Financial Planning

Matt Rutter is the principal of Doctor Tax Pty Ltd and is also a Financial Adviser* who specialises in providing permanent resident Medical Professionals with comprehensive financial planning solutions including:

  • Superannuation Advice
  • Investment Property Tax Advice and Strategies
  • Personal Wealth Management
  • Shares and Fund Management
  • Redundancy Planning
  • Income Protection (Salary Continuance) Insurance
  • Life, TPD and Trauma Insurance
  • Links to Mortgage Broking Services specializing in Medical Professionals.

Matt has over 18 years experience and has particular expertise in the areas of superannuation, investments and insurance.  His emphasis is on building professional, integral and lasting relationships with clients with the objective of assisting them to achieve their financial and lifestyle goals.

* Matt is an authorized representative of Oakwood Financial Group (AFSL 255231) a licenced dealer in securities. Oakwood is a Principal Member of the Financial Planning Association of Australia Limited (“FPA”) and is committed to FPA’s Code of Ethics and Rules for Professional Conduct.

Departing Australia Superannuation Payments (DASP)

Doctor Tax can also assist you with getting the ball rolling in regards to Business 482/407/494/186 visa holders claiming their Aussie super back on departing the country. Once you have departed Australia, you can claim your superannuation if you visited on a temporary visa. Please be aware that Withholding tax, generally at a rate of 38% will be taken out of your super before it is paid to you.

Eligibility for DASP

  • You can claim a DASP from your super fund if all of the following apply:
  • you visited and worked in Australia on a temporary visa (excluding subclasses 405 & 410)
  • your visa has ceased to be in effect (is expired or has been cancelled)
  • you have left Australia
  • you are not an Australian or New Zealand citizen, or a permanent resident of Australia.

You can apply online for your super here: DASP online application system.

Before you start have the following details ready:

  • passport number
  • name of your superfund and member number
  • your Australian Tax File Number