Terry Gan

Principal & Founder at InTandem Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Languages
  • English Professional working proficiency
  • Cantonese Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency

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Experience

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Principal & Founder
      • Mar 2021 - Present

      At InTandem Advisory we know the importance of achieving tax efficiency. In order to be that way, you need to know what you can do legally to save tax and how you can do it properly. The problem is that you may know there’s probably a better way to save money on their taxes but have no clue where to start or who to talk to, which makes you feel confused and helpless. We believe this should not be the situation that you need to deal with. We understand the feeling of not getting guidance on planning your tax.Running a business is rewarding, but can also be frustrating because of the amount of tax you pay. Improper planning can hold you back and result in tens of thousands of dollars in the long-term.We help you design the optimal structure for your business and investments so you can be benefited from the tax savings it generates. We also work with you to develop a strategic plan to help you see the big picture, make informed decisions and achieve tax efficiency in the long termMany clients are saving thousands in tax every year with more clarity by having a proper structure and strategic tax planning.

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Accountant & Team Leader
      • Aug 2014 - Feb 2021

      At D’Omkara Accountants, I worked as a team leader managing a large client base to consistently and effectively delivering accounting services that enhance the company's purpose and profitability. I demonstrated strong technical skills with in-depth knowledge of accounting and taxation regulations and standards, and strong organisational skills and leadership in managing a wide range of professional relationships:- Provided accounting, tax planning and tax compliance advice and recommended financial strategies for clients- Effectively collaborated with the partner to manage the firms budgets, strategic plans, financial forecasts, and the optimisation of internal staff workflows- Mentored and supervised junior staff members which included training and reviewing their workload- Analysed and interpreted financial reports and records to prepare financial statements for clients- Prepared and lodge tax returns for companies, trusts, SMSF and individuals- Prepared BAS, IAS for companies and trusts- Maintained confidentiality and accuracy of clients’ financial information

Education

  • The Tax Institute
    Graduate Diploma of Applied Tax Law, Taxation
    2017 - 2021
  • The Tax Institute
    Chartered Tax Advisor, Taxation
    2016 - 2018
  • Chartered Accountants Australia and New Zealand
    Graduate Diploma of Chartered Accounting, Accounting and Related Services
    2015 - 2018
  • University of Melbourne
    Master of Commerce, Finance
    2011 - 2012
  • Macquarie University
    Bachelor of Applied Finance with the degree of Bachelor of Commerce-Accounting, Accounting and Finance
    2009 - 2011

Community

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