Patent & Trade Mark
Attorneys
Kate Mahady
Kate Mahady
Director


Level 14, 90 Collins Street
Melbourne VIC 3000
AUSTRALIA
Tel +61 3 8618 4158
Fax +61 3 8618 4199
Recent Publications
19 Jun 2017
With 30 June fast approaching, now is the time for companies to review their tax positions and ensure they have their R&D activities documented and R&D expenditure properly incurred prior to year end.

06 Jun 2017
Today, we write about two new cases from the AAT. The first, Rix’s Creek Pty Ltd; Bloomfield Collieries Pty Ltd and Innovation and Science Australia (2017) AATA 645, gives good insight into how the AAT has recently treated the eligibility requirement around R&D activities and the need for appropriate supporting documentation and records. The second, DZXP, KRQD and QJJS v Innovation and Science Australia (2017) AATA 573 highlights the importance of ensuring you are claiming under the correct entity. We discuss these cases and conclude with three key lessons.

07 Mar 2017
There are still few cases that have been decided through the AAT in relation to the R&D Tax Incentive program since its inception in 2011. The two main entities that have brought actions are Innovation Australia and the Australian Taxation Office. These cases each involved the legislative requirement that companies maintain contemporaneous documentation of their experimental activities and associated costs in order to claim the R&D Tax Incentive offset. In view of these decisions, we set out the key points to remember in claiming the R & D Tax Incentive.

Kate is the Director of FB Rice R&D Tax Consulting. She has over fourteen years’ experience in Research & Development Tax incentive consulting in 'Big 4' accounting firms with strong experience in advising a broad range of technology based companies from start ups to large multinationals.

With a technical background and consulting experience, her expertise lies in understanding and applying the complex R&D Tax Incentive legislation across industries to help clients achieve robust and supportable R&D tax claims.

In this compliance focused program, she worked for many years successfully defending R&D claims for large and small claims with both the Australian Taxation Office and AusIndustry, and helping to develop strong internal process for companies to protect their R&D claims.

Over her time working with R&D tax, Kate has worked across industries including biotechnology, engineering, energy and resources, manufacturing and information technology.

Kate’s technical background is in applied physics with experience in a Silicon Valley based telecommunications company and the Defence Science and Technology Organisation prior to moving into R&D consulting. It was in working for a technology start up that she saw firsthand some of the challenges in funding R&D and technology in Australia and how critical programs like the Australian R&D Tax Incentive are.

Kate is dedicated to assisting Australian companies navigate the complex R&D tax landscape to provide maximised, supportable claims to enable them to fund further research and development projects.

Education

  • Bachelor of Applied Sciences (Applied Physics) from the Royal Melbourne Institute of Technology

Professional Affiliations

  • Registered Tax Agent (R&D Tax Consulting)
  • Member of the Tax Institute
  • Member of Women on Boards