Iris Yan

Live & Online Events

Festive season office hours

noon Friday 20 December – closed until
9am Monday 6 January 2025 – open for business as usual

7pm AEDT Thurs 9 Jan – Protect your Legacy – FREE online Estate Planning & Wills Q&A with legal expert Grant Abbott & Cass – click here to join or enter Meeting ID 444 609 147 905 Passcode rW7ry6mp

12:30pm AEDT Thurs 16 Jan – FREE online Q&A with Cass – click here to join or enter Meeting ID 462 500 612 451 Passcode SmrGWX

*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)

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

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