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GETTING YOUR R&D DOCUMENTATION RIGHT

TRAINING WITH CORE TEMPLATES

Get started creating the required evidence needed for the R&D Tax incentive and making your IP claim.

Training and Templates suitable for

What's Included?

VIDEO TRAINING COURSE

Training, Diagnostic & Strategy Workshop

  Review your current Record-Keeping

  Understand records information flow

  Documentation applicable to each sector

  Plan improvement strategy

→  Feedback on potential claim improvement

6-Step R&D Tax Process Framework

→  Framework eBook provided

→  R&D Tax Implementation Checklist

CORE TEMPLATES

R&D Tax Template User Manual

→  How to use the templates

→  How to conduct R&D Review Meetings

Easy To Use Templates

  All contain detailed instructions

  References to online resources

Essential Template Package

→  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.

Training Curriculum

  • Introduction
  • Key elements of the R&D Tax Incentive
  • What is eligible as R&D?
  • What are records?
  • How to implement the 6-Step R&D Tax Framework
  • Framework Step 1: Optimise R&D Process Manual
  • Framework Step 2: Maintain Compliance
  • Framework Step 3: Automated, Integrated Records
  • Framework Steps: 4. Spot Checks 5. Detailed Internal Audits 6. Corrective Action
  • Implementation Plan

For Organisations Innovating in the manufacturing and software industries

IN THIS PROGRAM

  • Audit your current R&D documentation records and determine how best to improve to align with the R&D Tax Incentive evidence requirements and be ready to submit your IP application.
  • Apply a framework to create the necessary documentation for your R&D Tax Claim as the work is done.
  • Implement tried and tested templates to ensure your documentation is right at every step.
  • Ensure you are consistent in the way you create your documentation with core templates to follow, and avoid issues down the track with your R&D Tax Incentive claim or other grant programs.
  • Remove any risk of getting your documentation wrong with templates.
  • Make the process of creating evidence to support your R&D Tax claim and other grants easy.
  • Save time in generating the necessary documentation.
  • Reduce errors and oversights in the documentation.
  • Conduct more R&D with less hassle and greater teamwork.
  • Be one of the eligible businesses that are able to access the wide range of grants and support available from the Government.

What you'll gain from the Getting your documentation right With Templates

What Our Clients Have to Say

A very professional and thorough service. George helped us to put the correct processes in place for our specific business. Correct and accurate record keeping is the crux of any R&D claim and George was instrumental in setting that up so that in the future our application for an R&D grant will flow smoothly. The manual George provided is very professionally put together and through Georges workshops we, as a company, have realised the importance of such thorough record keeping. In fact we hope that by improving our record keeping we will be able to increase our future claims. George also pointed out to us a couple of things that we were unaware that we could claim as R&D expenses. Very helpful!
Robyn Hodgson
Coolpac (Temperature Controlled Freight Packaging)
5Star
There are a lot of consultants out there that are ready to take your money to help you put in an R&D grant, but few that help with making sure you have the process in place to support that application - until now.
George has systematized his successful process for maintaining compliance records into a framework that was easy for us to adapt and apply to our way of working.
With plenty of high profile businesses being audited and found coming up short due to record keeping, we are now sleeping easy that we will not be one of them.


Paul Greenwell
Propel Ventures (Financial Software Development)
5Star
We have engaged SoftLogic to help us with the process of reviewing our R&D artefacts and preparing the R&D manual. Prior to engaging SoftLogic, our knowledge of R&D was very generic and not quite aligned with the software development process. George has been really helpful throughout the process with articulating what needs to be done to ensure we are compliant with the R&D audit process. He was able to make this process very smooth for us and clarify our gaps. It's been a great experience. We are happy with the service that we received. I'd highly recommend this service.
Ali Nazemian
Brolly (Social Media Safety Software Development)
5Star
I thoroughly recommend George Mirabelli to assist anyone to comply with the R&D requirements to attain registration. He is very easy to work with, can explain the situation in plain English and has the tenacity to work through all your issues.






Neil Pentland
DecoNetwork (SAAS Solutions for textile Industry)
5Star
There are a lot of consultants out there that are ready to take your money to help you put in an R&D grant, but few that help with making sure you have the process in place to support that application - until now.
George has systematized his successful process for maintaining compliance records into a framework that was easy for us to adapt and apply to our way of working.
With plenty of high-profile businesses being audited and found coming up short due to record-keeping, we are now sleeping easy that we will not be one of them.
Paul Greenwell
Propel Ventures (Financial Software Development)
5Star
I have been dealing with George for a little while now and have been so appreciative of the assistance and time he has provided with our R&D Grants. I can highly recommend George and his templated systems to anyone needing to be R&D compliant.







Avril Southon
Women at Work Painters (House & Commercial Painting)
5Star
George has helped refine our R&D systems and procedures and delivered an easy to adopt step-by-step process. Additionally he has assisted onboarding new team members with thorough training and guidance.







Penelope Bettison
VALO Corporation (Advanced Technology Company with its Core in LED lighting)
5Star
We have engaged SoftLogic to help us with the process of reviewing our R&D artefacts and preparing the R&D manual. Prior to engaging SoftLogic, our knowledge of R&D was very generic and not quite aligned with the software development process. George has been really helpful throughout the process with articulating what needs to be done to ensure we are compliant with the R&D audit process. He was able to make this process very smooth for us and clarify our gaps. It's been a great experience. We are happy with the service that we received. I'd highly recommend this service.
Ali Nazemian
Brolly (Social Media Safety Software Development)
5Star
The services George provides are very professional and organised. Workshops are structured in a way to accommodate our team requirements (both knowledge and time perspective). The manual is comprehensive and customised. George helped us to set up documentation procedures in place so that our future R&D claim will be smooth. Through the training, we have extended our understanding of R&D expenses which will help us to maximise R&D claim.



Lihua Chi
NOVA (Pharmaceutical)
5Star
I thoroughly recommend George Mirabelli to assist anyone to comply with the R&D requirements to attain registration.
He is very easy to work with, can explain the situation in plain English and has the tenacity to work through all your issues.









Neil Pentland
DecoNetwork (SAAS Solutions for textile Industry)
5Star
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Frank Jones
ABCFilling
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Jack Brownn
Nick Duncan

FAQ's

We have a handy resource that will help you work out if your work / R&D would be eligible for the tax incentive see – https://www.softlogicsolutions.com.au/rd-tax-incentive/is-the-r-and-d-tax-incentive-for-you/

You are free to share access to the training with all your team.

The templates can be purchased and downloaded here, however, we do recommend that you spend time working through the training that supports the use of the templates, as you will learn some valuable tips and important points on ensuring you apply the templates correctly and most effective for your business.

Send an email to [email protected] or complete our contact form and we’ll get back to you as soon as we can.

Your Instructor

George Mirabelli has over 30 years of experience managing Product Design and Development through to large Software Engineering in Australia, USA and UK for Lockheed, Telstra, Rockwell, West Farmers Insurance, and MYOB.

His work has extensively drawn on the available grants and support from Government for innovation in Australia. Over this time, he developed proven templated documents and processes to streamline the process of doing innovation while ensuring they could claim the maximum amounts in grants and support available based on their eligibility.

George founded SoftLogic three years ago to bring this proven system and knowledge to other organizations and to help foster more innovation in Australia.

GETTING YOUR R&D DOCUMENTATION RIGHT
(TRAINING WITH CORE TEMPLATES)

- Training, Diagnostic & Strategy Workshop

- Plan improvement strategy

- 6-Step Framework eBook

- R&D Tax Implementation Checklist

- Essential Template Packages

- Template User manual

- All contain detailed instructions

- Core documentation templates to tailor for your R&D projects

$790

Alternatives

INTERESTED, BUT THINK IT MIGHT BE BETTER IF WE HELP YOU

- We also have packages to complete the documentation on your behalf.

GRAB A STARTER PACK

- Get started for free with our R&D Optimisation eBook, R&D Checklist and R&D Tax Claim Portal Guide to maximise Tax benefits.

- Brought to you by Softlogic Solutions

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