CGT valuations Australia-wide
A market value for capital gains tax.
Businesses, shares and business interests, valued at a fixed fee in a report signed by the valuer responsible.
From $1,495 + GST
Get my fixed feeFixed-fee quote in writing, the same business day.
No payment until your scope is confirmed
Capital gains tax valuations
CGT business valuations,
at a fixed fee.
Independent market valuations of businesses, shares and business interests for capital gains tax. Signed by the valuer responsible, with the fee fixed in writing before you pay.
Fixed-fee quote in writing, the same business day.
- Fixed fees
- Signed reports
- Australia-wide
A Valuo company
What is the CGT valuation for?
Choose one to get started.
- 30 June 2027 valuationBook and pay now at 10% off. Valued after the date.
- Small business concessionsMarket values for the $6 million net asset value test.
- Gifting or transferring sharesMarket value for a transfer to family or a related entity.
- Deceased estateMarket value at the date of death.
- Restructure or rolloverMoving a business or shares between entities.
- Selling the businessThe values your adviser needs before a sale.
Instant price
Your fixed fee,
in one tap.
Fees are set by the annual revenue of the business. No call needed to find out what it costs.
When you need one
The CGT events
we value for.
Capital gains tax uses market value in more places than most people expect. These are the ones we are asked about most.
Every CGT valuationThe 30 June 2027 changes
The 50% discount ends for gains after 30 June 2027. A market value at that date is one way to set the split.
Read moreSmall business CGT concessions
The $6 million net asset value test is worked out on market values, not book values.
Read moreGifting or transferring shares
Transfers to family or related entities usually use market value, whatever price is paid.
Read moreDeceased estates
Market value at the date of death, for the estate and the beneficiaries who inherit.
Read moreRestructures and rollovers
Moving a business between entities, with the values your adviser needs for the rollover.
Read morePast dates
Retrospective valuations at an earlier date, such as 8 May 2012 or 20 September 1985.
Read more
30 June 2027
The 50% discount ends
for gains after 30 June 2027.
From 1 July 2027, individuals, trusts and partnerships lose the 50% CGT discount on future gains. Gains made up to 30 June 2027 keep the old treatment. A market value at 30 June 2027 is one way to set that split; your adviser may use an apportioning method instead.
- Book and pay now at 10% off
- Valued after 30 June 2027, never before
- Your fee is locked in writing
Revenue under $1 million
$1,345.50 + GST
Instead of $1,495 + GST. Paid now, valued after the date.
How it works
Simple,
from start to finish.
Every report is reviewed before it is issued and signed by the valuer responsible. Software helps with the analysis; people reach the conclusion.
How it worksGet your fixed fee
Choose your revenue band and see your fee straight away. A few short questions confirm the asset, the date and the purpose.
Confirm the scope
We confirm in writing what is being valued, at which date and for which CGT purpose, with the fee and delivery date, before you pay.
Upload your financials
Accept your engagement terms, then upload your financial statements through a secure link. Only the team on your valuation can see them.
Receive a signed report
A valuer works through the earnings, the method and the evidence. The report is reviewed, then signed by the valuer responsible and delivered securely.
Plain-language guides
The 2027 changes,
explained.
The CGT discount changes on 1 July 2027: what business owners should know
From 1 July 2027 the 50% CGT discount is replaced for individuals, trusts and partnerships. What changes, who is affected, and where a valuation fits.
Read moreMarket value or apportioning: the two ways to split a gain at 30 June 2027
The new CGT rules split a gain at 30 June 2027 using market value or an apportioning method. How each works, when a valuation may help, and who decides.
Read moreTrusts and the 30 June 2027 valuation
A trust holding a business, shares or units is generally treated as selling and buying back its assets at 30 June 2027. What a trustee may want valued.
Read moreCompanies and the 2027 CGT changes: why the shares may need a value
Companies are not affected by the CGT discount change, but individuals and trusts who own private company shares can be. What may need a value at 30 June 2027.
Read moreWhat a 30 June 2027 business valuation covers, and what to keep now
What a 30 June 2027 CGT valuation report contains, the records to keep from around that date, and why the valuation itself cannot be done early.
Read more
Why CGT Business Valuations
Clear fees.
Careful work.
Fixed fees, published
Your fee is set by the revenue of the business and fixed in writing before you pay. It never depends on the value we conclude.
Signed by a valuer
Every CGT report is reviewed before it is issued and signed by the valuer responsible for it.
Built for the purpose
The report names the asset, the interest, the valuation date and the CGT purpose your adviser gave us.
Evidence set out
Earnings, adjustments, method and market evidence are set out, so your accountant can follow the figure.
Independent
We have no stake in the outcome. We do not set out to produce a high or a low number.
Part of Valuo
Backed by Valuo, a national group of specialist valuation companies, with secure uploads and one team on your file.
Independence
Conflicts are checked before we accept an engagement, and fees never depend on the value concluded.
Scope in writing
Purpose, intended users, the interest valued, the valuation date and the limits of the work are set out before you pay.
Methodology
We follow the guidelines of APES 225 Valuation Services and show the evidence, the method and the judgement.
We value, your adviser advises
We establish market value. Your accountant or tax adviser decides whether a CGT rule applies and how it is treated.
How much does a CGT business valuation cost?
Fees are fixed by the annual revenue of the business, plus GST: Under $1m: $1,495; $1m to $2m: $1,995; $2m to $5m: $2,995; $5m to $10m: $3,995; $10m or more: custom fixed-fee quote. Your fee is confirmed in writing, with the scope, before you pay.
Do I need a valuation for the 30 June 2027 changes?
Not always. A market value at 30 June 2027 is one way to work out how much of a later gain keeps the old 50% discount. The law also allows an apportioning method instead. Your accountant or tax adviser decides which suits you.
Can you value my business at 30 June 2027 now?
No. The valuation date is 30 June 2027, and a valuation cannot look forward, so the work starts after that date. You can book and pay now at 10% off, and we value the business once the date has passed.
What information do you need?
Usually the last two or three years of financial statements, the tax return for the business, and short answers about how it operates. For a past date we need the figures from around that date. We send a list once you accept your terms.
Will the ATO accept the valuation?
The ATO decides for itself whether to accept any valuation. Its guidance says acceptability usually depends on the process followed rather than who did it. Our reports set out the purpose, the date, the evidence, the method and the judgement so the figure can be followed.
Do you give tax advice?
No. We establish market value for the asset, date and purpose your adviser gives us. Whether a CGT rule applies, and the tax result, are for your accountant or tax adviser.
Can you value a past date?
Yes. Retrospective valuations are common for CGT, for example at a date of death, at 8 May 2012 for foreign residents, or at 20 September 1985. We confirm the records available before you pay.
Can you value shares rather than the whole business?
Yes. Shares, units and other part interests are valued as part of the scope. A part interest raises questions of control and discounts, so we confirm them in writing before you pay.
How long does it take?
Your delivery date is confirmed in writing with your engagement terms, before you pay. It runs from when we have received payment and all the information we need.
What happens after I order?
You receive your reference straight away. We confirm the scope, send your engagement terms and a secure payment link from Valuo, and once you accept and pay, your secure upload link and the information list.
Start today
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