The Financial Journey of a Dentist

202004jul1:00 pm5:00 pmThe Financial Journey of a DentistPRESENTED BY Shane Morgan 1:00 pm - 5:00 pm(GMT+10:00) View in my time Event Organized ByADA NSW Centre for Professional DevelopmentDisciplineBusinessFormatIn-Person

The Financial Journey of a Dentist

Event Details

Decisions you make now can have a profound effect on the creation of wealth during your career.

Your dentistry studies rarely include learning about the key fundamentals of accounting, taxation and financial matters in the business of dentistry. Decisions you make now can have a profound effect on the creation of wealth during your career. This will be a two-part series and can be attended separately however attendance at both sessions is recommended.

Topics include

  • Business and Taxation Fundamentals for Dentists
  • Structuring for your Practice ownership journey
  • The difference between an employee and contractor – Dental Practice agreements
  • Investment Fundamentals for Wealth Creation
  • Superannuation Fundamentals
  • The Basics of Financing & debt management
  • The move to ownership of your own practice – what are the key steps?
  • Valuing a Dental Practice and considerations when buying into a Practice
  • Accounting and Bookkeeping fundamentals for Dental Practices

Learning Objectives

  • Accounting and Taxation fundamentals for Dentists
  • Investment Basics
  • Superannuation fundamentals
  • Practice Structuring
  • Dental Practice agreements


Speakers for this event

  • Shane Morgan

    Shane Morgan

    Partner at Cutcher and Neale Chartered Accountants

    Shane Morgan joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within the Specialist Dental/Medical Division and also has a particular interest in Self Managed Superannuation for the Dental/Medical client base. Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Dental Association (ADA), Australian Medical Association (AMA (NSW)), the Australian Association of Practice Management (AAPM) and the SMSF Association.

    He has extensive experience with dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.

    Partner at Cutcher and Neale Chartered Accountants


ADA NSW Centre for Professional Development

Our advocacy for members ensures we stay united as a profession, securing the profile, funding, support and recognition to allow us to continue advancing dentistry. As a not-for-profit organisation led by dentists for dentists, our remit is to deliver value to members and we do this in six key ways: Advocacy The strongest professions are those that are well represented Continuing Professional Development Providing comprehensive and respected CPD in world class facilities Networking and Connections Mentorship, events, local divisions and study groups Professional and Peer Advice On dento-legal matters, compliance, practice management, HR, IR, pharma News and Filtering We deliver what dentists need to know, when they need to know it Lifestyle and Benefits It's not all business. We incorporate social events and lifestyle benefits
adansw@adansw.com.au Level 1, 1 Atchison Street, St Leonards NSW 2065

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(Saturday) 1:00 pm - 5:00 pm AEST(GMT+10:00) View in my time

CPD Hours

CPD Hours: 4.0


Member Price: Dentists – $260.00, Dental Team – $260.00, Recnt Grads – $160.00. Non-Member Price : Non-Members $312.00