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Swanson Reed Online R&D Tax Workshop Series
- Benefits available to companies under the R&D Tax Incentive are substantial, however, there are
specific requirements on eligibility and documentation. - To help companies and their tax agents better understand the R&D Tax Incentive, we have
published a series of videos for companies registering R&D Activities. The videos within our series
seek to explain key guidance publications and principles used by the ATO and AusIndustry during
their compliance assessments. In some cases they also cover decisions handed down by courts
and tribunals on R&D Tax Incentive disputes. - The Tax Practitioners Board (TPB) and other professional associations have varying and changing policies on CPD which may allow use of computer/internet-assisted courses, audiotape or videotape packages to meet required CPD hours. You should check the CPD policies of the TPB and your specific professional association regularly as they may vary and change.
Swanson Reed videos released March 2024:
ATO Alert TA 2023/4 Research and Development Activities Delivered by Associated Entities
AAT Case Lakes Oil N.L. and Industry Innovation and Science Australia [2023]
Research and Development Software Sector Guidance Update May 2023
New Requirements to Publish R&D Expenditure Claim Information in 2024
Swanson Reed videos released March 2023:
Changes to Clawback Mechanisms for FY22 based on ATO Guidance Released November 2022
Updates on Software Activity based on AusIndustry Guidance released April 2022
Time Limits for Lodgement and Extensions
New Clinical Trials Determination
Swanson Reed videos released March 2022:
Changes to R&D Tax Incentive and Offset Calculations Commencing 1 July 2021 (for FY22)
Identification and Assessment of R&D Activities
Summary of AusIndustry’s Refreshed Guide to Interpretation
Substantiation of R&D Expenditure and ATO Documentation Expectations
Substantiation of R&D Activities and AusIndustry Documentation Expectations
Guide to Findings and Approval for Overseas R&D
Content for these videos has been based on the relevant AusIndustry and ATO guidance publications which are referenced within. More information is available on their websites:
Daniel McGregor2022-08-11I have been using Swanson Reed for my clients for more than a decade. Having a specialist firm that can provide practical and commercial advice that produces real outcomes is very important and we have received great feedback from our clients. Highly recommended.
John2022-06-15Damian and the rest of the team at Swanson Reed have been supporting us for several years. We always appreciate their insights, expertise, and efforts.
Rueben Rajasingam2022-06-06Experienced responsive Team. They have been a great help to me and my company navigate the R&D tax claim process and have provided invaluable advice.
Enrique Esquivel2022-06-06Damian and the team at Swanson Reed have been extremely helpfully and professional during all of our consultations. Highly recommended.
Jess at Y&C2022-06-03
Anatole Kononewsky2022-06-02The Swanson Reed team have provided our company with exceptional professional advice and assistance for all of our R&D claims for many years - have always achieved great results with excellent value for their services.
Payam Toloo2022-06-02Damian Smyth and his team are very helpful, supportive and experts in their field of R&D Tax claims. I'm always happy with the work they do and been a customer of their for over 5 years.
Melissa Doddy2022-05-31The Team at Swanson Reed are very experienced R&D Tax Advisors and gave us ongoing support with all of our R&D Claims, the consultants ensured we were always working with current legislative guidelines, gave us assistance with compiling technical and government documentation and went out their way to ensure they were with us for the entire process from beginning to end. Highly recommended to anyone who needs assistance with working through what can at times be a daunting process.
Gary Watson2022-05-31We can highly recommend Swanson and Reed as an R & D accountant. We have worked with them for several years now as they make our R & D claim so easy and communicate quickly with both us and our accountant.
Rob van den Bergh2022-05-31Always professional.
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News & Research
News & Research
News & ResearchSwanson Reed presenting R&D Tax update at MSIA Event – July 2024
Swanson reed is providing an update on the R&D Tax Incentive at an event on Thursday, July 25th, 2024 in Brisbane presented by MSIA (Medical Software Industry Association). The 2024 MSIA Brisbane event is being held in conjunction with the […]
Significant Refundable R&D Offsets receipts reported to the ASX in recent months
Over recent months, a number of companies have reported to the ASX receipt of substantial Refundable R&D Tax Offsets. Notable receipts include: Recce Pharmaceuticals (ASX: RCE) received $2.6 M related to its anti-infective platform; Latrobe Magnesium (ASX: LMG) received $12.5 […]
