(Last Reviewed :  8/05/2007  )

ARCHIVE - The Hon Ian Macfarlane MP was the former Minister for Industry, Tourism and Resources. The following media release was issued during his term as Minister.  A new Government was sworn in by the Governor-General on 3 December 2007, including the following Ministerial appointments:

Senator the Hon Kim Carr - Minister for Innovation, Industry, Science and Research
The Hon Dr Craig Emerson MP - Minister for Small Business, Independent Contractors and the Service Economy, Minister Assisting the Finance Minister on Deregulation.

For media releases from the current term of Government, please visit http://minister.innovation.gov.au/Pages/default.aspx

Media Release
The Hon Ian Macfarlane, MP

8 May 2007

Changes to the research and development (R&D) tax concession, announced on 1 May 2007 by Prime Minister John Howard and Industry Minister Ian Macfarlane as part of the Howard Government's Industry Statement, will boost investment in Australian innovation by $1 billion and confirm Australia's status as a world leading investment location.

"Business spending on R&D is at record levels but we can still capture more investment in innovation," Mr Macfarlane said.

The beneficial ownership test for the 175 per cent Premium R&D Tax Concession will be changed to allow claims for R&D projects undertaken in Australia, regardless of where the intellectual property is held. 

"This change is expected to result in an extra billion dollars of R&D investment in Australia over the next four to five years. It's predicted more than 300 companies will use the concession annually under this new arrangement," Mr Macfarlane said.

"The Australian arms of multinational enterprises account for a disproportionate share of manufacturing exports, jobs and R&D. The change to the 175 per cent concession will give those businesses a strong reason to expand their operations here. Their investment creates jobs, brings the latest technology to Australia and enhances the skills of our workforce.

"Australia benefits most from the new skills and commercial opportunities created by innovation undertaken in Australia.  Income from patents and other intellectual property is important, but the spill-over benefits of skills and integration into global supply chains make a greater long-term contribution to our prosperity.

"While our opponents are determined to roll back the reforms responsible for a decade of prosperity and security in Australia, the Howard Government is rolling out policies to secure our long-term economic future," Mr Macfarlane said.

The change in the beneficial ownership test only applies to the 175 per cent concession. Access to the 125 per cent concession remains unchanged as removing the beneficial ownership test for the 125 per cent concession would reward businesses that do not increase R&D expenditure.

Limiting the change to the 175 per cent concession rewards businesses only to the extent that they increase their R&D.

For more information refer to the fact sheet at www.industry.gov.au.


Supporting Information

Why is this important?

  • The change will increase R&D investment by existing multinational enterprises (MNEs), attract new R&D expenditure by MNEs, and improve participation of Australian firms in global networks.   MNEs have identified these changes as sending a strong signal to locate R&D in Australia.
  • Maximum benefit comes from undertaking R&D in Australia.   Who owns the intellectual property (patents) in a global market is secondary.
  • International companies are increasingly holding their intellectual property at corporate headquarters.   This change to the concession is necessary for Australia to be competitive in retaining and attracting international R&D investment. 
  • The change is cost effective as it only rewards multinationals that increase their R&D investment in Australia.   The current entitlements of Australian companies under the R&D Tax Concession will not be reduced.

Who will benefit?

  1. More than 300 companies will access the concession under this new arrangement.

What funding is the Government committing to the initiative?

  • The change is estimated to cost $50.0 million per annum and result in additional business R&D investment of $222.0 million per annum.

What have we done in the past?

  • The R&D Tax Concession is the Government’s principal mechanism to encourage business R&D which has grown strongly over the last six years and reached a record $8.4 billion in 2004-05.
  • The R&D Tax Concession is a low cost market-driven programme available to all Australian companies.   The changes are consistent with the concession's aim to provide incentives to increase expenditure by Australian firms on R&D activity.

When will the initiative conclude?

  • The R&D Tax Concession is an ongoing programme.

Media contact: Claire Wilkinson 02 6277 7580 0419 840452