Iris Yan

Live & Online Events

1pm Sat 27 July – “Ideas for Uncertain Times” in real life MyPlace meeting – Bells on Main Community Space, 2/11 Bulcock St, Caloundra, Qld

6pm Wed 31 July – FREE online Q&A with Cass – click here to join or enter Meeting ID 450 033 994 270 (note no Passcode)

*all times AEST

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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