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

22 May 2025

Mahoneys’ Partner Antony Harrison recently joined other industry experts to discuss the legal, accounting, financial planning, wealth creation and insurance matters that should be considered by a medical practitioner transitioning into retirement.

The webinar – organised by The Professional Medical Practice (PMP) and The Royal Australasian College of Physicians (RACP) – was well received with over 600 physicians registered to hear from Antony, Angela Jeffrey and Arash Zamansani (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 – titles Optimising your financial affairs in the transition to retirement (dated 17 May 2025) – can be found on the RACP’s Past Event Presentation Page.

A big thank you to the RACP and PMP for arranging this important webinar. A special thank you to Tracey Handley, Suzanne Stack and Hannah Parker for their efforts in making the event a great success.

Antony heads up Mahoneys’ dedicated commercial group – a team that specialises in commercial, consumer and corporate law; commercial property; personal and corporate structuring; and estate and succession planning, with specific expertise on how each of those areas of law affects the medical industry.

Antony was recently recognised by his peers in Doyles Guide to the Australian Legal Market, and The Best Lawyers in Australia for commercial law and commercial property law.

Antony is a highly sought after speaker, who regularly presents at local and national events. He provides high quality education-based content and case studies that sync with broader tax, financial and commercial considerations.

Feel free to contact Antony if you have any questions about starting, owning, operating and selling a private practice.


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