7c. Safeguarding Your Practice & Assets Through Smart Structuring
Tracks
Track 3
| Sunday, May 25, 2025 |
| 13:30 - 14:15 |
| Eureka room 2 |
Details
Medical practice owners face unique financial risks, from litigation exposure to regulatory challenges. Without the right company structures, both business and personal wealth remain vulnerable. This session will explore how dual company structures and multi-entity frameworks can protect assets, minimize financial risk, and enhance long-term practice viability.
In addition, there will be an underlying theme around tax efficiency, including the appropriate holding structures to minimise a business’s largest profit expense. .
By adopting the right entity structures, practice owners can retain more earnings, manage financial risk, and create a scalable business model. This session will equip attendees with practical, legally sound strategies to improve the financial health of their practice.
Learning Outcomes: • Clear understanding of business holding structures that will achieve tax efficiency, asset protection and legacy succession • Understand key pitfalls and considerations which cause challenges for medical practice owners (and any business owner for that matter) • Suggestions on how to transition to advanced structures that will benefit them.
Learning Outcomes: • Clear understanding of business holding structures that will achieve tax efficiency, asset protection and legacy succession • Understand key pitfalls and considerations which cause challenges for medical practice owners (and any business owner for that matter) • Suggestions on how to transition to advanced structures that will benefit them.
Speaker
Mr Joseph Gendy
Director
Sapphire Bay Partners
7c. Safeguarding Your Practice & Assets Through Smart Structuring
Biography
Joe Gendy is a highly accomplished tax and business advisor with a diverse background spanning law, tax, commercial advisory, and wealth management. With deep expertise in M&A, wealth holding structures, and tax minimisation strategies, Joe is a highly sought after advisor for high net wealth individuals, property investors and business owners.
Joe began his career as a taxation lawyer at PwC and since then has advised a diverse set of clients, including multinational corporations, private equity funds, business owners and high-net-worth individuals across Australia, the USA, Europe, and the Middle East.
In 2020, he founded Sapphire Bay Partners, a boutique advisory firm recognised for its strategic and commercial focus on tax minimisation, asset protection, and long-term wealth growth. The firm is especially well known for supporting growing businesses, medical practitioners, and property investors.
Joe holds Law and Commerce degrees (with Honours) and an MBA with Distinction from the globally renowned London Business School.
