Optimising a medical practitioner’s financial affairs when transitioning into retirement

25 June 2026

Mahoneys’ Partner Antony Harrison recently joined a panel of industry experts to discuss the legal, accounting, financial planning, wealth creation and insurance considerations for medical practitioners transitioning into retirement.

The webinar – organised by The Royal Australasian College of Physicians (RACP) – was well received, with over 130 physicians tuning in to hear from Antony, Angela Jeffrey and Scott Montefiore (William Buck) and Chris Mariani (Medical and General Risk Solutions).

Specifically, Antony covered some of the important legal issues that need to be considered, including:

  • preparing a practice for sale;
  • maximising the value of the business;
  • business succession;
  • finding a suitable buyer;
  • structuring the sale; and
  • impact on a physician’s estate planning.

A copy of the webinar – titled “Optimising Your Financial Affairs in the Transition to Retirement” (dated 20 June 2026) – can be found on the RACP’s Past Event Presentation Page.

Mahoneys thanks the RACP for arranging this important event, with special thanks to Tracey Handley and Lucie Perrissel-Taggart for their personal efforts in making the webinar a success.

Mahoneys’ dedicated commercial team specialises in commercial, consumer and corporate law; commercial property; personal and corporate structuring; and estate and succession planning.

The team has particular expertise in applying these areas of law to the medical and allied health sectors.

Antony has also been recognised by his peers in Doyle’s Guide to the Australian Legal Market, and Best Lawyers in Australia for commercial law and commercial property law.

A highly sought after speaker, Antony regularly presents at local and national events, delivering practical, education-based content and case studies aligned with broader tax, financial and commercial considerations.

If you have any questions about starting, owning, operating or selling a private practice, please feel free to contact Antony.


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