Special Episode - Create Financial on the R&D Tax Incentive: Strategy Over Compliance скачать в хорошем качестве

Special Episode - Create Financial on the R&D Tax Incentive: Strategy Over Compliance

Special Episode Alert! In this special episode of 7 Questions Podcast, Wayne Gerard sits down with his co-founder and Create Financial Managing Partner,Roman Galikov, to unpack one of the most valuable funding tools available to Australian innovators: the R&D Tax Incentive. They discuss how AI is changing the way startups prepare and support their R&D claims, from real-time documentation to evidence gathering and submission. For early-stage teams, that means less year-end pressure, lower compliance risk, and reduced costs. The conversation also reframes the R&D Tax Incentive as more than just a refund. It’s an Asset and often under-leveraged element of your capital strategy. As a refundable tax offset, it can sit on the balance sheet as an asset and help unlock non-dilutive funding, including specialised R&D loans and venture debt. This special episode also reinforces our recent conversation with Alex Knight Founder and CEO of Advanced R&D particularly the importance of structuring capital to support innovation without giving away equity too early. We cover: ✔️ Why contemporaneous documentation matters ✔️ How AI can reduce risk and cost in R&D claims ✔️ How R&D refunds can help access debt funding ✔️ The early stage capital stack: revenue → grants/tax incentives → debt → equity ✔️ Why early dilution should be carefully managed If you’re building new IP, products, or business models, this episode breaks down how to fund innovation without giving away equity too soon. Connect with Create Financial: LinkedIn:   / createfinancial   Website: https://createfinancial.com.au/ Email: info@createfinancial.com.au