DFK Everalls

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

Meet Ada Zhu – Accountant at DFK EverallsWe’re pleased to introduce Ada Zhu, who joined DFK Everalls in October 2025 and...
13/07/2026

Meet Ada Zhu – Accountant at DFK Everalls

We’re pleased to introduce Ada Zhu, who joined DFK Everalls in October 2025 and is part of our business advisory and accounting team.

Ada works with a range of small to medium businesses, professionals and family-owned enterprises, supporting clients with business accounting, taxation and cloud-based financial solutions.

With experience across both Australian Chartered Accounting and global fund services, Ada brings a strong technical skillset and a detail-focused approach to her work. She supports clients with:
✔️ Tax compliance and financial reporting
✔️ BAS and IAS preparation
✔️ Cloud accounting solutions (Xero, MYOB and more)
✔️ Process improvement and efficient financial management
✔️ Data analysis and reporting

Ada holds a Bachelor of Finance, a Master of Financial Management and a Master of Professional Accounting.

Known for her professionalism and commitment to high-quality work, Ada brings genuine enthusiasm to every new challenge and takes real pride in building strong, lasting relationships with her clients.

We’re delighted to have Ada as part of the DFK Everalls team and look forward to seeing her continue to grow within the firm.

We're grateful to receive feedback like this from our clients:⭐️⭐️⭐️⭐️⭐️"I could not speak more positively of Bob Chen a...
08/07/2026

We're grateful to receive feedback like this from our clients:

⭐️⭐️⭐️⭐️⭐️

"I could not speak more positively of Bob Chen and Everalls Wealth Management. It’s been a pleasure and a rewarding experience to undertake my wealth management journey with Bob."

— Greg C

Thank you, Greg, for your kind words and trust.

At Everalls Wealth Management, we're proud to provide a full suite of financial planning services and build long-term relationships that help our clients navigate important financial decisions with confidence.

If you're looking for personalised financial advice tailored to your goals and circumstances, we'd love to have a conversation.

📞 Contact our team to learn how we can help you build, manage and protect your wealth.

06/07/2026

In May, the DFK Everalls team attended the 2026 DFKANZ Conference in Auckland — a valuable few days of connection, learning and discussion around the future of advisory, leadership, AI and the evolving accounting profession.

Our Director, Robert Shelton (FCA, CTA, GAICD), also presented on the 2026–27 Federal Budget during the conference, sharing insights into the significant proposed tax reforms affecting businesses, investors and individuals.

This year’s conference was also a particularly meaningful one for Rob, likely marking his final DFK ANZ Conference after more than 30 years of contribution, leadership and commitment to both the profession and the Everalls Group.

Also representing the DFK Everalls team at the conference were CEO & Director Jason Griffiths CA, Director Graeme Brown CA, along with Ivette and Tamara.

Thank you to DFK ANZ, the speakers, sponsors and delegates who made the conference such a valuable and memorable event.

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.

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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