Insights
Financial insights for doctors
Practical articles for Australian doctors and practice owners on tax, structures, super and practice ownership decisions.
Can You Leave Superannuation to Grandchildren in Australia?
Australian grandparents often ask if they can pass superannuation benefits directly to grandchildren.
ATO Expands Rental Data Collection
The Australian Taxation Office (ATO) has announced that it will soon begin collecting rental bond data for approximately 2.2 million individuals.
Main Residence Exemption Tips
How to pay zero or minimum tax on the sale of your house.
CGT Small Business Concessions: Using an Asset in Your Business for the Required Time
A recent decision by the tax tribunal has reinforced a key rule for accessing the Capital Gains Tax (CGT) small business concessions: if you sell a…
Family Trusts: Benefits and Disadvantages You Need to Know
Family trusts are often praised for their tax and asset protection benefits.
Selling Shares? Make Sure You Understand the Capital Gains Tax (CGT) Rules
Selling shares in Australia? Learn how CGT applies, how to calculate your cost base, use the 12-month discount, and avoid ATO red flags like wash ...
The 2026 EOFY Financial Checklist Every Doctor Should Have
As the financial year draws to a close, many doctors start thinking about their tax return.
Essential Tax Receipt-Keeping Guide for Work-Related Expenses
In Australia, you typically need to keep receipts for expenses you intend to claim as a tax deduction.
Tax Residency
Whether you are a resident or non-resident of Australia for tax purposes has significant consequences for you.
What is the right structure for your business?
There are typically four main tax structures to choose from when you launch a new business in Australia. What is the right structure for your ...
Doctor Financial Scorecard
In about 3 minutes, you’ll receive a personalised score to help you evaluate your current financial set-up.