Valuation date: 30 June 2027
Book your 30 June 2027 valuation.
Pay 10% less.
From 1 July 2027 the 50% CGT discount ends for future gains made by individuals, trusts and partnerships. A market value at 30 June 2027 is one way to set the split. It can only be done after that date, so book now, lock your fee, and we value your business once the date has passed.
How it works
Book now.
Valued after the date.
The valuation date is fixed by law. We cannot value it early, and nobody should. Booking now locks your place and your fee.
Today
Book and lock your feeChoose your revenue band and send your booking. Your fee is the band’s fee less 10%.
Within one business day
Terms and paymentWe confirm the asset, the interest and the date in writing, and send your engagement terms with a secure payment link from Valuo.
July 2027
Your document listOnce 30 June 2027 has passed, we send a short list of what we need and a secure upload link.
After we have your information
Your signed reportA valuer values the business or interest at 30 June 2027. The report is reviewed and signed by the valuer responsible.
Book now
Lock your fee
for 30 June 2027.
No payment on this page. We reply within one business day with your scope, the engagement terms and a secure payment link from Valuo.
Who this suits
- Individuals who own a business, or shares or units in one.
- Trusts that own a business, shares or units.
- Partners in a partnership business.
Companies never had the discount, so the discount change does not touch them. A company that holds assets bought before 20 September 1985 should ask its adviser about the separate rule for those assets. Your accountant or tax adviser decides whether a market value at 30 June 2027 or an apportioning method suits you.
Thank you. Your booking request is in.
Your reference is . We reply within one business day with your scope, engagement terms and a secure payment link from Valuo. If you gave us an email address, a confirmation is on its way.
Fees
Every band,
10% off when booked now.
Fees exclude GST. The fee is fixed in your engagement terms when you book.
| Annual revenue of the business | Usual fee | Booked and paid now |
|---|---|---|
| Under $1 million | $1,495 | $1,345.50$1,480.05 inc GST |
| $1 million to under $2 million | $1,995 | $1,795.50$1,975.05 inc GST |
| $2 million to under $5 million | $2,995 | $2,695.50$2,965.05 inc GST |
| $5 million to under $10 million | $3,995 | $3,595.50$3,955.05 inc GST |
| $10 million or more | Custom quote | Custom quote${PAY_AHEAD_PERCENT}% off the quoted fee |
Price list valuo-direct-2026-10-30. Revenue is the annual revenue of the business being valued.
Start now
What to keep
from 30 June 2027.
A valuation at 30 June 2027 is only as good as the records from that time. These are easy to keep now and hard to rebuild later:
- management accounts and a balance sheet at 30 June 2027;
- the customer list, and how much of revenue the largest customers make up;
- contracts, maintenance agreements and recurring work;
- the pipeline of quoted, booked and contracted work;
- staff, key people and who holds the relationships;
- leases, licences and the share register or unit register.
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 can’t you value my business at 30 June 2027 now?
A valuation at a date can only use what was known or knowable at that date. The ATO said in October 2026 that a 30 June 2027 valuation should not be obtained before that date, because a valuation can’t be forward-looking. So we book you in now and do the work after the date.
Does everyone need a 30 June 2027 valuation?
No. 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. Your accountant or tax adviser decides which suits you. Companies never had the discount, so the discount change does not touch them. A company that holds assets bought before 20 September 1985 should ask its adviser about the separate rule for those assets.
What does 10% off mean?
You pay the fee for your revenue band less 10% when you book, for example $1,345.50 + GST instead of $1,495 + GST for revenue under $1 million. The fee is locked in writing in your engagement terms.
When do you start the work?
After 30 June 2027. We send your document request list in July 2027, once the financial year has closed, and confirm your delivery date in writing when we have your information.
What if my plans change before then?
Your engagement terms set out what happens if things change before 30 June 2027, for example if the business is sold. Read them before you pay, and ask us if anything is unclear.
Can you value shares in my company, or units in my trust?
Yes. Individuals and trusts that own shares or units are affected by the change even though companies are not. Tell us what is owned and by whom, and the scope letter names the exact interest being valued.
What should I keep now?
Management accounts at 30 June 2027, the customer list, contracts, the pipeline of quoted and booked work, staff details, leases and the share register. They are easy to capture at the time and hard to rebuild later.
Book now
Lock your fee. Pay 10% less.
We value your business after 30 June 2027 and sign the report.
General information only, current at 10 November 2026. We value businesses and business interests; we do not give tax advice. Your accountant or tax adviser decides whether the rules apply to you.