Scam awareness, latest alerts Learn more

In the know webinar series

Webinar series

Having provided specialist banking services to healthcare professionals for over 30 years, BOQ Specialist has a deep understanding of your unique business needs and personal finance requirements.

Available exclusively for doctors, dentists and vets, this series of educational webinars has been developed to keep you informed and up-to-date on topics relevant to your personal and professional ambitions.

Why now is a good time to refinance

Wednesday 25 November
7:00pm AEDT
  • National trends of buyer and seller behaviour
  • Ways to diversify your property portfolio
  • Portfolio review strategy - what are the risks and opportunities?
  • The benefits of refinancing and what to consider before doing so
  • Optimising your home loan via a restructure

View recording

The benefits of purchasing your practice premises through an SMSF

Wednesday 28 October
7:00pm AEDT
  • The benefits of purchasing through your SMSF
  • The practical cashflows of superannuation gearing
  • The key traps to avoid in superannuation gearing
  • Setting up the legal structure
  • The SMSF loan - what's it all about?

View recording

Is 2020 the year for first home buyers?

Wednesday 30 September
6:00pm AEST
  • Market trends and insights
  • Government stimulus grants available
  • The sale process and negotiation tips
  • How much can you afford to borrow
  • Understanding the home loan process

View recording

The outlook for Australia's economy

Wednesday 16 September
6:00pm AEST
  • The continued impact on our personal and professional lives
  • The current outlook for the Australian economy
  • Timeline to recovery

View recording

Stimulus update

What the recent COVID-19 stimulus changes mean for you and your practice

Wednesday 2 September
6:00pm AEST
  • A summary of each measure, the latest changes and key benefits to practice owners
  • The eligibility criteria for practice owners
  • How to make the most of these tax concessions before 31 December 2020
  • Options for financing your purchase

View recording

Insights on the health and wellbeing of medical practitioners

Tuesday 18 August
6:00pm AEST
  • Statistics on mental health issues for medical practitioners and insurance claims resulting
  • An update on wellbeing solutions and programs that life insurers now offer
  • The interaction between health professionals and insurers and considerations

View recording

Speakers

David Benyon

Why now is a good time to refinance

David Benyon is a financial specialist with over eight years experience. David is part of the Queensland banking team and provides bespoke banking solutions to medical and dental professionals. David specialises in residential lending and thrives on investigating and structuring professionals on lending arrangements that suit their long term needs. Previously to home loans, David worked in financial planning where long term planning and meeting personal goals from a finance perspective was paramount.

Peter Munckton

Peter Munckton

The outlook for Australia's economy

For the past six years Peter Munckton has been the Chief Economist at BOQ.  Peter has had an illustrious career and has held various roles as an economist and strategist with Australian Treasury, Bankers Trust and Commonwealth Bank. Prior to joining BOQ, Peter was a consultant for a small range of clients providing independent strategic advice on a range of financial and investment matters. Peter co-authored a report on the Future Demand and Supply of Finance for the Funding Australia’s Future project that received significant press coverage. The project was run by the Australia Centre for Financial Studies in conjunction with key financial sector institutions, including the RBA, Future Fund and NAB.

Heath Stewart

Heath Stewart

What the recent COVID-19 stimulus changes mean for you and your practice

Heath Stewart is a Director of Ecovis Clark Jacobs, an accounting firm with over 20 years’ experience advising clients in the medical, dental and veterinary industries.

With clients ranging from undergrads through to household name corporates, Ecovis Clark Jacobs consults on a variety of business matters for healthcare professionals, including set up and buy/sell transactions, benchmarking and practice consulting.

A regular presenter at seminars for practitioners in both Australia and New Zealand, Heath also regularly contributes articles on taxation and practice management, and is a long-term contributor to the Australian Dental Association magazine, News Bulletin.

Dr Sally Phillips

Dr Sally Phillips

Insights on the health and wellbeing of medical practitioners

Sally has a background as a medical doctor and has spent over 20 years in the Insurance industry working in strategic leadership positions covering product design, underwriting, claims and proposition. 

Sally is passionate about challenging the norm, and is always looking for innovative ways to empower customers to live their best life through good health. Her role managing the Health Services team at TAL allows her to view health holistically and add value across each of the three key health pillars – physical, mental and financial. Sally’s focus is to ensure that strategically health is at the core of the TAL business and embedded across the entire customer journey.

Tal Eloss

Why now is a good time to refinance

Tal has an extensive education background having studied medical science, law, financial planning, mortgage broking and real estate.

In 2005 Tal founded a multi-disciplined financial planning firm, which predominately serviced medical and legal professionals. His passion for education led him to develop CPD accredited programs for various industry bodies.

In 2011 he shifted focus solely to the property advisory division of his business due to his belief that property was the lynch pin to successful wealth creation. Helping people, whether it be team members, colleagues or clients is the most rewarding part of his role as Director as it is born out of his desire to pay forward the kindness others have shown him.

Julian Muldoon

Is 2020 the year for first home buyers?

Julian Muldoon is Director and founding partner of 1Group Property Advisory. After using a buyer’s agent himself in his early investing years and studying financial planning, Julian sought to enter the property industry with a business that would do things differently. His success with residential and commercial property acquisitions nationally and vast experience in the corporate world meant he had a compelling vision of what a great real estate advisory business should look like.

The challenge of staying on top of the constantly changing property market, as well as building genuine relationships with clients are a couple of Julian’s most loved roles as Director. He also enjoys leading a team of great people with aligned values and having a positive impact on their lives and their clients alike.

Luke James

The benefits of purchasing your practice premises through an SMSF

Luke James is a commercial finance specialist with over 6 years of banking experience in healthcare. He is dedicated to providing tailored financial solutions to medical, dental and veterinary practitioners. 

Luke is passionate about helping medical, dental and veterinary practitioners to achieve their professional ambitions at every stage of their career, from opening their first private practice right through to succession planning and retirement.

Scott Hay-Bartlem

The benefits of purchasing your practice premises through an SMSF

Scott is a partner in Brisbane law firm Cooper Grace Ward and a director of the SMSF Association. 

He and his team specialise in assisting clients and their other advisers including accountants and financial planners with tax and superannuation (particularly SMSFs) advice; estate planning, administration and disputes; family businesses, business structuring; business succession arrangements; asset protection and restructuring. Scott has a particular interest in how these areas intersect with self-managed superannuation funds and the impact of and on these structures. 

Brad Twentyman

The benefits of purchasing your practice premises through an SMSF

Brad is a Client Director at Pitcher Partners and has specialised in superannuation for over 15 years, operating in the private and public sectors including providing policy and technical advice to Government.

A significant portion of Brad’s practice involves consulting to larger super funds, particularly on the development of policies and procedures to comply with prudential standards and meet APRA’s best practice expectations. Brad is the key liaison point between APRA and our large super fund clients. Brad is recognised as a leading industry expert in structuring complex investments in superannuation.

Brad directly advises trustee boards and senior management on legal, practical and taxation matters associated with significant investment acquisitions by super funds.

Zain Zafar

Why now is a good time to refinance

Zain Zafar is a financial specialist with over 6 years’ experience, providing tailored banking solutions to dental, medical and veterinary professionals in Victoria and Tasmania. He has a strong understanding of the unique career progression of medical professionals and enjoys providing structured financial solutions that evolve with their careers and benefit them at every stage of their lives. Zain is particularly passionate about supporting first home buyers, guiding his clients through the somewhat daunting but exciting purchase process with a clear explanation of every aspect.

Zain enjoys sharing his knowledge and regularly presents educational sessions at industry events, universities and hospitals.

If you have any questions about this webinar series, please contact Tahnee Renshaw via Tahnee.Renshaw@boqspecialist.com.au or 08 9231 6681.

  • Important Information

      The information contained in this webpage is general in nature and has been provided in good faith, without taking into account your personal circumstances. While all reasonable care has been taken to ensure that the information is accurate and opinions fair and reasonable, no warranties in this regard are provided.