Yingya (Lori) Guo

Over three years recent experience in SMSF accounting dealing with a significant portfolio of super funds that have a good mix of pension and accumulation; Experience with a range of technical SMSF issues including reversionary pensions, transfer balance caps, TBAR reporting & LRBA; Have completed my CA program and close to apply for full membership; Have outstanding computer skills particularly on excel and highly competent using BGL desktop & 360; Excellent interpersonal and communication skills to speak with clients to follow up on queries and collect information and the ability to converse in Mandarin; Be able to work in a largely autonomous capacity and possess a keen eye for detail; Enjoys working with legislation and understanding every aspect of clients' business and personal needs;