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Taxation

Tax Planning & Compliance

The honest, lowest tax position across your business, family group and super.

At Local Knowledge, taxation is not a once-a-year event — it is a continuous strategic discipline. As a Fellow of CPA Australia (FCPA) leading a registered tax agent practice, Graham brings institutional-grade rigour to every client engagement: structuring, planning, and compliance that holds up to ATO scrutiny.

We do not chase aggressive positions. We build defensible ones — grounded in current legislation, tested against ruling history, and documented to the standard a reviewer would expect. Every return, every BAS, every private ruling request is signed off by Graham personally.

Our taxation work spans individual returns through to complex multi-entity group structuring, international tax obligations, and ATO dispute management. The goal is simple: get your tax right, sustainably, with no surprises.

What we deliver

  • Individual and business tax returns — prepared and lodged before deadline, every time
  • BAS preparation and lodgement with GST structuring advice
  • Multi-entity group tax planning (trusts, companies, partnerships, SMSFs)
  • ATO audit representation and dispute resolution
  • Private ruling applications and technical interpretation
  • International tax compliance (cross-border, FIRB, withholding)
  • Capital gains tax planning — property, shares, business disposals
  • Fringe benefits tax (FBT) compliance and planning

Who this is for

  • Business owners wanting proactive tax structuring, not just compliance
  • Property investors with complex portfolio structures
  • Families with multi-generational wealth and trust structures
  • International investors entering the Australian tax system
  • Self-employed professionals with non-standard income streams

Related insights

Sydney Practice Restructuring | PCG 2021/4 | FCPA Guide

Local Knowledge — Sydney accountants. Graham Chee, FCPA, analyses PCG 2021/4 profit allocation and NSW payroll tax for Sydney professional firms.

Sydney Mixed-Use Conversions | FCPA Tax & GST Guide

Local Knowledge — Sydney accountants. Graham Chee, FCPA, details revenue vs capital treatment and GST withholding for Sydney commercial mixed-use.

GST Mixed Supply Workflow | FCPA Guide Australia

Graham Chee, FCPA, details a systematised workflow to apportion mixed-supply GST on complex supplier invoices before BAS finalisation. Consult our principal.

AASB 101 vs SBR: NSW Solvency Indicators | FCPA Analysis

Principal-led analysis of AASB 101 vs SBR triggers for NSW directors facing solvency pressure. Learn how going concern disclosures impact statutory restructurin

NSW Builder Tax: ATO Section 109-55 & Retentions | FCPA

FCPA Graham Chee breaks down Section 109-55 tax timing, NSW SOPA retention trusts, and ATO construction audit triggers to protect head contractor cash flow.

NSW Payroll Tax Grouping | FCPA Strategic Guide Sydney

Local Knowledge — Sydney accountants. Graham Chee, FCPA, details NSW payroll tax grouping rules, threshold risks.

Xero Chart of Accounts Setup | FCPA BAS & Div 7A Guide

Local Knowledge — Sydney accountants. Graham Chee, FCPA, explains how to structure your Xero chart of accounts for BAS compliance and Division 7A tracking.

Sydney Commercial Property Restructuring | FCPA Tax Guide

Local Knowledge — Sydney accountants. Graham Chee, FCPA, details pre-exit property carve-outs, the $6M net asset test.

Acquiring Shell Entities: FCPA Regulatory Arbitrage Guide

Graham Chee, FCPA, details strategic shell company acquisitions for scale-up market entry, ASIC compliance, and regulatory arbitrage. Read the playbook.

ATO Division 728 Stock Losses & Automation | FCPA Guide

Graham Chee, FCPA, explains automating ATO Division 728 stock losses: link ERP inventory valuation rules to tax provisions and ditch manual year-end write-offs.

Section 99B Foreign Trust Capital: FCPA Tax Guide

FCPA-signed analysis of Section 99B foreign trust traps, TR 2024/D1 corpus exceptions, and cross-border repatriations for Australian family offices.

Subdivision 124-M Rollover Traps | FCPA Tax Advisory

FCPA-signed guidance on subdivision 124-m scrip-for-scrip roll-over traps. Navigate significant stakeholder tests and Part IVA anti-avoidance risks safely.

Ready to discuss taxation?

15 minutes. No obligation. No sales funnel. Just a direct conversation with Graham.