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New Fellows Staying Connected - Understanding financial opportunities for New Fellows

Other RACGP online events

Originally recorded:

15 June 2021

We understand that when it comes to business, it is unrealistic to expect Doctors to have similar proficiency in business compared to their clinical ability and knowledge. 

Utilising our combined experience across the group this webinar has been designed for new Fellows to provide information on opportunities which exist in relation to asset protection, investment structuring and tax minimisation.

“You don’t know what you don’t know.”  Invest the time and attend this webinar to fill in some of those gaps. 

Specifically we will cover;
  • Income streams – practice income, structuring, etc
  • Asset protection and risk minimisation
  • Investment structuring 
  • Superannuation
  • Opportunities to minimise tax and risk in the 2021 financial year and beyond

Learning outcomes

  1. Understand tax implications of income streams
  2. Basic understanding of investment structuring and tax implications
  3. Risk minimisation as a medical professional
This event attracts 2 CPD points

This event attracts 2 CPD points

This event is part of New Fellows Staying Connected. Events in this series are:

Presenters

Jennie Morrison

Jennie Morrison is a Senior Manager in William Buck Victoria’s Business Advisory service. Jennie combines her previous experience working as a dietitian in public hospitals with 11 years of practicing as an accountant to bring a depth of knowledge to clients in the medical and allied health industries. Covering all areas of general and specialist practices, Jennie provides advice in tax planning, service trusts, income tax and wealth creation strategies for individual practitioners as well as their practices. Jennie manages a team of health specialists at William Buck who collaborate with various medical associations and publications to provide financial education to the health industry.

Andrew Barlow

Andrew Barlow is a Director with William Buck Wealth Advisors, the financial planning arm of William Buck. His passion is to achieve great results for his clients across superannuation, wealth accumulation strategies, risk insurance and retirement. Andrew’s specialist and family connections in the health industry includes a superior knowledge in strategies to navigate the financial life stages of a health professional. He is a Certified Financial Planner and has a Bachelor of Commerce, Advanced Diploma in Financial Planning and Certificate IV in Finance and Mortgage Broking.

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