Optimising your financial affairs in the transition to retirement

This national webinar is designed to support members’ financial wellbeing and is curated for Fellows and those interested in reviewing their financial strategies as they move towards retirement. Experts will cover key topics including superannuation, wealth structuring, legal strategies, and practice transition.

Experts from William Buck, Mahoney’s Lawyers, and Medical & General Risk Solutions will be supporting this webinar.

Cost: Free
Category 1: Education Activity
Online via Zoom:
9:00AM – 12:30PM (AEST)
11:00AM – 2:30PM (AWST)
8:30AM – 12:00PM (ACST)

This program will cover:

Accounting & Structuring

• Structures in private practice
• Starting with private work
• Frequently asked questions
• Company & trusts
• Record keeping

Financial Planning & Wealth Creation

• Personal risk insurances
• How to structure investments & loans
• Superannuation
• Overall wealth structure
• End game – what are we working towards?

Communication

• A member’s experience of working in private practice
• Tips & tricks

Legal Considerations and Strategies

• Legal considerations & strategies
• Will & estate planning risk management
• Asset protection
• Service agreements & contracts

Medical Billing – Strategies and Essentials

• Setting your billing strategy
• Understanding your responsibilities as a provider
• How to get paid – the Australian healthcare system
• Why it is important to get it right

General and PI Insurance

• PI Insurance – What don’t I know that I need to know?
• General insurance
• Understanding risks in working as a contractor
• Working with your lawyer on service contracts and agreements
• Case studies of what can go wrong

Learning outcomes

• Understand key financial considerations for a smooth transition into retirement.
• Gain insights into financial planning, wealth management, and transitioning superannuation assets.
• Learn about the impact of changes to personal indemnity insurance.
• Engage with experts and get your questions answered in the live Q&A.

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

Register in advance for this webinar.

Register

This event is sponsored by: