CGT valuation finder
Which valuation
do you need?
Choose what is happening and what is being valued. You will see the usual valuation date, what the report covers and what we need from you. Your adviser confirms the date.
1 What is happening?
- The 30 June 2027 changes
- Small business CGT concessions
- Selling the business
- Gifting shares or units to family
- Transfer to a related entity
- Restructure or rollover
- Deceased estate
- Leaving Australia
- Foreign or temporary resident, 8 May 2012
- Pre-CGT assets or an ownership change
- Something that happened in the past
2 What is being valued?
Fixed fee
Your fee,
in one tap.
Set by the annual revenue of the business. Confirmed in writing, with the scope, before you pay.
Questions
About the finder.
Who decides the valuation date?
Your accountant or tax adviser. They identify the CGT event and the date it happened, and we value the asset at that date. The finder shows the usual date for each situation as a starting point.
Is the finder tax advice?
No. It describes, in general terms, when a market value is usually needed and what the report covers. Whether a rule applies to you, and the tax result, are for your accountant or tax adviser.
What if more than one event applies?
Tell us each event and date when you ask for your fee. Several dates or several interests can usually be covered in one engagement, and we confirm the scope and the fixed fee in writing before you pay.
What does a CGT valuation cost?
Fees are fixed by the annual revenue of the business, from $1,495 + GST for revenue under $1 million. A 30 June 2027 valuation booked and paid now is 10% less, from $1,345.50 + GST.
Not sure?
Ask us first.
Tell us the asset, the date and what your adviser has asked for. We reply with the scope and a fixed fee in writing.