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changing_life

Dealing personally with clients is the part of my job I enjoy the most.

Terry Lewis

Director, Business Advisory, Tax Services

When it comes to achieving successful outcomes for clients, Terry believes that strong personal relationships are the key. By developing a deep understanding of a client’s business and their unique needs, he is better placed to offer advice and seek opportunities.

‘I’m very client-focussed – that’s my style. I’m able to relate to my clients and my decision making is based on what’s best for them,” Terry said.

It’s an approach that has served Terry well throughout his diverse career that has spanned more than 30 years and has included roles at the Australian Taxation Office in the income tax audit division, more than a decade in a Big 4 Firm, running his own Chartered Accounting business and now working in the mid-market.

Terry has strong technical skills in tax and business advisory across a range of industries including property, manufacturing, viticulture, health, professional services and not for profit.

He enjoys working closely with clients and seeing his advice lead to business success.

The Facts:

Core Expertise

  • Tax planning and compliance
  • Strategic business planning
  • Refinancing/bank negotiations
  • Business performance improvement
  • Superannuation, estate and succession planning
  • Specialist income tax advice including R&D Tax Concessions

Qualifications

  • Bachelor of Business (Accountancy)
  • Member of CPA Australia
  • Affiliate member of Chartered Accountants Australia and New Zealand
  • Chartered Tax Adviser
  • Registered Tax Agent

Industries

  • Property
  • Manufacturing
  • Wineries/viticulture
  • Medical practices
  • Professional services
  • High net worth individuals