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.

The management of finances and income in retirement can be a confusing, complicated and time consuming business. Andrew has diligently and carefully guided us through this mine-field of decisions and necessary constant paperwork Andrew's broad knowledge and skills along with Sheree's attention to detail and calm manner make them a formidable team. They make Conlan Wealth our choice of financial planners for a happy no stress retirement.

Gowan & Judy Geelong
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