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  • -5% ONLINE

    With a streamlined strategy, a full range of professional templates, and access to ongoing coaching and support, maximising your R&D Tax Incentive claim goes from a time-consuming months-long process to a simple part of your daily routine.

    The Start-up and Small Business Package brings together two of the best packages to streamline your R&D Processes, increase innovation and access the best R&D Tax Incentive in the world for the maximum benefits.

    We can’t wait to get started with you. We want to learn about what you do and help you optimise your R&D Processes for maximum efficiency, accelerate your innovation and safely claim the R&D Tax Incentive benefits.

    Multi Product Packages

    Start-up and Small Business Package

    $1,690.00 incl GST Add to cart
  • TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP

    • Discuss current Record-Keeping
    • Understand records information flow
    • Documentation applicable to each sector
    • Discuss 6-steps to improve Record Keeping
    • Feedback on potential claim improvement

    PERFECT COMPLIMENT TO A TEMPLATE PACK

    • Add to your Template to learn how to optimise your R&D Processes
    • Add before or after your template purchase
    Explore Online Training Options
    Template Packs

    Diagnostic & Strategy Workshop

    $590.00 incl GST Add to cart
  • TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP

    • Review your current Record-Keeping
    • Understand records information flow
    • Documentation applicable to each sector
    • Discuss 6-steps to improve Record-Keeping
    • Feedback on potential claim improvement

    PERFECT COMPLEMENT TO A TEMPLATE PACK

    • Add to your Template to learn how to optimise your R&D Processes
    • Add before or after your template purchase
    Online Courses

    Diagnostic & Strategy Online Course

    $390.00 incl GST Add to cart
  • BASIC SUPPORT

    • Phone & Zoom Support
    • Review documents and provide feedback
    • Provide Coaching sessions on specific topics as needed

    GUIDED COACHING

    • Coaching and monitoring to keep you on track
    • Check the preparation of documents for critical meetings
    • Monitor key Technical Committee meetings
    • Confirm documents are updated post meetings

    EMPOWERED COACHING

    • Done-for-you documentation preparation for R&D Projects
    • Attend/Conduct Technical Committee meetings
    • Work with Finance/Accounting to generate Cost Tracking Reports
    • Monitoring progress and updating documents as needed
    • Checking that all required records are complete
    • Refine the R&D manual periodically with process improvements
    Coaching and Support - Monthly Coaching and Support Services

    Empowered Coaching and Support

    Enquire now P.O.A.
  • BASIC SUPPORT

    • Phone & Zoom Support
    • Review documents and provide feedback
    • Provide Coaching sessions on specific topics as needed

    GUIDED COACHING

    • Coaching and monitoring to keep you on track
    • Check the preparation of documents for critical meetings
    • Monitor key Technical Committee meetings
    • Confirm documents are updated post meetings
    • 9 hours of coaching
    Coaching and Support - Monthly Coaching and Support Services

    Guided Coaching & Support

    $1,750.00 incl GST Add to cart
  • BASIC SUPPORT

    • Phone & Zoom Support
    • Review documents and provide feedback
    • Provide Coaching sessions on specific topics as needed
    • 3 hours of coaching
    Coaching and Support - Monthly Coaching and Support Services

    Flexible Coaching & Support

    $650.00 incl GST Add to cart
  • TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP

    • Discuss current Record-Keeping
    • Understand records information flow
    • Documentation applicable to each sector
    • Discuss 6-steps to improve Record-Keeping
    • Feedback on potential claim improvement

    RECORDS WORKSHOP AND GAP ANALYSIS REPORT

    • Review Product Strategy Records
    • Review Project Planning Records
    • Review Eligibility Criteria Records
    • Review Experiment Planning/Results
    • Review previous Claims
    • Review Core Activity cost tracking
    • Review Supporting cost tracking
    • Provide a Gap Analysis Report
    • R&D Tax Information Session.

    R&D PROCESS WORKSHOP AND R&D MANUAL

    • Develop an R&D Business Process Manual
    • R&D Manual ready for implementation
    • Tailored R&D Templates ready for use
    • R&D Manual Review workshop
    • Summary for departments of processed
    • Need updating or adopt new templates
    • Recommend automation and tools

    R&D TAX TEMPLATE USER MANUAL

    • How to use the templates
    • How to conduct R&D Review Meetings
    • How to use the R&D Dashboard

    6-STEP R&D TAX PROCESS FRAMEWORK

    • Framework eBook provided
    • R&D Tax Implementation Checklist

    EASY TO USE TEMPLATES

    • All Templates contain detailed instructions for completing them
    • References to online resources

    ESSENTIAL TEMPLATES

    • 5 core templates are provided that support the R&D Systematic Progression.
    • An R&D methodology is provided in the Template User Manual on how to manage your R&D.
    • Additional templates are provided to facilitate customisation for your specific needs.

    ADDITIONAL TEMPLATES

    • Advanced templates are provided for larger teams.
    • An R&D Management Dashboard and R&D Process Manual Template facilitate achieving consistency within larger teams and between project teams.

    OPTIONAL COACHING & ASSISTANCE

    Online Courses

    Consistency Online Course

    Learn more View in School
  • TRAINING, DIAGNOSTIC & STRATEGY WORKSHOP

    • Discuss current Record-Keeping
    • Understand records information flow
    • Documentation applicable to each sector
    • Discuss 6-steps to improve Record-Keeping
    • Feedback on potential claim improvement

    RECORDS WORKSHOP AND GAP ANALYSIS REPORT

    • Review Product Strategy Records
    • Review Project Planning Records
    • Review Eligibility Criteria Records
    • Review Experiment Planning/Results
    • Review previous Claims
    • Review Core Activity cost tracking
    • Review Supporting cost tracking
    • Provide a Gap Analysis Report
    • R&D Tax Information Session.

    R&D TAX TEMPLATE USER MANUAL

    • How to use the templates
    • How to conduct R&D Review Meetings
    • How to use the R&D Dashboard

    6-STEP R&D TAX PROCESS FRAMEWORK

    • Framework eBook provided
    • R&D Tax Implementation Checklist

    EASY TO USE TEMPLATES

    • All Templates contain detailed instructions for completing them
    • References to online resources

    ESSENTIAL TEMPLATES

    • 5 core templates are provided that support the R&D Systematic Progression.
    • An R&D methodology is provided in the Template User Manual on how to manage your R&D.
    • Additional templates are provided to facilitate customisation for your specific needs.

    OPTIONAL COACHING & ASSISTANCE

    Online Courses

    Starter Online Course

    Learn more View in School
  • R&D TAX TEMPLATE USER MANUAL

    • How to use the templates
    • How to conduct R&D Review Meetings

    6-STEP R&D TAX PROCESS FRAMEWORK

    • Framework eBook provided
    • R&D Tax Implementation Checklist

    ABUNDANT RESOURCES

    • Confirm eligibility, correct wording and completeness of evidence with our checklists and examples.
    • RDTI Customer Portal Guide will help you locate all necessary records and details, quickly and easily complete and submit your claim.

    ESSENTIAL TEMPLATES

    • 5 core templates are provided that support the R&D Systematic Progression.
    • An R&D methodology is provided in the Template User Manual on how to manage your R&D.
    • Additional templates are provided to facilitate customisation for your specific needs.
    Note: We recommend the Diagnostic Workshop prior to using the Template Pack
    Coaching & Support are available, explore more options.
    Template Packs

    Essential Template Pack

    $690.00 incl GST Add to cart
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