Published with written consent. Facts verifiable from public records.

Case studies

A short and honest selection of engagements we’ve been consented to publish. Every claim links back to a public record — IP Australia, ASIC, ATO rulings, court judgments — so you can verify it yourself.

MyMoney Pty Ltd· 1999–present

Establishing, defending and internationalising the MyMoney trademark

A twenty-year engagement with MyMoney Pty Ltd spanning trademark registration (classes 35 and 36), two successful oppositions against conflicting marks, and a commercial coexistence settlement with an international applicant — all on the public IP Australia register.

trademarkscommercialisationmanagement3 public references
MyMoney Pty Ltd· 2015–2015

Defending a Class 36 trademark against a Fortune-500 multinational

In 2015 a Fortune-500 global corporate filed a removal-for-non-use application against our long-term client's Class 36 Australian trademark INVESTOR VIEW (TM 812479). We coordinated the opposition-to-removal within the statutory timeframes. The applicant withdrew; the mark was retained, renewed and later commercialised through further assignments.

Trademark LawTrademark RegistrationCommercialisationStrategic Advisory2 public references
MyMoney Pty Ltd· 2018–2020

Defeating all three opposition grounds — Qoney (TM 1870584) cleared to register

In 2018 a Fortune-500 global corporate opposed our long-term client's Qoney trademark (TM 1870584, classes 9, 35, 36 and 42). The opponent pursued three grounds — sections 42(b), 44 and 60 of the Trade Marks Act 1995 (Cth), including the reputation ground. The Trade Marks Office decided the matter on the written record and found for our client on every ground. The registration proceeded.

Trademark LawTrademark RegistrationStrategic AdvisoryCommercialisation2 public references
Local Knowledge (own portfolio)

Building — and holding the registration for — two NDIS businesses

We designed, built and now operate two properties serving the NDIS market from opposite ends: MyCareFinders, a reverse marketplace where providers come to the participant, and MyMoney MyGoals, a plan management service delivered under a registration that Local Knowledge holds itself. This is compliance engineering we are subject to, not compliance advice we hand over.

AI Business ApplicationsComplianceRiskGovernanceCommercialisation4 public references
Local Knowledge (own portfolio)

Codifying 25 years of due diligence — without letting the AI touch the arithmetic

InvestorView and Ding Ventures turn a quarter-century of due diligence method into working software. The design decision that defines both: a language model may frame the question and draft the narrative, but every number is computed deterministically in code. Valuation output is built to survive scrutiny, not to sound convincing.

AI Business ApplicationsBusiness ValuationDue DiligenceSuccessionGovernance5 public references
Local Knowledge (own portfolio)

Shipping a real-world asset tokenisation platform with the compliance built in

MyMoney and Qoney tokenise real-world assets on the XRP Ledger, with automated identity screening and anti-money-laundering workflow designed in from the schema up. Built by an accounting practice, which is an unusual origin in this sector and the reason the compliance layer is not an afterthought.

AI Business ApplicationsComplianceRiskFinanceGovernance5 public references
Local Knowledge (own portfolio)

Six commerce properties and a placement engine that improves itself

Aus.Tools, Aus.Deals and four state properties aggregate live pricing across Australian suppliers and retailers, with an AI negotiation advisor on top and a self-learning placement engine underneath. Every one of them already carries “Finance by Local Knowledge Finance” — the commercialisation loop closes back to the practice.

AI Business ApplicationsCommercialisationRetailFinanceStrategic Advisory6 public references