Investment properties
Independent market value assessments for residential and investment property where a market valuation is relevant to CGT calculations.
EQUITY VALUERS / TAXATION VALUATIONS
Plan ahead for the
2027–28 financial year.
Independent property valuations for capital gains tax purposes. Discuss your valuation requirements and request an appointment for the new financial year.
Request a CGT Valuation AppointmentNew financial year begins1 July 2027
Financial year ends30 June 2028
Valuation dateDepends on the CGT event
Service areaSydney & selected NSW locations
01 / CGT PROPERTY VALUATIONS
Valuation evidence for important tax decisions.
A capital gains tax (CGT) property valuation may be relevant when establishing a property's market value at a particular date for taxation purposes. The correct valuation date depends on your circumstances and applicable tax rules; it is not necessarily 1 July or the date a return is lodged. We can discuss the valuation scope and reporting requirements with you or your tax adviser.
Retrospective valuations
Evidence-based assessments of property market value as at an earlier date, subject to available market evidence and assignment suitability.
Inherited property
Valuations involving deceased estates, where market value at a particular date, such as the date of death, may be relevant.
Property transfers
Ownership changes and transfers, including between related parties, where a market value at the date of the event may be required.
Change of use
Circumstances such as a home first being used to produce income, where market value at that time may be relevant to later calculations.
Adviser documentation
A written valuation report your accountant or tax adviser can rely on as supporting evidence, prepared to the agreed scope.
02 / THE VALUATION DATE
The date depends on the CGT event, not the calendar.
The financial year determines when a gain or loss is reported. It does not determine the date at which a property must be valued. That date flows from the relevant CGT event and your circumstances, and may be many years in the past.
Before you instruct us, ask your accountant or tax adviser to confirm the valuation date and the basis required. We can then assess whether sufficient market evidence is available and scope the report accordingly.
Read: why the valuation date mattersHelpful to have for your adviser and for us
- The property address and how it has been used
- The relevant event and date, as confirmed by your adviser
- Purchase, transfer or estate documents where relevant
- Details of improvements and when they were made
- Your accountant or tax adviser’s contact details
03 / OUR PROCESS
A clear path from enquiry to report.
Every instruction is scoped to the property, intended use and required valuation date.
Request an appointment
Share your property details, preferred date and the reason for your valuation.
Confirm scope & date
We clarify the relevant valuation date, reporting requirements and proposed fee.
Inspect & research
Property information and relevant comparable market evidence are assessed.
Prepare the report
We deliver a valuation report appropriate to the agreed purpose and engagement.
Check availability online
Choose a time below, or use the request form and our team will contact you.
05 / COMMON QUESTIONS
CGT valuation questions.
Is the valuation date always 1 July?
No. The appropriate valuation date depends on the relevant CGT event and your circumstances. It may be a date in the past, such as when a property was inherited, transferred or first used to produce income. Your accountant or tax adviser can confirm the date required.
Can you value a property as at a past date?
A retrospective valuation may be possible using historical market evidence, subject to the evidence available and the suitability of the assignment.
Why request an appointment for 2027–28 now?
Requesting early helps you and your adviser plan. An appointment request is not a confirmed booking; our team will contact you to confirm availability and the engagement.
Will you work with my accountant?
Yes. With your authority we can coordinate with your accountant or tax adviser on the valuation date, scope and reporting requirements.
Property valuation advice is not tax advice. Whether a valuation is required, the relevant valuation date and the applicable CGT treatment should be confirmed with your accountant or qualified tax adviser. Appointment requests are subject to confirmation and acceptance of engagement.