🎁 Included Free: Every enrolment includes the Complete Templates Pack — $400 of additional value at no extra cost
📚 Online Self-Paced Course & Templates

R&D Tax Incentive
with Templates

Learn how to optimise your R&D processes to maximise your tax benefits, keep compliant records, and accelerate your innovation projects — without the complexity.

  • Understand exactly what the ATO requires and where your records have gaps
  • Implement a proven 6-step R&D record-keeping framework for 1–5 projects per year
  • Use legislation-aligned templates that keep every team member consistent
  • Increase your R&D Tax claim by an average of 30–50% — sometimes double
  • Be audit-ready from day one with precise, defensible documentation
📹 Recorded video training ⏱️ Self-paced — learn when it suits you 📄 8+ ready-to-use templates ✅ Ideal for 1–5 R&D projects/year
📊

Complete training + templates in one package

🎁

Complete Templates Pack Included — $400 Value

Receive both the Essential AND Complete Templates Packs — included with every enrolment at no extra cost.

Enrol Now →
Everything that's included
  • Recorded Training & Workshop Videos
  • Record Keeping Strategy Training
  • Records Gap Analysis Workbook
  • 6-Step R&D Tax Process eBook
  • R&D Tax Implementation Checklist
  • Template User Manual
  • Essential Templates Pack (8+ templates)
  • Complete Templates Pack — $400 Value Included
🔒 Secure checkout through Teachable. Questions? Email info@softlogicsolutions.com.au

Course Outcomes

What You Will Learn & Implement

🎯

R&D Eligibility & Planning

Understand what qualifies as R&D under the Tax Incentive and plan how to implement process enhancements from day one.

🔍

Diagnose Your Current Records

Assess your existing R&D processes and records, identify gaps with a structured gap analysis, and determine what improvements are needed.

🔧

Implement the 6-Step Framework

Apply the proven MaxRnd 6-Step R&D Tax Process Optimisation Framework to your actual projects.

📋

Template-Driven Record-Keeping

Deploy ready-to-use, legislation-aligned templates into your R&D processes so every team member produces consistent records.

💰

Maximise Your Claim Value

Identify all eligible costs — core activities, supporting activities, contractor costs — so nothing is missed from your annual claim.

🛡️

Be Audit-Ready at All Times

Maintain records in the precise language of R&D Tax legislation so that if the ATO comes calling, you're confident and fully prepared.

Course Content

Your Learning Journey

1

Introduction & Orientation

Get oriented to the MaxRnd framework and understand what's ahead

  • Course overview
  • How to use the templates
  • What the ATO requires
  • Common mistakes to avoid
2

Record Keeping Strategy Training

Understand your current state and design a smarter R&D record-keeping approach

  • R&D record-keeping fundamentals
  • Understanding the records flow
  • Sector-specific documentation requirements
  • Introduction to the 6-Step Framework
  • Eligibility criteria walkthrough
  • Implementation planning
3

Records Gap Analysis Workbook

Review your existing records and produce a Gap Analysis Report for your business

  • Product strategy records review
  • R&D project planning assessment
  • Experiment planning & results documentation
  • Previous claims analysis
  • Core activity cost records
  • Supporting activity cost records
  • Gap Analysis Checklist & Report
4

R&D Tax Information Session

Deepen your understanding of the legislation and what maximises your claim

  • R&D Tax Incentive legislation overview
  • Core vs. supporting activities
  • Eligible expenditure categories
  • Registration requirements & deadlines
  • ATO compliance expectations
5

Templates Implementation & Practical Application

Put the templates to work in your actual R&D processes

  • Template User Manual walkthrough
  • Essential Templates Pack setup
  • Product strategy template
  • R&D project planning template
  • Experiment planning template
  • Experiment results template
  • Cost analysis templates
  • R&D Tax Implementation Checklist

Templates & Resources

Everything You Need to Get Started Immediately

Essential Templates Pack

Included with every R&D Tax Incentive with Templates course enrolment — 8+ templates covering the complete R&D documentation lifecycle.

  • Product Strategy Template
  • R&D Project Planning Template
  • Experiment Planning Template
  • Experiment Results Template
  • Core Activity Cost Analysis Template
  • Supporting Activity Cost Template
  • R&D Tax Implementation Checklist
  • Comprehensive Template User Manual
🎁 Included — $400 Value

Complete Templates Pack

Advanced R&D process templates included with every R&D Tax Incentive with Templates course enrolment — $400 of additional value at no extra cost.

  • R&D Process Manual Template
  • R&D Process Diagram Pack
  • R&D Manual Checklist
  • R&D Management Dashboard
  • Advanced Project Tracking Templates
  • Multi-Team R&D Record Templates
  • R&D Portfolio Overview Template
$400 Included Free

Both Template Packs Included — Over $400 in Value

Every R&D Tax Incentive with Templates course enrolment includes the Essential Templates Pack and the Complete Templates Pack at no extra charge — the complete template library to get your R&D documentation right from day one.

Enrol Now →

Is This For You?

The R&D Tax Incentive with Templates course Is Right For You If...

This course is perfect if you:

  • Are running 1–5 R&D projects per year
  • Want to start claiming the R&D Tax Incentive
  • Currently claim but suspect you're missing opportunities
  • Have had gaps flagged in a previous ATO audit or review
  • Want records that are self-consistent and audit-ready
  • Need templates your whole team can use without training
  • Operate in software, manufacturing, or a technical industry

Need additional support?

  • Hourly coaching available for personalised guidance
  • Done-for-you documentation assistance
  • R&D records auditing and gap review
  • Instructor-led workshops for your whole team
  • Governance and oversight support

Contact us to discuss what level of support suits your situation.

Enquire About Coaching →

Your Instructor

George Mirabelli — Founder, Softlogic Solutions

George has spent over 30 years managing product design and software engineering at world-class organisations. He founded Softlogic Solutions to help Australian businesses — particularly in manufacturing and software — unlock the full value of the R&D Tax Incentive.

His training translates complex ATO legislation into practical, day-to-day workflows. Students consistently see claims increase by 30–50% after applying the MaxRnd framework — and arrive at audit time with complete confidence in their records.

Lockheed Telstra Rockwell Wesfarmers Insurance MYOB
30+
Years of R&D expertise
30–50%
Average claim increase for students
43%
Max government R&D refund available

Student Results

Businesses That Have Transformed Their Claims

★★★★★

"George's training completely changed how we approach our R&D documentation. We'd been leaving significant money on the table without realising it. The templates alone are worth far more than the course fee — they save our team hours every single month."

RH
Robyn Hodgson
Coolpac
★★★★★

"I was sceptical — we'd been lodging R&D claims for years. But the framework George teaches identified gaps we didn't know existed. Our claim increased substantially and we now feel genuinely confident going into any ATO review."

PG
Paul Greenwell
Propel Ventures

Questions Answered

Frequently Asked Questions

Is my business eligible for the R&D Tax Incentive?
If your business is conducting experimental activities to resolve a genuine technical unknown — in almost any industry — you are likely eligible. The Record Keeping Strategy Training in this course walks you through a detailed eligibility assessment so you can identify qualifying activities with confidence.
I'm already claiming the R&D Tax Incentive. Will this course still help me?
Absolutely — and this is one of the most common scenarios. Most businesses that complete the course discover missed opportunities in their existing claims. On average, students increase their claim value by 30–50%. If you've been claiming for years, you may have left significant money unclaimed.
How long does it take to complete the course?
The R&D Tax Incentive with Templates course is fully self-paced. Most students work through the workshops over one to two weeks, then implement the templates as an ongoing part of their R&D processes. The investment in time pays dividends every financial year.
Can other team members access the course?
The templates and framework are designed for team-wide adoption. Please contact us at info@softlogicsolutions.com.au to discuss team or organisational licences if multiple team members need their own Teachable access.
What is included in the Complete Templates Pack?
The Complete Templates Pack includes advanced R&D process management templates — a Process Manual Template, R&D Process Diagram Pack, R&D Management Dashboard, and more — representing over $400 in additional value included with every R&D Tax Incentive with Templates course enrolment at no extra cost.
Can I purchase just the templates without the training videos?
The templates are most effective when combined with the training, as the workshops provide the context to use them correctly and in the right sequence. For specific template-only requests, please contact us at info@softlogicsolutions.com.au.
Do you offer coaching or additional support?
Yes. Hourly coaching and done-for-you assistance is available from the MaxRnd team. You can arrange a session by emailing info@softlogicsolutions.com.au or calling 0403 398 807. We also offer instructor-led workshops and governance support for organisations that want more hands-on guidance.
What industries is this course suitable for?
The MaxRnd framework has been applied across Software, Automotive, Beverages, Chemical, Mechanical, Medical, and Pharmaceutical industries. If your business is innovating and conducting experimental activities in any technical domain, the course and templates can be adapted to your context.

Ready to Maximise Your Claim?

Start Claiming What You're
Genuinely Entitled To

Join the Australian businesses that have transformed their R&D record-keeping and seen their annual tax refund grow. Every enrolment includes over $400 of additional templates at no extra cost.

🎁 Complete Templates Pack — $400 Value — Included with Every Enrolment

Enrol Now → ← Back to MaxRnd Home

Questions? Call 0403 398 807 or email info@softlogicsolutions.com.au

MaxRnd — Brought to you by Softlogic Solutions  |  📞 0403 398 807  |  ✉️ info@softlogicsolutions.com.au  |  Maximise Your R&D Achievements