Self Managed Superannuation in Toorak
Secure your financial future with expert Self Managed Superannuation in Toorak. At Karlic & Co, we specialise in helping individuals and families take control of their retirement savings through smart, compliant, and tailored SMSF strategies.
Led by seasoned accountant Linda Karlic, our firm brings over 20 years of experience in delivering trusted SMSF advisory services in Toorak. Whether you’re starting a new Self-Managed Super Fund (SMSF) or need ongoing support, our personalised approach ensures your fund aligns with your goals, complies with ATO regulations, and maximises long-term benefits.
Why Choose a Self Managed Superannuation Fund (SMSF)?
Self-Managed Super Funds give you greater flexibility, control, and investment choice compared to retail or industry super funds. With an SMSF, you manage your own retirement savings and decide how your money is invested — from property to shares and more.
But with control comes responsibility. That’s where Karlic & Co steps in — to guide you with confidence
SMSF Advisory Services Toorak – Tailored for You
Not all SMSFs are created equal. Our SMSF specialists take the time to understand your financial position, retirement goals, and risk tolerance. From setting up your fund to managing compliance, we offer a full suite of SMSF advisory services in Toorak, including:
SMSF Setup and Registration
We handle everything from trust deed preparation to ATO registration. Our team ensures your SMSF is structured correctly from day one to meet compliance and tax efficiency.
Ongoing SMSF Accounting and Taxation
Our SMSF accountants in Toorak provide monthly and annual bookkeeping, financial reporting, and tax return preparation — all in line with the latest ATO standards.
Investment Strategy Support
Need help creating a compliant investment strategy? We work with you to ensure your strategy is aligned with your financial objectives while meeting legal requirements.
SMSF Compliance and Auditing
SMSFs are subject to strict compliance obligations. We partner with independent SMSF auditors to provide transparent, accurate reporting and peace of mind.
Pension Phase and Fund Wind-Up
Transitioning into retirement? Our SMSF specialists assist with the pension phase, drawdowns, and even winding up your SMSF if required.
Why Karlic & Co is Toorak’s Trusted SMSF Company
As a boutique accounting firm based in Victoria, we pride ourselves on personalised service, integrity, and results. Here’s why clients across Toorak trust us with their superannuation:
- 20+ Years Experience: With two decades in the financial services industry, Linda Karlic and our team have deep expertise in SMSF structures and compliance.
- Dedicated SMSF Specialists: We stay updated with ATO regulations and superannuation law so you don’t have to.
- Fixed Fees, No Surprises: We offer transparent pricing with no hidden costs.
- Client-First Approach: Your success is our priority. We build long-term relationships, not just provide one-off advice.
The SMSF Journey – What to Expect
Thinking of establishing a Self-Managed Super Fund in Toorak? Here’s how the process works with Karlic & Co:
Step 1 – Discovery Call
We begin with a no-obligation consultation to understand your goals and assess whether SMSF is suitable for you.
Step 2 – Fund Establishment
Once you decide to proceed, we take care of trust deed setup, trustee registrations, and ATO compliance.
Step 3 – Banking and Rollovers
We guide you in opening a dedicated SMSF bank account and rolling over existing super balances.
Step 4 – Investment and Strategy
Our accountants and advisors help structure your investment plan and ensure it complies with all ATO rules.
Step 5 – Ongoing Compliance & Support
We stay with you for the life of your fund — managing your accounting, tax, audits, and annual reporting
Who Should Consider an SMSF?
An SMSF may be right for you if you:
- Want full control over your superannuation investments
- Have a strong understanding of investment principles
- Are willing to meet the compliance responsibilities
- Have a combined super balance (typically over $200,000)
- Are working with professionals like us to help manage it properly
If that sounds like you, let’s explore how Karlic & Co can help
Common SMSF Investments
When you set up a Self Managed Super Fund in Toorak, you open up a world of investment opportunities:
- Residential and Commercial Property
- Australian and International Shares
- Term Deposits and Bonds
- Managed Funds and ETFs
- Cash and Fixed Income Assets
With the right strategy, SMSFs can be a powerful wealth-building vehicle for your retirement.
Linda Karlic – Your Local SMSF Accountant in Toorak
As the founder of Karlic & Co, Linda Karlic brings both a technical and personal touch to your SMSF journey. With over 20 years of experience in taxation, compliance, and superannuation, Linda is committed to helping clients build secure futures through strategic super management.
Her hands-on approach means you won’t get lost in the crowd. Instead, you’ll get expert guidance, straightforward advice, and ongoing support — all from someone who truly cares about your financial success.
Ready to Take Control of Your Super?
Start your SMSF journey with confidence. Whether you’re ready to set up a fund or simply exploring your options, Karlic & Co is here to help.
We offer self-managed superannuation in Toorak with a personal touch and professional edge. Our team of SMSF accountants and specialists are only a call away.
Book Your Free Consultation
📞 Call us on 0414 720 687
📧 Email us at [email protected]
🌐 Or simply contact us here
Take the first step towards a smarter retirement strategy — with the support of Toorak’s trusted SMSF company, Karlic & Co.