Notes from inside the work.

Field observations on R&D claim structuring, sector-specific eligibility and the operating discipline behind a defensible programme. Plus answers to the questions sophisticated claimants actually ask.

Insights.

Substance over volume. Each piece draws on patterns observed across the firm's active portfolio.

Policy · Structuring · Featured

The Budget 2026-27 reforms and what they mean for your R&D programme.

The headline rate uplift has travelled. The structural changes underneath it have not. From 1 July 2028 the way you are structured will materially change the value of the same R&D work.

Note · 8 min read Read piece →
Technology

Why the firm runs on its own software.

Note · 6 min read
Compliance

Apportionment methodologies that survive audit.

Note · 6 min read
Strategy

The case for structuring multi-year R&D programmes.

Note · 5 min read
Eligibility · Software
Software R&D: what actually qualifies.
7 min read
 Capital
Funding the work before the refund lands.
6 min read
 Compliance
Audit posture, not audit defence.
5 min read
 Eligibility
Cross-border R&D and Advanced Findings.
6 min read
 Sector view
The sectors that under-claim R&D.
8 min read

Common questions.

The questions sophisticated claimants ask before engaging. If yours isn't here, email admin@overlandercapital.com.

01
Should I run R&D claims annually or as a multi-year programme?
02
How does Overlander differ from an established consulting firm engagement?
03
What does "audit-ready by construction" actually mean?
04
Can I borrow against my forecast R&D refund?
05
Do you work alongside our existing tax agent?
06
What evidence do you collect, and when?
07
Can software-only firms claim?
08
What is the engagement model: fixed fee, success fee or retainer?
09
How do you handle overseas R&D and Advanced Findings?
10
What's the typical timeline from engagement to lodgement?
11
Do you take on first-time claimants?
12
What happens if the ATO raises a query post-lodgement?
ENGAGEMENT
Should I run R&D claims annually or as a multi-year programme?
A single-year claim suits one-off projects or first-time claimants. A multi-year programme makes sense when the work is continuous, where research questions span income years, or where the documentation flywheel pays back from year two onward. Most established R&D-active companies we work with run a rolling programme with annual lodgements rather than reinventing the claim each June.

Question we haven't answered? Send it through.

If you've got a question that isn't on this page or a piece you'd like our read on, write to us directly.

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