Yiling W. Email & Phone Number

Melbourne, VIC, AU

Australia

Melbourne, Victoria, Australia

Melbourne, Australia

• SMSF annual administration and ancillary services including management of deadlines and liaison with clients, auditors, advisers and other relevant parties
• Management reporting for non-SMSF entities
• Ad hoc special purpose analyses and reporting
• Formulation of strategies for resolving potential breaches
• Drafting technical responses to clients regarding compliance matters
• Assisted management in researching complex compliance/practical matters

Brisbane CBD

• Managing the entire SMSF service section and reporting directly to the business principal
• SMSF annual administration and ancillary services including management of deadlines and liaison with clients, auditors, advisers and other relevant parties
• Providing compliance advice to clients, the business principal, and the head of the in-house Wealth Management team
• Designed work procedures that are 100% paperless for SMSF admin services
• Designed an effective electronic filing system to support the paperless procedures
• Created a range of templates to support the business’ SMSF service offerings

Brisbane CBD, Australia

Self-Managed Superannuation Fund (SMSF)* annual data processing/tax return/amendment* special purpose financial accounting and reporting* audit file preparation* PAYG registration/reporting/amendment* GST registration/reporting/return/amendment* penalty remission* provision of information for tax/financial planning* fund establishment/takeover/wind-up*.

Milton, Australia

• Processing day-to-day cash transactions in co-ordination with accounts payable and accounts receivable
• Monthly reconciliation
• Preparation of various daily, weekly, monthly reports, such as aging and P&L, to assist the management's decision making
• Compilation of documentation, through communication and cooperation with personnel across as well as outside the organisation, for supporting a range of business activities, such as BAS lodgment and external audit and.
• Resolution of accounting queries and issues across the firm on an on-demand basis
• Used technology to improve existing templates including Macro programming in Excel to streamline repetitive tasks

Brisbane CBD, Australia

* Working in a fast paced, high turnover, and team based environment.* Attending to customers as a first point of service.* Handling cash accurately and swift cash register operation.* Preparing and serving coffee drinks, sandwiches and other food items..* Maintaining shop front.* Preparing for and delivery of catering orders while under the pressure of.

Buranda, Australia

* Working in a fast paced, high turnover, and team based environment.* Preparing and serving grilled chicken, burgers and other food items.* Preparing for and delivery of catering orders while under the pressure of completing routine tasks on time. * Maintaining shop front.* Shop opening and closing.

Chengdu, China

* Sales of tech products* Tech advice, recommendation & referral* Desktop PC tailoring* Assembly of tailored desktop PC* Post-purchase services

Master Of Information Technology - Ma-It1, Information Technology, Gpa 4/4

Smsf Specialist Accreditation Program, Superannuation

▪ Discoverable on CAANZ's "Find a CA" page as an SMSF Specialist ▪ Completed through “self-study course” pathway thanks to more than five.

Sms005 Sis Regulation And Taxation, Superannuation

▪ Required course for CA’s SMSF specialist accreditation program ▪ Successfully completed

The Chartered Accountants Program, Accounting

Professional Year Program, Accountant

Activities and Societies: Individual presentations, group presentations, role-playing projects, client service charter development.

Bachelor Of Commerce, Accounting And Finance, 5.84/7.00

Achieved high-distinction or distinction in * Accounting for Decision Making, * Financial Reporting, * External Reporting Issues, *.