Current & retrospective valuations
Capital gains tax
valuations.
An independent property value at the date your accountant needs, whether that is today or years ago.
Tell us the address and required date. We assess the evidence from that time and confirm your fee before any payment.
A clear starting point
The right date.
A clear scope.
Send us what you know. We can coordinate with your accountant, with your permission, and confirm the fee before any payment.
What we need to quote
- The property address. Or the suburb and postcode if you’re not ready to share it.
- What it’s for. A sale, an inheritance, a home that became a rental, a transfer.
- The date required. The date your accountant or solicitor has given you. A rough date is fine to start.
Fee confirmed by email before any payment.
When you need one
When might you need a CGT property valuation?
Your accountant may need a property’s market value at a particular date to work out your CGT position. We regularly value property for these situations.
- A home that became a rentalThe value when it was first used to earn income, if the relevant tax rule applies. Your accountant confirms the date.
- Inherited propertyThe value at the date of death, where your accountant needs it.
- Gifts and transfersProperty passed to family, or moved into a trust, company or self-managed super fund, valued at the date of transfer.
- A past sale or transactionA retrospective value where nothing was documented at the time, including property since sold, renovated or demolished.
- Part of a propertySubdivisions, and apportioning value on larger blocks where only part is covered by the main residence exemption.
Your accountant or solicitor sets the date. We value the property as at that date. If you only know the date roughly, we’ll confirm the exact date with you or your adviser before the report is prepared.
Retrospective valuations
Valuing a property at a date in the past
Most of our CGT work is retrospective. We assess the property using evidence of the market at the required date.
- Sales from around that date
- Council and title records
- Historical listings
- Photographs
- Plans
The property doesn’t need to look the way it did then. If it has been renovated, extended, sold or knocked down, we value it as it was at the valuation date, working from whatever records survive. Where the evidence from that period is limited, we tell you before you commit.
Your report
A figure your accountant can rely on
Your report explains the comparable sales, method, assumptions and reasoning behind the assessed value, so your accountant can see how the figure was reached.
Your property, not an average
Land, renovations, additional dwellings and development potential can all affect value. We look at the features that matter for your property and explain how each one was treated.
Signed by the valuer who did the work
Our team can arrange a discussion with the valuer about your report, before and after it is delivered.
Working with your adviser
With your permission, we deal with your accountant or property manager on the date, the details and access.
CGT changes 1 July 2027
Holding an investment property across 1 July 2027?
Looking for a valuation for the 1 July 2027 CGT changes? Our dedicated service page covers valuations as at 30 June 2027. Ask your accountant whether that date is relevant to your property.
A 30 June 2027 valuation does not replace a valuation needed for a different date.
How it works
Tell us the property and the date
- 1
Tell us the property and the date
Send the address, what the valuation is for and the date your adviser has specified.
- 2
We confirm scope and fee
You get the fee and what’s included by email before any payment.
- 3
Payment and inspection
Pre-payment confirms the booking. We arrange an inspection where one is needed.
- 4
Report delivered
Standard turnaround is two to three working days after payment and inspection.
FAQs
Questions we are asked most
Does the ATO require a valuation from a professional valuer?
Not in every case. The ATO expects a market value to be supported by appropriate evidence. A professional valuation documents the method, sales evidence and assumptions. Your accountant can confirm the requirements for your circumstances; no report guarantees ATO acceptance.
Can you value a property at a date in the past?
Yes. Retrospective valuations use sales evidence, records and listings from around the date required. We prepare them regularly for inherited property, homes that became rentals, and transactions that were not documented at the time.
Who decides the valuation date?
Your accountant or solicitor. We prepare the report as at the date they instruct. If you only know the date approximately, we’ll confirm the exact date before we start.
What if the property has been sold, renovated or demolished?
We can still value it as it was at the required date, using historical records, photographs, plans and sales evidence from that period.
Will you need to inspect the property?
Usually, for a current valuation. For a retrospective valuation, an inspection can still help, but much of the work comes from records of the property at the time. We’ll recommend an approach before confirming the fee.
Do I need separate valuations for stamp duty and CGT on the same transfer?
One report may cover both purposes where the date and reporting requirements align. Tell us both purposes so we can confirm the scope before quoting.
Can you deal directly with my accountant?
Yes, with your permission. We can confirm the valuation date and requirements with them, and send them a copy of the report.
How is a valuation different from an agent’s appraisal?
An appraisal is an agent’s opinion of a likely sale price, often prepared to win a listing. A valuation is an independent, evidence-based opinion of market value by a Certified Property Valuer, signed and supportable if it is ever reviewed.
What about the CGT changes on 1 July 2027?
Ask your accountant whether you need a valuation as at 30 June 2027. We cover this separately from general current and retrospective CGT valuations. See CGT 2027 valuations.
Need a property value at a specific date?
Tell us the address and the date your accountant needs. We’ll confirm the fee before any payment.
Independent valuations by Certified Property Valuers and members of the Australian Valuers Institute across NSW, ACT and Victoria. Reports explain the evidence, method, assumptions and assessed value.