R&D Advisory
Structure your innovation spend to maximise compliant claims and cash.
We assess how you actually operate—projects, teams, workflows, payroll, and systems—and design a structure that mirrors reality. Structure follows operations, not the other way around.
We’re not tax agents; we coordinate with your Registered Tax Agent (or ours) and grant specialists so eligible work is identified early and lodged on time with a defensible trail.
We’re not tax agents; we coordinate with your Registered Tax Agent (or ours) and grant specialists so eligible work is identified early and lodged on time with a defensible trail.
What You'll Get
1) R&D Eligibility & Opportunity Map
Clear memos defining eligible core/supporting activities, inclusions/exclusions, and decision rationale—grounded in how your teams actually work.
2) Payroll & Cost Mapping Framework
Rules for apportioning employees, directors, and contractors; time-writing discipline; intercompany charges; cost coding—built to mirror real resourcing so it’s used and defensible.
3) R&D Ledger & Spend Controls
Chart-of-accounts tagging, project codes, PO policy, and capitalisation rules that track spend the way work is done—creating a clean audit trail in the GL.
4) R&D/Grants Register & Calendar
A live pipeline with owners, cut-offs, dependencies, and status. Timing aligns to operations and cash needs—no missed windows.
A live pipeline with owners, cut-offs, dependencies, and status. Timing aligns to operations and cash needs—no missed windows.
5) Claim Preparation & Lodgement Coordination
A complete pack for Registered Tax Agents and grant specialists: schedules, cost extracts, narratives, evidence sets, and a review-response file for AusIndustry/ATO if needed.
A complete pack for Registered Tax Agents and grant specialists: schedules, cost extracts, narratives, evidence sets, and a review-response file for AusIndustry/ATO if needed.
How It Works
Our reviews don’t stop at analysis — they translate financial and operational data into clear, actionable steps. Each output is designed to give leaders the clarity and confidence to make better decisions, faster.
Discovery & Situational Assessment
Review projects, processes, resourcing, systems, and data; triage eligibility and
gaps.
gaps.
Structuring Sprint (2–3 weeks)
Design registers, evidence kit, payroll/cost mapping, and ledger tagging that reflect operations.
In-year Support
Monthly/quarterly check-ins to capture evidence and monitor spend where the work actually happens.
Pre-Lodgement Review
Assemble the claim pack and line up Registered Tax Agents for technical prep.
Lodgement & Review Support
Coordinate submissions and manage clarifications/reviews if they arise.
Year-ahead Planning
Adjust structures, staffing, and timing to maximise next year’s claim.
Want to Check Eligibility or Plan a Claim?
We’ll give you an honest view even if the answer is “not this year.”
If there’s claimable value, we’ll help you plan, structure, and substantiate it — alongside trusted tax professionals.