SmartyPants Advisory
You're probably under-claiming. Most companies are.
Not because anyone failed. Because the R&D Tax Incentive is a genuinely specialist field, with its own legislation, its own definitions of "experiment", and its own paperwork appetite. Companies that treat it as a form to fill leave real money unclaimed. Companies that treat it as a discipline get everything they're entitled to, with records that stand up to scrutiny.
SmartyPants Advisory is that discipline, as a service.
Two ways we work
Retrospective Claim Maximisation
We review prior-year claims and reconstruct what was missed: eligible activities, overlooked expenditure, under-scoped projects. It is remarkable how often "we already claimed" turns into "we claimed about 60% of it".
Forward-Looking Strategic Structuring
We set up project tracking and documentation from day one of your FY, so every eligible dollar is captured as it happens. Your next claim becomes bigger, faster to prepare, and audit-proof by construction.
What tends to qualify (and what doesn't)
If you're building or improving products, software, processes or materials, and the outcome wasn't knowable in advance, you may well be eligible. Wages, contractors, materials consumed in experiments, directly attributable overheads and depreciation on R&D equipment can all count.
Routine maintenance, bug fixes, market research and business-as-usual work don't. Software built purely for internal admin doesn't. Buying existing IP doesn't; creating new knowledge does. Knowing the boundary is precisely the job, and staying on the right side of it is what keeps your claim safe.
How it works
Discovery and scoping.
We analyse your technical activities and spend, separating core experiments from supporting activities.
Structuring.
We build the analysis that calculates and optimises your eligible expenditure.
Documentation and lodgement.
We prepare and lodge the AusIndustry registration and ATO schedules. You keep running your business.
Refund and roadmap.
The ATO pays you directly. We then review and set up next year to be even better.
Audit-ready is not optional
Every claim we prepare is built to survive review: dated, contemporaneous records, defensible technical narratives, and eligibility mapped to the legislation. If the ATO ever asks, you answer with a folder, not a scramble.
And if you need the cash before the ATO pays...
We know some people. SmartyPants Capital can advance up to 80% of your verified refund. Same brand, same brain, same handshake.
SmartyPants Advisory provides R&DTI advisory services. Eligibility and outcomes depend on your circumstances and the legislation. Nothing on this page guarantees any claim outcome.