Bespoke Seminar 

"Starting in

Private Practice"

The leap to Private Practice can be a daunting one. In this seminar you will learn about your options, structures available, and what to consider when first starting out. We cover important topics like: 

  • Tax Structures & Considerations

  • Banking & Finance

  • Financial Planning

  • Legal Matters & Asset Protection

  • Design & Fit-Out

  • Business & Risk Insurances

  • Employment Considerations & Fair Work

  • IT, Practice Software & Cyber Security

  • Medical Marketing 

  • Medical Billing Basics

Doctor and Patient

Day One


8.30am - 9.00am

Registration & Networking

9.00am - 9.20am

Tracey Handley & Hannah Parker

The Royal Australasian College of Physicians 

  • The increasing Importance of knowledge of finance & commercial issues for the modern day practitioner

  • Managing stress and your personal well-being as you move into Private Practice

  • How to meet your CPD requirements in Private Practice

9.20am - 9.30am

CBA Representative

Commonwealth Bank

  • Choosing the right bank account

  • Using and establishing EFTPOS facilities

9.30am - 10.20am

Accounting & Tax Considerations

Paul Copeland

William Buck Accounts & Advisors 

  • The options for Starting in Private Practice (Seasonal Suites, Joining a colleague, going it alone)

  • What tax structures you need for each option

  • Understanding the taxation of your Private Practice income

  • Establishing bank accounts and keeping track of your income and expenses

  • Planning for income tax

  • Myths and traps

10.20am - 10.30am

Healthscope Representative

Healthscope Hospitals

  • Services offered and opportunities

  • Using and costs of sessional suites

10.30am - 10.45am

10.45am - 11.45am

Antony Harrison


  • Legal Agreements with Sessional Suites - what to be aware of

  • Service Agreements with colleagues - Why do you need a service agreement and what is in one? 

  • Tips and traps on leasing rooms 

  • What to look out for in your lease

  • Partnership Agreements - why do you need one? 

  • Protecting my assets and litigation - should I be worried?

  • Structuring property investments 

  • Asset Protection trusts - worth the hassle? 

11.45am - 12.10pm

Design & Fit-Out

Matt Lane

Unita Health

  • What to consider if you fit-out rooms

  • Designing your sessional suite or room

  • Issues to consider for your waiting rooms

12.10pm - 12.20pm

Practice Reporting and Financial Management Essentials

Angela Jeffrey

William Buck

  • Bookkeeping 

  • Accounting Software

  • Dashboard Reporting

12.20pm - 12.30pm

Avant Mutual

Avant Representative

Avant Mutual for Doctors

  • Overview

12.30pm - 1.30pm


1.30pm - 2.00pm

Cyber Security 

Ross Marston

Ramtech / Bisecure 

  • Managing cyber risk - people, process and technology

  • Why medical records are so valuable to bad actors (hackers)

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

2.00pm - 2.30pm

Risk Management & Insurances in

Private Practice

Chris Mariani


  • Common risks & insurances

  • Compliance obligations

  • How to protect yourself and your practice

  • Setting up medical indemnity & getting started in Private Practice discounts

2.30pm - 3.10pm

Scott Montefiore

William Buck Advice (Qld)

  • Budgeting and cashflow planning

  • Personal Risk Insurances

  • Overall wealth structure - long-term family investment planning and strategy

  • Investment structures and strategies

  • Superannuation strategies 

  • Investing for children

3.10pm - 3.40pm

Panel Discussion

3.40pm - 4.00pm


7.00pm - 9.00pm



Please note: Presenters & content may change without notice.

Day Two


8.30am - 9.00am

9.00am - 9.45am

Dr David Chettle and

Angela Jeffrey

Evolve Women's Health / William Buck

  • An established Doctor is sharing his experience with his own practice when he first started out

9.45am - 10.00am


10.00am - 10.40am

George Sotiris

Health Industry Employment Services

  • Issues to consider when employing staff

  • Fair work compliance and staff arrangements

10.40am - 11.20am

Medical Marketing Basics

Megan Walker

Market Savvy

  • Marketing yourself and your services

  • Creating your point of difference 

  • How marketing contributes to your practice success

  • Building relationships with referrers and understanding why patient choose you

  • Developing a marketing plan

  • AHPRA - do and don't

11.20am - 11.45am

Q&A with BOQ Specialist

& Scott Montefiore

Colin Taylor & Scott Montefiore

BOQ Specialist / William Buck Advice (Qld)

  • Buying a PPR when a newly qualified specialist 

  • LVR for loans

  • Mortgage LMI - how to avoid paying it

  • Buying a car when starting in Private Practice

  • Bank Accounts and systems for taking patient fees

  • Buying equipment

  • Line of credit

  • When to apply for finance

11.45am - 12.10pm

Choosing the right software for your practice

Steve McLeod

Genie Solutions

  • Why a paperless practice is the only way forward

  • How to get the basics right  

  • How to use your software to gain business intelligence

  • Whether cloud or desktop is right for you

  • How to get the most from your software

12.10pm - 12.50pm


12.50pm - 1.30pm

Medical Billing in a Nutshell

Loryn Einstein

Medical Billing Experts

  • Overview of private patient billing

  • Rules and guidelines to ensure compliant billing

  • Tips on how to reduce your audit risk

1.30pm - 2.00pm

Panel Discussion & Conclusion

Please note: Presenters & content may change without notice.

Image by Hush Naidoo


A Bespoke Business Seminar
for Medical Specialists