Enquiries
Mark Davies
CFO, Brightwater Logistics Pty Ltd
Proposal request — FY26 R&D Tax Incentive claim + advisory
Lena Howard
Meridian Health Group
RE: Div 7A loan agreement — quick query
Sam Patel
Koalafy Pty Ltd
New enquiry — FY26 tax planning & structuring
From: Mark Davies <[email protected]>
Proposal request — FY26 R&D Tax Incentive claim + advisory
Hi,
We're looking for a firm to prepare our FY26 R&D Tax Incentive claim and provide ongoing quarterly advisory. We have six eligible projects this year (register attached). Group aggregated turnover is ~$8.4M, so we're under the $20M threshold and expect the 43.5% refundable offset.
We need AusIndustry registration and the ATO R&D schedule lodged before the 30 April 2026 deadline. We'd prefer a fixed-fee engagement letter rather than hourly.
Our FY25 claim is attached for reference. Can you put together a proposal?
Regards,
Mark Davies
Engagement Scope
Client
Brightwater Logistics Pty Ltd
email body
Service
FY26 R&D Tax Incentive claim + quarterly advisory
email body
Projects
6 eligible R&D projects
project register
Turnover
$8.4M aggregated (group under $20M)
financials
Offset
43.5% refundable R&D tax offset
email body
Eligible spend
~$1.18M notional R&D expenditure
register p.2
Registration
AusIndustry, by 30 April 2026
email body
Lodgement
ATO R&D tax schedule + company return
email body
Fee basis
Fixed-fee engagement letter
email body
Prior year
FY25 claim — $312k eligible expenditure
prior claim
Scope extraction confidence
Draft Fee Proposal
Eligibility assessment & scoping
$3,800
AusIndustry registration
$5,200
Expenditure substantiation
$4,600
ATO schedule & lodgement
$2,900
Quarterly advisory (4 sessions)
$4,000
Fixed fee (ex GST)
$20,500
Fee = 4.0% of expected $513,300 offset
Start: within 5 business days · lodge before 30 Apr 2026
Project #4 (internal software) eligibility borderline under s.355-25 — recommend technical review before claiming $214k.