Health Care Professionals
You help others – let us help you
We understand the latest developments in tax and financial planning to make sure our health professional clients are turning their hard work into financial stability.
You need the right advice to put solid foundations in place – whether your dream is owning your own practice or realising a high net worth with your professional qualifications. We cut to the chase with quick and easy appointments outside of regular business hours, as well as direct access to your Kennas partner whenever you need.
How we can help Your Health Care Business
Maximise Profit
- Use our financial planning expertise to guide your personal wealth structuring plans and strategies.
- Succeed in all aspects of setting up a practice for maximum gain with minimum stress.
- Maximise cashflow, particularly with high net worth tax requirements in mind.
- Gain excellent investment returns and profit from our wealth of knowledge in investing.
MINIMISE TAX
- Adjust and reset your tax strategy through every life stage, using our proactive approach to tax that takes your entire history and goals into account.
- Reduce your tax liability with effective business accounting solutions and robust financial management.
PROTECT YOUR ASSETS
- Implement best-practice financial planning through life’s stages – paying back loans, moving into private practice, right through to retirement planning.
- Expert investment advice backed up by the best in the industry.
- Manage risks through life, income protection and trauma insurance.
PLAN FOR THE FUTURE
- Implement superannuation strategies to reduce tax now while planning for your active retirement.
- Ensure you have effective wills and estate plans.
- Secure succession planning strategies.
- Prepare your business for sale at the highest possible price.
Maximise Profit
- Use our financial planning expertise to guide your personal wealth structuring plans and strategies.
- Succeed in all aspects of setting up a practice for maximum gain with minimum stress.
- Maximise cashflow, particularly with high net worth tax requirements in mind.
- Gain excellent investment returns and profit from our wealth of knowledge in investing.
MINIMISE TAX
- Adjust and reset your tax strategy through every life stage, using our proactive approach to tax that takes your entire history and goals into account.
- Reduce your tax liability with effective business accounting solutions and robust financial management.
PROTECT YOUR ASSETS
- Implement best-practice financial planning through life’s stages – paying back loans, moving into private practice, right through to retirement planning.
- Expert investment advice backed up by the best in the industry.
- Manage risks through life, income protection and trauma insurance.
PLAN FOR THE FUTURE
- Implement superannuation strategies to reduce tax now while planning for your active retirement.
- Ensure you have effective wills and estate plans.
- Secure succession planning strategies.
- Prepare your business for sale at the highest possible price.
Our Health Care Specialists
Darren Smith
Partner, Kennas; Director, Kennas Financial Services Pty Ltd
Peter Shonhan
Partner, Kennas; Director, Kennas Financial Services Pty Ltd
Brent Giles
Partner, Kennas; Director & Representative, Kennas Financial Services Pty Ltd
Resources
1 December 2023 | AGED CARE – ARE YOU PREPARED?
No-one likes to talk about getting old, but when you or a…
6 October 2023 | SELF-EDUCATION: WHAT CAN YOU CLAIM?
The Australian Taxation Office have released a new draft ruling on self-education…
10 February 2023 | FULL THROTTLE IN 2023
In a volatile market, keeping to a strategy, or let’s face it…
9 December 2022 | What do the ‘Secure Jobs, Better Pay’ reforms mean?
The Government’s ‘Secure Jobs, Better Pay’ legislation passed Parliament on 2 December…
18 November 2022 | How high will interest rates go?
Low interest rates have been a mainstay since the global financial crisis…
11 August 2022 | Building Staying Power – How to bounce back stronger
The word ‘resilience’ would have to be close to the top of…
12 July 2022 | Taking stock – even more important than stocktaking
“It had long since come to my attention that people of accomplishment…
18 May 2022 | Make the most of tax rules in 2022 – here’s 10 ways to get started
At the end of the last financial year, most businesses and people…
12 April 2022 | How do changing tax rules affect you? Here’s what you need to know.
As any Kennas client will tell you, we’re all about keeping you…
20 August 2020 | Flyers, Fact Sheets & E-Books
Find all of our information flyers, e-books, investment portfolio reports and all…
1 February 2021 | Climbing the steps to COVID-19 recovery
2021 is the year of recovery, and if that’s the current buzzword,…
13 November 2020 | Boost your confidence, boost your results
Healthcare businesses are always outwardly-focused – and usually time-poor. Offering quality care…
16 September 2020 | Protecting your family home – it’s a non-negotiable
As a business owner, you’re all about building your wealth while balancing…
19 August 2020 | Preparing for Private Practice
For many health professionals, having their own private practice or buying into…
18 May 2020 | 7 HEALTHY TAX MINIMISATION TIPS FOR PROFESSIONALS
Busy health professionals and other entrepreneurs know that being time-poor is pretty…
19 November 2019 | HOW VALUABLE IS YOUR HEALTHCARE BUSINESS? HERE’S A SHORT GUIDE
Thinking of selling? Maybe it’s time to bring in other interests so…
15 August 2019 | KEY PERSON INSURANCE – COULD YOUR PRACTICE SURVIVE LOSING A CRUCIAL EMPLOYEE?
Flu season is in full swing – we hope that you’re coping…
