DFK Everalls

DFK Everalls Leading Business Advisers and Accountants - helping proactive business owners in the Canberra region

Retirement planning isn’t just about when you stop working — it’s about creating the lifestyle and financial confidence ...
18/06/2026

Retirement planning isn’t just about when you stop working — it’s about creating the lifestyle and financial confidence you want for the years ahead.

As you move closer to retirement, understanding your super contribution opportunities can make a meaningful difference to your long-term outcomes.

In our insight article, we explore:
✔ Concessional and non-concessional contributions
✔ Salary sacrifice strategies
✔ Carry-forward and bring-forward contribution rules
✔ Downsizer contributions
✔ Reviewing your investment approach as retirement approaches

At Everalls Wealth Management, we help clients navigate retirement planning strategies designed to maximise opportunities, build long-term wealth, and support a more confident retirement.

📖 Read the full article here: https://everallswealth.com.au/smart-ways-to-grow-your-super-as-you-approach-retirement/

If you’d like to discuss your retirement goals or how to make the most of your super, reach out to our team today.

For many Australians, downsizing the family home can be more than a lifestyle decision — it may also create an opportuni...
15/06/2026

For many Australians, downsizing the family home can be more than a lifestyle decision — it may also create an opportunity to strengthen retirement savings through a downsizer contribution.

If eligible, you may be able to contribute up to $300,000 from the sale of your home into your super, without it counting towards normal contribution caps.

Our latest article covers:
✔ Eligibility rules and age requirements
✔ Contribution limits and timing rules
✔ Potential tax advantages
✔ How downsizer contributions may support retirement planning

At Everalls Wealth Management, we help clients navigate superannuation and retirement strategies designed to support long-term financial confidence and flexibility.

📖 Read the full article here: https://everallswealth.com.au/downsizing-your-home-understanding-the-downsizer-contribution-2/

If you’re considering downsizing or want to understand how a downsizer contribution could fit into your retirement plans, reach out to our team today.

The team at DFK Everalls have spent the afternoon celebrating the end of the tax season with Paint & Pinot!
12/06/2026

The team at DFK Everalls have spent the afternoon celebrating the end of the tax season with Paint & Pinot!

Your super is part of your pay — and with new Payday Super rules coming from 1 July 2026, it’s about to become much easi...
12/06/2026

Your super is part of your pay — and with new Payday Super rules coming from 1 July 2026, it’s about to become much easier to track and grow your retirement savings.

Under the new rules, employers will generally need to pay super at the same frequency as regular paydays, helping Australians better monitor their contributions and potentially benefit from more frequent compounding over time.

But even now, regularly checking your super is important. Mistakes can happen, and unpaid super may go unnoticed if you’re not paying attention to your balance and contribution history.

Here’s what you need to know:
✔ What Payday Super means
✔ Why checking your super matters
✔ How more frequent contributions may impact retirement savings
✔ How to confirm your super is being paid correctly

At Everalls Wealth Management, we help clients understand their super, retirement strategies, and long-term financial goals with greater confidence and clarity.

📖 Read the full article here: https://everallswealth.com.au/havent-checked-your-super-balance-make-sure-youre-not-missing-out/

If you’d like guidance on reviewing your super or planning for retirement, reach out to our team today.

09/06/2026

From underpriced and overworked to mortgage-free — three years ahead of schedule.

When Greg Clues from GardenGigs first came to DFK Everalls, the work was there, but profitability, pricing and cash flow were unclear. Jobs were underquoted, margins were tight, and there was little visibility over how the business was really performing.

Through quarterly strategy meetings, pricing analysis, cash flow planning and wealth advice, Greg transformed both his business and personal financial position.

The result?

✅ Mortgage paid off 3–4 years early
✅ More profit from fewer jobs
✅ Better cash flow and less stress
✅ Retirement planning now on track

Greg describes DFK Everalls as his “virtual CFO” — a team helping him make informed business and financial decisions with confidence.

If you want greater clarity over your business performance and financial future, speak with the DFK Everalls team.

Read the full case study: https://www.dfkeveralls.com/case-study/virtual-cfo-case-study-greg-clues-gardengigs/

Every investment comes with some level of risk — but understanding risk is one of the most important steps toward becomi...
05/06/2026

Every investment comes with some level of risk — but understanding risk is one of the most important steps toward becoming a more confident investor.

Your attitude to risk, investment timeframe, and financial goals should all play a role in shaping your investment strategy. While higher-risk investments may offer greater long-term growth potential, it’s important to find an approach that aligns with your personal comfort level and objectives.

In our insight article, we explore:
✔ The relationship between risk and return
✔ Why risk tolerance matters
✔ How investment timeframes influence strategy
✔ Why risk can’t be avoided — only managed wisely

📖 Read the full article here: https://everallswealth.com.au/managing-risk/

At Everalls Wealth Management, we work with clients to develop tailored investment strategies that balance risk, long-term growth, and financial confidence.

If you’d like to discuss your investment goals or better understand your risk profile, reach out to our team today.

The 2026–27 Federal Budget delivered some of the most significant changes to individual taxation in years.Major reforms ...
03/06/2026

The 2026–27 Federal Budget delivered some of the most significant changes to individual taxation in years.

Major reforms have been proposed across capital gains tax, negative gearing, discretionary trusts, individual tax rates and offsets — and several other areas affecting investors and taxpayers.

If you hold investment assets, operate through a trust, or are planning for retirement, these changes may affect your future strategy and tax position.

At DFK Everalls, we help clients understand how legislative changes impact their broader financial position and long-term planning decisions.

Read the full article here:
https://www.dfkeveralls.com/insights_post/2026-27-federal-budget-what-it-means-for-individuals-and-investors/

If you’d like to discuss your circumstances, speak with the DFK Everalls team to review how these changes may affect your tax position, investments and broader financial strategy.

🌟 We’re Hiring | Senior Paraplanner📍 Canberra CityEveralls Wealth Management is growing, and we’re looking for an experi...
03/06/2026

🌟 We’re Hiring | Senior Paraplanner
📍 Canberra City

Everalls Wealth Management is growing, and we’re looking for an experienced Senior Paraplanner to join our team.

This is an opportunity to work within a collaborative, professional, and forward-thinking environment where your expertise directly contributes to delivering high-quality, strategy-led advice to high-net-worth and professional clients.

At Everalls Wealth Management, we work closely with our accounting and business advisory teams to provide holistic, tax-aware financial strategies across superannuation, retirement planning, investments, insurance, and SMSFs.

🔹 What you’ll be doing:
• Supporting advisers across the full advice lifecycle
• Preparing high-quality SOAs and ROAs
• Modelling and refining strategic advice outcomes
• Applying strong technical expertise across super, tax, investments, insurance & SMSFs
• Collaborating with a supportive and highly experienced team

🔹 What we’re looking for:
✔ 3+ years’ paraplanning experience
✔ Strong technical and compliance capability
✔ Experience with complex advice strategies
✔ A proactive, detail-focused and collaborative mindset

Why join us?

At Everalls Wealth Management, you’ll enjoy:
✨ A supportive and professional culture
✨ Genuine collaboration and career development
✨ Modern Canberra City offices
✨ Fortnightly team lunches & social events
✨ Flexible/WFH opportunities once settled in

If you’re passionate about delivering quality advice outcomes and want to be part of a team that genuinely cares about its clients and colleagues, we’d love to hear from you.

📥 Apply now via SEEK:
https://au.seek.com/job/92025178

The 2026–27 Federal Budget includes some of the most significant tax reforms in recent memory, with major proposed chang...
02/06/2026

The 2026–27 Federal Budget includes some of the most significant tax reforms in recent memory, with major proposed changes affecting investors, business owners, trusts and working Australians.

Key measures include:
• Changes to capital gains tax
• Restrictions to negative gearing
• A new minimum tax rate for discretionary trusts
• Permanent small business concessions
• A new Working Australians Tax Offset

These reforms may affect future decisions around investments, structures, business operations and tax planning.

At DFK Everalls, we help clients understand how legislative changes impact their broader financial position — and what actions may be worth considering before the rules take effect.

Download the full DFK Everalls Federal Budget Tax & Super Overview here:
https://www.dfkeveralls.com/wp-content/uploads/2026/05/DFK-Everalls-Tax-Super-Report_Final.pdf

If you would like to discuss how these changes may affect your circumstances, speak with the DFK Everalls team.

Address

SAP House, Level 5, 224 Bunda Street
Canberra City, ACT
2600

Opening Hours

Monday 8:30am - 5am
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

(02) 6232 4588

Website

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