Welcome,

Swanson Reed is a group of highly accomplished R&D tax incentive and R&D tax credit advisors and consultants with backgrounds in 'Big 4' firm Chartered Accounting, Engineering, Science and Law.

Swanson Reed and its affiliate firms have been providing tax and legal services to industry for approximately 15 years. We service some of Australia's largest R&D tax incentive and R&D tax credit claims.

We deliver confidence to our clients with four key principles:

• Confidence
• Transparency
• Insightfulness
• Simplicity

At Swanson Reed, we live and breathe our principles.

We look forward to the opportunity to deliver an outstanding R&D tax incentive and R&D tax credit service to your business.

Adam Rogers
Chairman
Swanson Reed Australia

SUCCESSFUL OUTCOMES

Swanson Reed is one of the largest firms operating in Brisbane and Perth offering specialised R&D tax advice services for the R&D tax incentive and R&D tax credit advice services for the Australian Governments R&D tax incentive and R&D tax credit program. The Brisbane and Perth based R&D tax incentive and R&D tax credit teams have approximately $500 million of R&D tax credit spend under management. Through our unique offering of university professors, industry engineers, chartered accountants and lawyers we can easily assist from the identification of eligible R&D projects through to the final liaison with the relevant tax agent.

MANAGING RELATIONSHIPS

The ability to work harmoniously as a team with you, and your business units, is of paramount importance to Swanson Reed. Our experienced, high-level team will quickly understand your business and is conscious of the need to minimise business disruption during both the transition and engagement phases. As we are a specialist R&D tax incentive advisory firm, we can assure you that our relationships are without conflict.

DEFENDING AUDITS

In the event that your company is subject to an audit by AusIndustry and/or the ATO, we can help as we have a formidable record of defending our R&D tax incentive registrations at audit. Swanson Reed has a highly successful history with both AusIndustry and ATO audits across a range of industries.

We have successfully defended AusIndustry and ATO audits as well as a number of other audits of large related claims. The audits cover issues such as 'on own behalf', 'guaranteed return to investors' and R&D tax incentive and R&D tax credit eligibility. We have experience with Tax RED visits and Large Case Monitoring (LCM) reviews. We have assisted clients on specific ATO queries, including cost sharing agreements and patent planning.

R&D SCHOOL

Swanson Reed will provide technical update sessions for technical and financial personnel on a range of specific R&D issues and R&D tax incentive and R&D tax credit observances that will inevitably arise during this R&D tax engagement. These training sessions will be especially useful to new staff who may need to be trained on specific R&D tax incentive and R&D tax credit planning, eligibility or general tax matters, as well as more experienced staff who may benefit from a refresher course. We would agree the timing and frequency of these technical update sessions with you.

TECHNICAL EXPERTISE

Project plans and R&D tax incentive and R&D tax credit registration documentation must be of a high standard in terms of quality and content and be timely, specific and technically accurate. As such, Swanson Reed employs highly accomplished technical people in academia, industrial engineering and science. All project documentation will be reviewed by technical personnel and further reviewed by our lead technical resource.

TAX AND LEGAL EXPERTISE

Swanson Reed employs chartered accountants and tax agents.

The accounting and tax knowledge among our Tax and Legal team means that we can:

1. quickly understand your accounting systems,
2. investigate a methodology to capture costs on an adhoc basis; and
3. minimise impact on your financial personnel.

One of our quality assurance practices is to engage in a six-eye Costings review for all engagements.