The PKF Podcast

PKF Sydney and Newcastle
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Join hosts Emma Hansen and Courtney Charleson as they bring you expert insights from industry leaders across tax, audit, business advisory, corporate finance, and beyond. 🚀 From retirement and superannuation strategies to the future of recruitment and emerging business trends, we’re breaking down what matters most in 2026 because making the right moves today sets you up for success tomorrow. Stay tuned, new episodes coming soon. 🎧

  1. Aug 13

    Ep9: More than a shoebox: Delivering dignity, hope, and connection with Keith’s Closet

    This episode 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 (13 11 14) or Beyond Blue (1300 22 4636). In this special episode of The PKF Podcast, Emma Hansen is joined by Keith Donnelly, founder of Keith's Closet and experienced mental health nurse. Keith shares his remarkable personal story, from overcoming childhood adversity and mental health challenges to building a charity that now supports people across New South Wales through access to clothing, personal care items, and practical support. With R U OK? Day approaching, this conversation explores the importance of mental health awareness, early intervention, community connection, and how small acts of kindness can have a lasting impact. In this episode, Emma and Keith discuss: • Keith's personal journey and the experiences that shaped his passion for mental health advocacy, • How Keith's Closet was founded and the impact it has across NSW hospitals and communities, • Why dignity, confidence, and self-worth are critical elements of recovery, • The importance of checking in with colleagues, friends, and family, • Practical mental health tips for R U OK? Day and beyond, • How the Keith's Closet Shoebox Appeal supports people experiencing hardship during the Christmas period, • Ways individuals and businesses can get involved and make a difference. As part of our commitment to supporting mental health and wellbeing, PKF is proud to partner with Keith's Closet in the lead-up to R U OK? Day and this year's Shoebox Appeal. Listen now to learn how you can help make a positive difference in someone's life, both through meaningful conversations and practical support.

    Ep9: More than a shoebox: Delivering dignity, hope, and connection with Keith’s Closet

  2. Aug 12

    Ep10: Future of choice: why succession planning is about more than an exit

    In this episode of The PKF Podcast, Emma Hansen is joined by Simon Rutherford following his recent transition from Partner to Consultant after more than 41 years at PKF. Together, they explore why succession planning is about more than an ownership transition or exit strategy. It's about creating a future you're excited to move towards. They discuss: • Why succession planning involves both a business transition and a personal transition. • The importance of defining your future of choice before planning your exit. • Building future leaders and trusted client relationships over time. • Letting go of legacy and allowing the next generation to lead differently. The conversation also explores the emotional and financial realities of succession planning, from redefining success and purpose to navigating the shift from wealth creation to wealth utilisation, offering valuable insights for business owners, leaders, and professionals preparing for their next chapter.

    Ep10: Future of choice: why succession planning is about more than an exit

  3. Jul 30

    Ep8: Family Trust Elections: Why it's time for a review

    In this episode of The PKF Podcast, Stephanie Brown, Tax Principal at PKF Newcastle, unpacks Family Trust Elections (FTEs), and Interposed Entity Elections (IEEs), and why they're becoming an increasing area of focus for the ATO. She explores: - What Family Trust Elections and Interposed Entity Elections are and how they work. - Why the ATO is taking a closer look at trust structures and historical distributions. - Common misconceptions around family groups can lead to unexpected tax consequences. - The importance of selecting the right test individual and reviewing trust distributions regularly. The discussion also highlights the practical steps trustees and business owners can take to review their structures, identify potential risks, and ensure their trust arrangements remain aligned with their long-term objectives. Speak with our Tax Advisory team to review your trust structure and ensure any Family Trust Elections or Interposed Entity Elections are operating as intended.

    Ep8: Family Trust Elections: Why it's time for a review

  4. Jul 8

    Ep7: Payday Super: a new era of superannuation compliance

    In this episode of The PKF Podcast, Head of Marketing, Emma Hansen, is joined by PKF Sydney Business Advisory Director, Nick Falzon, to break down Payday Super and what it means for businesses. They explore: • What has changed from quarterly super payments to paying super within days of each pay run • How the new timing can impact business cashflow • And why having the right systems and processes in place is critical for compliance The discussion also highlights how these changes are prompting businesses to take a closer look at their cashflow, review their accounting systems, and identify opportunities to improve efficiency and financial visibility. Speak with our Business Advisory team to ensure the changes of payday super are set up correctly within your business.

    Ep7: Payday Super: a new era of superannuation compliance

  5. Jun 15

    Ep6: Understanding Division 296: What it means for super balances above $3 million.

    In this episode of the PKF Podcast, Courtney Charleson is joined by Daniel Clements to break down Division 296 and what it means for super balances above $3 million. They explore: • Who the changes apply to • How the proposed 15% tax works in practice • And why the real impact is often less than expected The discussion also covers the removal of unrealised gains and what that means for investors, while reinforcing that superannuation remains a highly tax-effective environment for long-term wealth planning.

    Ep6: Understanding Division 296: What it means for super balances above $3 million.

  6. May 25

    Ep5: Building, protecting, and optimising your wealth for the long term

    In this episode of The PKF Podcast, Matthew Weeks, Financial Adviser at PKF Wealth, discusses how superannuation can be used as a powerful tool for long-term wealth creation and retirement planning. The episode covers tax-effective contribution strategies, managing investment risk across life stages, pension phase, and Transition to Retirement options. Matthew also highlights the importance of reviewing super regularly and keeping death benefit nominations up to date to ensure the right outcomes over time. General Advice Warning: This information is general advice only and does not take into account your objectives, financial situation and needs. Before making a financial decision based on this advice, you must consider whether it is appropriate in light of your needs, objectives and financial circumstances, and where relevant, obtain personal financial, taxation or legal advice. Where a financial product has been mentioned, you should obtain and read a copy of the Product Disclosure Statement prior to making any decisions.

    Ep5: Building, protecting, and optimising your wealth for the long term

  7. Mar 26

    Ep4: Sustainability reporting: Start early, start small

    In this episode of The PKF Podcast, host Courtney Charleson is joined by Jim Allenby, Managing Director of PKF Parvate Sustainability, to discuss Australia’s evolving sustainability reporting requirements. 🌱 Jim shares how the new reporting regime is being rolled out across Group One, Two and Three entities, why more businesses are impacted than originally expected, and how early preparation can significantly reduce cost, pressure and risk. Together, the discussion highlights why sustainability reporting is no longer about if or when, but how businesses can prepare early and approach it with confidence.

    Ep4: Sustainability reporting: Start early, start small

  8. Mar 26

    Ep 3: “A successful exit starts years before you go to market.”

    Business exit: Getting your business market ready Thinking about exiting your business - now or in the future? In this episode of The PKF Podcast, Courtney Charleson speaks with Joel Floyd, Principal in PKF Newcastle’s Corporate Finance team, about what business owners can do to prepare early, reduce risk and create better exit outcomes. The conversation covers what buyers really look for, the signals that indicate a business is market ready, and why the best exit isn’t always defined by price alone. It also explores how early planning can give business owners greater confidence, choice and control when the time comes. Ideal listening for business owners who want to protect value and plan their next chapter with clarity.

    Ep 3: “A successful exit starts years before you go to market.”
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About

Join hosts Emma Hansen and Courtney Charleson as they bring you expert insights from industry leaders across tax, audit, business advisory, corporate finance, and beyond. 🚀 From retirement and superannuation strategies to the future of recruitment and emerging business trends, we’re breaking down what matters most in 2026 because making the right moves today sets you up for success tomorrow. Stay tuned, new episodes coming soon. 🎧

Information

  • Creator
    PKF Sydney and Newcastle
  • Years Active
    2025 - 2026
  • Episodes
    23
  • Rating
    Explicit
  • Provider
    PKF Newcastle Pty Ltd