Valuation services.
Evidence-led valuation reports across the engagement types where market value matters for Australian tax-purpose work.
CGT Valuation Reports
Independent market valuation reports for capital gains tax events — sales, transfers, deemed disposals, related-party transactions and share buybacks. Prepared with ATO market valuation expectations in mind. From $1,495 + GST.
Business Valuation for Restructures and Rollovers
Evidence-led valuation reports supporting restructure and rollover transactions under Subdivisions 122-A, 124-G and 328-G. For accountants, lawyers and business owners restructuring private group entities.
Related-Party Transfer Valuations
For family transfers, related-entity transactions and trust distributions where market value is required for tax purposes. Independent, senior-reviewed, evidence-led.
Retrospective Business Valuations
For amended assessments, historical CGT events, estate matters and prior-year transactions. Evidence-led valuations prepared with retrospective rigour.
Small Business CGT Concession Valuations
For the 15-year exemption, 50% active asset reduction, retirement exemption and rollover relief. Evidence-led valuations prepared with the increased ATO scrutiny of small business CGT concessions in mind.
Private Share and Unit Valuations
For shareholder transfers, unit redemptions, minority interest valuations and class structure matters. With appropriate discount and premium analysis.
Estate and Succession Valuations
For executor reporting, beneficiary distributions, probate filings and succession planning. Defensible valuations supporting accountant and lawyer files.
Division 7A Valuations
Independent valuations where a private company deals with its shareholders or their associates — asset transfers, distributable surplus and arm’s-length value. Evidence-led and senior-reviewed.
ATO Valuation Dispute Support
Independent valuations and second opinions to support an objection or review when the ATO disputes a market value. Senior-reviewed and built to be defended.