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    • Financial Planning
    • Superannuation
    • SMSF
    • Cash Flow Management
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    • Insurance
    • Retirement Planning
    • Estate Planning
  • Accounting & Business Advisory
    • Accounting
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  • Home
  • Wealth Management & Financial Planning
    • Financial Planning
    • Superannuation
    • SMSF
    • Cash Flow Management
    • Mortgage Broking
    • Property Investment
    • Insurance
    • Retirement Planning
    • Estate Planning
  • Accounting & Business Advisory
    • Accounting
    • Cloud Accounting
    • Bookkeeping
    • Business Financial Coaching
    • Business Structuring
    • Company Setup
  • About Us
  • News
  • Initial Consultation
  • Contact Us
WELCOME TO DAVLIN WEALTH MANAGEMENT
  • Home
  • Wealth Management & Financial Planning
    • Financial Planning
    • Superannuation
    • SMSF
    • Cash Flow Management
    • Mortgage Broking
    • Property Investment
    • Insurance
    • Retirement Planning
    • Estate Planning
  • Accounting & Business Advisory
    • Accounting
    • Cloud Accounting
    • Bookkeeping
    • Business Financial Coaching
    • Business Structuring
    • Company Setup
  • About Us
  • News
  • Initial Consultation
  • Contact Us

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 Services

We perform a detailed assessment to ensure the SMSF structure is suitable in meeting your financial goals and cover the following:
  • Review financial goals & objectives for the fund.
  • Confirmation of borrowing capacity for an investment loan.
  • Cost benefit of the SMSF structure vs the current fund.
  • Trustees are aware of the compliance obligations.
  • Insurance review and if ownership of existing insurances can be transferred.

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:
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  • Obtain a trust deed.
  • Appoint trustees.
  • Sign a trustee declaration (NAT 71089).
  • Setting up an investment strategy and risk profile.
  • Elect to become a regulated fund.
  • Obtain a tax file number (TFN).
  • Obtain an Australian business number (ABN).

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.

    Book your obligation-free initial consultation

    Schedule a free 15 minute phone call to find out how we can help and to get clarity on your options. Fill in the form below or call us on (02) 8445 9999.
    Let us know when suits best so we can find a day and time to suit
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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 Consultum Financial Advisers Pty Ltd. AFSL No. 230323, ABN 65 006 373 995.

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.

What our clients say

Book your free consultation

Your first consultation is on us, no strings attached. Click below to arrange a free 15 minute phone consultation.
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​Get in touch

Phone: 02 8445 9999
​
Email: clientservice@davlin.biz

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:
​
Manly: 19-21 S Steyne, 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, 19-21 S Steyne,
Manly NSW 2095

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Copyright 2022 Davlin Wealth Management. All rights reserved.
Contact Us: Phone: 02 8445 9999 | ​Email: clientservice@davlin.biz