What We Do

R&D Tax Incentive
Services

End-to-end support for every stage of your R&D Tax Incentive claim — from initial eligibility review through to lodgement, financing, and audit defence.

How It Works

Our process

Initial Review

We assess your activities against the RDTI eligibility criteria and identify the strongest basis for your claim.

Documentation

We prepare all required documentation — project descriptions, activity logs, and expenditure schedules.

Lodgement

We manage the full AusIndustry registration and ATO schedule lodgement on your behalf.

Ongoing Support

We provide year-round support, audit defence, and strategic advice to maximise future claims.

Our Services

Full-service R&D advisory

01
Core Service

R&D Review

Our fully managed R&D Tax Incentive review service covers everything from initial scoping through to AusIndustry registration and ATO schedule lodgement. We handle the complexity so you can focus on your business.

We work closely with your technical and finance teams to identify all eligible activities and expenditure, ensuring your claim is both maximised and defensible.

  • Eligibility scoping and activity identification
  • Technical documentation and project descriptions
  • Expenditure schedule preparation
  • AusIndustry registration and ATO lodgement
  • Post-lodgement correspondence management
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02
Strategic

R&D Strategy

Beyond annual claims, we help businesses build R&D into their long-term strategy — identifying eligible activities earlier, structuring projects to maximise incentive value, and planning expenditure for optimal tax outcomes.

Our strategic advisory service is designed for businesses that want to move from reactive claiming to proactive R&D program management.

  • Multi-year R&D claim planning
  • Activity structuring for maximum eligibility
  • Expenditure optimisation advice
  • R&D governance framework design
  • Coordination with your accountant and legal advisers
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03
Compliance

R&D Audit Defence

ATO and AusIndustry compliance reviews can be complex and stressful. AHL Advisory has a proven track record of successfully defending R&D claims across a wide range of industries and claim sizes.

We manage the entire review process — from initial information requests through to formal responses and, if required, objections and appeals.

  • ATO R&D schedule review management
  • AusIndustry compliance review response
  • Information gathering and evidence preparation
  • Technical and legal argument preparation
  • Objection and appeals support
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04
Review

R&D Health Check

Already lodging R&D claims? Our health check service provides an independent review of your existing claim and supporting documentation against current ATO and AusIndustry requirements.

Ideal for businesses that want confidence their claims are defensible, or those who have changed advisers and want to validate prior year positions.

  • Review of registered R&D activities against current guidance
  • Documentation adequacy assessment
  • Expenditure eligibility review
  • Risk identification and remediation advice
  • Written health check report
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05
Cashflow

R&D Financing

Don't wait until tax time to access your R&D Tax Incentive. We can connect eligible businesses with specialist R&D finance providers who advance funds against your anticipated refund — putting cash back into your business now.

Particularly valuable for early-stage or growth companies where cashflow is critical to sustaining R&D investment.

  • Assessment of financing eligibility
  • Introduction to specialist R&D lenders
  • Assistance with finance application documentation
  • Coordination with your tax agent and accountant
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06
International

Overseas R&D

Foreign companies with Australian R&D operations may be eligible for the R&D Tax Incentive. We assist overseas businesses to understand their eligibility, establish the right structures, and make successful claims.

We also advise on Overseas Finding applications for companies undertaking R&D activities outside Australia that are complementary to Australian core activities.

  • Eligibility assessment for foreign-owned entities
  • Structural advice for Australian R&D operations
  • Overseas Finding application support
  • Liaison with AusIndustry on international matters
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Get Started

Not sure which service
is right for you?