Lifestyle
Financial terminology and definitions
Feeling confused with all the acronyms and financial jargon? 🤔 Don’t stress! We’ve put together a list of terms and concepts with their helpful definitions
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Private Practice
End Of Financial Year (EOFY) Superannuation Planning for 2025: What Medical Professionals Need to Know
As the end of the 2024–25 financial year approaches, it’s an opportune time to ensure you’re taking full advantage of the superannuation planning strategies available
Private Practice
Different Types of Trusts for Doctors – Everything You Need to Know
Understanding Trusts: A Financial Foundation for Australian Doctors For medical professionals in Australia, navigating the complexities of financial management can be challenging—especially when balancing the
Private Practice
Operating as a Sole Trader vs Company or Trust as a GP
Navigating the financial landscape as a medical professional in private practice can feel like a complex diagnosis in itself. While the primary focus is undoubtedly
Private Wealth
The importance of regular portfolio reviews and rebalancing
Investing is not just about selecting the right assets; it’s also about managing emotions and biases that can impact financial decision-making. One of the most
Personal Insurance
Business Expenses Insurance – Protecting you if you can’t work
What is business expenses insurance cover? There are many different insurances that a self employed doctor should consider – medical indemnity insurance, public liability insurance,
Personal Insurance
The Importance of Reviewing Indemnity Income Protection Benefits
Income protection is one of the most essential forms of insurance, particularly in today’s volatile and unpredictable world. Your ability to earn an income is
Personal Insurance
Spousal Insurance for doctors and medical professionals
You have set your own personal insurances up, but what about your spouse? You and your family have worked hard and have goals and aspirations
Private Practice
Employee Gift Tax and Parties Guide
It is that time of year, again! As Christmas approaches, so do the invitations to the many parties; and with the parties come the gifts
Private Wealth
Podcast | The dangers of social media and finfluencers
The internet and social media can be a wild west of risky financial information and advice. Do these financial influencers on our screens have our
Tax & Accounting
Missed the 2024 tax deadline – what now?
Missed the tax deadline? Don’t panic, now is the time to take action. It is common for medical professionals to be extremely busy working and
Lending
Using your SMSF to set up or purchase a private practice
For many medical professionals, buying a commercial or residential property through their Self Managed Super Fund (SMSF) to set up their private practice can be
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Personal Insurance
Earning an income and having access to lump sums at critical times is crucial to your overall financial security. We will provide expert guidance on appropriate personal insurances to cover your unique needs and protect your financial wellbeing.
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