CGT valuations · Current or backdated · From $299 + GST
CGT Property Valuations, Dated to the Day That Matters
Sales, inheritances, main residence conversions, related-party transfers: capital gains tax turns on market value at a specific date, and that date is often years in the past. We prepare defensible valuations to any date, delivered in 1-4 business days.
Can I get a backdated property valuation for CGT purposes?
Yes. A retrospective CGT valuation assesses market value at a specific past date, such as a date of death, a change of use, or 30 June 2026, using the comparable sales evidence from that period. Reports are delivered in 1-4 business days from $299 + GST.
Order through the standard residential or commercial form and set the valuation date you need. Valuation dates more than two years prior to the current date incur an additional $100 + GST retrospective fee.
When a CGT valuation is needed
Six Events That Turn on a Defensible Value
Property Sold
Establishing market value at acquisition or at a change of use, so the taxable gain is calculated on the right base.
Inherited Property
Value at the date of death sets the cost base for many inherited properties. A valuation dated to that day is standard estate practice.
Main Residence to Rental
When a home first earns income, it is taken to be acquired at market value at that date. That value needs evidence, often years later.
Related-Party Transfers
Transfers between related parties happen at market value in the ATO's eyes regardless of the price paid. A valuation protects both sides.
Pre-CGT Status
Establishing values around 20 September 1985 or at later status changes, from the historical evidence for that period.
The Division 296 Reset
The 30 June 2026 cost base reset is itself a CGT valuation dated to a specific historical day. See the Division 296 page.
The standard behind the figure
Built to Be Relied On
Every report lists 5 to 10 comparable sales in full, states its methodology and evidence sources, and is prepared and personally signed by a member of our team. In 3,500+ reports, not one has been rejected by an auditor.
The Compliance Guarantee
If the report is ever queried, we fix it free. If it still is not accepted, we refund your fee, and we pay that fund’s audit preparation fee for that financial year.
CGT valuation questions
Common Questions, Answered
Can I get a backdated valuation for CGT purposes?
Yes. A retrospective valuation assesses what a property was worth at a specific past date, using the comparable sales evidence that existed at that time. Valuation dates more than two years prior to the current date incur an additional $100 + GST retrospective fee. You simply set the historical date on the order form.
What evidence does the ATO expect for a CGT valuation?
The ATO expects market value to be supported by objective data: comparable sales around the relevant date, the state of the property at that date, and a documented method. Our reports itemise 5 to 10 comparable sales in full and state the methodology, and every report is personally signed.
How is a CGT valuation different from an SMSF valuation?
The evidence standard is the same discipline: comparable sales, documented method, a defensible figure. The difference is the purpose and date. SMSF reports are prepared for annual fund reporting at 30 June; CGT reports are dated to the event that matters, which is often years in the past.
What does a CGT property valuation cost?
Residential reports are $299 + GST and commercial reports are $425 + GST. Valuation dates more than two years prior to the current date incur an additional $100 + GST retrospective fee. Reports are delivered in 1-4 business days, Australia-wide, with no inspection required.
Will my accountant be able to rely on the report?
Reports are prepared for financial reporting and CGT purposes, built on itemised comparable sales and a stated methodology, and backed by our Compliance Guarantee. They are not prepared for mortgage security, litigation, insurance or family law purposes.
This page is general information about valuation evidence, not tax advice. Speak to your accountant or adviser about how CGT applies to your circumstances.
Order a CGT Valuation, Current or Backdated
Set the valuation date you need on the order form. Prepared from the sales evidence for that period and delivered in 1-4 business days. No payment required up front.