New AI Guidance Released for the R&D Tax Incentive
New AI guidance has arrived for the R&D Tax Incentive providing insights on how the Department of Industry, Science & Resources view AI-related R&D activities and assess alignment with R&D tax requirements. Our latest article explores the key takeaways from the new guidance and why AI continues to be one of the most complex and evolving areas of the program.
Beyond the Budget: Where Do You Stand? Your RDTI Profile Under the Proposed 2028 Rules
Where will your business land under the proposed 2028 R&D Tax Incentive reforms? Revenue, company age, and tax position each play a role. We've mapped key business profiles against the six proposed changes so you can identify your position before the rules take effect.
Combining Grants and R&D Tax: Can you Stack Government Funding Without Getting Burned?
Stacking grants with the R&D Tax Incentive can create real upside if structured correctly. It can also quietly erode your benefit if the interaction rules aren't understood. We’ve broken down how it can work in practice.
EOFY R&D Tax Incentive Considerations
As the end of the 2026 financial year approaches, businesses planning to access the R&D Tax Incentive should be reviewing a range of strategic, technical and administrative considerations prior to 30 June.
2026-27 Federal Budget Announcement – R&D and Innovation Takeaways
The 2026–27 Federal Budget has landed. And while the headlines are dominated by major policy changes to negative gearing, CGT, discretionary trusts and other tax relief measures, there are some genuinely important developments for Australia’s R&D and innovation ecosystem.
Before the Budget: What Recent Cuts Tell Us About the Government’s Appetite for Innovation Spending
As Australia calls for stronger innovation and commercialisation outcomes, recent reductions to key R&D programs are pointing in the opposite direction.
Before the Budget: Which Industries Are Winning, and Which are Left Waiting
The 2026-27 Federal Budget lands on 12 May. Before Treasurer Chalmers delivers his fifth budget announcement, we've put our cards on the table regarding which industries are positioned to benefit from serious government investment, and which will be left waiting.
Before the Budget: What the Ambitious Australia RDTI Recommendations Might Actually Cost
Before the Budget: the Ambitious Australia R&D Tax Incentive reforms could reshape how companies access and benefit from the program. Some changes are low-cost with outsized impact, while others shift cash flow, eligibility and collaboration dynamics.
Ambitious Australia Report – Our Perspective
Australia’s R&D system is under review, with the Ambitious Australia Report proposing significant changes to incentives, funding models, and national coordination. We explore key themes, potential impacts, and what businesses should be watching next.
R&D Tax Facts 2026 Issue #1
Summary of the previous quarter of developments in the world of the R&D Tax Incentive (R&DTI) program.
Upcoming R&D Tax Deadline
This is a reminder of an upcoming R&D Tax Incentive (RDTI) deadline for businesses with a 30 June 2025 year end.
A National Conversation: Strategic Examination of Research and Development
The Australian Government Department of Industry, Science and Resources (DISR) has released a series of six Issues Papers written by the independent Strategic Examination of Research and Development (SERD) panel and follow analysis of a published discussion paper and public submissions feedback on how to maximise the value of existing investment in R&D, strengthen linkages between research and industry, support the achievement of national priorities, drive greater R&D investment by industry and boost innovation, and uplifting Australia’s overall R&D intensity.
R&D Tax Facts – 2025 Issue #4
Summary of the previous quarter of developments in the world of the R&D Tax Incentive (R&DTI) program.
Why Success Fees Don’t Belong in the R&D Tax Incentive
The R&D Tax Incentive is projected to reach $4.6B in public funding in 2026, and 86% of claimants rely on advisors to access it. That means our industry collectively helps steward almost $4B in taxpayer-funded innovation support each year. With that responsibility comes the need for practices that build confidence in the system, including clear and transparent fee models that align with the intent of the program.
R&D Tax Incentive Expenditure: What's In & What's Out?
The R&D Tax Incentive (RDTI) program is a popular, broad-based funding program that covers a diverse range of industries and experimental work. It allows companies to offset certain costs incurred on eligible research and development activities each year. However, not all expenditure can be claimed, and there are a range of expenses that are excluded from being eligible R&D expenditure under the program.
Bringing Forward the R&D Tax Incentive and The Role of R&D Financing
For many Australian innovators, research and development is both the lifeblood of their business and one of its largest expenses. The R&D Tax Incentive (R&DTI) is designed to offset some of these costs, returning up to 48.5% of eligible expenditure to small and medium enterprises as a refundable tax offset. However, the timing of this refund can present a challenge. R&D financing has emerged as a way to address this timing gap.
Measuring Australia’s Manufacturing Innovation
Australia’s manufacturing sector has a proud history, quietly over-achieving in terms of R&D investment and innovation activity over many years.
In our latest analysis, we deep-dive into recent data from ABS reports and government programs to provide a snapshot on where Australia’s manufacturing sector currently stands in the face of emerging local and global challenges.
Updated R&D Tax Application Form
A significantly updated version of the R&D Tax Incentive (R&DTI) application form was officially released on 15 August 2025. The new form is now available (and is mandatory) when you are seeking to register your R&D activities via the R&DTI portal for FY25 and beyond.
R&D Tax Facts – 2025 Issue #3
Our R&D Tax Facts is a summary of important developments in the world of the R&D Tax Incentive (R&DTI) over the last 3 months.
Life Sciences R&D Tax Checklist
The R&D Tax Incentive is a vital source of funding for Australia’s life sciences sector, but getting it right requires careful planning and consideration. From grant interactions and IP cost eligibility to capital raises and foreign ownership, we’ve outlined 10 critical issues to think about before you lodge.