MEDICAL SOLUTIONS
At Arbitrage Private we are very comfortable providing advice to Medical Professionals. We provide advice and services that are relevant, innovative and focused on tax efficiency. Our advice is centred on your unique circumstances and needs, but you will also enjoy the benefit of our team’s extensive experience with medical professionals with circumstances similar to yours.
Finance Solutions
We have extensive experience and knowledge in the following areas:
- Practice/Goodwill loans
- Commercial Finance solutions for medical professionals
- SMSF loans to purchase residential and/or commercial property
- Residential property loans taking full advantage of Medico policies of our lender panel
- Tax deductible loans designed to provide facilities for paying annual tax commitments
Accounting & Tax
We work with your existing accountant or alternatively can introduce you to accountants who specialise in Accounting and Tax services aimed specifically at Medical Professionals. Choosing the right professional accountant is of crucial importance to ensure you receive appropriate, relevant and professional advice around topics such as:
- Drafting of annual financial statements
- Tax advice and submission of BAS and annual tax returns
- Advice and set up of Service Trusts, Family Trusts, SMSF & Non-geared Unit Trusts
Wealth & Risk
At Arbitrage Private we deliver a full suite of Wealth & Risk services. We understand the unique needs of Medical Professionals.
On the Risk side, we have expertise in matters like:
- Needlestick Cover
- Own vs Any Occupation TPD cover
- Income Protection and best ways to structure this type of cover
- Trauma Cover
- Life Cover
- Structuring ownership of policies to ensure maximum efficiency and optimise your cash flow
Our Wealth Service encompasses a wide range of topics, for example:
- Portfolio structuring using Strategic Asset Allocation
- Investment Management
- Retirement Planning (including Superannuation options)
SMSF
We advise clients on the suitability of setting up a SMSF.
A SMSF may not be appropriate for everybody. We will help you to determine whether it is appropriate for your specific circumstances.
Some Medical Professionals utilise a SMSF to buy the commercial premises they conduct their Practice from. Talk to Arbitrage Private about whether this may be an option for you.
WARNING – The area of SMSF advice is highly complex and regulated. You should always seek professional written advice before taking any steps in this regard, in order to fully consider the potential advantages as well as disadvantages of using a SMSF.
Regulatory Information
