Startups, Capital Raising & R&D

R&D tax incentive.

Offset your research and development costs to help your business innovate and grow.

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20+ years experience · Xero, MYOB & QuickBooks · Northern Beaches & Lower North Shore

The incentive at a glance

+18.5%premium above your company tax rate, refundable if aggregated turnover is under $20 million
$20,000minimum eligible R&D expenditure for the year
Every yearR&D activities must be registered for each income year you claim
What is the R&D tax incentive?

Offset your R&D costs to innovate and grow

The Research and Development Tax Incentive helps you offset some of the costs of eligible R&D. It is administered jointly by the Department of Industry and the ATO: the department oversees registration of your R&D activities, and the ATO delivers the benefit through your company tax return.

For smaller companies the offset is refundable, so if it exceeds your tax liability you receive the balance as a cash refund.

  • Available to companies liable to pay Australian income tax
  • At least one eligible core R&D activity
  • Registration does not mean eligibility
  • We guide you through the Integrity Framework
How we help

Getting your claim right

You can apply yourself, but it pays to have an expert check your claim against the rules before you lodge.

Eligibility review

The R&DTI is self-assessed. We review your activities and spend against the legislation before you commit.

Registration

We prepare and lodge the registration of your R&D activities for each income year you want to claim.

Claiming the offset

We calculate the offset and include it in your company tax return, so any refund reaches you sooner.

Records & compliance

Record keeping that stands up to a review by the Department or the ATO under the Integrity Framework.

Refundable offset

Companies with aggregated turnover under $20 million can receive the offset as a cash refund.

Changes on the way

The Government has proposed reforms to the incentive from 1 July 2028. We'll let you know how they affect you.

General information only. Offset rates and eligibility depend on your circumstances and the law at the time. Talk to us before you register.

Pricing

How we charge

Our pricing is flexible to suit your business and the way you work. We'll agree the fee with you before we start.

Fixed pricing

A fixed fee agreed up front for a defined scope, so there are no surprises.

Hourly pricing

Pay only for the time you use, ideal for ad hoc advice and smaller pieces of work.

Custom solution

A tailored engagement combining ongoing support and project work to fit your needs.

Book an obligation-free R&D consultation

Meet us in Dee Why, call (02) 9045 1511 or book a time online.

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