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 2026:

Exclusion of gambling and tobacco activities under the R&D Tax Incentive – March 2026

R&D Tax policy discussion from the strategic examination – March 2026

A warning for companies using AI in R&D Tax Incentive Applications – March 2026

Swanson Reed videos released March 2025:

Commissioner of Taxation V Bakarich, December 2024 – February 2025

AusIndustry Software Sector Guidance and Hypothetical Machine Learning Case Study – February 2025

Changes to Extension of Time Request Processes for R&D Applications – February 2025

The New Requirements to Publish R&D Expenditure Claim Information – February 2025

 

Swanson Reed videos released March 2024:

ATO Alert TA 2023/4 Research and Development Activities Delivered by Associated Entities

ATO Alert TA 2023/5 Research and Development Activities Conducted Overseas for Foreign Related Entities

AAT Case Active Sports Management Pty Ltd and Industry Innovation and Science Australia [2023] AATA 4078

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

AAT Case Finding in Favor of ATO for a Company Claiming Overseas Moulds/Assembly etc. without an Overseas Finding:  T.D.S BIZ  [2022].  This AAT decision has now been affirmed by Federal Court

 

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

AAT Case Finding Partially in Favour of an R&D Entity that Activities were Eligible: Moreton Resources [2022]

AAT Case Finding in Favour of AusIndustry that Activities were Not Eligible: Absolute Vision Technologies [2022]

AAT Case Finding in Favor of ATO for a Company Claiming Overseas Moulds/Assembly etc. without an Overseas Finding:  T.D.S BIZ  [2022]

 

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

AAT Case finding in favor of R&D Entity that activities were eligible: PKWK and Innovation and Science Australia (Taxation) [2021]

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:

Posted on Google Google
Daniel McGregor  profile picture
Daniel McGregor
11. August, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I 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.
Posted on Google Google
John  profile picture
John
15. June, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Damian and the rest of the team at Swanson Reed have been supporting us for several years. We always appreciate their insights, expertise, and efforts.
Posted on Google Google
Rueben Rajasingam  profile picture
Rueben Rajasingam
6. June, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Experienced 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.
Posted on Google Google
Enrique Esquivel  profile picture
Enrique Esquivel
6. June, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Damian and the team at Swanson Reed have been extremely helpfully and professional during all of our consultations. Highly recommended.
Posted on Google Google
Jess at Y&C  profile picture
Jess at Y&C
3. June, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Posted on Google Google
Anatole Kononewsky  profile picture
Anatole Kononewsky
2. June, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The 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.
Posted on Google Google
Payam Toloo  profile picture
Payam Toloo
2. June, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Damian 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.
Posted on Google Google
Melissa Doddy  profile picture
Melissa Doddy
31. May, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
The 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.
Posted on Google Google
Gary Watson  profile picture
Gary Watson
31. May, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We 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.
Posted on Google Google
Rob van den Bergh  profile picture
Rob van den Bergh
31. May, 2022
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Always professional.