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Good points Rob. There are firms that focus on medical professionals and gouge fees, products etc. Stay away from anyone who offers a investment that is tax driven by making losses !!

For medical persons trusts and SMSFs often become inevitable as well as strategies to address tax. I'm across all this and a SSer and accountant. Based in NW Sydney. My direct mail below.

If he is about to marry then a far more practical solution is to NOT acquire any interest in this property. His fiance should be the owner on title subject to legal advice to explains the limitations to this approach. He would be co-borrower but not own a single thing. Surgeons and med...