Capital Gains Tax & Stamp Duty Valuations

Capital Gains Tax, Stamp Duty and the GST Margine Scheme

Capital Gains Tax and Stamp Duty Services

We conduct valuations for a number of taxation purposes. These include (but is not limited to):

Capital Gains Tax (CGT)

Vanguard Valuations is approved by the Australian Taxation Office (ATO) to undertake CGT property valuations. Vanguard can conduct current and retrospective market CGT valuations. CGT is the tax you pay on the capital gain of an asset. Selling or transferring assets such as property is a common way to make a capital gain (or loss). Renting out a property may also trigger the need to pay CGT. To determine the scale of CGT or a capital gains loss for your property, a valuation is required. Once the value of your property is determined, you or your accountant can identify the capital increase or decrease of your property asset.

Stamp Duty

Vanguard Valuations is approved by the ATO and respective Revenue Offices to undertake Stamp Duty property valuations. Stamp duty is a tax payable upon transfers of properties between two or more parties. The amount of stamp duty tax you pay depends on the valuation amount reported by a valuer. Vanguard Valuations will ensure that clients receive a fair market value on their Stamp Duty valuation so they are not paying more tax than what is required.

GST Margin Scheme

The margin scheme reduces the amount of GST that needs to be paid when you sell a property as part of your business. This tax can only be applied if the property is taxable. Vanguard Valuations is approved by the ATO and respective Revenue Offices to undertake CGT Margin Scheme valuations. The GST margin scheme is a way of working out the GST you must pay when you sell property as part of your business.

The difference between Property Appraisal and Property Valuation

Property appraisals are informal and are generally created by real estate agents. Appraisals are speculative in nature, looking forward in predicting where the property market is headed and what could be achieved in the near future. An appraisal is often done as a first step prior to putting the property on the market. Any property appraisal document is not legally binding.

Property valuations are formal and conducted by an accredited property valuer. Valuation reports can provide the current market value of a property, or the value of a property as at a retrospective date. Valuations are evidence-based as opposed to speculative. Property values can only be based on recent past sales (historical data used is typically within a timeframe of 6 months).

Independent property valuers strive to find the “fair market value” of an asset. It is the highest amount a buyer and a seller would accept for a property in an open market. This is the value you need for taxation purposes. The date of the taxation event is important for us to determine the valuation of a property. Taxation valuations may require a current or a retrospective valuation for an asset. Therefore the correct date should be determined by your accountant. Vanguard Valuations will strive to find the right value for your property for taxation purposes. This will ensure that you are paying the right taxation amount and not more than is required.

Here at Vanguard Valuations, we take special care to understand your needs and how to achieve them. This includes investigation into a wide range of resources and asking the right questions to ensure we achieve the best results for you.

Due to our extensive knowledge and utilization of premium valuer resources essential to accurate property valuation, our reports are produced efficiently, transparency, and with the utmost level of care.

Vanguard Valuations can provide accurate and reliable valuation reports on all manner of properties including houses, units, commercial and industrial, rural, and development sites. We cover a large length of the east coast, including capitals of Canberra and Sydney, as well as all rural areas, Wollongong, Western Suburbs, Sutherland Shire, North Shore and Northern Beaches, Hawkesbury, and the Central Coast. We also complete property valuations in all Melbourne suburbs and rural areas.

Here at Vanguard Valuations, we pride ourselves on the efficient delivery of our professional property valuation reports. We will ensure our reports are delivered in accordance with your required deadlines and are happy to cater for urgent requests.

We also provide a highly personalized service that has an emphasis on providing clear, accurate, and succinct property advice, no matter the purpose. Our valuers have access to our huge database, as well as all the most sought after valuation tools.

Vanguard Valuations can have a local certified valuer out to inspect your property within a day’s notice, with reports generally taking 4-5 business days to complete.

To enquire about our fees or to seek further information and advice, please call our office today – you can find our details on our contact us page. Otherwise feel free to fill out your details in our enquiry form and we will get back to you as soon as possible.


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