Services / CGT & Tax Valuation

Full internal & external inspection

CGT & Tax Valuation

A full inspection valuation purpose-built for capital gains tax and ATO purposes — including the 1 July 2027 CGT reform.

What's included

  • Everything included in our Full Inspection valuation, plus:
  • Retrospective and "as at" date valuation (including 1 July 2027 CGT transition valuations)
  • ATO-ready report format with the evidence and methodology the ATO expects to see
  • Written to support cost-base indexation and pre/post-transition capital gain apportionment
  • Guidance on timing your valuation within the API's recommended 3–4 month window after 1 July 2027

Best for

Investment property owners preparing for the 1 July 2027 CGT changes, pre-1985 property owners, and anyone who needs a valuation the ATO will accept.

About the 1 July 2027 CGT changes: from that date, the 50% CGT discount is replaced by cost-base indexation plus a 30% minimum tax for affected assets, and pre-1985 properties lose their CGT-free status for gains accrued afterwards. A market valuation as at the transition date is the accepted way to apportion your capital gain between the old and new rules. This is general information, not tax advice — please confirm your own position with your accountant or registered tax agent. Read our full guide to the 2027 CGT changes for more detail.

Other valuation types

Desktop Valuation — $150 Kerbside Valuation — $320 Full Internal & External Inspection — $695