Self-Managed Super (SMSF)
A SMSF provides greater control over your super and retirement planning. Given it is a complex and more expensive structure, it is key to find out if this super vehicle is appropriate for your financial circumstances.
SMSF ServicesWe perform a detailed assessment to ensure the SMSF structure is suitable in meeting your financial goals and cover the following:
After the structure has been established, we can provide tax, accounting, and auditing advice to ensure ongoing compliance requirements are met. There are several trust laws and legislative requirements for setting up a SMSF, including the following:
Whilst this subject is the topic of many BBQ discussions, professional advice is highly recommended to ensure this is an appropriate strategy for your circumstances. We offer a free initial phone consultation with no strings attached. Book yours today. |
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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.
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.
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.
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.
We're fully licenced & accredited, work with integrity and always put your interests first.
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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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Book your free consultation
Your first consultation is on us, no strings attached. Click below to arrange a free 15 minute phone consultation.
Get in touchPhone: 02 8445 9999
Email: [email protected] Our LocationsAfter 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: 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 |
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