YOUR EXCLUSIVE INVITATION   
Financial management for health professionals

Australian health professionals are under increasing financial pressure. Billing is complicated, costs keep rising and between high HECS debt and a delayed start to earning, building personal wealth is also a challenge.

RSM invites you to an informative evening focused on optimising the financial position of health professionals.

Topics discussed include:

  • Effective MBS utilisation strategies aimed at maximising revenue and patient care
  • How to structure yourself and practice from a tax perspective
  • Awareness of recent Payroll Tax changes
  • Superannuation and retirement planning strategies
  • Investment structuring including wealth creation strategies
  • Growing and protecting your personal wealth

After the presentation we welcome any one-on-one discussion and questions. Refreshments will be available before and after the presentation including wine and beer.

We hope you can join us!
DETAILS

Date:
Thursday, 23 October 2025


Time: 5:30pm arrival for a 6:00pm presentation start



Venue: The Gallery (Gosford RSL)
26 Central Coast Hwy
West Gosford, NSW 2250



RSVP BY: 15 October, 2025
(Please advise of any dietary requirements upon RSVP)

Contact Sara Dolatowska sara.dolatowska @rsm.com.au for any queries
YOUR FACILITATORS
Sean Mulligan
Partner, Business Advisory
RSM Australia

Sean is a Chartered Accountant and Partner in Business Advisory at RSM in Gosford. Sean has 35 years of experience and advises health practitioners to successfully build their careers and practices. Sean advises clients in relation to structuring, tax planning, wealth creation strategies, self-managed superannuation funds, asset protection and estate planning....

Sean is a specialist in structuring for medical practices and investments such as property and shares. He enjoys assisting clients reach their goals.

Grace Bacon
Partner, Financial Services
RSM Australia

Grace is a Partner, Certified Financial Planner (CFP) and a distinguished Business Director with over 25 years of experience in the financial services and wealth management sectors. Grace excels in delivering a tailored service to clients seeking strategic financial planning, wealth management and investment advice....

Grace’s expertise lies in fostering wealth accumulation, asset protection, and facilitating seamless wealth transfer to future generations. Grace’s key areas of specialisation include strategic financial planning, financial planning for family law matters, inter-generational wealth transfer, superannuation, retirement planning as well as investment portfolio advice and management. Grace’s commitment to excellence ensures her clients receive tailored solutions aligned to their financial goals and aspirations.

Samuel Taber
Senior Manager
RSM Australia

Sam is a Chartered Accountant and Senior Manager at RSM in Gosford. ...

As a specialist business advisor to health professionals, he focuses on smart business structuring, growth strategies, risk mitigation and compliance – helping practitioners strengthen their practices and achieve long-term success

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