Medical & Allied Health

Tax & advisory for Sydney medical and health practices

Your practice is worth more than you think β€” if it is structured right. Most health practitioners leave hundreds of thousands in value on the table because the business side was never properly built.

Where most businesses leave money on the table

These are the strategic gaps we close β€” the ones that cost real money when they are ignored.

Practice valuation and associate buy-in

When an associate wants equity, you need a defensible valuation. We build it β€” patient goodwill, equipment, lease value, and recurring revenue all quantified.

Service entity structuring

Operating through a service entity can provide asset protection, income splitting, and succession flexibility. But APESB 220 and ATO rules impose restrictions on health practitioners. We navigate both.

Super and retirement planning

Health practitioners often under-contribute to super because they reinvest in the practice. We model the retirement gap and build a contribution strategy that does not starve cash flow.

What we deliver

Every deliverable is principal-signed. Not delegated, not templated β€” built for your situation.

  • Practice valuation for buy-in, buy-out, or succession
  • Service entity structuring (company or trust)
  • Tax return with health-practitioner-specific deductions
  • Associate vs employee structuring and compliance
  • Super and retirement strategy
  • Expansion feasibility β€” additional rooms, locations, or practitioners

The result

Your practice is structured to build transferable value. Your associates are compliant. Your super is on track. And when you are ready to step back, the practice is worth what it should be.

β€œWe restructured the practice and brought in two associates properly. The valuation work meant everyone knew exactly what they were buying into.”

β€” GP practice principal, North Shore

Common questions from medical & allied healths

Are medical services GST-free?

Most medical services provided by registered health practitioners are GST-free under the GST Act. However, cosmetic procedures, some allied health services without a GP referral, and retail sales (supplements, products) are generally subject to GST. We ensure each revenue stream is coded correctly.

Should my associates be contractors or employees?

The ATO applies a multi-factor test. If you control their hours, provide the equipment, and they cannot delegate β€” they may be employees regardless of the contract. We review your arrangements and structure them to be compliant and commercially sensible.

How do I value my practice if I want to sell?

Practice valuation combines tangible assets (equipment, fit-out) with intangible value (patient goodwill, referral networks, recurring revenue). We use a combination of capitalised earnings and comparable transaction methods specific to health practices.

Need bookkeeping handled too?

Done-for-you bookkeeping so the numbers are clean before the strategy starts.

Ready to talk?

15 minutes. No obligation. We assess whether our specialisations match your situation. If they don't, we'll tell you straight.