News

Get the latest news, blog posts and podcasts about financial services for the medical professionals, useful information about financial services products, and great tips and tricks to support your financial journey.

April 15, 2024

ATO targets SMSF valuation compliance: an update for medical practitioners

In an attempt to tighten regulatory compliance within the self-managed superannuation fund (SMSF) sector, the Australian Taxation Office (ATO) has turned its focus towards over 16,500 SMSFs. The scrutiny comes amid revelations that these funds have consistently reported identical values for specific asset classes across at least three income years, raising concerns over adherence to market valuation obligations.
March 29, 2024

Choosing the Right Path: Navigating Fixed vs. Variable Rate Loans for Medical Professionals

Our ongoing discussions with those in the healthcare space have helped us to understand exactly what doctors are looking for in terms of lending products. But there’s one question we get all the time: should I opt for a fixed or variable rate loan? 
March 22, 2024

Self-Managed Super Funds: A Quick Guide for Medical Professionals in Australia 

Self-Managed Super Funds (SMSFs) stand out as a highly beneficial retirement planning avenue for medical professionals in Australia, offering unmatched control and flexibility in managing retirement savings.

The product and economic information available on this web site has been compiled by Specialist Wealth Pty Ltd from data sources within the market, which are believed to be reliable. Specialist Wealth Pty Ltd, associated companies or any of their employees, directors or agents will not be liable for any loss or damage arising as a result of reliance on this information by the reader (except for any statutory liability which cannot be excluded).   

Information provided in this website is not intended to be personal financial advice and is for general information only.

Readers should only act on information after having received professional advice appropriate to their personal circumstances.

March 29, 2024

Choosing the Right Path: Navigating Fixed vs. Variable Rate Loans for Medical Professionals

Our ongoing discussions with those in the healthcare space have helped us to understand exactly what doctors are looking for in terms of lending products. But there’s one question we get all the time: should I opt for a fixed or variable rate loan? 
March 22, 2024

Self-Managed Super Funds: A Quick Guide for Medical Professionals in Australia 

Self-Managed Super Funds (SMSFs) stand out as a highly beneficial retirement planning avenue for medical professionals in Australia, offering unmatched control and flexibility in managing retirement savings.