Over the past year there have been a number of bills introduced into federal parliament to change the R&D tax incentive. Here is a quick update, as at September 2015.

Changes to the R&D tax incentive – annual $100m R&D spend cap introduced

On the 9 February, the Senate passed two amendments with the following effect:

1.       A $100 million R&D annual spending cap

2.       Start date of the changes to be income years commencing on or after 1 July 2014.

No change in R&D Tax Incentive rates

In the 2015-16 budget released on 12 May 2015, the Australian government reiterated its intention to reduce the rates of assistance under the R&D tax incentive by 1.5%. The proposed new rates are 43.5% (for entities with a turnover under $20 million) and 38.5% for all other eligible entities. The bill [TW1] also has a retrospective starting date of 1 July 2014. The Senate has already rejected the proposed cut to the offset and has not considered the re-tabled proposal.

Registration Deadlines

Registration is a critical first step in accessing the R&D tax incentive. Companies must register their R&D activities with AusIndustry before they are able to claim the benefits of the R&D tax incentive.

The deadline for lodging an application for registration is ten months after the end of a company’s income year. For example, this means entities with a:

  • Standard income period of 1 July 2014 to 30 June 2015 must lodge its registration application with AusIndustry by 30 April 2016 and
  • Non-standard income period of 1 January 2014 to 31 December 2014, must lodge its registration application with AusIndustry by 31 October 2015.

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