Optimising your financial affairs as an experienced physician

This national 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. William Buck has worked with the Royal College of Physicians for several years now to provide these highly regarded education seminars to members. Experts from William Buck, Mahoney’s Lawyers, and Commonwealth Private will be supporting this webinar.

Register

The webinar will cover:

Accounting & Structuring

• Structures
• Accounting considerations
• Frequently asked questions
• Companies
• Trusts

Financial Planning & Wealth Creation

• Superannuation – maximising growth in the accumulation phase and what assets to buy in super
• How to structure investments and 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
• Wills & 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 and business
• Restructuring and optimising loans
• How to minimise time when applying for lending
• Removing guarantees from earlier years – why, when, and how

Q&A

This seminar provides practical information and includes a dedicated Q&A session for College members.

Note: This workshop is geared towards the Australian tax system. Aotearoa New Zealand members who wish to attend will need to seek local advice.

Event partner