RESTART FRESH
R&DTI is a benefit your business can claim multiple times, for as many years as your projects last.
R&D Tax Incentive
R&D Tax Incentive Consulting That Maximises Claims, Reduces Risk, And Supports Ongoing Innovation
If your business is engaged in research and development (R&D) you might be eligible to claim a tax offset under the R&D tax incentive. The R&D Tax Incentive can deliver sizeable tax savings and even refunds of up to 43.5% of your R&D expenditure, where the company is in a tax loss situation.
By using the R&D Tax Incentive, a company with a group turnover of less than $20 million which spends $1 million on R&D in a given year could:
Obtain a refund of up to $435,000, or
Reduce company tax by $185,000 (where the company is in a tax paying position)
Administered jointly by the Australian Tax Office (ATO) and AusIndustry, the R&D Tax Incentive is Australia’s largest industry incentive assisting nearly 10,000 companies per annum but remains underutilised; mainly due to a lack of eligibility or implementation knowledge.
Claiming R&D Tax Incentives is not complex and is a self-assessment, rules-based program. At Saby+ Partners, we deliver you the knowledge, tools and support.
R&D Tax Incentive
Complete step-by-step guide.
1
INITIAL QUALIFICATION
Your business must meet the three requirements below to be eligible for the R&DTI.
WHO
Be a Proprietary Limited Company (Pty Ltd.) or Public Company (Limited).
WHAT
Undertake R&D activities that generate new knowledge.
HOW
Spend at least $20k on Australian-based R&D activities during the FY.
2
AUSINDUSTRY APPLICATION
Explain and prove to the AusIndustry the R&D activities undertaken by your business.
WHAT
Prepare and lodge an application form through the R&DTI portal.
WHEN
The application is due within 10 months of EOFY.
HOW
Develop the Project Description that outlines your R&D activities (pivotal to the application).
3
NOTICE OF REGISTRATION
Unique number your business receives after making the R&DTI application with AusIndustry.
IT MEANS
Your business has now reserved the right to claim the R&DTI for that FY.
NOTICE
It doesn’t mean that your application has been approved.
WHEN
The timeframe between Steps Two and Three is 10 business days.
4
R&D SCHEDULE
Part of the company Tax Return that outlines the R&D spend during the Financial Year.
WHAT
The Notice of Registration and your R&D expenses are input into this form.
WHEN
A 4-week window from Step One to the conclusion of Step Four.
HOW
Special workbook that links all the costs associated to your R&D expenditure.
5
LODGE TAX RETURN
The R&D Schedule is an appendix that is included in your business Tax Return for that FY.
CAUTION
This appendix is often missed when handed to different team of accountants.
WHEN
The ATO usually takes 30 calendar days to process it and make the EFT.
HOW
A document that includes your eligible R&D Activities, Related Costs, Expected Offset and Methodology.
6
HOW
Keeping the records of any existing or new R&D activity your business has undertaken.
Keeping the records of any existing or new R&D activity your business has undertaken.
WHY
It optimises the claim process and safeguards your business from the ATO and/or the AusIndustry.
It optimises the claim process and safeguards your business from the ATO and/or the AusIndustry.
WHEN
Throughout the new financial year.
Throughout the new financial year.
Precise, Practical
& Proactive.
Our Core Offerings
Eligibility Assessment
Determine whether your activities meet R&D Tax Incentive criteria.
R&D Activity Identification
Map core and supporting R&D activities accurately.
Technical Documentation
Prepare compliant R&D narratives and hypotheses.
Expenditure Analysis
Identify and categorise eligible R&D costs.
Claim Preparation
Compile and review AusIndustry and ATO submissions.
Lodgement Support
Manage registration and tax return coordination.
Audit & Review Assistance
Support during AusIndustry or ATO reviews.
Ongoing R&D Advisory
Improve claim quality and future eligibility.
Who is it for
Our R&D Tax Incentive service is designed for Australian businesses undertaking technical or systematic innovation, regardless of size or industry.
• Startups developing new products or platforms
• Technology and software companies
• Engineering and manufacturing businesses
• SaaS and digital product teams
• Biotech, medtech, and health innovators
• Companies claiming for the first time
• Businesses facing reviews or audits
• Firms seeking to improve ongoing R&D strategy
A Holistic Approach
Our Process
Defined Scope
&
Timelines
Know what's covered and when to expect results.
Flexible Pricing
Options
Choose between fixed-fee or retainer as per need.
Expert Senior
Review
Senior deliverable review for accuracy and insight.
Proactive
Guidance
Future-forward guidance, strategy and advice.
Book A Call With An R&D Tax Incentive Specialist
Navigating the R&D Tax Incentive doesn’t need to be complex or risky. Book a call with our specialists to discuss your activities, understand your eligibility, and see how we can help you maximise your claim while staying fully compliant.