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Worthington & Associates

Worthington & Associates

RDTAA Member

Small Business

worthingtonassoc.com.au

About

Constructed via AI from public information

Worthington & Associates is a boutique advisory firm on Victoria's Mornington Peninsula that helps founders and directors of startups and SMEs achieve business growth. Its R&D Tax Incentive service covers eligibility assessment, expenditure calculation, record-keeping and audit readiness, delivered alongside investor-readiness and cash-flow advisory. The firm is built around personalised, senior-led service on fixed fees — clients deal directly with experienced principals rather than junior staff or offshore teams, and it positions itself as a lower-cost alternative to the big providers.

Services

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.

Startup Advice

Offers tailored guidance for early-stage companies on structuring R&D, accessing incentives, and managing cash flow.

CFO Services / Financial Forecasting

Provides outsourced CFO capabilities including cash flow modelling, budgeting, and financial strategy.

Who this advisor's a fit for

A strong fit for founders and directors of startups and SMEs who want senior-led, fixed-fee help with their R&D Tax Incentive claim — especially budget-conscious businesses that don't want big-provider fees, and those unsure which activities are eligible, how to calculate expenditure, what records to keep, or worried about audit risk. Also suits companies pairing an R&D claim with investor-readiness or cash-flow support.

R&D Tax Incentive Information

Learn more about claiming the R&D Tax Incentive with Worthington & Associates.

Visit R&D page

Contact Details

Email

Phone

Tax Agent Number

26197339

TPB Register

Firm Details

Location

11 RAYMOND ST, MOUNT MARTHA Victoria 3934

Firm Type

Small Business

Year Established

2012

Industries

Software & Tech
Manufacturing
Professional Services
Startup & Scale-up

Expenditure Range

≤ $100K
$100K – $500K
$500K – $5M
$5M – $20M