Health and Wellbeing - Superannuation changes and implications

Sonya Soudure

Sonya Soudure is a Private Portfolio Manager with Euroz Hartleys Ltd. 

Sonya started working with her father Greg Soudure in 2001, and continued to do so until he retired in 2021. Sonya specialises in the construction and management of discrete private investment portfolios, focussing on the combination of income and growth in a transparent and tax-efficient environment. The majority of her clients hold their investments within their self-managed super funds, private companies / trusts or in their personal names .

Sonya’s qualifications include a Bachelor of Psychology and a Master of Management (HRM) from the University of Western Australia, and a Graduate Diploma of Applied Finance through the Securities Institute of Australia (now the Financial Services Institute of Australasia).

What I would like to cover in the talk is the new super tax on balances above $3m, and other relevant changes to superannuation and how they impact the management of self-managed superannuation funds.