CGT Valuations for Accountants & Advisers
How a defensible, independent property valuation supports the advice you're already giving your clients.
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CGT Valuations for Accountants & Advisers
How a defensible, independent property valuation supports the advice you're already giving your clients.
Download PDF — CGT Valuations for Accountants & Advisers (opens in a new tab)Why clients come to you first
When a client faces a CGT event involving property, you're usually the first call — long before they think about a valuer. That puts you in the best position to flag early whether an independent valuation is likely to be needed, and for which date.
How a valuation supports your advice
A defensible, independently prepared valuation gives your advice a stronger evidentiary foundation than an estimate, an agent's appraisal, or a client's own guess at what their property might be worth. It also protects your client — and by extension your advice — if the position is ever reviewed.
Where valuations come up most often in client conversations
- •A client mentions they've started renting out a former home
- •An estate matter crosses your desk, as executor or as beneficiary adviser
- •A client is considering transferring property to a family trust, an adult child, or their SMSF
- •A client asks about a property they inherited years ago and are only now selling
- •A portfolio client needs several properties reviewed at once as part of a restructure
Referring vs. ordering
- •Refer a client — send them a simple link to search their property and choose a valuation option themselves
- •Order on their behalf — book the valuation directly, with the report delivered to you and your client together
Both paths keep you informed of progress and give you a copy of the finished report.
What this means for your professional risk
An independently prepared, evidence-based valuation doesn't just support the client's tax position — it supports yours. If a client's CGT treatment is ever reviewed, being able to point to a defensible, third-party valuation, rather than a client's own estimate or an agent's appraisal you passed along, is a meaningfully stronger position for the advice you gave.
Partnering with HTW
Advisers can register for a dedicated, no-cost adviser account — giving access to national coverage, a direct line to a valuation specialist, and client-ready resources you can share without having to write your own CGT valuation content.
Guide disclaimer: This does not replace your own professional judgement or your firm's compliance requirements. Advisers remain responsible for the advice they give their own clients.
FAQs
Refer a client — send them a simple link to search their property and choose a valuation option themselves — or order directly and stay in the loop. See the Referring vs. ordering section above, or speak to a valuation specialist to set up an ongoing referral arrangement.
