Financial Triage Webinar Recap: What Every Healthcare Professional Needs to Get Right Before June 30

Webinar Highlights – EOFY 2025

With EOFY fast approaching, our recent webinar helped healthcare professionals get clear on the key financial actions to take before June 30. Here’s a quick summary of what you missed, and how to take advantage now.

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✅ Top Tax Tips for Healthcare Workers

Accountant David Guerrero outlined the most common (and most overlooked) tax deductions:

• Memberships (e.g. AMA, APNA)

• Work uniforms and laundry

• Phone and internet for shift coordination

• Travel between job sites (same employer)

• Super contributions and tax agent fees

  
  

❌ Watch out: Travel to work, education for a new career, and casual work clothing are not deductible.

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📊 Tools to Take Control

We introduced the Healthcare Wealth Check, a simple budgeting and net worth calculator to track:

• Income, expenses & surplus

• Debts vs. assets

• Where your money’s really going (hello, 3 streaming subscriptions!)

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🔐 Superannuation: Start Paying Attention

• Log in. Check your balance. Consider Consolidation.

• Understand concessional vs. non-concessional contributions

• Fees and forgotten accounts can erode your retirement savings

• Consider SMSF if your balance is nearing $200K+

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💳 Good vs. Bad Debt (and How to Use It Wisely)

• Not all debt is bad, property and business loans can build wealth

• Consolidating high-interest debt may improve cash flow

• Credit cards and personal loans should be handled with strategy

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🎥 Missed the webinar?

Watch the full replay Here

Don’t forget to download your EOFY Pack, deduction cheat sheet & net worth tracker.