Sangram Rana

Director & Senior Financial Advisor, Build My Wealth

Sangram Rana is a multi qualified financial adviser, accountant, and registered tax agent, and the founder of Build My Wealth. He advises professionals, family businesses, and SMSF trustees on risk protection, superannuation and SMSFs, investment bonds, retirement, and intergenerational wealth planning. Sangram is a three time IFA Awards finalist and a contributor to the Australian Financial Review on inheritance and SMSF topics. He blends technical strategy with practical checklists that help households protect what they have, grow what they have, and pass it on well.

Articles by Sangram Rana

Sangram Rana

When is the right time to wind up your SMSF?

For many Australians, running a self-managed super fund has been a satisfying way to keep control of retirement savings. With time, the effort and complexity can grow. The question becomes whether to continue, to simplify the way the fund runs, or to wind it up and move to a mainstream fund...

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