RDI Partners
RDI Partners is a boutique Australian professional services firm that helps innovative businesses access the Australian R&D Tax Incentive. Its multi-disciplinary team of PhD scientists, tax experts, and legal advisors delivers end-to-end R&D tax claim management for technology, clinical, and engineering clients with Australian operations.
- Company typePrivate
- Founded-
- HeadquartersAdelaide, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What RDI Partners does
RDI Partners is a boutique professional services firm headquartered in Adelaide, Australia, specializing in end-to-end advisory and management of the Australian Research and Development Tax Incentive (RDTI). The firm serves innovative businesses with R&D operations in Australia — across technology, clinical, and engineering sectors — that need to identify eligible expenditure, prepare compliant claims, and navigate Australian regulatory requirements (ATO and DISR). Its core offering is a single, integrated engagement model rather than a modular product suite, positioning the firm as a one-stop-shop across R&D tax, accounting, international tax and transfer pricing, virtual CFO, legal, and clinical advisory work.
The firm is structured around a multi-disciplinary team that combines PhD scientists with R&D tax specialists, international tax experts, accountants, legal advisors, and clinical advisors. Delivery is consultative and relationship-driven, targeting clients through direct outreach, referrals, and industry networks, with no disclosed digital sales channels or platform technology beyond internally adopted AI tools used for research and data gathering from public sources. Revenue is generated through quoted professional service fees, positioned as fixed and transparent, with no public rate card or pricing tiers disclosed.
RDI Partners is privately held with two legal entities (RDI Partners Pty Ltd and RDIP Services Pty Ltd ATF RDIP Unit Trust) and operates with a leadership team of three named partners (Ty Burton, Quang Doan, Mike Burfield). It claims a global footprint spanning Australia, the United States, the United Kingdom, Europe, and Singapore, supporting international clients establishing or maintaining Australian R&D activities. The firm is independently owned, with no disclosed funding rounds, external investors, or partnerships.
RDI Partners firmographics
Firmographics- Name
- RDI Partners
- Legal name
- RDI Partners Pty Ltd
- Website
- https://rdipartners.com.au
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- RDI Partners is a boutique Australian professional services firm that helps innovative businesses access the Australian R&D Tax Incentive. Its multi-disciplinary team of PhD scientists, tax experts, and legal advisors delivers end-to-end R&D tax claim management for technology, clinical, and engineering clients with Australian operations.
- Ownership category
- akta.pro rank
RDI Partners industry classification
Industry- Product category
- R&D Tax Advisory Services
- NAICS
- Management Consulting Services (54161), Professional, Scientific, and Technical Services (541), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- SIC
- Services-Management Consulting Services (8742), International Affairs (9721)
- akta.pro primary industry
- Technical Committees, Working Groups & Expert Panels (BPADANAB)
- akta.pro secondary industry
- Project Preparation Facilities & Technical Assistance Windows (BPADAOAI)
Keywords
Where RDI Partners is headquartered
LocationHeadquarters
- HQ city
- Adelaide
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
RDI Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- R&D Tax Incentive Advisory Services: End-to-end professional services helping innovative businesses access the Australian R&D Tax Incentive. Services include technical eligibility assessment, expenditure identification, claim preparation, and regulatory documentation. Revenue is generated through quoted professional service fees, likely structured as project-based or retainer arrangements for ongoing compliance and advisory work.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
RDI Partners product offering
Product offeringCore offering
RDI Partners provides end-to-end advisory and management services for the Australian Research and Development Tax Incentive (RDTI), supporting innovative businesses with technical eligibility assessment, eligible expenditure identification, claim preparation, and regulatory documentation. The firm complements this with global corporate services including international tax structuring, transfer pricing, accounting, virtual CFO support, legal advisory, clinical oversight, and resident director services, delivered by an integrated multidisciplinary team.
Product overview
RDI Partners is a boutique professional services firm that operates as a single unified service offering rather than a platform with distinct modular products. Their core service is end-to-end Australian R&D Tax Incentive advisory and management, supported by an integrated multidisciplinary team of PhD scientists, R&D experts, international tax and transfer pricing specialists, accountants, virtual CFOs, legal advisors, and clinical advisors. They position themselves as a one-stop-shop providing full setup, accounting, tax preparation, clinical oversight, international tax structuring, resident director services, and R&D tax incentive management as a unified service delivery.
Differentiator
Problem solved
Functional benefit
Products and services
- Australian R&D Tax Incentive Advisory and Management
Companies that use RDI Partners
Customer profileSegments1 record
Ideal customer profiles1 record
RDI Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
RDI Partners partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights3 records
RDI Partners competitors and assessment
Company assessmentBroad incumbents
- EY Australia: EY operates an R&D tax credits practice in Australia serving clients across technology, life sciences, and engineering. It is a broad incumbent competitor with greater scale but less specialization than RDI Partners.
- PwC Australia: PwC is a Big Four firm with an active Australian R&D Tax Incentive service line. Comparable as a large incumbent offering similar RDTI advisory as part of a broader tax and consulting practice.
- BDO Australia: BDO is a global mid-tier accounting and advisory network with an active Australian R&D Tax Incentive practice. It is broadly comparable as a competing RDTI advisor in Australia, but operates across a much wider advisory portfolio rather than specializing solely in R&D tax.
- Deloitte Australia: Deloitte is a Big Four firm with a dedicated R&D and Government Incentives practice in Australia. Comparable as a deep-pocketed incumbent competing for the same RDTI advisory engagements that RDI Partners targets.
- KPMG Australia: KPMG is a Big Four firm with a substantial R&D tax incentives practice in Australia serving clients from startups to ASX-listed corporates. It is a broad incumbent competitor offering overlapping RDTI advisory within a much larger consulting portfolio.
- Grant Thornton Australia: Grant Thornton is a mid-tier accounting and advisory firm with an R&D tax incentives team in Australia. Comparable as a direct competitor in the RDTI advisory market, particularly for mid-market innovative businesses.
- RSM Australia: RSM is a global mid-tier accounting network with an R&D tax incentives practice in Australia. It is a broadly comparable incumbent serving mid-market clients seeking RDTI advisory, though within a wider service portfolio.
Direct peers
- Capstone Partners (R&D Tax): Capstone Partners is a boutique advisory firm with R&D tax credit practices in the US and supporting international claims. It is a direct peer as a specialist R&D tax boutique serving innovative businesses with cross-border structuring needs.
- Boart Consulting: Boart Consulting is an Australian boutique advisory specializing in R&D tax incentive claims for SMEs. It is a direct boutique peer to RDI Partners, competing for similar clients in the same RDTI advisory niche with a similar specialist focus.
Emerging players
- Helio Digital (formerly Hello R&D): Helio Digital is a software-enabled R&D tax credit platform serving US and Australian markets. It is an emerging player that overlaps with RDI Partners' eligibility assessment and claim preparation workflow but delivers it through automation rather than a human-led multi-disciplinary team.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
RDI Partners social profiles
Digital presenceRDI Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
RDI Partners leadership team
Management profileNumber of profiles
Profiles3 records
RDI Partners subsidiaries and ownership
Company hierarchySubsidiaries1 record
RDI Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RDI Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RDI Partners
What does RDI Partners do?
RDI Partners provides end-to-end advisory and management services for the Australian Research and Development Tax Incentive (RDTI), supporting innovative businesses with technical eligibility assessment, eligible expenditure identification, claim preparation, and regulatory documentation. The firm complements this with global corporate services including international tax structuring, transfer pricing, accounting, virtual CFO support, legal advisory, clinical oversight, and resident director services, delivered by an integrated multidisciplinary team.
Is RDI Partners a public or private company?
RDI Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was RDI Partners founded?
RDI Partners was founded in -1. It employs 1 to 10 people.
Where is RDI Partners based?
RDI Partners is headquartered in Adelaide, Australia, in the Oceania region.
How does RDI Partners make money?
One revenue line is on record: R&D Tax Incentive Advisory Services.
Who are RDI Partners's main competitors?
Broad incumbents on record are EY Australia, PwC Australia, BDO Australia, Deloitte Australia, KPMG Australia, Grant Thornton Australia and RSM Australia. Direct peers are Capstone Partners (R&D Tax) and Boart Consulting. Helio Digital (formerly Hello R&D) is listed as an emerging player.
Does RDI Partners have an API?
No public API is recorded for RDI Partners.
What industry is RDI Partners in?
RDI Partners's product category is R&D Tax Advisory Services. Its primary akta.pro industry code is BPADANAB, Technical Committees, Working Groups & Expert Panels, with a secondary code of BPADAOAI, Project Preparation Facilities & Technical Assistance Windows. Its NAICS code is 54161 and its SIC code is 8742.