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Tax planning

Our advisers and specialist partners can assist with structuring your investments and your income in a tax-effective manner. They will ensure you are complying with all your personal and business taxation obligations while taking advantage of the many benefits available to you as a doctor.

We can help you understand concepts such as income splitting, dividend imputation credits and negative gearing. We can assist with minimising the tax you pay on investment income, and advise on the best time to buy or sell an asset to maximise your return by considering areas such as:

  • Capital Gains Tax
  • tax on investment income
  • timing of purchases and redemptions
  • offsetting gains and losses.

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Structuring your assets

Our financial advisers and specialist partners can advise you on the most effective structures for owning your assets, to ensure that you are protected and that your wealth will continue to achieve your goals.

We can work alongside your accountant and other advisers to ensure great outcomes are achieved now and into the future.

Find out more

Over 50% of Australian doctors trust Avant with their professional reputation.
Now, you can trust Doctors Wealth Management to look after your financial wellbeing too.

Important disclaimer: The material contained in this publication is of general nature only. It is not, nor is intended to be legal, accounting, tax or financial advice. Doctors Financial Services Pty Ltd (DFS) and its related entities have not considered your individual objectives, financial situation and needs in providing this information. If you wish to take any action based on the content of this publication we recommend that you seek appropriate professional advice. While we endeavour to ensure that this information is as current as possible at the time of publication, we take no responsibility for matters arising from changed circumstances, information or material. DFS and its related entities will not be liable for any loss or damage, however caused (including through negligence), that may be directly or indirectly suffered by you or anyone else in connection with the use of information provided. Doctors Wealth Management is a registered business name of Doctors Financial Services Pty Ltd ABN 56 610 510 328, AFSL 487758. Doctors Wealth Management Financial Advisers are Authorised Representatives of DFS.

© Doctors Financial Services Pty Limited 2020