Financial Check Up
We offer a financial check-up to medical and dental practitioners. Our director Matthew Perry, will visit you at a time of your choosing to discuss your financial situation. It can be after hours or on a weekend if more convenient.
​We provide advice in all areas of tax and financial planning, including:
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Efficient practice business structure
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Practice purchase and sale
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Personal services income versus business income
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Tax deductions for multiple cars, including cars with zero business use
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Correct way to engage non-owner practitioners
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Minimising or eliminating Payroll Tax
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Optimal use of trusts for asset protection and tax efficiency
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How to ensure government grants are received without tax beng levied
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Using superannuation to reduce tax and build wealth
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Self-managed superannuation funds including buying or transferring practice premises with or without borrowing arrangements
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Simple, effective, low cost investment portfolio construction
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Life insurance, income protection and critical illness insurance with no commissions