We understand your needs, issues and concerns.

ALLIED HEALTH PROFESSIONALS

For a long time, Medical and Allied Health Professionals have represented a significant portion of our client base. As a result, we have a comprehensive understanding of the needs, issues and concerns that are unique to those professionals who work or operate businesses in this industry sector. 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. It is therefore important that you have the appropriate investment and business structures in place which are tax effective and provide a level of asset protection.

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.

Psychologists

Physiotherapists

Podiatrists

Chiropractors

Osteopaths

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

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BAS returns

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Asset protection strategies

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Budgeting & Cash Flow Management

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Business premises ownership

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Estate Planning

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Wealth Creation Strategies

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Tax returns

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Managing taxation obligations

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Business Structure advice and establishment

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Establishing a new practice

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Practice purchase and sale

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Taxation Planning strategies

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Financial statements

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Service entity arrangements

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Record keeping (including Xero & MYOB)

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Practice performance improvement

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Self-Managed Super Fund (SMSF) advice and establishment

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.