Investing For Doctors Podcast
Welcome to the Investing For Doctors podcast. Here we talk about personal finances, investing, wealth creation, accounting, and personal development that will aid you in your life journey as a doctor.
Please note that the information provided in this podcast is for educational and entertainment purposes only. The content should not be considered as financial advice and your personal situations have not been taken into account. Before making any financial decisions, we strongly recommend consulting with the relevant professional(s).
Investing For Doctors Podcast
42 Minutes to Smarter Tax Moves Before EOFY 2025 | Ep. 29
Join 27,000+ doctors and dentists in the 'Investing for Doctors' Facebook group: https://facebook.com/groups/investingfordoctors
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In this episode, we’re joined by Munzurul Khan, Principal, Founder and Chair of KHI Partners, one of Australia’s most trusted accounting and advisory firms for medical professionals specialising in tax planning, investment structuring, and strategic wealth advice for doctors across all career stages.
Munzurul breaks down why most doctors are quietly overpaying tax each year without realising it, how missed timing, not missed deductions, is the real danger before June 30, and why good tax planning has less to do with your accountant and more to do with your actions now.
He also explores when to prepay vs. delay, how to maximise super contributions without locking yourself out later, and the real cost of saying “yes” to tax-deductible expenses you didn’t actually need.
If you want to stop giving away money to the ATO, make smarter EOFY decisions, and build a financial plan that aligns with your long-term goals as a doctor, then make sure to listen to this episode.
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TIME STAMPS:
00:00 Hook/Intro
01:21 Introduction of Guest
01:45 Things you need to do before taking over the next Financial Year
02:40 Deductions for Individual Tax Returns
06:13 Investment Property and Deductions
12:19 Superannuation Contributions and Strategies
15:48 Legislative Changes and Future Planning
20:31 Substantiation and Audit Preparation
25:28 Timing and Permanent Differences in Tax Planning
35:01 Continuous Tax Planning and Accountant Relationships
38:07 Final Advice and Recommendations/Outro
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SHOW NOTES LINKS
https://au.linkedin.com/in/mian-bi
https://www.linkedin.com/in/munzurul-khan-7ba6a318
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LISTEN TO THE PODCAST
Spotify: https://open.spotify.com/show/07DS5AxlbgmkuvP6zQGgtN
Apple Podcasts: https://podcasts.apple.com/au/podcast/investing-for-doctors-podcast/id1775535608
Amazon Music: https://music.amazon.com/podcasts/b9de46bc-e29d-4402-9e9e-959a3a5dc8da/investing-for-doctors-podcast
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FIND US HERE
Website: https://ifdgroup.com.au/
Facebook Group: https://www.facebook.com/groups/investingfordoctors
Facebook Page: https://www.facebook.com/investingfordoctors
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DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.
