Vendor and buy-side R&D due diligence for global multinationals and local companies
Documentation and evidentiary architecture to achieve strategic outcomes and manage risk
Transfer pricing considerations and evidentiary analysis, including DEMPE (development, enhancement, maintenance, protection and exploitation) and related matters
IP considerations, including review of licensing, assignment of rights, commercialisation and collaboration agreements
R&D and IP strategy, tax treatment and valuation support
Capitalisation: revenue characterisation under AASB 138
Multi-jurisdiction coordination and R&D review
Early Stage Innovation Company (ESIC) eligibility review ahead of capital raise, including principles-based innovation test assessment
Export Market Development Grants (EMDG) eligibility review — see the current EMDG guidelines for detailed requirements by grant tier
Key Elements
Deep experience liaising with technical leaders on complex technical issues
Proven ability to translate technical data into legal and regulatory frameworks
Proven ability to communicate findings clearly to boards, auditors and regulators
Direct experience managing and negotiating ATO and AusIndustry reviews and audits
Proven ability to project-manage cross-functional teams — technical, finance and legal — through the full claim lifecycle
Rigorous record-keeping to ensure documentation stands up to scrutinyThe ability to communicate findings clearly to boards, auditors, and regulators
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