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EMDG Eligibility Checklist for 2010/11 Grant Year

The following checklist will help you to complete your application and schedules.  You should work through this list before commencing a grant application.

1. Do you carry on a business based in Australia and have an ABN number?

Note: Branch offices of companies not incorporated in Australia are not eligible to apply for an EMDG.

  • No - You may be ineligible to apply for an EMDG. You need to have a current ABN at the time a grant is payable, or the grant cannot be paid
  • Yes - Go to next question

2. Was your business’s total annual income (i.e. total turnover including sales) A$50m or less during the last financial year?
(Exceptions apply for Approved Bodies and Approved Joint Ventures. Contact us for more details.)

  • No - You may be ineligible to apply for an EMDG
  • Yes - Go to next question

3. Did your business spend at least A$20,000 on one or more of the following eligible export promotional activities during the last financial year, or, if a first-time applicant, the last two financial years?

  • No - You may be ineligible to apply for an EMDG
  • Yes - Tick ALL that apply
    • Overseas representation
    • Marketing consultants
    • Overseas marketing visits
    • Communications
    • Free samples
    • Patents, trademarks, registrations
    • Trade fairs, seminars, in-store promotions
    • Promotional literature and advertising
    • Overseas buyers’ visits to Australia

4. Are you, or will you, be the principal (rather than agent) in any export sales of your goods, services or intellectual property? (Exceptions apply for manufacturers, Approved Bodies, event promoters and suppliers to inbound tour operators.)

Note: Applicants that are companies will be taken to be the principal where they or their closely related entities individually or jointly own the products being promoted and intend to sell these products to foreign residents.

  • No - You may be ineligible to apply for an EMDG
  • Yes - Go to next question

5. Is your business promoting products (goods, services etc.) to residents of other countries?

  • No - You may be ineligible to apply for an EMDG
  • Yes - Go to next question

6. Which of the following eligible categories do the products you are promoting fall into?

Tick ALL that apply

  • A good made in Australia
  • A good made outside Australia where Australia would derive a significant net benefit from its sale overseas
  • A tourism service
  • An event held in Australia
  • Non tourism services except those specified as ineligible in the EMDG Regulations
  • An intellectual property right that you own or have exclusive rights to, and that mainly resulted from work done in Australia
  • A trademark that was owned, assigned or first used in Australia
  • Know-how that mainly resulted from work done in Australia

7. Are all the expenses you are claiming incurred for the purpose of promoting products for export?

  • No - You may be ineligible to apply for an EMDG
  • Yes - Go to next question

8. Do any of the expenses you are claiming fall into the following ineligible categories?

Ineligible expenses

  • Expenses arising from production, from product development, distribution or certification, from after-sales activities or from seeking investment
  • Expenses that were incurred by a related business entity
  • Expenses that relate to business with New Zealand
  • Expenses incurred on or after 15 August 2009 that relate to business with the Democratic People's Republic of Korea (North Korea)
  • Expenses that relate to business with Iran
  • Expenses that were incurred by you when you were not a resident of Australia
  • Expenses that have or will be subject to reimbursement by a third party (other than EMDG)
  • Expenses that are a commission or discount
  • Expenses that pre-pay for goods or services that will be received after 30 June 2011. (Some exceptions apply - Contact us for details).
  • Expenses incurred in payment of an Australian tax, levy or charge (except Australian departure tax)
  • Expenses that relate to an illegal or unlawful activity
  • Expenses that relate to any form of pornographic material with a classification equivalent to the X-rating for films
  • Cash payments exceeding A$10,000 per application

9. Did you tick any of the ineligible categories for the expenses you are claiming at Question 8?

  • No - Go to next question
  • Yes - You will not be able to claim these expenses

10. Were all the expenses paid by you, the applicant, during 2010-11 or if a first-time applicant, during 2009-10 and 2010-11?

Note: Any expense charged to you must have been paid by you during 2010-11 (or during 2009-10 and 2010-11 for first-time applicants). Payment can include off-set arrangements. For:

  • payment by cheque
  • payment order
  • credit card

The date of payment is taken to be the date that your bank, financial institution or credit card account was debited.

  • No - You may be ineligible to apply for an EMDG
  • Yes - Go to next question 

11. Will you be able to show Austrade relevant documents (such as invoices, shipping documents, bank statements) which verify the amount and the purpose of your export promotion expenditure?

Note: If you intend to rely on foreign language documents for substantiation purposes they must be accompanied by full English-language translations.

  • No - You may be ineligible to apply for an EMDG
  • Yes - You may be eligible to apply for an EMDG

 

Note: If you have already received two grants and are not an Approved Body, you will need to satisfy the requirements of an EMDG performance measure in order to be eligible to receive third and subsequent grants.

If you choose the Australian Net Benefit Requirement (Option B) you must attach the following documents to your EMDG application: 

  • your business plan, including your international marketing strategy
  • an audited income statement, from a registered company auditor, including:
    • income received from international sources for 2010-11, and
    • income receivable from international sources for 2011-12
  • an audited profit and loss statement for 2009-10 and 2010-11 from a registered company auditor
  • an audited balance sheet for 2009-10 and 2010-11 from a registered company auditor
  • a statement detailing the economic benefits generated, or that will be generated, in two or more of the following areas:
    • employment in Australia
    • new capital investment in Australia
    • introduction of new technologies in Australia
    • new value added operations in Australia

Once you have completed your checklist please contact us if you are still unsure of your eligibility.

Source - Austrade