You may have received advice from your accountant or tax agent for you to attain a formal current or retrospective market valuation of an investment property for Capital Gains Tax (CGT) purposes, including in regard to recent tax reforms applying on 1 July 2027.

Our property valuation reports are Australian Taxation Office (ATO) compliant for CGT and other taxation purposes.

Each property valuer with SLR Valuations is a certified and registered property valuer with the Valuers Registration Board of Queensland.

Our Brisbane valuers and Gold Coast valuers have over 20 years valuation experience.

We are usually able to carry out valuation inspections on or close to dates required if these are able to be planned ahead.

When should a valuation be obtained? The calculation and payment of CGT (if applicable) is usually triggered by a CGT event, such as the sale or transfer of real property. However, during the period of ownership of a property (ownership period) there may be dates that determine how much CGT applies. These dates may include the date a property is rented out, or a federal government CGT reform, such as that applying on 1 July 2027.

Property valuers aren’t tax advisors, and it is important to clarify any valuation requirements for CGT purposes with your accountant or qualified tax advisor. It is often better to contact us with your enquiry or request for a quote for a property valuation for CGT purposes once your requirements have been clarified.

With regard to recent tax reforms applying on 1 July 2027, unless we have already undertaken a prior or recent valuation inspection of a property for a valuation we have already undertaken for a client (and which may be able to be used as a basis ), we will be carrying out valuation inspections for clients who require valuations due to the these tax reforms from 1 July 2027 and onwards.

For historical dates requiring retrospective valuations, we will need descriptions and records from you to help us establish the state of the property as at the historical date.  In some cases the property may have already been sold, or had significant changes carried out, in which case this information is crucial to the valuation assessment.

In addition to standard property valuations for CGT purposes, we also carry out partial or curtilage CGT valuations where a 2ha exemption may apply, generally for rural residential or rural properties.

Contact us with your CGT property valuation enquiry, to request a quote or book in a valuation inspection.