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How Medical Clinics Can Use the Holiday Period to Plan for a Stronger 2026

Written by admin | Dec 9, 2025 12:44:54 AM

For many medical and allied health clinics, December brings a natural slowdown. With fewer appointments and staff taking well-earned breaks, the end of the calendar year offers something valuable: time.

This quiet period is an ideal opportunity to take a step back from daily operations and prepare your clinic for a stronger, more profitable year ahead.

From structural reviews to cash flow forecasting, using this downtime strategically can help your practice start 2026 with clarity, confidence, and control.


At a Glance

Here’s how practice owners can make the most of the holiday season:

  • Review Structures: Ensure your current setup is effective for asset protection.
  • Forecast 2026: Conduct an income forecast aligned with patient trends.
  • Capital Investment: Plan for major equipment upgrades or technology implementation.
  • Cash Flow: Reassess management strategies and expense control.
  • HR Review: Audit staff arrangements, wages, and superannuation obligations.
  • Expert Advice: Use the quiet time to connect with your advisor to plan ahead for EOFY.



Why December Is the Perfect Time for Strategic Planning

The holiday period often provides a rare pause for clinic owners. While patients are on holiday and staff rosters are lighter, you finally have breathing space to work on your business instead of in it.

Here’s how you can make that time count:

1. Review Your Tax and Trust Structures 

As your practice grows, your existing structure may no longer serve your financial or legal needs. December is an excellent time to review your setup (whether you operate as a sole trader, company, or through a family or service trust).

Ask yourself:

  • Is my current structure still efficient for my income level?
  • Does it protect personal and business assets effectively?
  • Should I consider restructuring before the new financial year begins?

Note for Victorian clinics: With recent scrutiny on contractor arrangements (payroll tax), now is also the time to review your compliance. You can refer to the State Revenue Office Victoria for the latest rulings on relevant contracts.

2. Forecast Your 2026 Income and Expenses 

Accurate forecasting gives your clinic the power to plan, not react. Review your 2025 year-to-date performance and project your 2026 income, factoring in potential growth areas, staffing changes, and patient trends.

Consider the following:

  • Will your services expand or diversify in 2026?
  • Are there seasonal trends in patient visits you can anticipate?
  • How will wage increases or inflation affect your overheads?

A detailed income and expense forecast can help you identify when cash flow might tighten, and how to prepare for it.

3. Plan for Equipment Upgrades and Capital Investments 

If you’ve been putting off essential upgrades or maintenance, the quiet season is an ideal time to plan them. Small businesses may still be able to take advantage of the Instant Asset Write-Off (currently a $20,000 threshold for the 2024–25 income year).

Review your equipment and technology needs:

  • Is it time to upgrade diagnostic tools or practice management software?
  • Can you claim tax deductions for assets purchased before the EOFY?
  • Would financing options or leasing be more effective for your cash flow?

These strategic purchases not only improve operational efficiency but can also deliver tax benefits when timed correctly.

4. Reassess Cash Flow and Expense Management 

Strong cash flow is the heartbeat of every practice. Use your downtime to review patient payment processes, billing systems, and outstanding invoices.

Tips for better cash flow in 2026:

  • Automate payment reminders or integrate direct debit systems.
  • Revisit supplier contracts and look for cost efficiencies.
  • Ensure you’re setting aside funds for PAYG and tax obligations.

A proactive approach now can prevent financial stress when business ramps up again in the new year.

5. Refresh Your HR and Payroll Planning 

With staff taking holidays or adjusting their schedules, it’s a good time to review payroll compliance and leave entitlements.

Make sure you:

  • Verify staff classifications and award compliance.
  • Prepare for the Superannuation Guarantee increase (rising to 12% on 1 July 2025).
  • Plan rosters for the new year to balance patient demand and employee wellbeing.

This not only ensures compliance but also fosters a supportive workplace culture going into 2026.

Frequently Asked Questions

1. What tax deductions can clinics claim before EOFY? 

Common deductions include professional development costs, medical equipment, software, uniforms, motor vehicle expenses, and superannuation contributions. Always check eligibility with your advisor to ensure compliance.

2. Should I upgrade my medical equipment before or after 30 June? 

It depends on your cash flow and whether your clinic will benefit from the instant asset write-off or other tax incentives available for the 2024–25 financial year.

3. How often should I review my business structure? 

Ideally, every 12–18 months or whenever there are significant changes in income, ownership, or regulatory updates. Regular reviews ensure your structure remains both efficient and protective.

4. What’s the best way to manage cash flow during the quiet months? 

Maintain a cash reserve, automate billing and reminders, and forecast upcoming expenses early. Many clinics also use slow periods to renegotiate supplier terms.

5. Can I claim staff holiday pay as a business expense? 

Yes. Holiday pay, sick leave, and other employee entitlements are deductible when paid, as long as they comply with Fair Work and ATO requirements.


Final Thoughts

The quieter weeks of December offer a golden opportunity for medical and allied health clinic owners to plan strategically. A few proactive steps now (like reviewing your tax structure, forecasting 2026 income, and planning equipment purchases) can make a big difference to your clinic’s long-term financial health.

At Rubiix Business Accountants, we specialise in helping medical professionals structure, plan, and grow their businesses with confidence.

Book your free 30-minute consultation today and start 2026 with a clear plan for success.

 


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Disclaimer: The information in this article is general in nature and does not constitute legal or medical advice. Please consult a qualified adviser for personalised guidance.