Small Business
worthingtonassoc.com.auConstructed 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.
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.
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.
Learn more about claiming the R&D Tax Incentive with Worthington & Associates.
Visit R&D pageWebsite
worthingtonassoc.com.auLocation
11 RAYMOND ST, MOUNT MARTHA Victoria 3934
Firm Type
Small Business
Year Established
2012
Industries
Expenditure Range