R&D Identification and Documentation
The Australian R&D Tax Incentive Scheme offers significant cash rebates for eligible businesses, helping you boost liquidity, fund further innovation, and stay ahead of the competition.
Thousands of Australian businesses claim R&D tax benefits each year, unlocking millions in additional funding to drive growth.
The Challenge
Businesses often miss out on valuable R&D tax incentives simply because:
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They’re unsure what activities qualify
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They lack proper tracking and documentation
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The process feels overwhelming or too time-consuming
Without the right support, you risk leaving money on the table and losing opportunities to boost cash flow and reinvest in your growth.
Our Solution
We make the R&D claim process simple, structured, and strategic.
Our tailored service helps you:
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Identify and document eligible R&D activities
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Track expenditures with precision
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Complete R&D project plans efficiently
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Maximise the financial benefits without overburdening your team
At Lawson Financial, we partner with you to make sure your innovation is properly recognised and rewarded.
How We Can Help
R&D Eligibility Assessment
Review activities to determine ATO eligibility.
Help clarify which projects and expenses qualify.
Expenditure Tracking &
Record-Keeping
Set up simple systems to capture eligible costs.
Ensure documentation meets compliance standards.
Project Plan Preparation
Develop detailed R&D project plans required for claims.
Support preparation for AusIndustry registration
Claim Maximisation Strategy
Identify and categorise all eligible activities and expenses.
Ensure your claim captures the full scope of eligible work.
Compliance Support & Advisory
Stay up-to-date with ATO R&D guidelines.
Assist in managing audit risk with thorough record support.
Why Lawson Financial
Experience You Can Rely On
30 years of experience in guiding businesses through complex financial decisions with confidence.
Tailored, Not Templated
Every business is different - our solutions are crafted to match your goals, model and stage of growth.
From Insight to Implementation
We don’t just identify problems - we deliver practical steps, tools and ongoing support to solve them.
Investor Grade Documentation
Your reports, models and funding packs will be polished, clear and aligned with professional standards.
Strategic Thinking Built In
We connect the dots between your financials, your strategy, and your future opportunities.
