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▪ Assisted management in developing work procedures▪ Used technology to create specialised tools for streamlining SMSF administration tasks▪ Improved recoverability of certain recurring client engagements▪ Coaching and mentoring junior team member▪ Consulted by other staff members for technical, analytical and technology queries▪ Leading team projects▪ Providing firm-wide technical training on superannuation topics▪ Drafted article regarding developments in the SMSF industry for client news letters

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▪ Developed a billing schedule for the business’ SMSF service offerings▪ Brought up to date the lodgment obligations of a list of clients with returns up to three years overdue▪ Created publication material regarding the 2017 super changes for direct release to clients

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* deed update* changes to membership/trusteeship* death benefit nomination* resolution of excess contributions/pensions* cashing of benefits* inward/outward benefits rollovers* Limited Recourse Borrowing Arrangement setup & termination* direct client/third party contact through mail/email/phone calls/meetings* drafting emails/letters for the management* preparation/lodgement of minutes/forms/applications for statutory purposes* numerical calculation/analysis* compliance analysis* research of technical material including SISA 1993, SISR 1994, ITAA 1936/1997, ITAR 1997, CA 2001, ATO rulings/determinations/guidelines, ASIC class orders/regulatory guides...Corporate Secretarial* ASIC Registered Agent appointment/cessation* annual review* changes to company name/officers/share structure/addresses/special purpose company status* voluntary deregistration* company reinstatement* penalty remissionMiscellaneous* unclaimed money application and finalisation* investment application* client detail update at security registries* obtaining lost details of security holdingsAlso provided services internally including:* technical documentation translation (Chinese-English two way)* Excel training co-facilitation* technical support for use of ExcelSpecialised IT applications employed-- BGL Simple Fund-- Class Super-- BankLink-- BGL Corporate Affairs System

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 review▪ 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 completing routine tasks on time. * Shop closing.

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, *.