Optimising your financial affairs as an experienced physician – National Webinar

This webinar is aimed at experienced Fellows looking to review their financial strategies and those looking to start their financial wealth building journey.

Ensuring your financial future is equally as important as maintaining your clinical skills. The Professional Medical Practice (PMP) has worked with the Royal College of Physicians for several years now to provide these highly regarded education seminars to members. The PMP uses only experienced medical industry professionals to provide this information to members of the College. 

This webinar will provide information on:

• Investing structuring for tax minimisation and asset protection
• Developing, reviewing, and tailoring a wealth building strategy that meets your needs and risk profile
• Legal strategies for estate planning and also to protect your wealth and help your children
• Finance available for investment and how you can leverage your qualifications with your bank for a better deal 

The seminar provides practical information as well as a ‘question and answer’ session for College members.

This program will cover:

Accounting and Structuring

• Structures
• Accounting Considerations
• Frequently Asked Questions
• Companies
• Trusts

Financial Planning & Wealth Creation

• Superannuation - maximising growth in accumulation phase and what assets to buy in super
• How to Structure Investments & Loans
• What structures should hold different assets and why?
• Overall Wealth Structure
• End Game - What are we working towards

Legal Considerations & Strategies

• Legal Considerations & Strategies
• Will & Estate Planning
• Risk Management
• Asset Protection

How are doctors treated differently by banks? How to optimise your affairs.

• Different types of lending facilities for Physicians - personal & Business
• Restructuring and optimising loans
• How to minimise time when applying for lending
• Removing guarantees for earlier years

The College is recording Continuing Professional Development (CPD) activities for Fellow involvement in College organised CPD activities. We are pleased to confirm that webinar attendances will be recorded in your 2024 MyCPD summary by the College.

Note: This webinar is geared towards Australian tax systems. Aotearoa New Zealand members who want to attend will be required to source alternative, local advice.

RSVP

Location

Event partner – The Professional Medical Practice