Engagement Terms

Engagement Terms

The basis on which we provide information and deliver work.

General information only

The content on this website is general information only. It is not personal financial, tax, legal or intellectual-property advice, and it does not take account of your particular circumstances. You should not act on it without seeking advice specific to your situation.

Engagements are in writing

Any valuation, tax or advisory work is performed only under a signed engagement with Local Knowledge Pty Ltd that sets out the scope, deliverables, limitations and fees. Nothing on this website creates an engagement or a client relationship on its own.

The independence lane

We do not give trademark legal advice in-house. Trademark clearance, filing and enforcement are legal services — only a registered trade marks attorney or lawyer may advise on them — so that work is arranged by referral to an independent registered trade marks attorney. Our in-house work — brand & IP valuation, R&D tax and IP structuring, and commercialisation, licensing and royalty accounting — is delivered by Local Knowledge Pty Ltd under a signed engagement.

Reasonable assurance, not a guarantee

Valuation and advisory work provide a defensible, reasoned position based on the records, evidence and scope agreed — they are not a guarantee of a particular price, tax outcome or that a value will be accepted by every buyer, financier, auditor or regulator. A valuation is an opinion of value on a stated basis at a point in time, not a promise of what a transaction will realise.

Your responsibilities

The usefulness of any valuation, R&D claim or advice depends on the completeness and accuracy of the records and information you provide. You remain responsible for your own compliance obligations, including maintaining contemporaneous records and meeting lodgement deadlines, except to the extent expressly agreed in an engagement.

Professional standards

Our work is performed in accordance with the applicable professional and ethical standards. Where a conflict or a matter reserved to a registered trade marks attorney or lawyer arises, we will decline the work or arrange it independently rather than compromise that standard.

Local Knowledge Brand & IPLocal Knowledge Pty Ltd, part of the Local Knowledge group. Principal: Graham Chee, FCPA. Enquiries: [email protected].