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CGT Valuation Ready

How to Order a CGT Valuation: Step-by-Step Process

Ordering a CGT property valuation is straightforward: you tell us about the property, we confirm the right scope and a fixed price, and a qualified valuer prepares and signs the report as at your CGT date. Here is the process end to end — and what you will need to have on hand.

Register your interest — no payment

The process, end to end
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  1. Register your interest. Share the property address and how it is held (individual, trust or partnership). No payment is taken at this step.
  2. We confirm scope and a fixed price. For a CGT figure we normally recommend the on-site, inspected valuation, and send you a fixed price — no surprises.
  3. The valuer assesses the property. An on-site valuation includes a full inspection and is the ATO-acceptable, audit-ready level for a CGT figure; a desktop assessment works from sales evidence and records without an inspection, which suits lower-stakes purposes.
  4. You receive the signed report. A qualified valuer signs the valuation, stating the effective date, purpose (CGT), methodology and comparable sales evidence.

What you’ll need to provide
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  • The property address.
  • How it is owned — individual, trust or partnership. (SMSFs and companies sit outside the new CGT regime for property acquired on or after 20 September 1985. Pre-CGT property is caught whoever holds it.)
  • The CGT event and its date — for the cost-base reset, the end of 30 June 2027, because the law deems the property sold just before 1 July 2027.
  • For an on-site valuation, access details so the valuer can arrange the inspection.

Sending photos? See the property photo guidelines for what to capture and how to send them.

The more complete the detail, the faster we can confirm scope and price.

Timing and turnaround
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  • A desktop assessment is quicker, because there is no inspection to schedule.
  • An on-site valuation depends on arranging access to the property.
  • A valuation assessed as at the end of 30 June 2027 can only be finalised once that date has passed, so signed reports for the reset are delivered from around July 2027. Registering early locks in your place and lets us confirm scope ahead of time.

Register your interest
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Share a few details and we will reply with the right valuation option and a fixed price. No payment is taken at this step.

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Thanks — we’ve received your request. We’ll email you shortly with the next steps and a personalised quote. If it doesn’t arrive within a business day, please check your spam folder.

No payment is taken — we reply with a fixed quote for your property. By submitting you agree to be contacted about your request.

We use your details to prepare your quote, and to arrange and deliver your valuation. If you engage us, we also create and keep a long-term record of the property's documents and condition as at 30 June 2027, so that you, your accountant, or a valuer you appoint can use it when the property is eventually sold. We keep property information after your personal details are removed, to improve our valuation reference data. We do not sell your personal information. Your details are handled by our email provider, Brevo, which stores data in the EU. See our Privacy Policy.

We use your details to prepare your valuation and to contact you about it. If you engage us, we also create and keep a long-term record of the property's documents and condition as at 30 June 2027, so that you, your accountant, or a valuer you appoint can use it when the property is eventually sold; and we keep property information after your personal details are removed, to improve our valuation reference data. See our privacy policy; you can ask us to delete your details at any time.

After you order
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You receive a signed, ATO-acceptable valuation report stating the effective date, the property, the methodology and the comparable sales evidence behind the figure — audit-ready support for your CGT position. If the property is ultra-high-value or commercial, the work is delivered by an independent firm and quoted separately.

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Questions
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How do I order a CGT valuation?
Register your interest with the property address and how it is held; we confirm the right scope and a fixed price; then a qualified valuer prepares and signs the report as at your CGT date. No payment is taken when you register.
What details do I need to provide?
The property address, how it is owned (individual, trust or partnership), the CGT event and its date (for the reset, the end of 30 June 2027), and — for an on-site valuation — access details. The more complete the detail, the faster we can confirm scope.
How long does a CGT valuation take?
A desktop assessment is quicker because there is no inspection to schedule; an on-site valuation depends on arranging access. A valuation dated 1 July 2027 can only be finalised from that date, so signed reports for the reset are delivered from around July 2027.
Can a company or SMSF order a CGT valuation here?
Yes. SMSFs and companies keep their existing CGT settings for property acquired on or after 20 September 1985, so the discount and indexation changes do not reach them — but the 1 July 2027 reset applies to pre-CGT property whoever holds it, because that rule is written by asset type rather than by owner. SMSFs do have a separate annual valuation obligation — ask your accountant which service fits before ordering.
What do I receive at the end?
A signed, ATO-acceptable valuation report stating the effective date, the property, the methodology and comparable sales evidence — audit-ready support for your CGT position.
Is registering a commitment to pay?
No. Registering your interest costs nothing and is not a payment; you receive a fixed price for your property first, then decide whether to proceed.

General information only — not tax, financial or legal advice. A market value “as at” a date is provided by a qualified valuer; whether a valuation or the apportioning method suits your situation is a decision to confirm with your accountant.