TAX planning

Forward-looking, compliant, and personalised tax strategies for healthcare professionals.

Tax shouldn’t be a once-a-year conversation. At AstuteMed, we help doctors, dentists, and specialists take control of their tax outcomes year-round—through structured forecasting, proactive planning, and ATO-compliant strategies tailored to the healthcare industry.

Whether you're a practice owner, consultant, or associate, our integrated tax planning service is designed to help you legally reduce tax, optimise cash flow, and plan with clarity.

  • We prepare tax estimates every quarter to keep your tax position aligned with your actual income. This allows you to manage your PAYG Instalments (PAYGI) accurately and avoid under or overpaying tax throughout the year.

  • Our forward-looking tax forecasts extend across 24 months to give you a clear picture of your future obligations. This supports better personal cash flow planning, especially during times of income growth, investment, or business transition.

  • Before 30 June each year, we conduct a detailed review of your income and implement tailored tax minimisation strategies—ensuring you’re in the best possible position before the financial year ends.

  • For eligible practices, we provide guidance on accessing Small Business Tax Concessions, such as the instant asset write-off. This allows you to claim immediate deductions for qualifying business purchases—improving cash flow and reinvestment capacity.

  • We ensure all tax planning is fully aligned with:

    ATO Guidelines on Profit Allocation within Professional Firms

    Personal Services Income (PSI) Rules

    This protects you from unnecessary risk and ensures your business and income structures remain low-risk from a compliance perspective.

what we offer

why it matters

With our proactive tax planning approach, you can:

  • Avoid tax-time bill shocks 

  • Smooth out cash flow across the year 

  • Reduce unnecessary PAYG Instalment overpayments 

  • Prepare for major life and business events 

  • Ensure you remain compliant with confidence

who we support

Our tax planning and forecasting services are designed for:

  • Medical, dental & specialist practice owners

  • Consultants, contractors & locums

  • High-income professionals with multiple income streams

  • Practitioners planning for retirement or succession

No matter your career stage or business structure, we tailor our advice to your goals and cash flow needs.

plan with confidence

Tax planning isn’t just about paying less tax — it’s about staying in control of your financial future.

Let’s map out a tax strategy that supports your professional goals and personal peace of mind.

OUR AWARDS

OUR ACCREDITATIONS

  • Medical Chartered Accountants Australia
  • TPB 25888334 AstuteMed
  • Institute of Public Accountants
  • Chartered Tax Adviser
  • Xero Certified Advisor
  • Business Valuation Specialist