Avatar | R&D Tax Incentive Enquiry Costs Cover

Life Sciences | Statutory Liability Extension

R&D Tax Incentive enquiries can create real response costs.

Avatar's R&D Tax Incentive Inquiry Costs Extension is designed specifically for Life Sciences organisations facing the cost and complexity of R&D Tax Incentive enquiries.

Why it matters

A specific Life Sciences pressure point.

The R&D Tax Incentive is an important funding mechanism for many Life Sciences organisations. However, if a claim is reviewed or queried, responding to that enquiry can involve significant professional costs, management time and administrative effort.

These costs can arise before there is any finding of liability or wrongdoing.

An enquiry may require your organisation to:

  • Engage legal or accounting advisers
  • Review and prepare supporting documentation
  • Respond to formal information requests
  • Attend interviews, hearings or meetings
  • Dedicate internal management time to the response process

Designed response

What the cover is designed to do.

The available extension is designed to cover reasonable direct legal or accounting costs and expenses incurred by the insured in responding to a Research & Development Inquiry by a Regulatory Authority.

01

R&D Tax Incentive

R&D Tax Incentive means tax benefits from the R&D Tax Incentive Program.

02

R&D Inquiry

Covers official investigation, examination, inquiry or hearing by a Regulatory Authority arising from your application.

03

Regulatory Authority

The definition of Regulatory Authority includes the Australian Taxation Office and AusIndustry.

04

Statutory Liability Protection

The endorsement sits within a wider Statutory Liability framework, providing a more comprehensive regulatory and compliance solution.

Relevance

Who should consider this cover?

This solution may be relevant to Life Sciences organisations that:

1

Claim or intend to claim the R&D Tax Incentive

2

Invest materially in research and development activities

3

Rely on external advisers to prepare or lodge applications

4

Want to better manage potential enquiry response costs

5

Have concerns about regulatory enquiry disruption

Product snapshot

Product at a glance.

Industry focusLife Sciences
InsurerLiberty Mutual Insurance Co.
Credit ratingS&P A / Moody’s A2
Pre-agreed pricingThree policy limit options

Pre-agreed options

Three limit options.

The following pre-agreed options are available, subject to completion of a proposal, underwriter review and insurer acceptance.

A

$100,000 any one claim / $250,000 in the aggregate

Indicative premium $1,000
B

$250,000 any one claim / $500,000 in the aggregate

Indicative premium $1,800
C

$500,000 any one claim / $1,000,000 in the aggregate

Indicative premium $3,000

Premiums exclude GST and stamp duty.

Important information.

Cover is subject to the terms, conditions, exclusions and limitations of the policy. Eligibility is subject to a completed proposal, underwriting review and insurer acceptance.

The insured must have retained an appropriately qualified professional to advise on and lodge the relevant R&D Tax Incentive application when the application was made.

This information is general in nature and does not take into account your organisation’s specific objectives, circumstances or needs.

Speak with Avatar

Consider whether this cover is appropriate for your programme.

If your organisation claims the R&D Tax Incentive or may be exposed to the cost of responding to an R&D Tax Incentive enquiry, Avatar can assist you in considering whether this cover may be appropriate for your insurance programme.

Email: avatar@avatarcorp.com.au