RSM Australia
Biography

James specialises in providing financial and business advice to Health Professionals (such as Doctors, Dentists and Specialists) and Property Developers.

A key need of his clients is to be in a position to retire financially secure by transitioning their business from ‘personal’ to ‘organisational’ goodwill. Establishing, growing and realising goodwill is achieved through specialist professional advice and support.

Solutions JAMES PROVIDES

As part of a specialist team health team within RSM that delivers services and financial advice for medical specialists, James offers health professionals unique industry specialisation and advisory services, including:

  • Practice performance program to attract and retain high quality contracting Health Professionals
  • Financial & Industry performance benchmarks to improve the performance of a practice
  • Risk assessment workshop/report to minimise practice risk
  • Valuation model that determines the true ‘goodwill’ value of a medical practice
  • Succession planning process to create a shared vision for the future of a multi-owner practice

James also offers property developers years of tax advisory knowledge and business acumen to provide the following solutions:

  • Implementation and advice on the most effective structures for all ventures
  • Specialist advice in relation to Stamp Duty and GST
  • Cash flow planning for projects
  • Achieving the highest level of asset protection to minimise risk

Associations

  •  Member, Chartered Accountants Australia and New Zealand

Qualifications

  • Bachelor of Commerce (ANU)
  • Certificate of Applied tax (The Institute of Taxation) ​
News articles

How healthy is your medical practice?

16 November 2016
“There are two certainties – death and taxes. As a medical practitioner you help your patients delay one of these. As accountants, we can help you manage the other. ” The highly skilled professionals working within medical and allied health sectors are an essential part of our lives. Each year, particularly being parents of busy and active...