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The Private Practice Transition to Retirement Workshop

What Past Course Delegates Say

“This is the third Private Practice course I’ve attended and I thought – are you guys getting better or what? Found it very relevant and with excellent presenters.”

General Practitioner Nurse and Director, Transition to Retirement and Succession Planning Workshop, 23 – 24 July 2016

Why Attend This Course?

A successful retirement requires informed and considered decision making as early as possible.

Many factors, both ‘business’ and ‘financial’, need to be addressed and strategies developed to achieve a successful transition from practice life to personal life.

Over two highly interactive days, Practice Principals will be guided through the important business and financial decisions and strategies that will significantly impact their quality of life and the effectiveness of their intergenerational wealth platform. 

Key Features

  • CPD point entitlement
  • Two days of intensive lecture and workshop style presentations
  • All presenters are leading professionals in business and financial disciplines specialising in healthcare consultancy
  • Personalised needs analyses and action plans
  • Course workbook and resource library
  • Networking social functions
  • Morning tea, lunch and afternoon tea provided

Keynote Sessions

9:00 AM
  • Your desired lifestyle

    ​​​​​​​Life after work - on your terms. This session will explain the principle of the ‘happiness equation’ and explore several models for your new phase of life.

    30 mins
9:30 AM
  • The mathematics of retirement

    How much is enough? Work through a ‘needs analysis’ process to determine your goals and strategies required achieving them.

    30 mins
10:30 AM
  • Investment portfolio review and management

    Asset classes and structures are the building blocks to an investment portfolio – but what allocation and which platform are right for you? These sessions will debunk key considerations for constructing your portfolio including risk versus return, growth vs defensive, industry super funds vs wrap accounts vs SMSFs vs SAFs.

    30 mins
11:00 AM
  • Understanding relevant super legislation and making the most of it

    It’s important to understand the recent changes to super legislation and their effect on your retirement planning. Discover the contribution strategies that will help you maximise your retirement savings nest egg.

    15 mins
11:15 AM
  • How to optimise and realise the value of your practice

    What are the characteristics of a sale-able practice and how do you attract successors/buyers? This session will outline the practice valuation formulae and role of practice growth consultants in optimising the value of your practice.

    15 mins
11:30 AM
  • Managing the risk of practice growth and sale

    What is your business and personal safety net leading up to and in retirement? This session will outline the tips & traps to be aware of with regard to your medical indemnity policy, risk management framework and personal insurance portfolio.

    15 mins
11:45 AM
  • Asset protection and estate planning

    ​​​​​​​The use of family trusts and other mechanisms, if implemented correctly, can help protect your personal assets from claim. This session will guide you through the strategies available, as well as outline the proper planning required to minimise adverse tax effects for beneficiaries.

    15 mins

Meet our Education Partner Network

The Private Practice Education Partner Network are a national team comprising of leading professionals in business and financial disciplines specialising in healthcare consultancy.

To find out more about our team members, please follow the link below to view their profiles.

What Past Course Delegates Say

“The course was very thought provoking in many areas. It identified strategies that we will need to implement in a range of areas in the next few years.”

Anaesthetist, Transition to Retirement and Succession Planning Workshop, 23 – 24 July 2016


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