Iris Yan

Live & Online Events

Video recording – Protect your Legacy – Estate Planning & Wills Q&A with legal expert Grant Abbott and discount code for Grant’s Family Wealth Protection book

7pm QLD time Mon 10 Feb – FFS live seminar with Ainslie Bullion – MyPlace Toowoomba Library 3rd floor, cnr Herries and Victoria St Toowoomba, Queensland

6:30pm AEDT Wed 19 Feb – FREE online Q&A with Cass – click here to join or enter Meeting ID 432 970 386 839 Passcode YL2Jy2mA

*all times AEDT (Canberra time)

SMSF Accountant

Iris is a qualified CPA. She has a bachelor of Commerce, Majoring in Accounting, a Diploma in Taxation and an Advanced Diploma of Australian Law (AIFA), also a certified Xero adviser. Iris joined WFS after she graduated from university, she has been with WFS for more than 8 years.

She is responsible for the smooth processing of individual and rental property tax returns, SMSF processing, tax return lodgements, liaising with the ATO, company and trust setups, ABN and TFN applications and bookkeeping for our business clients.

Book an appointment (SMSF technical/financial paperwork)

Email Iris

Join our Mailing List

Freedom Financial Solutions FFS is a Non-profit organisation and all profits will be donated to Freedom causes

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on the tax and superannuation laws which applied at the time the information was prepared and our interpretation. Your individual situation may differ, the tax and superannuation laws may have changed and you should seek independent up to date professional tax advice. You should also consider obtaining personalised advice from an adviser holding an Australian Financial Services Licence before making any financial decisions in relation to the matters discussed.