Real case studies.

CP Ventures offers peace of mind with its fixed service fee

Industry: Software Company – Logistics platform

Location: Sydney


A company developing a software platform was referred to Clearpoint Ventures (CPV) to prepare and submit their R&D Tax claims. The company had been offered a percentage fee option from another R&D tax advisor, that on closer examination, would have LOST the company money instead of getting the expected additional tax benefit. Besides being unethical, the ATO has a very unfavourable view of success or percentage fee arrangements, as this is open to artificially inflated claims.

How we helped:

The Clearpoint Ventures scoped the work for a fixed service fee. Working with the founder and the project manager, CPV helped implement simple tracking solutions to identify and organise the relevant claim information for the current and future R&D Tax claims. With these new efficiencies, the claim was completed and submitted in a short time.