We are specialists in the medical industry

We provide taxation, accounting, business and financial advice for doctors and medical professionals.

Walshs have managed the finances of thousands of doctors from interns through to specialists.

Our experience and expertise means you can make the best financial decisions at every stage of your career.

We are taking new clients NOW!

If you’re looking for a small, friendly team of accountants, tax advisers and financial planning specialists who specialise in doctors and health care professionals, you’ve come to the right place.

Contact us for a no-obligation complimentary consultation now.

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Financial planning experts

Walshs financial planners are here to help you grow and protect your wealth.

Listen to planner Peter Hodgson’s three reasons (in under 60 seconds) why annual financial planning reviews are important.

Contact us for a no-obligation complimentary consultation now.

Proud partners with…

We invest in the medical industry.

We have many long term sponsorship arrangements in place, starting with medical students all the way to experienced specialists.

Latest on the Blog
Small Business Superannuation Clearing House

ATO issues Small Business Superannuation Clearing House (SBSCH) reminder

| Walshs Blog | No Comments

The Australian Tax Office (ATO) is reminding employers using Small Business Superannuation Clearing House (SBSCH) to check their employee details are accurate when making payment. Submitting incorrect employee details can risk their super fund rejecting your payment and returning the amount…

Super death benefit

How is the super death benefit taxed?

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When it comes to how the super death benefit is paid out, there are specific tax implications involved which affect the amount a nominated beneficiary will receive. In a situation where super is paid out after an individual has passed,…

Family trusts and SMSFs

How to choose between a family trust and SMSFs

| Walshs Blog | No Comments

Family trusts and self-managed super funds (SMSFs) have a lot to offer Australians as wealth transfer and management tools. Family trusts and SMSFs carry their own benefits and disadvantages in providing a way to transfer and manage your family’s wealth….

Self-managed super funds

Acquiring assets legally in a self-managed super fund

| Walshs Blog | No Comments

Strict investment rules govern how trustees can acquire assets through self-managed super funds (SMSF) from related parties. When it comes to acquiring an asset from a related party, a trustee must ensure it is an ‘arm’s length transaction’, in other…

What our clients say about us

For the last 10 years that I have been at Walshs, Simon and his team have been instrumental in building my investment portfolio. They are very knowledgeable in all financial matters and have always provided expert advice. Their professional input in my finance management have helped me to build my portfolio using a creative combination of strategies. Of importance to me is that, from the start, Simon ensured that he was clear on my financial goals and tailored my short, medium and long-term plans accordingly. He has regularly adjusted my plans, as my priorities have changed over the years. I like that he does all the ground work and comes to meetings with options and simplifies them so that I can understand and make informed decisions. I would recommend them to anyone, regardless of their financial literacy.

Simone

I have been with Walsh’s for over 5years now. Simon and Stewart have supported and helped me navigate the world of finance with great skill and dedication. I can not recommend them highly enough!

Rishen

Walsh's have been my financial planners and accountant's since the end of medical school in 2015. Over the last couple of years, my financial planner Matt has guided me through budgeting, life and income protection insurance, leasing a vehicle, purchasing my first home and setting up a business. I did not think I would be where I am today both professionally and financially so soon after med school. I owe much of my financial position to Matt and the team at Walsh's who have helped me make the most of my income and investments along the way.

Geraldo

My wife and I have been with Walsh’s for a number of years. Our current financial advisor is Peter Hodgson. We have found the service at Walsh’s to be professional, sensible and flexible to our specific circumstances. They also offer independent advice and guidance without any influence from third parties. This is something I am conscious of when seeking financial advice, Peter and the team have done nothing to suggest this is the case and his advice seems to be with my best interest in mind. We dealt with Westpac who were equally as easy to deal with. The relationship between Peter and the bank manager made the process run smoothly and communication timely. I have no hesitation in recommending Walsh’s for financial guidance.

Chris & Connie

I first took Walshs as my accountancy firm over 20 years ago. Prior to that, I was the client of a larger multi-partnered firm. Whilst I am sure my accountancy was performed well, it was always nearly impossible to discuss problems with my principal and common to find yet another new junior member actioning my work. With Walshs, I have no difficulties obtaining a response from Michael to my occasional questions and I deal directly with a Senior Associate when processing my documents and books at tax time.

Dr Trevor Olsen

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