How Advvy Secured $61,000 in R&D Offsets While Building a Trusted Partnership for Growth

A case study on how Advvy partnered with MiracleMint to unlock $61,000 in R&D funding while transitioning from a big firm to a nimble, founder-focused advisor for tax, bookkeeping, and family planning.

Bear Olive

Managing Director

industry

Media-Tech / Automation

solution

R&D Tax Incentive, Tax Compliance, Bookkeeping, Tax Planning

size

<50 Employees

result

$61K

The Company

Advvy is an innovative media-tech business led by Director Tristan Ozinga. Having already raised over $1 million to fuel its growth, Advvy is on a mission to continue innovating with a media planning automation platform — a workflow integration system that streamlines campaign execution for media agencies.

The project’s aim is to generate new knowledge in:

  • Predictive media planning through advanced algorithms

  • Automation of workflow integration, reducing manual effort

  • Data-driven decision-making, leveraging historical benchmarks, audience shifts, and campaign objectives

  • Scalable systems built for external media agencies rather than internal-only use

By integrating data analytics, automation, and media expertise, Advvy is building a robust engine capable of generating detailed line-by-line media plans, transforming how agencies deliver campaigns.

The Challenge

Despite strong capital backing, Advvy faced several challenges as it scaled:

  • Funding Development: With $141,000 in R&D expenditure, accessing the incentive was essential for extending runway and continuing innovation.

  • Shifting From a Big Firm: Previously with a large firm, Advvy wanted a more nimble, relationship-driven partner who could handle the detail and understand the founder’s needs.

  • Tax & Structure Complexity: With multiple entities and new assets emerging, the family group needed a clear corporate structure for wealth, investment, and asset protection.

Trusted Guidance: Tristan wanted a partner who could provide ongoing support across R&D, bookkeeping, tax compliance, and advisory — not just a transactional service.

"MiracleMint gave us the confidence we needed — not just in our R&D claim, but in building a clear tax and wealth strategy for the family and the business."
Tristan Ozinga
Director, Advvy

The Solution

MiracleMint provided Advvy with a multi-division, founder-focused partnership:

  1. R&D Claim: Captured the automation and predictive planning project as eligible R&D, preparing a robust claim that maximised benefits.

  2. Tax Compliance & Bookkeeping: Took over the company’s tax return, BAS lodgements, reconciliations, and ongoing bookkeeping to simplify operations.

  3. Multi-Entity Tax Planning: Designed a group-wide tax strategy to manage business growth, integrate property and asset investments, and create long-term savings and protection.

Founder-Friendly Approach: Offered the personal, responsive support that Tristan wanted — handling the technical and financial detail while he focused on the business.

The Result

The partnership delivered both financial benefit and long-term strategic value:

  • $61,000 R&D Offset Secured: From $141,000 in R&D expenditure, directly funding Advvy’s platform development.

  • Runway Extension: Enabled Advvy to keep innovating beyond its initial $1m capital raise.

  • Comprehensive Support: Beyond R&D, MiracleMint now manages tax returns, BAS, bookkeeping, and reconciliations.

  • Strategic Tax Planning: Delivered a multi-entity corporate and family structure plan, integrating assets and enabling future tax savings and asset protection.

  • Trusted Partnership: Tristan gained confidence in a partner who understands both the technical side of R&D and the strategic side of wealth and tax planning.

As Tristan reflected:

“MiracleMint gave us the confidence we needed — not just in our R&D claim, but in building a clear tax and wealth strategy for the family and the business.”

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