Company Setup

There are good reasons to use a company to run your business. This also means many important questions need to be considered:
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• Who should be the Director?
• Who should be the shareholders?
• Should you have a family trust as the owner?
• How many shares should you have?

There are strict penalties that can make Directors personally liable. You can avoid that by choosing the right people to help you turn your business idea into a reality.

​We can help you:

• Decide on the most suitable structure for your business – sole trader, partnership, or limited company.
• Prepare a business plan, cash flow projections, budgets, and trading forecasts.
• Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals.
• Establish a good working relationship with your bank.
• Register for an Australian Business Number with the ATO.
• Complete registration procedures with Australian Securities and Investments Commission.
• Deal with company secretarial issues.
• Set up a recording system for your internal use and for compliance with statutory requirements.

​Create a business the right way and grow it to success. 

GENERAL ADVICE WARNING

​The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
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Davlin Financial Planning Pty Ltd, ABN 68 129 243 223 and David Linco are Authorised Representatives of Nextplan Financial Pty Ltd. AFSL No. 452996, ABN 24 167 151 420

Why Choose Us?

Decades of experience. Hundreds of happy clients. 80+ five-star reviews on Google & Adviser Ratings.
We're fully licenced & accredited, work with integrity and always put your interests first.

Experienced 

In 25+ years in business we've helped clients from all walks of life across all industries. You're in safe hands at Davlin Wealth Management.

Certified
​
We are fully qualified & licenced Accountants, Mortgage Brokers & Financial planners, accredited with the respective industry bodies for your peace of mind.​

Trusted

Our many happy clients are proof of our capabilities. Scroll down to read live Google reviews and click here to read reviews from our clients on Adviser Ratings.

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​Get in touch

Phone: 02 8445 9999
​Email: [email protected]

Our Locations

​After 9 years being located in Thornleigh, we moved in October 2021 to operate virtually and now predominantly meet with clients using Zoom and Microsoft Teams.  

For clients in Sydney or when David is travelling, physical meetings can take place at any Wotso office location throughout Australia. Preferred locations are:
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Manly: 44 North Fort Rd, The Barracks Precinct, Manly NSW 2095
Pyrmont: 3/55 Pyrmont Bridge Rd, Pyrmont NSW 2009​
Strathfield: Level 1/5 George St, North Strathfield NSW 2137

Davlin Wealth Management Manly
Wotso Manly, 44 North Fort Rd, The Barracks Precinct,
Manly NSW 2095