Tax Issues for Medical Practices and Practitioners – Workshop

How to structure a medical practice, achieving the best tax outcomes for business owners while avoiding the pitfalls and a practical guide to the tax planning opportunities and pitfalls for medical practitioners. 

This comprehensive two-part session examines the key tax issues affecting medical practices and practitioners in 2026. With increased regulatory scrutiny, evolving payroll tax obligations, proposed superannuation reforms and ongoing ATO focus on professional structures, medical practitioners and practice owners face a complex compliance environment.

The first part focuses on medical practices, covering the various tax and compliance issues practices may encounter when engaging medical practitioners, including:

• Structuring medical practices in 2026 – key considerations when engaging practitioners and contractors
• Service entities – what they are, why they are used, calculating service fees and current ATO expectations
• Superannuation Guarantee and Payday Super reforms – understanding the risks when engaging practitioners and contractors
• Payroll tax developments – a state-by-state update, including the latest revenue authority guidance, rulings and court decisions affecting medical centres and general practices
• Employee versus contractor – managing PAYG withholding, superannuation and payroll tax risks
• Medical centre arrangements – identifying and managing tax risks arising from service fee and practitioner engagement models
• Owner-practitioners and professional firms – navigating ATO guidance on the allocation of professional profits and income diversion risks
• Record-keeping, governance and compliance strategies to withstand ATO and state revenue authority reviews

The second part focuses on the tax issues affecting medical practitioners individually, including:

• Business income versus personal services income – understanding the distinction and why it matters
• Personal Services Income (PSI) rules – when they apply and practical implications for medical practitioners
• Income splitting and family structures – what opportunities remain and where the ATO is focusing its attention
• Incorporation strategies for practitioners – benefits, limitations and current ATO guidance
• Trusts, companies and service entities – practical structuring options and common pitfalls
• Superannuation planning opportunities and EOFY tax strategies for practitioners
• Tax deductions, record-keeping requirements and common compliance mistakes

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Learning Outcomes:

Attendees will gain a practical understanding of the major tax, superannuation and payroll tax issues facing both medical practices and individual practitioners in 2026. The session adopts a solutions-focused approach, combining technical analysis with real-world examples, recent case developments, planning opportunities and practical guidance on managing compliance risks in an increasingly complex regulatory environment.

Suited to:

Tax and accounting professionals, other business advisers and the owners of medical practices. The session will provide an overview of all the key issues to be considered when advising medical practices and practitioners.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation