Research Methodology

Identify the client facts, relevant dates, jurisdiction and decision you need to support. Separate confirmed information from assumptions and missing documents. For Australian tax work, record the relevant income year; for legal work, identify the applicable Commonwealth, state or territory framework.

Choose Australian Tax, Tax Strategy, Australian Legal or the relevant drafting or financial engine for the question. For international work, select the appropriate country engine. State the scope, facts and requested output clearly, and provide only documents you are authorised to use. Engine and tool access depends on your plan and current platform settings.

Open the cited legislation, ATO material or judgment and confirm that it supports the proposition being made. Check the relevant version, effective date, jurisdiction and context. If a citation cannot be located or a source is ambiguous, resolve that gap before relying on the answer. A working link alone does not establish that a conclusion is correct.

Have the responsible qualified professional assess how the sources apply to the facts. Check calculations independently, test assumptions and consider alternative interpretations. Review generated documents for parties, operative provisions, dates and execution requirements. Obtain additional specialist input where the issue falls outside the reviewer's expertise.

Keep the research question, material facts, source references, assumptions and final professional conclusion in your practice file. Record when the research was checked and any unresolved issues. If you identify a website error, contact Cassandra with the page URL and source details so the issue can be assessed under the corrections policy.