Business Details
32 Years
experience
Trusted Accounting Services for Health Professionals
Established in 1994, we are a Melbourne-based accounting practice dedicated to providing specialized financial services to medical, dental, and health professionals. Our team of experienced Chartered Accountants, led by Caroline Poon, offers tailored tax planning, business structuring, and financial advisory solutions designed to address the unique needs of healthcare practitioners. With over 25 years of industry expertise, we combine deep sector knowledge with personalized service to help clients optimize tax outcomes, implement strategic structures, and achieve long-term financial goals.Our approach emphasizes practical advice, evidenced by detailed written recommendations and a commitment to staying at the forefront of tax legislation affecting health professionals. We maintain strong partnerships with legal and financial institutions to deliver comprehensive solutions, including asset protection, retirement planning, and practice development services.
Services
Tax Planning
Business Structuring
Superannuation Strategies
Practice Development
Asset Protection
Retirement Planning
Financial Advice
Estate Planning
Details
- Year established: 1994
Highlights and features
- We specialize exclusively in financial services for medical, dental, and health professionals
- Our team includes Chartered Accountants with over 10 years' experience in healthcare finance
- We provide detailed written tax advice with actionable implementation strategies
- We maintain partnerships with legal and financial institutions for comprehensive solutions
- Our founder Caroline Poon has 25+ years' experience advising healthcare practitioners
Services
Tax Planning
Our tax planning services help healthcare professionals optimize their financial position through strategic tax structures. We analyze individual circumstances to implement tax-effective strategies that reduce liabilities while maintaining compliance. Our approach combines industry-specific expertise with proactive planning to maximize after-tax returns for medical practitioners.
Business Structuring
We specialize in creating optimal business structures for medical and dental practices. Our services include entity selection, restructuring existing practices, and developing ownership arrangements. We focus on balancing tax efficiency with asset protection to support long-term practice growth and succession planning for healthcare professionals.
Superannuation Strategies
Our superannuation advisory services help health professionals maximize retirement savings through tailored strategies. We provide guidance on contribution planning, fund selection, and tax-effective withdrawal strategies. Our approach ensures compliance with regulatory requirements while optimizing retirement outcomes for medical practitioners.
Asset Protection
We develop comprehensive asset protection strategies to safeguard healthcare professionals' wealth. Our services include structuring ownership arrangements, implementing risk management frameworks, and coordinating legal protections. We focus on preserving assets while maintaining tax efficiency for medical and dental practitioners.
Practice Development
Our practice development services support healthcare professionals in growing their businesses. We provide strategic advice on practice management, expansion opportunities, and succession planning. Our industry-specific expertise helps medical and dental practitioners implement growth strategies while maintaining financial stability.
People
Caroline Poon
Founder & Chartered Accountant
Chartered Accountant with 25+ years' experience in healthcare finance. Holds Masters in Taxation from Melbourne University. Former Deloitte senior consultant. Specializes in tax strategies for medical professionals. Regular industry presenter and published author on healthcare taxation.
Questions
What services do you offer specifically for medical professionals?
We provide tax planning, business structuring, superannuation strategies, asset protection, and practice development services tailored to doctors, dentists, and other health practitioners' unique financial needs.
How do you tailor financial advice for healthcare practitioners?
We consider medical professionals' specific circumstances, including practice structures, income patterns, and regulatory requirements. Our advice focuses on tax optimization, wealth preservation, and industry-specific financial planning.
Can you help with practice establishment and growth?
Yes, we assist with practice setup, business structuring, and growth strategies. Our services include entity selection, ownership arrangements, and expansion planning specifically for healthcare practices.
Do you provide written documentation of your advice?
Yes, we provide detailed written advice summarizing recommendations and implementation strategies following each consultation to ensure clarity and proper documentation.
How do you stay current with tax regulations affecting health professionals?
Our team maintains specialist knowledge through continuous professional development, industry publications, and active participation in medical professional networks to ensure up-to-date advice.
