Sonia Ambwani, SMSF Specialist Advisor™
Managing Director | SMSF Specialist
About
As a passionate and accredited SMSF Specialist with over 15 years of experience in the financial services industry, I serve as Managing Director at iComplySMSF, where my mission is to simplify the complexities of Self-Managed Superannuation Funds (SMSFs). From structuring SMSFs to navigating intricate regulatory obligations, we at iComplySMSF provide comprehensive SMSF setup, compliance, and administration services. Our focus is on empowering SMSF trustees to manage their retirement savings with confidence, peace of mind, and clarity, while ensuring they meet all regulatory requirements. I’m proud to lead a team that values client education, service excellence, and staying ahead of ever-evolving superannuation laws. Our role is to support SMSF trustees, ensuring their fund operates smoothly and remains compliant. We are committed to providing personalized support that simplifies the complex world of SMSFs, allowing our clients to focus on what’s important to them. When I'm not working, I enjoy spending time with my family, going on nature walks, playing badminton, and experimenting with new cuisines in the kitchen.
Australia
Greater Melbourne Area
Financial Services
Self Managed Superannuation Funds (SMSF), Leadership, Training, Operations Management, Team Management, Financial Analysis, Analysis, Financial Planning, Financial Services, Finance, Management, Wealth Management, Microsoft Excel, Lean Six Sigma, Six Sigma
Experience

Managing Director | SMSF Specialist
iComplySMSF
Melbourne, Victoria, Australia
As an SMSF Specialist and Managing Director at iComplySMSF, we provide tailored SMSF setup, comprehensive compliance, and ongoing administration services. From establishing the SMSF structure to ensuring ongoing compliance with superannuation regulations, we empower our clients to navigate the complexities of SMSF with confidence and peace of mind.

General Manager Operations
Australian Financial Services Company
Australia

Head Of Administration
Australian Financial Services Company

Associate Adviser
Australian Financial Services Company

Senior Paraplanner/Financial Analyst
Australian Financial Services Company
Melbourne, Australia

Product Manager
Sanlam Investments and Advisors India Ltd (Formerly SMC Wealth Management Services Ltd)
Sonia Ambwani, SMSF Specialist Advisor™'s Contact Information
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