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Courses/Accounting & Tax/Tax Planning & Compliance

R&D Tax Incentive (RDTI) and Accessing RDTI In-Year Payments

Unlock R&D Tax Incentive and RDTI In-Year Payment Benefits

Created byTEO Training
BeginnerUpdated Jan 20, 2025
R&D Tax Incentive (RDTI) and Accessing RDTI In-Year Payments

What You'll Learn

check_circleHave a meaningful conversation with your clients undertaking R&D activities on accessing the R&D Tax Incentive
check_circleIdentify clients who may benefit from the RDTI in-year payments scheme

About This Course

The R&D (research and development) Tax Incentive scheme is currently in its fourth year. This course is ideal for businesses currently undertaking R&D activities in New Zealand, incurring R&D expenses of more than $50k and interested in accessing the R&D Tax Incentive (process and timing). In some instances, the R&D Tax Incentive is refundable in cash.

A great add-on to the R&D Tax Incentive is the RDTI in-year payments scheme, which was launched in April this year. The RDTI in-year payments scheme is beneficial for businesses incurring R&D expenditure to receive payment of the credits prior to year-end, which in many cases provides these taxpayers with much needed cashflow benefits. We will work through the process to access RDTI in-year payments.

This webinar will be co-presented by Findex and TMNZ (who administer the RDTI in-year payments scheme).

Suited to:

Graduate to manager level and those who want a better understanding of the R&D Tax Incentive regime and the RDTI in-year payments scheme.

Your Instructors

TEO Training
TEO Training
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TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.

Joe Kettlewell
Joe Kettlewell

Senior Client Relationship Manager (RDTI Consultant), TMNZ

Joe has over 10 years’ experience across financial services in client relationship roles. His focus is nurturing existing accounts and developing sales opportunities to drive shared value outcomes. Joe looks after the tax pooling needs of a portfolio of corporates, as well as consulting on RDTI in-year payments to firms and corporates.

Katherine Ong
Katherine Ong

Associate Partner Tax Advisory, Findex /Crowe

Katherine has over 15 years’ experience in providing taxation advice to a wide range of clients from high net wealth individuals, privately owned New Zealand companies to multinational corporates. Katherine specialises in providing advice on R&D matters, corporate tax matters and international tax.

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