Since 1972, the Smith Coffey Group has been helping medical and dental professionals grow, manage and protect their wealth. We understand how different government regulations, as well as taxation and accounting matters, impact doctors and dentists. In fact, our knowledge and skills in this area are unsurpassed in Australia.
We are well equipped to help you make the most of your unique situation. Plus, we can help you to optimally structure your finances right from the start.
Our team can help you to:
- Save thousands of dollars through tax effective Salary Packaging strategies
- Claim entitlements specific to your profession in your tax return
- Protect your future for less than the cost of a cup of coffee a day
- Obtain insurance for 150% of your current income
- Get into the housing market with only a 5% deposit and no lender’s mortgage insurance
- Structure your loans and repayments saving thousands in interest
Our package includes:
- salary packaging set up and managed for the intern year
- intern tax return prepared and lodged
- FREE financial strategy meeting
- I would like to make an appointment to find out more about the Graduate Package
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who you'll be having a good chat with
Frank Smith
Frank is a Financial Planner commencing with Smith Coffey in 1990.
He specialises in strategic and tactical financial advice with an emphasis on personal risk management, superannuation and salary packaging.
Frank enjoys spending time with his son and taking trips down South.
Michael Deeny
Michael joined Smith Coffey in 2010. He has a Bachelor of Commerce in Accounting and Finance, a Diploma of Financial Planning and a Certificate IV in Finance and Mortgage Broking. Michael is a Chartered Accountant, currently working in Kristine Smith’s team. He is a specialist consultant who works with medical students and recent graduates.
Michael and his wife Sarah have recently become proud parents for the first time.