From Thread

R&D funding:

As a qualified lawyer, I have supported thousands of R&D projects & helped clients bank millions of dollars in benefits. 

I've led R&D engagements in Australia, China, UK, Hong Kong, & Singapore and worked closely with clients and revenue authorities across jurisdictions.

Key Australian R&D tax benefits currently include two non-dilutive funding components:

• R&D tax - refund for small business, 18.5% refundable offset (up to 43.5% cash out)
• R&D tax - claims for large business, 8.5% and potentially 16.5% non-refundable offset

Adjacent services include:

• Documentation & evidentiary architecture to achieve strategic outcomes and manage risk
• Transfer pricing, including DEMPE and related TP considerations
• IP documentation review, including licensing, assignment of rights and commercialisation
• R&D & IP strategy, tax treatment & valuation support
• Capitalisation - revenue characterisation under AASB 138
• Global expertise, multi-jurisdiction co-ordination and R&D review
• Vendor and buy-side R&D due diligence for global multinationals and local companies
• Early Stage Innovation Company (ESIC) analysis and eligibility assessment
• Export Market Development Grants (EMDG)

Fully 'in-sourced' support:

• R&D tax, grants and adjacent services fully prepared by Thread
• Guaranteed contemporaneous record keeping and reporting
• Documentation & evidentiary architecture to achieve strategic outcomes and manage risk
• Thread prepare & submit AusIndustry, ATO and related regulatory applications
• Includes technical scoping and calculations
• Comprehensive technical and data analysis and collection
• Grant preparation and lodgement with relevant government agency
• Milestone compliance and monitoring
• Early Stage Innovation Company (ESIC) ATO and eligibility assessment, including  principles-based innovation test 
• Export Market Development Grants (EMDG) preparation and close liaison with your project lead to lodge on time

Health check and desktop reviews of your documentation:

• You prepare and Thread reviews 
• Includes deep dive technical, legal and expenditure analysis 
• Helps mitigate risk and manage time
• Includes review of contractual arrangements, IP strategy, transfer pricing consistency, AASB 138, tax treatment, valuation support etc
• Supports documentation & evidentiary architecture to achieve strategic outcomes and manage risk
• Includes review of your R&D tax, grant, ESIC or EMDG application

• ATO audit support throughout the entire ATO review life cycle
• AusIndustry audit support, preparation, liaison and documentation as needed
• Litigation support, working with you and/or your lawyers to enhance outcomes
• Australia wide
• Global tax and regulator audit defence and support
• Contemporaneous record keeping and documentation to substantiate R&D claims
• Documentation & evidentiary architecture to achieve strategic outcomes and manage risk

• Grant identification, scoping and planning
• Grant documentation and strategy reviews
• Grant milestone documentation and monitoring
• Grant funding application preparation and support, as required
• Australia wide
• Global grant review co-ordination and support function