Secure targeted, founder-led R&D tax incentive consulting, grants and capital acquisition. Our support enables you to create investor-ready financials, improve cash positions and move forward with clarity.
Create Financial works with founders to identify the most suitable funding pathways based on business stage, growth plans and financial position. This includes assessing eligibility for R&D tax incentive consulting, grants and capital raising, preparing documentation for funding and building investor-ready models that show how capital will be used to support growth.
Ready to Optimise Your R&D Tax Incentive With Confidence?
Speak with the Create Financial team to understand your R&D tax incentive opportunities, assess your eligibility, and build a strategy that maximises your tax benefits and cash flow position.
Estimate Your Annual Support Fees
Ongoing CFO Support
Xero Bookkeeping and Xero Review
BAS or IAS Filing (Annual estimate assumes 4 filings)
Estimated Cost Summary
This estimate is indicative only. Final pricing depends on scope, entity structure, transaction complexity, and service requirements. Monthly payment options are available where annual scope is agreed in advance. Book a call for a personalised quote.
Maximising your R&D tax incentive is not just a compliance exercise. It involves understanding how claims are assessed, how documentation is reviewed, and how to position your innovation activities so they stand up to external scrutiny. Create Financial brings practical founder experience together with financial and technical expertise, giving you support that reflects how R&D tax incentive consulting works in the real world.
Founder-led perspective
Create Financial is built by founders, operators and investors who have navigated R&D tax incentive claims, managed cash flow from innovation and handled ATO reviews firsthand. This means your claim preparation is shaped by real R&D consulting experiences, not generic templates.
Support that evolves as you grow
As your business grows and your R&D activities expand, your tax incentive needs change. Create Financial provides ongoing support across R&D tax incentive consulting, compliance and commercial advisory, helping your innovation claims keep pace with your ambitions.
Lower risk during reviews and audits
Clear documentation, consistent technical records and structured claim preparation reduce the likelihood of issues arising during ATO reviews, audits or compliance checks.
Aligned support across your R&D activities
Whether you are claiming for software development, product innovation, process improvement or technical research, your R&D tax incentive approach is aligned with your broader financial structure, governance and growth plans. This avoids fragmented advice and missed opportunities.
Claim readiness, not just applications
Rather than focusing only on forms and submissions, Create Financial helps you build the documentation and technical narrative that the ATO looks for. This includes clear expenditure mapping, credible technical descriptions and a claim structure that reflects how your innovation activities create value.
This support is designed for founders who want clarity, structure and confidence when pursuing R&D tax incentive consulting, rather than navigating claims in isolation.
What You Can Expect From the Right R&D Tax Incentive Strategy
A well-structured R&D tax incentive claim does more than secure cash flow. It improves how you document innovation, how you track technical work, and how confidently you can pursue R&D investments. When R&D tax incentive consulting is approached with clarity and intent, the benefits compound over time.
Taken together, this ensures your R&D tax incentive maximises cash flow and supports long-term innovation investment.
Clearer cash flow from innovation
You gain a more accurate view of how your R&D tax incentive claim affects your cash position, when refunds will be received, and how innovation funding can support your runway.
Faster and more efficient claim processing
With the right documentation in place, you reduce delays caused by missing information, incomplete claims or repeated follow-ups from the ATO.
Stronger confidence from the ATO
Well-prepared technical documentation and clear expenditure mapping improve trust with the ATO, making claim assessments more straightforward and outcomes more likely.
More confident strategic decision-making
With your R&D tax incentive position clarified and cash flow visibility improved, founders can make innovation investment decisions with greater confidence and less uncertainty.
Lower risk during reviews and audits
Clear documentation and consistent technical records reduce the likelihood of issues arising during ATO audits, compliance checks or claim reviews.
Maximised tax benefits and cash refunds
A structured approach helps you identify all eligible R&D activities, properly document expenditure and maximise your tax benefits without creating compliance risk.
R&D Tax Incentive Options and Opportunities
R&D tax incentive consulting comes in several forms, and each option suits different types of innovation, business stages and cash flow objectives. Understanding how the scheme works helps founders maximise their tax benefits while maintaining compliance and managing documentation effectively.
Software and product development claims
R&D tax incentive consulting, eligibility assessment, technical documentation, expenditure mapping, lodgement and audit support help you access meaningful cash flow from innovation investment without giving up equity. Proper structuring and documentation are essential for timely processing and compliance.
Process improvement and technical innovation
Businesses investing in improving manufacturing processes, operational systems or technical methods can claim R&D tax benefits. This requires clear documentation of the experimental activities and the technical outcomes achieved.
Maximising your R&D tax incentive position
For businesses investing in innovation, the R&D tax incentive can provide meaningful cash flow support without giving up equity. Claims need to be properly structured and documented to support timely processing and compliance.
How to combine R&D claims with other funding
Most growing businesses use R&D tax incentive claims alongside other funding sources. Non-dilutive R&D support can extend runway, while equity or debt can be introduced as scale and revenue maturity increase. A structured approach helps you sequence funding in a way that maximises tax benefits and protects long-term value.
Ongoing R&D tax incentive management
As your business evolves, your R&D activities and eligible expenditure may change. Ongoing R&D tax incentive consulting helps you track new activities, maintain documentation and optimise claims year on year.
Create Financial supports founders in assessing R&D opportunities, understanding claim requirements and preparing the documentation needed to maximise your tax incentive with confidence.
What Founders Say About Working With Create Financial
'Roman has been an exceptional partner as we've scaled our fast-growing SaaS tech company 'Busable.app'
He's incredibly knowledgeable, pragmatic, and always focused on what actually matters for founders running at speed. Roman is consistently quick to respond (like super quick!), explains complex topics clearly, and brings a calm, structured approach to decision-making.
What really stands out is that he thinks beyond compliance and admin. He genuinely understands how modern SaaS businesses operate and gives advice that's commercially grounded, not theoretical.
I highly recommend Roman for any fast growing SaaS business!'
Heroly Chour
'We've worked with Roman and his team across several of our businesses, and they've been an incredible partner. Roman himself has been outstanding, providing us with invaluable startup advice and helping to secure our financial foundation for the future.
The team has not only handled our tax work with precision and care but also expertly guided us through R&D tax incentive strategy and CFO support, making it much easier to navigate complex financial decisions. Their advice on structuring and setting up an ESOP was foundational for our newest venture as well.
In short, we highly recommend them to any founder looking for top-notch R&D tax incentive consulting and advisory support.
Thanks to Roman and the team for being such a valuable part of our journey!'
Gavin Tye
More Than R&D Tax Incentive Support: Our Broader Services
R&D tax incentive consulting works best when it is supported by strong financial foundations. Create Financial provides end-to-end support beyond claim preparation, helping founders build the systems, documentation and governance needed to maximise tax benefits and scale with confidence.
This integrated support ensures that your R&D tax incentive claims are optimised and your business is set up to invest in innovation sustainably.
Accounting and tax compliance
Ongoing bookkeeping, tax returns, BAS and statutory reporting to keep your financials clean and R&D claim-ready.
Commercial and strategic advisory
Support on pricing, unit economics, innovation strategy and financial decision-making to improve R&D outcomes and long-term value.
Structuring, governance and compliance
Entity structuring, ASIC compliance and financial services compliance to reduce risk as your business grows and your R&D activities expand.
R&D tax incentive consulting
Eligibility assessment, technical documentation, expenditure mapping, lodgement and audit support to maximise cash flow from innovation.
Fractional CFO support
Budgeting, forecasting, cash flow management, capital raise support, ESOP setup, and exit readiness without the cost of a full-time CFO.
Who This R&D Tax Incentive Support Is For
R&D tax incentive consulting is most effective when it aligns with your stage of growth, innovation activities and commercial ambitions. Create Financial works with founders and leadership teams who want structured, credible support to maximise their tax benefits and build stronger financial foundations.
Early-stage founders with R&D activities
If you are investing in product development or technical innovation, Create Financial helps you clarify eligibility, prepare proper documentation and avoid common R&D claim mistakes.
Businesses preparing for ATO review
If you are facing an ATO audit or preparing for a compliance review, Create Financial supports claim readiness through clear documentation, credible technical descriptions and structured evidence.
Founders navigating complex R&D activities
When your R&D activities span multiple areas or involve complex technical work, Create Financial helps you assess eligibility, structure claims and align documentation with ATO requirements.
Innovation-led companies investing in product development
If your business is investing in technical innovation or product development, Create Financial helps you maximise your R&D tax incentive and structure claims to extend runway.
Growing businesses seeking to optimise tax benefits
For businesses scaling product and operations while investing in innovation, Create Financial supports R&D tax incentive strategies that balance growth ambition with compliance discipline and long-term sustainability.
This support is designed for founders who want clarity, structure and confidence when pursuing funding for small business, rather than navigating funding decisions in isolation.
R&D tax incentive consulting includes eligibility assessment, technical documentation, expenditure mapping, claim lodgement, ATO correspondence and audit support. The right approach depends on your business stage, the nature of your R&D activities and your documentation readiness.
What R&D activities are eligible for the tax incentive?
Do I need technical documentation before claiming the R&D tax incentive?
How long does it take to receive my R&D tax incentive refund?
Can Create Financial help with both R&D tax incentive consulting and ongoing financial management?
Eligible activities include software development, product innovation, process improvement and technical research where you are trying to overcome technical challenges. The most suitable claims depend on your specific activities, the nature of the work and how well you can document the experimental process.
Yes. Whether you are preparing your first claim or responding to an ATO review, clear technical documentation, credible descriptions of your R&D work and structured expenditure mapping improve approval outcomes and build confidence with the ATO.
Timelines vary by claim complexity and ATO processing times. Standard claims can take several weeks to months depending on documentation completeness and review requirements. Refunds are typically processed once your claim is approved.
Yes. Create Financial supports R&D tax incentive consulting alongside ongoing CFO services, accounting and compliance, helping businesses maintain strong financial foundations as they grow and innovate.
Ready to Maximise Your R&D Tax Incentive With Confidence
R&D tax incentive decisions shape how your business invests in innovation. With the right preparation, clarity and documentation, R&D tax incentive consulting can maximise cash flow and support sustainable innovation rather than create unnecessary complexity. Whether you are exploring eligibility, preparing your first claim or responding to an ATO review, having the right guidance helps you move forward with confidence.
Speak with the Create Financial team to understand your R&D tax incentive opportunities, assess your eligibility and build a strategy that maximises your tax benefits and financial position.
