DFK Nugents

Selling up and exiting the business is a major chapter in your business journey. But if you’re going to get the maximum return on investment (ROI), it’s vital to have an exit plan and to think seriously about how you add value to the business in the run-up to selling. Forward planning prior to a sale is crucial. Are you planning to sell up in the medium to long-term future? If you’re currently without a firm exit strategy, now’s the time to start setting out your plan and getting the company in order. Talk to our team about your exit and retirement plans. We’ll help you focus on the key aims for the sale, your exit strategy, succession plan and adding tangible value to the company. https://lnkd.in/gB2scT_g

This holiday season, we wish you and your loved ones a happy festive season to relax and unwind as you reflect on the year past and prepare for the one ahead. May your celebrations be filled with warmth, laughter, and cherished moments! Our team will be taking a break and our office will be closed from Friday 20th December and returning on Monday 6th January 2025. 🎄

🌟 We’re Hiring! - UNDERGRADUATE & GRADUATE ACCOUNTANTS 🌟 Are you a final-year student or recent graduate eager to kickstart your career in accounting? DFK Nugents, a leading Accounting and Business Advisory Firm in Southbank, Victoria, is excited to welcome new talent to our team! As part of the role, you’ll gain hands-on experience in taxation, financial reporting, and business advisory for high-net-worth family groups. You’ll also participate in the People Development Plan, a national training initiative with DFK ANZ offices across Australia and New Zealand, designed to build your skills, network, and career pathway. With tailored career development plans, flexible working arrangements, and a supportive team, this is your chance to thrive in a dynamic, professional, and fun environment. 📅 Applications open from 11th December 2024 to 13th January 2025. 📩 Click the link to learn more and apply today! https://lnkd.in/gD2_WpRu

Last Friday, I had the honor of co-presenting on the Landscape of Commercial Property Investment alongside Tanson Tian, Ivan Li, CFA, FRM, Paul Wong from NAB Private and Bruce Wang from Rethink Investing. The event was both insightful and engaging, providing valuable guidance to our high-net-worth clients as they navigate the commercial property market in the current economic climate and interest rate environment. We also discussed the tax implications of the newly legislated Commercial and Industrial Property Tax (CIPT) in Victoria and the planning considerations. The collaboration between the teams from DFK Nugents, NAB Private, and Rethink Investing has brought significant value to our mutual clients, and have demonstrated our capabilities in this space. We look forward to continuing to support our clients on their commercial property investment journey.

We are thrilled to announce that DFK Australia New Zealand has once again been recognised as one of the Top 25 Accounting Associations by the Australian Financial Review! This marks the fourth consecutive year we’ve achieved this distinction, and we couldn’t be prouder of this #accomplishment. This recognition highlights the core values that define DFK Australia New Zealand: 👉 Client-Centric #Service 👉 #Innovation in Practice 👉 Investing in #People Over the past four years, our member firms have expanded their services to meet the evolving needs of their clients, adopted cutting-edge technologies to enhance efficiency and transparency, and strengthened community engagement by supporting local businesses and causes. This #achievement inspires us to continue raising the bar and striving for excellence. Thank you to our incredible member firms, and valued clients for being part of this journey. #top25again #memberbenefits #wediditagain #thankyou

Lidia Cavallo and Vee Tan attended this conference last week, hosted by DFK Australia New Zealand Limited (DFKANZ). Connecting with peers, continuous education, and new perspectives all strengthen our ability to continue to provide exceptional service to our clients. #training #development #inspiration #passion https://lnkd.in/gQYifYFB

Read our latest article here: https://lnkd.in/gZ5z9ThW #revenuedrivers #businessadvisory #talktous

Our Managing Partner Gary Nugent sharing his leadership thoughts with 25+ emerging leaders from Australia, Singapore, Hong Kong, Vietnam, Malaysia, Philippines, Peru and Vanuatu in the DFK Asia Pacific Panel Session. https://lnkd.in/g_2a6Z98

The withholding tax rate for the capital gains tax regime for non-residents is proposed to increase from 12.5 per cent to 15 per cent and the $750,000 property value threshold is proposed to be removed and reduced to nil. The proposed changes, if enacted, will apply to CGT events occurring from the later of 1 January 2025 and the commencement date of the amending Bill. You can read more here: https://lnkd.in/gPkEFEeW

Are you meeting your SMSF governance requirements? https://lnkd.in/gtd66Ctj