forbes meisner capability statement
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Are you carrying out R&D activities? Are you accessing the R&D Tax Incentive Rebate program through AusIndustry? We have successfully secured over $15 million dollars in tax rebates for clients over the last 14 years in Australia. We can help you too.TRANSCRIPT
Suite 106, La Balsa, 45 Brisbane Rd., Mooloolaba QLD 4557
Statement of Capability
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Company Overview
Based at our Mooloolaba office on the Sunshine Coast, we offer our clients professional consultancy services, individually tailored to meet specific needs.
We specialize in three key areas:
Forbes Meisner Professional Consultancy Services
R&D Tax Incentive eligibility and submissions
Business Development
Domestic & International
State & Federal
grant applications
R&D Tax Incentive* How do we help you maximize your eligible expenses and make sure you get what you are entitled to? We are offering over 12 years experience in Research and Development Tax Incentive rebate programs, totaling over $15 Million in expenses successfully submitted through the ATO for R&D rebates.
Ø We work with you directly to determine your eligible R&D activities and corresponding expenses.
Ø We liaise with your finance team to ensure all relevant, eligible expenses are claimed. Ø We provide guidance on completing the registration process. Ø We provide a professional submission preparation service. Ø We work with you to ensure all your supporting R&D documentation is in order and
professionally catalogued. Ø We provide you with a tailor made solution for your R&D Tax Incentive submission.
*The R&D Tax Incentive is a self-assessment program designed to encourage companies to carry out innovation research and development. The incentive has two core components:
Ø a 45% refundable tax offset for certain eligible entities whose aggregated turnover is less than $20 million
Ø a 40% non-refundable tax offset for all other eligible entities
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Business Development How do we help you create opportunity for growth?
Ø We work with you to create long-term value through identifying new opportunities. Ø We help you identify new markets by determining demographics, lifestyles and the buying
mindset of potential new customers. Ø We work with you to develop strategies to create synergy between your company, customers,
markets and relationships. Ø We offer guidance on building, managing and maintaining business relationships. Ø We can provide strategic planning and market analysis advice. Ø We can assess your marketing approach and advise of any change in strategy to maximize
selling potential. Ø We can help you develop and maintain your competitive edge by understanding emerging
trends, challenging the status quo and using data-analysis. Ø We can implement your business development activities through contacting existing and
potential clients, attending meetings, preparing competitive EOIs and tender submission.
Federal & State Grant Applications
How do we help you gain funding for your business innovation, product or service?
Ø We work with you to identify which grant is right for your company. Ø We offer guidance on the registration process Ø We can assess all the merit criteria contained in the application in relation to your
project/innovation/service etc. and advise you accordingly of your eligibility. Ø We can provide you with a professional grant preparation service – we write and prepare the
submission for you.
We take the pressure off you and your company with our Professional service.
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Meet the Team
Claire Smith
Claire’s professional background in Project & Business Management spans 25 years. Formerly from the UK, Claire has worked across a number of industries in Australia including Oil & Gas, Industrial Manufacturing, Agriculture and Mechanical Engineering.
Her experience in the R&D Tax Concession and Federal and State Grant applications has successfully resulted in returns of approximately $6.5 million.
She has also mentored start-up businesses both in Australia and the UK.
Lauren Lamont
Lauren works directly with innovative technology providers on a global basis. She has extensive experience in R&D Tax Incentive submissions (totaling approx. $9.4 million in successful claims), Business Development, Federal Government Climate Reduction projects, and innovative waste technology for mining, oil & gas projects.
Lauren’s expertise in helping companies maximize their business potential through strategic planning is an area Forbes Meisner are very excited to be able to offer our clients.
CONTACT DETAILS: e: [email protected] m: 0432 310 556 e: [email protected] m: 0409 508 045