Falzon

Richard Cai

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