Sonia Li

Self-Managed Super Fund Manager

Biography

An experienced Self-Managed Super Fund accountant and manager, Sonia has specialised in Self-Managed Superannuation Funds since beginning her career in 2007. Over nearly two decades, she has developed extensive expertise across Self-Managed Super Fund administration, taxation and compliance, including supporting high-net-worth clients and complex fund requirements.

Sonia began her career with a boutique accounting firm in Perth, which later merged with PKF Perth. After moving to Melbourne in 2015, she progressed through senior Self-Managed Super Fund accounting and management roles with Anderson Partners, WHM Partners and Carbon Group. She was drawn to Self-Managed Super Funds because of the combination of technical expertise, taxation, legislation and strategic planning involved, as well as the opportunity to help trustees make informed decisions about their retirement.

Sonia joined Alexander Spencer for the opportunity to take on greater leadership responsibilities and contribute to the growth of the firm’s Self-Managed Super Fund capability. As Self Managed Super Fund Manager, she manages a portfolio of Self-Managed Super Funds from start to finish, overseeing financial statements, income tax returns, fund compliance and ongoing client support. She also mentors and supports the firm’s internal and offshore teams on technical Self-Managed Super Fund matters.

Sonia’s approach is centred on building long-term client relationships through trust, clear communication and exceptional service. By understanding each client’s circumstances and objectives, she provides proactive, practical guidance to help them confidently navigate their Self-Managed Super Fund obligations and work towards their retirement goals.

Outside of work, Sonia enjoys movies, swimming, outdoor activities and travelling with her family.