Sangram Rana | Principal Financial Adviser and Director
Build MyWealth

Sangram Rana, Principal Financial Adviser and Director, Build MyWealth

Sangram Rana is the Principal Financial Adviser and Director at Build MyWealth, a boutique advisory practice in Melbourne. He is also a qualified accountant and registered tax agent, with over 12 years of experience advising business owners, high-income professionals, high-net-worth families and not-for-profit boards on wealth creation, risk protection, succession planning and intergenerational investment strategies. Sangram is a FAAA Member, a 2026 Australian Wealth Management Awards finalist for Estate Planning Adviser of the Year, and an IFA Excellence Awards Finalist across Risk Adviser of the Year (2022, 2023, 2025), SMSF Adviser of the Year (2022, 2023) and Client Outcome of the Year (2022). A regular contributor to the Australian Financial Review, his work has also appeared in Money and Life, SmartCompany and Professional Planner.

Appearances:



Day 1 @ 13:00

Trusts and the 2026-27 Tax Reform: Where the Risk Sits Now

  • Whichever way the CGT, negative gearing and trust changes land, the risk profile of structures most SME clients sit inside has shifted.
  • Run three reviews on every trust file.
  • Takeaway: Trust File Review Checklist.  
last published: 17/Jul/26 03:15 GMT

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