Bespoke Seminars 

"Optimising your Established Practice"

Running a practice is a lot of work and there are many opportunities to improve on processes and increase your practice's appeal and value. In this seminar, we look at different aspects of your practice and your financial well-being: 

  • Tax Structures & Considerations

  • Banking & Finance

  • Financial Planning

  • Legal Matters 

  • Design & Fit-Out

  • Business & Risk Insurances

  • Employment Considerations & Fair Work

  • IT, Practice Software & Cyber Security

  • Medical Marketing 

  • Medical Billing

Doctor's Desk

Day One


8.30am - 9.00am

Registration &


9.00am - 9.45am

Scott Montefiore

William Buck Advice (Qld)

  • Overall Wealth Structure - Syncing business and personal wealth structures

  • Superannuation strategies to optimise super and retirement planning

  • Investing - How to create a diversified portfolio of investments that optimise tax efficiencies of each structure

  • Key Man, Buy Sell and personal insurances

  • Investing for Children

9.45am - 10.10am

CBA Representative &

Scott Montefiore

CBA and William Buck Advice (Qld)

  • Current lending LVR ratios for residential property

  • Current interest rates

  • Fixed vs variable loans - what are customers doing?

  • Practice acquisitions / buying into a practice - how does a bank value medical practices and what LVR banks consider

  • Buying commercial rooms - what LVR banks consider for various structures

10.10am - 10.30am

Practice Reporting and Financial Management Essentials

Angela Jeffrey

William Buck

  • Bookkeeping 

  • Accounting Software

  • Dashboard Reporting

10.30am - 10.45am

10.45am - 11.30am

Paul Copeland

William Buck Accountants & Advisors

  • Growing your Private Practice

  • Alignment exercise to ensure your vision

  • Understanding the value of your practice and how to grow this

  • Structuring opportunities following tax changes

  • Developing a strategic plan for your practice

11.30am - 12.15pm

Chris Mariani



  • Common risks & insurances

  • Compliance obligations

  • How to protect yourself and your practice

  • Risks of growth and multi doctor practices

12.15pm - 12.30pm

Tracey Handley & Hannah Parker

The Royal Australasian College of Physicians

  • Managing stress and personal well-being

12.30pm - 1.30pm


1.30pm - 2.15pm

Antony Harrison


  • Going all in - leaving public practice behind

  • Tricks and Traps for bringing other doctors on to grow my practice

  • Partnership agreements - why do I need one?

  • Service agreements - do I need the as the practice grows

  • Is there anything I should/can do to protect my assets before leaving the security of public behind

2.15pm - 2.45pm

Cyber Security 

Ross Marston

Ramtech / Bisecure

  • Managing cyber risk - people, process and technology

  • Why medical records are so valuable to bad actors

  • Key concepts to secure your patient's data, your practice and your reputation 

2.45pm - 3.00pm

Avant Representative

Avant Mutual for Doctors

  • Overview

3.00pm - 3.30pm

3.30pm - 4.00pm

7.00pm - 9.00pm


Please note: Presenters & content may change without notice.

Day Two


8.30am - 9.00am

9.00am - 9.45am

Megan Walker

Market Savvy

  • Marketing yourself and your services

  • Creating a point of difference 

  • How marketing contributes to your practice success

  • Developing a Marketing Plan

  • AHPRA - dos and don'ts

9.45am - 10.00am


10.00am - 11.00am

Loryn Einstein

Medical Billing Experts

  • How to identify if you are at risk of a Medicare audit

  • What are the current issues "flagged" by DoH

  • Tips on how to reduce audit risk

11.00am - 11.50am

Employment Considerations

George Sotiris

Health Industry Employment Services

  • Managing staff and employee relations

  • Fair Work compliance & staff arrangements

11.50am - 12.10pm

Banking & Finance

Colin Taylor

BOQ Specialist

  • Finance for practices and investing

  • Financing for practice purchases and fit-outs

12.10pm - 12.50pm


12.50pm - 1.20pm

Design and Fit-Out

Matt Lane

Unita Health

  • Interior Styling Tips for Medical Practices

  • What to consider in a re-fit

1.20pm - 2.00pm

Panel Discussion & Conclusion

Please note: Presenters & content may change without notice.

Medical Team


As a Medical Specialist you have to continuously educate yourself. PMP is here to help with your business education. Our experts specialise in the Health Industry.