DFK Everalls

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

26/08/2026

After 33 remarkable years, Rob has officially retired, and it was a pleasure to host a celebration in honour of his dedication and loyalty to our firm and the wider DFKANZ community.

Rob joined Everalls in May 1993 as a Manager, became a Director in 1999, and led the firm as Managing Director from 2008. Alongside that, he spent more than a decade on the DFK ANZ Board, serving as Chairman for three terms, and three years on DFK's International Executive.

Clients who worked with Rob will know what he was best at. He could take something genuinely complicated, GST when it arrived, the PSI rules, and twenty years of tax reform since explain it in plain English with the practical consequences attached. He sat on ATO panels for years so he could see the changes coming before they landed, and made sure his clients heard about them first.

Rob has always been steady, wise & astute. He led our team and our clients through the chaos of COVID calmly and kept us all connected throughout. He has given our team autonomy and authority and built the pathway that lets any team member progress to becoming a shareholder and director, which is why the firm you deal with today looks the way it does.

Thank you, Rob, from all of us.

24/08/2026

A business valuation isn't just a number, it's a strategic tool.

When Jana Clyde, CEO of Wisdom Learning, a leading education and training provider in Canberra, came to us for a business valuation, we didn't just crunch the figures. We looked at the whole picture: business fundamentals, risks, opportunities, and the intangible assets, like brand loyalty and market position, that don't show up on a balance sheet but drive real value.

The result? Clarity and confidence to make informed decisions about the future of her business.

"DFK Everalls brought clarity, confidence, and strategic direction to my business, transforming my understanding of its value and potential." — Jana Clyde, CEO, Wisdom Learning

Read the full case study: https://www.dfkeveralls.com/case-study/wisdom-learning/

Divorce changes more than your relationship status. It reshapes your financial picture, especially later in life when re...
17/08/2026

Divorce changes more than your relationship status. It reshapes your financial picture, especially later in life when retirement plans are part of the equation.

Taking stock of where you stand, protecting your accounts and reassessing your retirement plans are all steps worth taking early, alongside looking after yourself through the adjustment.

Read the full insight: https://everallswealth.com.au/taking-control-of-your-finances-post-divorce/

Speak with the Everalls Wealth Management team for guidance tailored to your situation.

The High Court has ended a 17 year dispute between taxpayers and the ATO over how family trusts distribute profits to bu...
14/08/2026

The High Court has ended a 17 year dispute between taxpayers and the ATO over how family trusts distribute profits to bucket companies.

If your family trust distributes income to a bucket company, this changes your tax position from this financial year, and you may be able to recover tax paid in previous years too.

Read the full breakdown here: https://www.dfkeveralls.com/insights_post/the-bendel-decision-what-it-means-for-your-family-trust-and-bucket-company/

Get in touch with the DFK Everalls team to review your bucket company arrangements.

Most business owners know their revenue. Few know what their business is actually worth, or what's holding that number b...
12/08/2026

Most business owners know their revenue. Few know what their business is actually worth, or what's holding that number back.

A proper valuation isn't a guess or a rule of thumb. At DFK Everalls, we take a holistic approach, reviewing over 80 factors across financial performance, your team, client base, industry position and systems, to give you a clear, accurate picture of where you stand.

From there, we build a strategic roadmap: practical, prioritised advice on what will actually move the number. And we don't stop at the report — twelve months on, we check back in to show you the value you've built.

Whether you're planning a sale, thinking about succession, bringing in an investor, or just want clarity on where you stand, knowing your number is the first step.

Want to know what your business is really worth? Let's talk: https://www.dfkeveralls.com/business-services/business-valuations/

Shout out to Gerrie for another win with a client at Everalls Wealth Management!⭐️⭐️⭐️⭐️⭐️"We met with Gerrie and I have...
11/08/2026

Shout out to Gerrie for another win with a client at Everalls Wealth Management!

⭐️⭐️⭐️⭐️⭐️

"We met with Gerrie and I have to say he was amazing. We had some unusual financial things to consider. He had thoroughly researched our background and understood the domain well. The knowledge and professionalism stood out to me significantly above the other planners we had spoken with previously."

Matthew S

Preparation and genuine understanding make all the difference, and that's exactly what Matthew experienced with Gerrie.

Every client comes to us with a different financial picture, and no two conversations look the same. Taking the time to properly understand each client's circumstances is what shapes the advice we give.

If you'd like a financial planner who takes the time to understand your situation, we're here to help.

📞 Reach out to our team to start the conversation.

03/08/2026

Is your super on track for your age?

Everalls Wealth Management breaks down the average superannuation balances across every age group, and what they reveal about the gender super gap.

It's time to review your super.

Read the full breakdown, including the ASFA comfortable and modest retirement benchmarks, here: https://everallswealth.com.au/average-super-balance-by-age-in-australia/

Client stories like this are exactly why we do what we do at Everalls Wealth Management:⭐️⭐️⭐️⭐️⭐️"We can only commend G...
31/07/2026

Client stories like this are exactly why we do what we do at Everalls Wealth Management:

⭐️⭐️⭐️⭐️⭐️
"We can only commend Gerrie Vermeulen at Everalls to everyone wishing to understand the full breadth of their financial future. Gerrie's easy manner, patience and unmistakeable expertise means our meetings are always a relaxing, educational and reassuring experience. His strategies have improved our financial future far better than we could have done by ourselves. Our only regret is that we had not received the benefit of Gerrie's advice earlier."
— Jonathan M

Thank you, Jonathan. Feedback like this makes the work so rewarding.

Every client's financial journey looks different, and at Everalls Wealth Management, Gerrie's approach is all about meeting people where they're at, and building the confidence to plan ahead.

Ready to get clarity on your own financial future? Let's have a conversation.

📞 Get in touch with our team today.

Many Australians don't realise they can contribute more than the annual super cap — by tapping into unused amounts from ...
30/07/2026

Many Australians don't realise they can contribute more than the annual super cap — by tapping into unused amounts from previous years.

If you studied, took parental leave, worked part-time or ran a business in leaner years, you may have unused concessional cap you can still put to work. And in a high-income year — after a bonus, or selling an investment property — catch-up contributions can be a smart way to manage tax while building your retirement savings.

Swipe through for how it works, then get in touch with DFK Everalls to check your eligibility and available cap.

Read the full article here: https://www.dfkeveralls.com/insights_post/catch-up-on-super-and-manage-your-tax-with-concessional-contributions/

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

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