Your finances are specific to you. One size does not fit all.

Self-Managed Super Funds

Your superannuation is your financial future. And it’s never too soon to start asking how you can maximise your savings and enjoy financial flexibility in your retirement. Our team of experts can talk you through every step of the superannuation process to ensure you’re doing the most for your future.

  1. Establish your Self-Managed Superannuation Fund
  2. Develop a custom investment strategy
  3. Stay updated with investment opportunities and advice
  4. Strategically plan for the future
  5. Regularly review your trust deed
  6. Plan for your retirement

The future is coming quickly and our team at Conlan Wealth are dedicated to preparing you for it financially.

Get all the benefits of a Self-Managed Superannuation Fund.

  • Enjoy effective investment earnings
  • Compliance administration
  • Flexible and easy to manage
  • Broad range of investment opportunities

Working with Conlan Wealth will give you access to expert advice and strategies for the future.

Andrew really put things into perspective and helped us understand the importance of structure in our retirement. We were especially pleased with Andrew’s attention to detail in complex matters, which put us at ease and on the right track.

Bruce & Jane Geelong
See more reviews