Event Details
Optimising your financial affairs in the transition to retirement – National Webinar
Date:
17 May 2025 at 9:00 AM to 12:30 PM
This webinar supports members financial wellbeing and has been curated for experienced Fellows looking to review their financial strategies as they move towards retirement. This session will provide practice information on how to look at winding down your practice and/or the potential for the sale of your practice to another doctor.
William Buck has supported the RACP since 2018 to provide these well curated and highly regarded educational workshops to members. Experts from William Buck Business Advisory and Wealth, Mahoney Lawyers and Medical & General Risk Solutions will be supporting this webinar.
Program Highlights:
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Accounting & Structuring
- Winding down structures and beneficiary loans
- Succession planning
- Frequently Asked Questions
- Valuation Methodology of a Private Practice
- Income tax rates in retirement
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Financial Planning & Wealth Creation
- Superannuation- transitioning superannuation assets from accumulation to pension phase.
- How to Structure assets, investments, and loans in the lead up to retirement
- Superannuation
- Overall, Wealth Structure
- End Game - What are we working towards?
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Legal Considerations & Strategies
- Will & Estate Planning
- Selling/winding down practice
- Asset Protection- is it still relevant post-retirement?
- Passing assets onto children- now or when I die?
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General and PI insurance
- PI when retiring
- When can I start to wind back some of my general insurances?
- Do I need any insurances if I transfer/sell my patient base to another doctor?
- Case studies
The seminar provides practical information as well as a ‘question and answer’ session for College members.
Register
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.
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