1 July 2027
CGT valuations.

For affected gains accruing from 1 July 2027, the reforms replace the 50% discount with inflation adjustment and a minimum 30% tax rate on realised gains. Transitional rules and exceptions apply, including particular new residential dwellings. Your tax adviser can explain your position.

No. A retrospective valuation can assess an earlier date using the evidence available. Booking ahead helps us arrange access and collect details of the property close to the valuation date. We confirm your fee and delivery arrangements before payment.

The report assesses market value at 30 June 2027, so it is completed after that date with the relevant market evidence. We confirm the delivery window before payment. Tell us about any deadline when requesting your quote.

A professional valuation is not compulsory for every owner. Eligible owners may have an apportionment option under the transition rules. Ask your accountant which approach applies and what records you should keep.

A qualifying main residence can be exempt from CGT. Renting it out, using part for business, the land area and your residency circumstances can affect the exemption. Ask your accountant before ordering a valuation solely for the 2027 transition.

You may need a valuation at the date the home was first used to earn income, if the home-first-used-to-produce-income rule applies. Main residence and absence rules can affect this. Ask your accountant which dates you need; a 30 June 2027 report does not replace a report for an earlier date.

Market value may be used for CGT where a property is gifted or transferred in a transaction that is not at arm’s length. A sale below market value does not necessarily reduce the taxable gain. Ask your adviser to confirm the relevant date and any exemption, then request a valuation for that purpose.

No. Negative gearing concerns rental deductions, while CGT concerns gains on disposal. The negative gearing reforms have separate rules for existing holdings, new builds and established properties acquired after the Budget cutoff. Do not assume that protection under one set of rules carries across to the other. Your accountant should assess both.

Both are signed valuation reports prepared by a Certified Property Valuer. A desktop valuation is prepared from records and market evidence without a site visit, and the report states the assumptions made about the property’s condition. An inspected valuation includes a physical inspection, so those assumptions are replaced by what the valuer saw. We recommend the inspected valuation for tax purposes. Desktop is available where the property is a standard house or unit in a well-evidenced suburb and you are comfortable with a report prepared without a site visit.

A desktop report may be suitable where reliable property information and market evidence support the assessment. It is not suitable for every property. We recommend an inspection where condition, renovations or unusual features could affect value, and confirm the scope before you pay. No report carries a guarantee of ATO acceptance.

No valuer can guarantee acceptance. What we can say is that our reports are prepared by Certified Property Valuers in line with ATO market valuation guidance and professional standards, with the evidence and reasoning set out in full.

Yes. Each property is a separate asset with its own evidence. Add each address to one application and we quote them as a set.

Yes. Tax treatment depends on the owner and structure. Trust beneficiaries may be affected differently, and SMSFs have separate tax and valuation requirements. Ask your accountant to confirm the purpose and valuation date, then include those instructions with your enquiry.

Any market value used for tax purposes needs appropriate supporting evidence. A professional report explains the figure, method and assumptions so your adviser can review them. An online estimate or informal appraisal may not provide the detail required for your circumstances.

No. We provide an independent opinion of market value. Your accountant or registered tax adviser determines how the rules apply and how the valuation should be used.

If the transition applies to you, the value at the transition date may still matter when you dispose of the property later. Keep the report and supporting records with your property documents and ask your accountant about record retention.

Start with the address, property type, ownership name and any instructions from your accountant. Tell us about renovations, unusual features, leases and access arrangements. We will let you know which documents we need and whether an inspection is required.