With a backdrop of high inflation and cost-of-living pressures, Treasurer Jim Chalmers delivered the 2024-25 federal budget. To provide insights on what it means is Bartons’ team of wealth advisors and tax experts, including: Director Adam McCann, Director Adrian Guarino and Senior Manager, Matt Baczyk.

Some of the key themes include cost-of-living relief, personal tax, superannuation, healthcare, small business support, and student HELP debt.

BARTONS
https://www.bartons.com.au/

Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.

Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit https://www.bartons.com.au/contact/

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

With a backdrop of high inflation and cost-of-living pressures, Treasurer Jim Chalmers delivered the 2024-25 federal budget. To provide insights on what it means is Bartons’ team of wealth advisors and tax experts, including: Director Adam McCann, Director Adrian Guarino and Senior Manager, Matt Baczyk.
Some of the key themes include cost-of-living relief, personal tax, superannuation, healthcare, small business support, and student HELP debt.
BARTONS <a href="https://www.bartons.com.au/">https://www.bartons.com.au/</a> 
Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.
Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit <a href="https://www.bartons.com.au/contact/">https://www.bartons.com.au/contact/</a>
This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 

Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 

The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 
Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 
The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters.

Financial Clarity for Life

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 

Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 

The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

ABOUT BARTONS

https://www.bartons.com.au/

Financial Clarity for Life is a podcast series for Australian medical and dental professionals on financial wealth and money matters. 
Proudly brought to you by leading Bartons, chartered accountants and wealth advisors based in Adelaide, the podcast aims to provide insights with all things financial, including accounting, planning, lending and everything in between. 
The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.
ABOUT BARTONS
<a href="https://www.bartons.com.au/">https://www.bartons.com.au/</a>

Budget 2024: Key Takeouts

Not all debt is bad. In fact, a typical investment journey for a medical professional begins with the purchasing of property, which involves substantial debt. Often it leads to transitioning to an investment property later in their career.

Bartons’ Director Adam McCann and Senior Manager Matt Baczyk underscore the importance of structuring debt correctly, including utilising offset accounts, to maximize tax benefits and financial flexibility. Getting the structure right from the outset is crucial – and that means obtaining the right advice from your accountant.

BARTONS
https://www.bartons.com.au/

Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.

Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit bartons.com.au/contact 

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Not all debt is bad. In fact, a typical investment journey for a medical professional begins with the purchasing of property, which involves substantial debt. Often it leads to transitioning to an investment property later in their career.
Bartons’ Director Adam McCann and Senior Manager Matt Baczyk underscore the importance of structuring debt correctly, including utilising offset accounts, to maximize tax benefits and financial flexibility. Getting the structure right from the outset is crucial – and that means obtaining the right advice from your accountant.
BARTONS <a href="https://www.bartons.com.au/">https://www.bartons.com.au/</a> 
Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.
Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit bartons.com.au/contact 
This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Good Debt (HDL) vs. Bad Debt (LDL)

As the end of the financial year approaches, Bartons’ director Adam McCann and senior manager Matt Baczyk delve into some of the important considerations for medical professionals regarding tax and tax returns. They discuss historical areas of focus for the Australian Taxation Office, including key deductions, record-keeping practices, and the unique characteristics of income protection premiums. Good record-keeping, they insist, is crucial for substantiating claims and ensuring compliance.



MORE INFORMATION

2024 Medical Checklist
https://bartons.snapforms.com.au/form/2024-medical-checklist

Investment Property Form
https://bartons.snapforms.com.au/form/investment-property-worksheet

BARTONS
https://www.bartons.com.au/

5-MINUTE CLARITY CALL
https://www.bartons.com.au/contact/

Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.

Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit bartons.com.au/contact 

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

As the end of the financial year approaches, Bartons’ director Adam McCann and senior manager Matt Baczyk delve into some of the important considerations for medical professionals regarding tax and tax returns. They discuss historical areas of focus for the Australian Taxation Office, including key deductions, record-keeping practices, and the unique characteristics of income protection premiums. Good record-keeping, they insist, is crucial for substantiating claims and ensuring compliance. 
MORE INFORMATION
2024 Medical Checklist <a href="https://bartons.snapforms.com.au/form/2024-medical-checklist">https://bartons.snapforms.com.au/form/2024-medical-checklist</a>
Investment Property Form <a href="https://bartons.snapforms.com.au/form/investment-property-worksheet">https://bartons.snapforms.com.au/form/investment-property-worksheet</a>
BARTONS <a href="https://www.bartons.com.au/">https://www.bartons.com.au/</a> 
5-MINUTE CLARITY CALL <a href="https://www.bartons.com.au/contact/">https://www.bartons.com.au/contact/</a> 
Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.
Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit bartons.com.au/contact 
This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

Budget 2024: Key Takeouts

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