Accounting and Super advice for medical professionals.
Learn how we can help you
Why MedAccountants
Business Services and Taxation
Medaccountants are an experienced group of business advisors who bring a range of expertise to the medical community. The services we provide mean that we are able to meet all your accounting, business and taxation needs.
This means a more personal and affordable service than is generally available from larger firms. We cater to your personal and business financial needs including those of high net wealth individuals and family groups.
Our specialist business and tax advisors can help you structure your business practices and personal goals for the short and the long-term.
Self-managed Super Funds
At MedAccountants, we have a specialist SMSF administration team providing services tailored to meet the needs of medical specialists and practitioners. This aligns your business needs and cash flows with the opportunities available through self-managed super. Our proactive approach ensures that you maximise the potential of your SMSF.
Our SMSF Expertise
Our administration service provides comprehensive, accurate and up to date record keeping, ensuring all of the related compliance requirement are met. With our depth of expertise and knowledge, we can offer high level of skills in areas such as:
- Proactive management of the taxation advantages available to you.
- Work with you to maximise opportunities that may arise during the difference phases of your SMSF.
- Expertly manage the complexity of running multiple pensions, and combinations of pensions and accumulating benefits.
- Actively segregate assets where required or where it may be to your advantage.
- Provide you with expertise in catering for blended families or disabled family members.
- Reconstruct compliant records for prior years.
What sets our SMSF service apart
- We maintain accurate and timely records.
- We hold and maintain records exclusively from our office in Australia.
- You have access to a principal of the company at all times during office hours.
- “1 page at a glance” snapshot of your SMSF every year.
- We demystify information by limiting jargon, and explaining your opportunities in plain English.
- You have online access to your investment records, with daily pricing of all Australian listed shares and managed funds.
- You can store, important documents relating to your SMSF through our online portal.
- You can sign documents with a digital signature.
What makes MedAccountants different?
We will foster a close working relationship to understand your individual needs:
- We understand your time pressures and will be flexible around your commitments
- We can work closely with our MedFinancial partners should you request their services
- We have a flexible fee structure and competitive rates
- We practice proactive accounting to avoid surprises
- We are responsive to your needs and changes in circumstances
What our clients say
Our Team
Marian Morison
PrincipalMarian has over 30 years experience in the administration of super funds. She has led teams at insurance companies looking after large corporate super funds, and working directly with a fund for a major multinational company. For the past 15 years, she has concentrated wholly on SMSFs and is an SMSF Association Specialist Adviser. Highly familiar with superannuation for various medical specialists including General Practioners, Specialists and Dentists, she is still administering the fund of a now retired Psychiatrist which commenced in 1990. Marian is licensed to provide financial advice on superannuation as a Corporate Authorised Representative of Sage Alliance.
Toby Barber
PrincipalToby Barber has extensive experience in accounting and business advisory services. His clients range from small to medium enterprises with a diverse range of operations. He is committed to fostering a strong adviser/client relationship through gaining a thorough understanding of your needs to determine the most appropriate financial strategy for you and your business. He enjoys an active coastal lifestyle and lives in Sydney with his partner who is a medical doctor. He has a unique understanding of the needs and demands of medical professionals and will use this to your advantage.
Contact Us Today
Please call or email us today to discuss your accounting needs.
Level 11,
205 Pacific Highway,
St Leonards,
NSW 2065
E: toby@medaccountants.com.au
P: 02 8004 1955
