Capital Gains Tax (CGT) Property Valuation

What Is Capital Gains Tax (CGT) Property Valuation?

Capital gains tax (CGT) property valuation is a specialist appraisal service that determines the precise market value of your property for CGT purposes, as required by the Australian Taxation Office (ATO). When selling, transferring, or changing the use of a property, a compliant CGT valuation ensures you only pay tax on your true capital gain—not a cent more.

Why Investors Need a Certified CGT Valuation

• ATO Compliance: The ATO mandates objective, evidence-based market valuations for CGT events, especially for investment and inherited properties.

• Tax Minimisation: An accurate cost base (including renovations and allowable expenses) can significantly reduce your taxable gain.

• Audit Protection: A certified valuation provides defensible documentation in case of review or audit by the ATO.

• Legal Certainty: Independent reports are robust against disputes between buyers, sellers, or family members.

When Is a CGT Valuation Required?

You may need a certified property valuation for CGT when:

• Selling, inheriting, or transferring an investment property.

• Changing the property’s use (e.g., from personal residence to rental/investment).

• Lacking a clear purchase record or missing documentation.

• Related-party transactions (selling or gifting property to family).

• Claiming a different value to what was paid (e.g., market changes, renovations).

Learn More: How to Order a CGT Valuation for Your Investment Property

The CGT Valuation Process—Step by Step

1. Initial Consultation: Discuss your property and CGT scenario with our certified valuers.

2. Detailed Analysis: Collection of historical sales, records, and relevant improvements.

3. Evidence-Based Valuation: Direct comparison, capitalisation of income, and retrospective valuation methods per ATO standards.

4. Comprehensive Reporting: Receive a full, ATO-compliant CGT valuation report with supporting evidence and easy-to-understand explanations.

5. Client Support: We assist with questions or further evidence if the ATO, your accountant, or legal representative requires clarification.

Local Expertise: CGT Valuations in Sydney, Melbourne & Beyond

Our API-accredited valuers deliver CGT property valuations in:

• All of Metropolitan Sydney (Parramatta, Inner West, North Shore, Eastern Suburbs, Western Sydney)

• All of Greater Melbourne (Carlton, Dandenong, Bayside, Footscray, Geelong, and regional Victoria)

• Regional hubs in NSW & Victoria (Newcastle, Wollongong, Ballarat, Bendigo, Geelong, Mornington Peninsula)

• Remote/retrospective cases Australia-wide via external valuation

Common FAQs About Capital Gains Tax Property Valuation

• What is included in the 'cost base' for CGT?
  All acquisition costs (purchase price, stamp duty, legal, renovations).

• Can I use a real estate agent’s appraisal?
  Only certified, evidence-based valuations from a qualified valuer stand up to ATO scrutiny.

• How long does a CGT property valuation take?
  Most reports delivered within 3-7 business days.

• What if I’ve lost my purchase records?
  A retrospective valuation can reconstruct your cost base at the relevant date.

Get a Quote: Fast, Reliable, Certified CGT Valuations

Contact us today for an obligation-free discussion and quote for your CGT property valuation in Melbourne, Sydney, or across NSW/VIC.