Working With Your Accountant and Broker Together
Why coordinating your broker and accountant can help when structuring practice or property finance.
Why coordination matters
Finance decisions — particularly around practice ownership, commercial property, or structuring loans through a company or trust — often have tax implications best reviewed with your accountant alongside your broker.
Brokers experienced with medical professionals will often be comfortable liaising directly with your accountant to confirm income figures, business structures, or serviceability calculations.
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What to bring to the conversation
Recent tax returns, business financials (if you own a practice), and a clear sense of what you are trying to achieve all help both your accountant and broker give more useful advice.
This page is general information only and not personal financial advice. Confirm current details directly with a broker, lender, or the relevant government or professional body.