Business Details
32 Years
experience
Trusted Accounting Services for Medical & Dental Professionals
We are a well-established Melbourne-based accounting practice specialising in tailored financial solutions for medical and dental professionals. With over 25 years of experience, our team of Chartered Accountants, led by Caroline Poon, provides expert tax planning, business structuring, and strategic advice to help clients optimise their financial outcomes. Our approach combines deep industry knowledge with a personalised service, ensuring each client receives customised strategies that align with their unique circumstances.We prioritise transparency, avoiding product sales, and focus solely on delivering independent advice. Our merger with BBB Partners in March 2024 has expanded our resources and service offerings while maintaining our commitment to exceptional client care.
Services
Tax Planning
Business Structuring
Superannuation Advice
Financial Planning
Legal Services
Practice Development
Bookkeeping
Asset Protection
Retirement Planning
Finance Assistance
Details
- Year established: 1994
Highlights and features
- We offer over 25 years of niche expertise in medical and dental professional accounting.
- Our team provides tailored tax strategies to maximise savings and compliance.
- We deliver personalised service with a focus on long-term financial security.
- Our merger with BBB Partners expands resources without compromising client care.
- We avoid product sales, prioritising independent and transparent financial advice.
Services
Tax Planning
Our tax planning services help medical and dental professionals legally minimise liabilities through strategic structuring and compliance. We analyse individual circumstances to implement custom solutions, ensuring optimal savings while adhering to regulatory requirements. Clients benefit from decades of experience in complex tax scenarios specific to healthcare professionals.
Business Structuring
We design tailored business structures to protect assets and enhance financial efficiency for medical and dental practices. Our expertise includes restructuring existing entities to align with evolving goals, ensuring long-term sustainability. Services cover entity selection, shareholder agreements, and succession planning to safeguard practice value.
Financial Planning
Our financial planning integrates tax, superannuation, and retirement strategies to build wealth for healthcare professionals. We assess risk management needs, investment opportunities, and estate planning to achieve lifestyle goals. Collaborative partnerships with specialists ensure comprehensive solutions aligned with individual aspirations.
Legal Services
We facilitate legal support for practice agreements, property transactions, and estate planning through trusted solicitors. Services include drafting shareholder agreements, lease documentation, and testamentary trusts tailored to healthcare professionals. Our network ensures seamless execution of complex legal requirements for practice owners.
Finance Assistance
We connect clients with competitive financing options for residential, commercial, or business needs through established banking relationships. Our guidance includes structuring loans to maximise tax benefits and cash flow efficiency. Clients access tailored solutions, including high Loan-to-Value Ratio options without mortgage insurance in specific cases.
People
Caroline Poon
Chartered Accountant
Caroline Poon, founder of Medical & Dental Accounting, is a Chartered Accountant with over 25 years of experience advising medical professionals. A former Deloitte consultant, she specialises in tax and business strategy for healthcare practitioners. Caroline holds a Masters in Taxation from Melbourne University and remains a trusted voice in her field.
Questions
What accounting services do you offer for medical professionals?
We provide tax planning, business structuring, superannuation advice, and financial planning tailored to doctors, dentists, and healthcare practitioners.
How can you help reduce my tax liability?
We implement custom strategies like entity restructuring and tax-effective investments to legally minimise your tax obligations while ensuring compliance.
Do you offer financial planning alongside accounting services?
Yes, we integrate financial planning with tax and business advice to help clients achieve long-term wealth and retirement goals.
Are your services available outside Melbourne?
While based in Brighton, we serve medical professionals across Victoria and collaborate with national networks for broader support.
How has the merger with BBB Partners affected services?
The merger expanded our resources and service range while maintaining our boutique, personalised approach to client care.
