We understand your needs, issues and concerns.

MEDICAL PROFESSIONALS

Since our firm’s establishment over 30 years ago, medical professionals and their families have represented a significant portion of our client base. As a result, we have acquired a comprehensive understanding of the needs, issues and concerns that are unique to you. We have the expertise to add value to your financial affairs.

The Australian taxation system is highly regulated and complicated. We also live in an increasingly litigious society. As your medical career evolves and you potentially become or have become a higher income earner, the tax complexities increase. You need to have the relevant structures in place and the appropriate advice to ensure taxation effectiveness and a continued high level of asset protection.

Medical Practices & Clinics

Medical Specialists

General Medical Practitioners

Dentists & Dental Specialists

We are happy to meet with you after business hours. We also offer a free initial meeting to give you the opportunity to ask all questions and to see if we are the right fit for you.

Our services include

N
Asset protection strategies
N
Budgeting & Cash Flow Management
N
Business premises ownership
N
Estate Planning
N
BAS returns
N
Wealth Creation Strategies
N
Tax returns
N
Managing taxation obligations
N
Business Structure advice and establishment
N
Establishing a new practice
N
Practice purchase and sale
N
Financial statements
N
Self-Managed Super Fund (SMSF) advice and establishment
N
Service entity arrangements
N
Record keeping (including Xero & MYOB)
N
Expanding a medical practice
N
Taxation Planning strategies
N
Practice performance improvement

What our clients think

{

Dr Terry Gavaghan MB BS FRACP FRCP

(Gastroenterologist and General Physician – Canberra ACT)

To whom it may concern, I have worked with Peter Roberson for 25 years. He has been my accountant and has been responsible for running and performing the accounting for my very busy consultant physician practice, my personal income tax, my company taxes and my superannuation.

Peter would be the most reliable, the most professional, the most honest and decent human being and especially he has my total trust. I have only ever taken advice from Peter and it has always been the best advice one could obtain. Peter has my full support and I would recommend him to you and your family and your business and any of your financial matters. He is always very approachable. Always able to be contacted and returns your calls without delay and attends to any matter with extraordinary efficiency. I would be very happy to speak privately with any person who is considering having Peter manage their Financial affairs.

{

Dr Greg Reading

(General Practitioner – Maroochydore Qld)

I would like to provide a testimonial for Peter Roberson. I am a medical practitioner and have been a client of Peters for over 25 years.

During this time Peter as provided excellent client service in both my private practice and my self- funded superannuation needs.

Peter is highly professional, responsive to my needs and often works collaboratively with other parties to ensure a consistently high level of service.

I would highly recommend Peter to anyone requiring financial services and can attest personally for his expertise in representing the medical profession.

{

Dr Nadeeka Samarakoon BSc (Med) MBBS MMed FRACP

(Gastroenterologist – Canberra ACT)

I became a client of Peter Roberson’s at Accrue following a recommendation from a fellow medical colleague. Peter helped me greatly with the establishment of the business structure for my new practice, dealing with the ATO, arranging a Xero bookkeeper and insurance broker and much more. I’m more than happy with the continued advice and support I receive from Peter and Accrue. It gives me comfort knowing when I hand over my tax work to Accrue it is going to be completed in a professional and competent manner.

{

Dr. Alexander Lim

(Psychiatrist – Veterans and First Responders, and Child Psychiatry – Deakin ACT)

I have been a client of Accrue since 2016. Mark has been an invaluable asset for our Company’s strategic vision. He assisted in the corporate planning, as well as giving ongoing expert management of our corporate, family trust and personal taxations. He and his staff, in particular, Liana, have been thoroughly professional in all their advice. I have and will continue to highly recommend Accrue to all my colleagues and friends.

{

Dr Renata Kruger

(General Practitioner – Greenway ACT)

I have been a client of Peter for over 15 years. I am a medical practitioner and I can highly recommend Peter as he is readily contactable, reliable and very professional. Peter can explain very well complex tax matters. He is knowledgeable in respect of the taxation and business issues impacting medical practitioner.

{

Dr Darryl McGill

(Cardiologist – Canberra ACT)

I am very happy to provide a testimonial about the quality of Peter Roberson’s work as an accountant, his professionalism and his personal qualities.

Peter’s personal characteristics include being innovative and reliable with organizational skills that are supported by attention to detail, being fully trustworthy and having great communication skills. He can effectively embrace the challenges of and efficiently respond to changes in working environments.

Peter focuses on the client with a level of finesse and enthusiasm which results in a well-placed trust in his ability and professionalism. In particular he shows a willingness to keep vital information confidential at all times which is a simple measure of his professionalism. Peter is understanding of and empathetic to the highs and lows of an individual’s personal finance, incorporating an appreciation of the personal deep-seated issues that can impact on client finances, and does so with a strong sense of integrity.

Peter’s professional work practices include a strong orientation toward meeting client requirements within that professional framework, sustained by knowledge about regulations and legislative requirements. He has a comprehensive understanding of business and personal financial management practices, accounting procedures and functions; also the nuances of tax law which appear to be continually subject to change at any time. He puts the effort into understanding and then implementing the continual flow of legislation changes. Moreover, Peter can efficiently impart his expertise to clients and to the professional decision-makers within the Australian Taxation Office.

Peter shows a great deal of diligence and level-headedness and so is an individual with whom it is a pleasure to interrelate.

Your industry specialists

Mark De Bortoli

Director

mark@accrue.com.au

Mark De Bortoli B Com LLB FCA has 30 years’ experience as a chartered accountant in providing advice to business owners to maximise their financial outcomes. His has extensive business knowledge and experience in relation to the medical industry. He takes a holistic approach in assisting clients achieve best practice outcomes in structuring their affairs, protecting their assets, managing taxation and cashflow, extracting wealth from the business and maximising superannuation available. In the 10 years prior to joining Accrue in 1998, Mark worked as a specialist taxation consultant in Big 4 and other large accounting firms both in Sydney and Canberra.

Peter Roberson

Associate

peter@accrue.com.au

Peter Roberson BA CA JP has over 34 years’ experience working as a chartered accountant in pubic practice in Canberra. He has a particular passion for the health industry and has developed a specialisation in providing taxation, accounting and advisory services to medical practitioners, medical specialist and allied health professionals. He has helped in advising medical professionals through the various stages of their business life cycle, from starting out to retirement and all the happening in between. Some of Peter’s medical professional clients have been with him for 25 plus years.