Financial Advisor & Estate Planning Toorak
Bespoke wealth protection and succession strategies for Toorak’s high-net-worth families. Secure your legacy with a strategic, protection-first approach from Jeremy Douglas and Summit Financial Planning.
Navigating the Complexities of Wealth in the 3142
Toorak residents manage more than just portfolios; they manage legacies. Whether you are navigating the intricacies of a family trust near St Georges Road or seeking to optimise a significant SMSF structure for the 2026 financial year, a "one-size-fits-all" approach is insufficient.
At Summit Financial Planning, we specialise in the unique needs of Melbourne’s Inner East. We understand that for our Toorak clients, the priority isn't merely growth - it is the sophisticated protection of assets against tax leakage and the seamless, tax-effective transfer of wealth to the next generation.
Expert Advice Tailored for Toorak Families
Complex Estate & Succession Planning
Standard Wills often fall short for complex estates. We specialise in robust succession strategies involving Testamentary Discretionary Trusts, multi-generational wealth transfer, and business succession planning. Our goal is to ensure your hard-earned assets remain within the family and are protected from external risks or litigation.
SMSF Strategy & ATO Compliance
Self-managed superannuation is a cornerstone of wealth in Toorak. We provide expert guidance on SMSF setup, ongoing compliance, and advanced investment strategies; including Limited Recourse Borrowing Arrangements (LRBA) for commercial property and tax-effective pension structures.
Tax Minimisation & Strategic Planning (2026)
With the Australian tax landscape constantly evolving, your strategy must be proactive, not reactive. We focus on legal tax minimisation for high-income earners and business owners, ensuring your structures are fully compliant with the latest ATO benchmarks while maximising your take-home position.
Your Local Partner in Financial Success
Summit Financial Planning is deeply embedded in the Melbourne community. Located just minutes from Toorak Village, we provide discrete, professional consultations that integrate seamlessly with your existing legal and accounting teams.
Why Toorak Residents Choose Jeremy Douglas:
Protection-First Philosophy: We focus on durable wealth that withstands market volatility.
Holistic Coordination: We act as the "Project Manager" for your financial life, liaising with your solicitors and accountants to ensure your estate plan and tax strategy are perfectly aligned.
Independence & Transparency: As a privately licensed firm, our advice is unconflicted and solely focused on your best interests.
Frequently Asked Questions for Toorak Clients
Do you offer home-visit consultations in Toorak?
Yes. We understand that our clients value their time and privacy. Jeremy Douglas offers discrete, face-to-face consultations at your home or office in Toorak and the surrounding Inner-East suburbs.
How do you handle complex family trust structures?
This is our core expertise. We specialise in the management and optimisation of family trusts, corporate entities, and private family offices to ensure maximum protection and tax efficiency.
Can you work with my existing Melbourne-based solicitor?
Absolutely. We frequently collaborate with Melbourne’s leading legal and accounting firms to ensure that the financial and legal components of your estate plan are 100% synchronised.
Secure Your Family’s Financial Future
Don't leave your succession planning to chance. Whether you are looking to review an existing portfolio or build a new strategy for the 2025/26 financial year, let’s have a confidential conversation.
For professional, personal advice tailored to your circumstances, please reach out below.
At Summit Financial Planning, we excel in precise financial management tailored to your needs. Contact us today for expert assistance.
Summit Financial Planning ABN 28 856 289 615 is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL No. 229892 ABN 23 065 921 735.
Jeremy Douglas is an Authorised Representative (ASIC NO. 001238064) of Lifespan Financial Planning AFSL No. 229892.
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Expert Advice Tailored for Toorak Families
Complex Estate & Succession Planning
Standard Wills often fall short for complex estates. We specialise in robust succession strategies involving Testamentary Discretionary Trusts, multi-generational wealth transfer, and business succession planning. Our goal is to ensure your hard-earned assets remain within the family and are protected from external risks or litigation.
SMSF Strategy & ATO Compliance
Self-managed superannuation is a cornerstone of wealth in Toorak. We provide expert guidance on SMSF setup, ongoing compliance, and advanced investment strategies; including Limited Recourse Borrowing Arrangements (LRBA) for commercial property and tax-effective pension structures.
Tax Minimisation & Strategic Planning (2026)
With the Australian tax landscape constantly evolving, your strategy must be proactive, not reactive. We focus on legal tax minimisation for high-income earners and business owners, ensuring your structures are fully compliant with the latest ATO benchmarks while maximising your take-home position.
Your Local Partner in Financial Success
Summit Financial Planning is deeply embedded in the Melbourne community. Located just minutes from Toorak Village, we provide discrete, professional consultations that integrate seamlessly with your existing legal and accounting teams.