R&D Tax Consultants
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R&D Tax Consultants 
Large Firm
findex.com.auConstructed via AI from public information
Findex is one of Australasia's largest integrated financial advisory and accounting providers, founded in 1987 with over 2,500 staff across more than 90 offices in Australia and New Zealand. The firm operates a dedicated National R&D Tax Incentive practice, led by Naida Beltrame, who has over 18 years' experience helping clients access R&D tax incentive funding. Findex assists entities ranging from small-to-medium enterprises through to publicly listed companies, spanning manufacturing, engineering, agribusiness, financial services, IT and software sectors. As a Chartered Accountants ANZ member firm, it combines technical/scientific and financial/tax expertise to support R&D claims.
Application Writing
Drafts and prepares your R&D Tax Incentive application, including technical narratives and supporting documentation.
Submission of Applications / R&D Lodgements
Handles the end-to-end submission of R&D registrations to AusIndustry and lodgement of R&D schedules with the ATO.
Project Eligibility Assessment
Evaluates your R&D activities against legislative criteria to determine which projects and expenditure qualify.
Expenditure Review
Reviews and categorises your R&D-related costs to ensure all eligible expenditure is captured accurately.
Tax Return Lodgement
Prepares and lodges your annual company tax return, including the R&D Tax Incentive schedule.
Accounting Audits
Conducts independent audits of your financial statements, often required for larger R&D claims or grant acquittals.
CFO Services / Financial Forecasting
Provides outsourced CFO capabilities including cash flow modelling, budgeting, and financial strategy.
Startup Advice
Offers tailored guidance for early-stage companies on structuring R&D, accessing incentives, and managing cash flow.
A strong fit for businesses that want a large, established firm to handle their R&D Tax Incentive end-to-end, from project eligibility assessment and expenditure review through to application writing, lodgement and the broader tax return. Well suited to companies in manufacturing, engineering, agribusiness, fintech and software, and to organisations of any size, with experience spanning small-to-medium enterprises right up to publicly listed companies (expenditure from under $100K to $20M+). Especially appropriate for clients who'd rather keep R&D claims, accounting audits and CFO-level financial forecasting under one integrated advisory relationship, including startups seeking early-stage guidance.
Learn more about claiming the R&D Tax Incentive with Findex.
Visit R&D pagePhone
Tax Agent Number
51718976
TPB RegisterWebsite
findex.com.auLocation
Melbourne, VIC
Firm Type
Large Firm
Year Established
1987
Industries
Expenditure Range