DFK Everalls

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

"Our only regret is that we hadn't received the benefit of Gerrie's advice earlier."That's how one client summed up work...
07/10/2026

"Our only regret is that we hadn't received the benefit of Gerrie's advice earlier."

That's how one client summed up working with Gerrie Vermeulen at Everalls Wealth Management.

Financial planning can feel intimidating when you're not sure what to expect. Jonathan and his family found the opposite: meetings that were relaxing, educational and reassuring, built on Gerrie's patience and expertise.

The result? Strategies that improved their financial future further than they could have managed alone.

If you're wondering what the right advice could do for you, we're here to talk it through.

πŸ“ Everalls Wealth Management

Every major market event of the past 30 years had one thing in common: almost nobody saw it coming. The dot-com crash, t...
06/10/2026

Every major market event of the past 30 years had one thing in common: almost nobody saw it coming. The dot-com crash, the GFC, COVID-19 β€” and markets went on to recover from all of them.

Vanguard's Index Chart tracks what $10,000 invested in 1996 across different asset classes would be worth today. The numbers vary a lot by asset class and by year, but the trend across three decades is growth for investors who stayed the course.

Swipe through for what the data actually shows, and why time and diversification matter more than trying to predict what's next.

Read more from Vanguard here: https://www.vanguard.com.au/personal/learn/smart-investing/investing-strategy/invest-with-perspective

Chat with the Everalls Wealth Management team about building a plan around your own goals and circumstances.

Past performance is not a reliable indicator of future performance. This post is general information only and doesn't take into account your personal circumstances β€” speak with us before acting on it.

From 1 July 2027, the 50% CGT discount is replaced by cost base indexation and a minimum 30% tax rate for individuals. T...
02/10/2026

From 1 July 2027, the 50% CGT discount is replaced by cost base indexation and a minimum 30% tax rate for individuals. That much has been widely reported.

What's had less attention: how the change reaches assets you already own β€” and what it means if you're holding something pre-CGT.

Swipe through to see what actually changes, and what it means for what you already hold.

Read the full breakdown here: https://www.dfkeveralls.com/insights_post/capital-gains-tax-reform-2027-what-the-changes-mean-for-investors/

Talk to the DFK Everalls team about your position before the rules change.

Join Our Team – Client Services Officer, Canberra CityDFK Everalls is looking for a Client Services Officer to join our ...
01/10/2026

Join Our Team – Client Services Officer, Canberra City

DFK Everalls is looking for a Client Services Officer to join our team in our Canberra City office.

This role is the engine room of client service β€” keeping client jobs moving, workflow tracking systems accurate, documentation complete and clients informed every step of the way.

In this role, you will:
πŸ“‹ Keep client jobs moving through accurate workflow updates and purposeful follow-up
πŸ“ž Provide responsive front-of-house support, from phone coverage to inbox monitoring
πŸ’¬ Keep clients informed about job progress with timely, professional communication and correspondence
πŸ—‚οΈ Maintain accurate client records and systems across the firm
βœ… Support corporate compliance, including ASIC and registry work, to a "error free" standard

We're looking for someone who is organised, dependable and calm under pressure, who takes ownership of tasks through to completion and enjoys being part of a supportive, high-performing team.

At DFK Everalls, you'll be part of a professional culture built on genuine teamwork, approachability and camaraderie.

πŸ‘‰ If you have 1–2 years' experience in a client services or administration role β€” ideally in a professional services environment such as accounting, financial planning or legal, we'd love to hear from you.

Apply via SEEK: https://au.seek.com/job/94932759

Please note: applications must include a cover letter and resume as attachments. Cover letters entered into the Seek text box won't be reviewed, and only applications with both documents will be considered. Previous applicants need not reapply. No agencies, please.

An extra tax on large super balances starts from 2027–28 β€” but most people won't be affected by it at all.Two things wor...
01/10/2026

An extra tax on large super balances starts from 2027–28 β€” but most people won't be affected by it at all.

Two things worth knowing if you're close to the threshold: the tax only applies to realised earnings, not gains sitting on paper, and for 2026–27 only your balance at 30 June 2027 counts under the transitional rule.

Swipe through to see how the calculation actually works, and where you sit.

Read the full breakdown here: https://everallswealth.com.au/3-million-super-tax-explained-whats-actually-changing-and-who-it-affects/

Speak with the Everalls Wealth team before you change your contributions, estate plan or insurance arrangements.

If you're a trustee of a self managed fund, your obligations haven't changed this year. What's changed is how much some ...
30/09/2026

If you're a trustee of a self managed fund, your obligations haven't changed this year. What's changed is how much some of them matter.

Two points worth sitting with: every trustee carries responsibility for decisions the other trustees make, and a fund that loses its complying status is taxed at the top marginal rate on top of trustee penalties.

Swipe through to see where trustees usually trip up.

Read the full breakdown here: https://everallswealth.com.au/your-obligations-as-an-smsf-trustee/

Get in touch with the Everalls Wealth team to see where your fund stands.

A lovely dinner to finish off a lovely Team Building Day for the team at Everalls
25/09/2026

A lovely dinner to finish off a lovely Team Building Day for the team at Everalls

The Everalls team have had a lovely Team Building Day today!  Planting 300 trees for the River Restoration Centre/Rivers...
25/09/2026

The Everalls team have had a lovely Team Building Day today! Planting 300 trees for the River Restoration Centre/Rivers of Carbon on a farm near Gunning. Had a great presentation on bush tucker plants and a lovely BBQ lunch too.

21/09/2026

DFK Everalls has been helping Canberra businesses, professionals and families since 1968. Region Canberra sat down with DFK Everalls senior manager Melissa Healy FCA GAICD to learn more about this Canberra success story.

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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