5 Advisory and Tax

Jason Lee

Director – CFO Advisory

Jason Lee is a Director of 5 Advisory and Tax, with over 20 years’ experience in business advisory and income tax across boutique, mid-tier and Big 4 firms.

With over two decades of experience in business advisory and income tax, Jason delivers practical, integrated solutions that help clients thrive. As Director of 5 Advisory and Tax, he draws on a deep and diverse background - having worked across boutique, mid-tier, and Big 4 accounting firms - to offer expert guidance that’s tailored, strategic and commercially grounded.

Jason’s strength lies in his ability to see the full picture. By combining technical knowledge with real-world business insight, he supports clients with advice that balances compliance, opportunity and long-term outcomes.

He works with a broad spectrum of clients, from family-run businesses to large corporate groups, across a wide range of industries. His areas of expertise include:

  • Income tax compliance for individuals, trusts, companies and partnerships
  • Business advisory for small-to-medium enterprises (SMEs) and large corporate groups
  • Tax structuring and local tax restructures
  • Tax due diligence and transaction support
  • Taxation of consolidated groups
  • Fringe Benefits Tax (FBT) and Goods and Services Tax (GST) compliance
  • Taxation of partnerships, trusts, property transactions and investments

Jason holds a Master of Taxation from the University of Sydney, where he achieved high academic distinction in key areas such as corporate taxation, mergers and acquisitions, and the taxation of corporate groups. He is a Chartered Accountant and a member of Chartered Accountants Australia and New Zealand. He also holds a Bachelor of Commerce (Professional Accounting) from Macquarie University, where he graduated with distinction and received a Merit Certificate and Golden Key Honour Society recognition.

Above all, Jason is known for his clear thinking, collaborative approach, and genuine care for his clients’ success. At 5 Financial, he leads with a calm confidence and a commitment to helping clients achieve the best outcomes for their goals and circumstances.

Outside of work, Jason enjoys staying active through soccer and taekwondo, bringing the same discipline and team mindset to his personal life as he does to his professional role.

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