R&D Tax Consultants
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R&D Tax Consultants 
Medium Firm
insightperth.comConstructed via AI from public information
Insight Advisory Group is a Perth-based accounting and financial advisory firm established in 1992, with a dedicated Innovation practice (branded "Insight Innovation Partners") that helps companies access the Australian Government's R&D Tax Incentive. The team specialises in identifying, collating and substantiating R&D claims, including eligible activity and expenditure identification, application preparation and lodgement, liaison with AusIndustry and the ATO, and audit management. Beyond R&D, the firm advises on Export Market Development Grants (EMDG) and other business grants, and provides broader accounting, tax, bookkeeping, CFO/advisory and wealth services. It is part of the ROCG global network and is a member firm of CPA Australia, Chartered Accountants ANZ, the Institute of Public Accountants and The Tax Institute.
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.
ATO Audit Defence
Represents and supports your firm during ATO compliance reviews, audits, or information requests relating to R&D claims.
Other Grant Applications
Assists with non-R&D government grant applications such as Export Market Development Grants or state-based programs.
Bookkeeping
Manages day-to-day financial record-keeping, ensuring R&D expenditure is tracked and categorised correctly.
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.
A strong fit for Perth and WA companies across software and tech, manufacturing, engineering, mining tech and agriculture tech that want their R&D Tax Incentive identified, substantiated and lodged by a dedicated innovation practice within an established accounting firm. Especially suited to businesses that would prefer to keep R&D claims under the same roof as their broader accounting, tax, bookkeeping, CFO/advisory and wealth needs, and to those who also want help with EMDG and other business grants. Best matched to companies with R&D spend up to around 5M who value liaison with AusIndustry and the ATO plus audit management as part of the service.
Learn more about claiming the R&D Tax Incentive with Insight Advisory Group (Insight Innovation Partners).
Visit R&D pageWebsite
insightperth.comLocation
Level 4, 3 Loftus Street, West Leederville WA 6007
Firm Type
Medium Firm
Year Established
1992
Industries
Expenditure Range