Investment & SMSF Services for Medical Professionals in Australia
At MediSuccess, we help doctors, specialists, and healthcare business owners take control of their long-term financial wellbeing through structured investment support and expert SMSF administration. While we are not financial planners and do not provide product-specific advice, we guide our clients through the accounting, taxation, and compliance responsibilities that come with investing and managing a Self-Managed Super Fund.
Self-Managed Super Funds (SMSF)
A Self-Managed Super Fund (SMSF) can be a powerful tool for building retirement wealth. It offers flexibility to invest in a range of assets including direct property, shares, managed funds, cryptocurrency, bullion, and other alternatives. However, with that flexibility comes complexity.
Our role at MediSuccess is to ensure your SMSF runs smoothly, remains compliant, and meets all its legal and reporting obligations. We work with trustees to take care of:
- SMSF accounting and annual tax returns
- Daily record keeping and investment tracking
- Compliance with contribution caps and pension regulations
- Annual reporting to the ATO
- Integration with the BGL platform for document automation and real-time visibility
Investment Structuring Support
Investing is a key step toward building long-term wealth outside of your clinical income. While we do not provide investment advice or recommend specific financial products, we help our clients understand how different types of investments work and how they interact with tax structures.
During our discussions, we explain:
- The different types of asset classes such as shares, property, and managed funds
- General investment principles including diversification, risk, and return
- The tax treatment of various investment structures
- How to align your financial records with the guidance of your financial planner
Who We Serve
- Healthcare Facilities – including private clinics and allied health centres
- Medical Practices – from solo GPs to multi-site practices
- Dentists – individual dental professionals and dental practice owners
- Specialists – such as surgeons, dermatologists, cardiologists, and other medical professionals
Why Choose MediSuccess?
We specialise in supporting healthcare professionals across Australia
Our SMSF services are fully independent, with no financial product conflicts
We use advanced platforms like BGL for automation and real-time visibility
We collaborate closely with your financial planner for seamless integration
Get Expert Support for Your SMSF and Investment Structure
If you’re ready to set up an SMSF, streamline compliance, or gain clarity on your investment structure, we’re here to help.
Contact MediSuccess today to book a consultation with our SMSF and tax team.