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.
✅ 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.
📊 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!)
🔐 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+
💳 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
🎥 Missed the webinar?
Don’t forget to download your EOFY Pack, deduction cheat sheet & net worth tracker.
