YOUR EXCLUSIVE INVITATION   
Exclusive Boardroom Discussion
Financing your business and accelerating innovation

We are delighted to invite you to an exclusive panel discussion hosted by RSM Australia and Trade Funding on 'Financing your business and accelerating innovation'.

This event offers deep insights into the various stages of financing and the pivotal role of R&D incentives, highlighting how these, whether used together or separately, can propel business growth, foster success, and assist businesses in navigating distress.

What to Expect:

  • Expert Insights: Gain knowledge from industry experts on the anatomy of financing and the vitality of R&D incentives
  • Real-World Examples: Hear case studies of businesses that have successfully navigated the financing landscape.
  • R&D Incentives: Learn how R&D incentives can be leveraged to support your business at various stages of growth.
  • Interactive Q&A: Engage with our panellists and get your questions answered.

This event will be co-hosted by two distinguished experts: Peter Xi, Partner at RSM Australia in the R&D Tax and Incentives division, and Ben Lyons, co-founder of Trade Funding. Ben Lyons will provide an in-depth analysis of the complexities of financing, while Peter will offer strategic insights into the importance of R&D incentives. We are honoured to have Patrick Stewart, NSW State Manager and National Sales Lead at Radium Capital, join us as a special guest to share his expertise on real-world cases where financing and R&D incentives intersect.

We look forward to your participation in this insightful event. Please RSVP by Thursday, 5 June 2025 to secure your spot – spots are limited!

We hope you can join us!
DETAILS

Date:
Friday, 13 June 2025


Time: 7:30AM - 10:00AM



Venue: RSM in Sydney
Level 13, 60 Castlereagh Street
Sydney, NSW 2000



RSVP BY: Friday, 6 June 2025
(Please advise of any dietary requirements upon RSVP)

Contact Maddy Dutton [email protected] for any queries
YOUR FACILITATORS
Peter Xi
Partner, R&D Tax Incentives
RSM Australia

Peter Xi is a Partner with RSM Australia, specialising in Innovation Funding related matters. Over the past 13 years, Peter has assisted over 1,000 businesses in Australia with programs such as the R&D Tax Incentive (including R&D debt financing with financiers such as Radium), Digital Games Tax Offset and Early-Stage Innovation Company Incentives....

Peter has a keen interest in Technology and is a senior member of the RSM Technology Focus Group. With a background in Accounting and Law, as well as recently completing the Oxford University AI program, Peter has deep expertise in the intersection between accounting concepts, complex tax law and commercial matters. Peter is always focused on providing practical advice to businesses in strategically optimising their funding opportunities whilst managing the risks.

Ben Lyons
Co-founder
Trade Funding

Ben Lyons is a fintech entrepreneur with over 15 years of experience scaling financial services, fintech, and technology businesses. Recognised for his expertise in product–market fit, rapid revenue growth, and multi-channel distribution, Ben has played a pivotal role in building and expanding some of Australia’s leading fintech ventures....

As a Co-Founder and a Director of Trade Funding, Ben is focused on building an organisation and platform designed to deliver greater transparency and efficiency across the business lending ecosystem. Drawing on senior leadership and executive management experience across Prospa, GRENKE, Cape, and HUMM Group, he has led product commercialisation, built high-performing teams, and scaled go-to-market strategies that drive sustainable growth for customers, partners, and lenders across the SME sector.

Pat Stewart
State Manager NSW & National Sales Lead
Radium Capital

Pat Stewart leads the sales team at Radium Capital who understand the unique challenges businesses with innovation and R&D face when accessing capital to bring their ideas to life. For the last four years Pat has worked at Radium talking to 100s of innovators each month, helping deploy over $900m of funding to those who are working to solve some of the world’s most pressing issues....

A seasoned finance professional with an MBA and 15 years of banking and financial product experience, Pat is passionate about start-ups, hardware and software, and is self-confessed gaming nerd who loves helping innovators grow and thrive through strategic R&D financing.

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