australian-tax-intelligence

Provides tax deduction validation, GST monitoring, and trust distribution optimization for Harry's multi-entity Australian business using layered knowledge systems.

• Validates tax deductibility of expenses using entity and asset rules
• Monitors GST registration thresholds and alerts when exceeded
• Optimizes trust income distribution to minimize tax liability
• Integrates with Graphiti and Serena MCP for entity facts and calculation patterns
• Automatically learns and stores new deduction rules and patterns

• Lazily loads knowledge via Graphiti (facts) and Serena (patterns)
• Automatically stores new deduction rules in memory for future lookup
• Checks GST thresholds and issues alerts when nearing $75K threshold
• Uses tax law principles (Section 8-1 ITAA 1997) for general validation
• Applies trust distribution strategies to minimize 32.5% tax bracket exposure
• Supports real-time deduction and income validation with reasoning
• Detects recurring expense patterns and suggests pattern storage
• Critical: No deduction without nexus to income-producing activity

1. 1.Mention tax concepts like deductions, GST, or trust distributions
2. 2.Query specific entity, asset, or income details for validation
3. 3.Use predefined workflows for deduction, GST, or trust optimization
4. 4.Allow skill to auto-learn and store new rules via memory updates