Dental Accountants & Tax Consultants Sydney

Bongiorno and Partners NSW offers specialised accounting and financial planning services that are carefully tailored specifically for dentists practicing in Sydney as well as those located in regional New South Wales and the ACT.

With an impressive track record of over 60 years of experience, we possess a deep understanding of the unique financial challenges and complexities faced by dental professionals. As such, we deliver bespoke solutions designed to meet your specific needs effectively.

Our comprehensive range of services encompasses essential areas such as tax planning, wealth management, insurance advice, and strategic financial planning. We make it a priority to work closely with you to ensure that your financial health is managed optimally, allowing you to focus fully on what you do best—providing exceptional care to your patients.

Whether you are in the process of starting your practice, seeking to improve your overall financial position, or preparing for a comfortable retirement, our dedicated team of expert accountants and financial planners is here to support you every step of the way. At Bongiorno and Partners, we are deeply committed to helping you grow, manage, and protect your wealth with the same unwavering dedication that you give to your patients each and every day.

Services We Offer

Bongiorno & Partners offers a comprehensive range of services tailored specifically for medical and dental professionals. Our expertise spans several key areas to ensure your financial health is optimally managed.


Taxation

Navigating the complexities of tax can be daunting. Our tax professionals specialise in the medical and dental sectors, ensuring that you are fully compliant while maximising your tax efficiencies. We offer tax return preparation, advice on tax planning strategies, and assistance with audits or disputes.

 
  • Tax planning

  • Business structures

  • Income Tax Returns and Business Activity Statements

  • Salary Packaging

  • Fringe Benefits Tax

  • Capital Gains Tax

  • Land Tax and Payroll Tax

  • Self-managed superannuation funds


Financial Planning

We provide personalised financial planning services that take into account your unique circumstances, goals, and aspirations. Our team collaborates with you to develop a strategic plan that aligns with your financial objectives for both your practice and personal life.

 
  • Investments

  • Wealth accumulation

  • Superannuation

  • Business structure

  • Estate planning

  • Goal identification

  • Budgeting


Insurance and Risk Management

Protecting your income and assets is paramount. We offer tailored insurance solutions, including income protection, life insurance, and business overheads insurance, to safeguard your financial future and that of your loved ones.

 
  • Income protection

  • Business expense cover

  • Life insurance

  • Trauma cover

  • Total and permanent disability

  • Partnership cover (including buy/sell arrangements)

  • Needlestick insurance


Finance

We can structure your finances for the optimal tax outcomes, and arrange cost-effective finance products that will help you achieve your goals.

 
  • Home loans

  • Investment property loans

  • Car loans

  • Equipment loans

  • Office furniture loans

  • Office fit-out loans

Additional Specialties

 

Superannuation Management

We provide expert advice on superannuation, helping you to optimise your retirement savings. Our services include super fund establishment, contribution strategies, and investment options to ensure you enjoy a comfortable retirement.

Practice Management Consulting

We understand that running a practice involves various financial complexities. Our consulting services focus on practice management, helping streamline your operations and improve profitability while providing insights into cost control and growth opportunities.

Succession and Estate Planning

Planning for the future is crucial for your assets and beneficiaries. We assist with succession planning for your practice and estate planning to ensure your wishes are executed and your legacy is protected.

At Bongiorno & Partners, we pride ourselves on delivering a high-touch service that understands the intricacies of the medical and dental professions. Our dedicated team is here to support you in growing, managing, and protecting your wealth.

We specialise in Accounting & Financial Services tailored to the Dental Industry.

 

Meet our talented team of Accounting and Planning experts

The Bongiorno team comprises dedicated professionals with extensive experience in financial services tailored specifically for dental practitioners. Each team member brings a wealth of expertise across various disciplines, ensuring a comprehensive approach to managing, growing, and protecting clients' wealth. We prioritise understanding the unique challenges and opportunities faced by our clients, fostering strong relationships built on trust and personalised service to effectively support their financial health.

Book an obligation free appointment


To find out how we can help you meet your goals and objectives.


You can complete the form,
call us on (02) 9326 2788,
email us on enquiries@bongiorno.net.au
or contact one of experienced team directly.