Independent current and retrospective property valuations supporting capital gains tax calculations.
A CGT valuation should identify the correct valuation date and explain the property information, market evidence, methodology and assumptions supporting the conclusion. Our report is prepared for your accountant or tax adviser to use when assessing your tax position.
CGT calculations may require a property’s market value at a specific historical date rather than its value today. Paul researches the market conditions and comparable sales that applied at that date.
The report gives your accountant independent property evidence. Paul determines the market value; your accountant applies the taxation treatment to your circumstances.
Clear answers before you arrange your valuation.
Often, yes. It depends on the valuation date and historical information available.
When a property became an investment, was inherited, changed use or changed ownership structure.
No. The ATO does not accept an agent appraisal as a Certified Practising Valuer's CGT report. An appraisal is a sales estimate and cannot replace a formal, signed valuation report.
Yes, and the report can be sent directly to them with your authority.
Plans, photographs, renovation details, leases or records showing the property’s condition may help.
Tell us the property and purpose.
Your valuer analyses the property and market evidence.
A clear signed valuation report is sent to you.