01
Medical students, interns, residents, and registrars
Lean compliance, salary packaging review, and the early structural decisions that compound. First investment property, first ABN, first home — these are the years where small mistakes turn into expensive habits.
02
Junior doctors, salaried GPs, and employed specialists
Proactive tax planning, rental and salary packaging review, structure assessment for emerging private work, and coordinated wealth strategy across super, property, and savings.
03
Consultants and specialists, including VMOs
Service trust structuring, Personal Services Income management, PCG 2021/4 application, multi-entity coordination, and integrated tax and wealth planning at high marginal rates.
04
Dentists, orthodontists, and oral surgeons
Practice structuring, equipment financing, payroll tax assessment, and exit planning for owner-operators.
Whatever stage you're at — your first meeting is complimentary
05
Allied health
Psychologists, physiotherapists, optometrists, podiatrists, chiropractors, speech pathologists, and occupational therapists. Specialist handling of group practice arrangements, contractor risk, and NDIS billing where applicable.
06
Pharmacists and pharmacy owners
Ownership rules under state pharmacy boards, multi-store structures, and the financial and tax planning specific to pharmacy retail.
07
Practice owners, partnerships, and medical companies
Acquisition due diligence, ongoing CFO advisory, contractor model defensibility, and pre-sale structuring twelve to twenty-four months ahead of exit.
08
Locum doctors and international medical graduates
Multi-employer compliance, residency and tax-residency questions, structure decisions for the first years of Australian practice.
