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Years of experience
Valuation Service
Capital Gains Tax (CGT) Valuations
Establish a property's market value as at a relevant date to support CGT calculations and records.
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Professionals
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National coverage
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Valuations each year
A property valuation establishes market value at an agreed date, giving your accountant evidence to consider for capital gains tax records. Your adviser should confirm which date, report scope and tax treatment apply to your situation.
Why HTW
Herron Todd White is Australia's largest and most trusted independent provider of property valuations. A specialist can help scope a report for the relevant property, date and intended use, including the evidence your adviser needs.
Why the valuation date matters
Property values do not always move in a straight line. The relevant valuation date depends on your circumstances and the applicable tax rules; ask your tax adviser to confirm the date and whether a valuation is useful before ordering.
What we cover
1 July 2027 valuations
If your adviser identifies 1 July 2027 as a relevant valuation date for your property, contact a specialist to discuss the report scope. Confirm any proposed transition treatment against current legislation with your tax adviser.
Change of use valuations
A change in how a property is used can make a market value at a particular date relevant to CGT records. Your tax adviser should confirm which date and value, if any, apply before a report is scoped.
Retrospective valuations
A retrospective valuation sets a property's market value as at a past date, a purchase date, an inheritance date, or when it first became an investment. We use historical sales and market evidence from around that date, giving you a documented value for the date that matters, even years after the event. See our dedicated Retrospective Valuations page.
Deceased estates
An inherited property's value at the date of death may be relevant to an estate or CGT records, depending on the circumstances. We can assess a historical market value using evidence from the relevant period; your adviser should confirm the date and intended use.
Two ways to establish value
| Valuation method | What it provides |
|---|---|
| Desktop Value Assessment | An assessment and report by a qualified valuer using available property information without a physical inspection. Ask your adviser or the intended recipient whether this scope meets their requirements. |
| Full Inspection Valuation | The most comprehensive report is prepared by a qualified valuer and provides an assessment informed by a physical inspection of the property and relevant market evidence. Confirm the report's scope and intended use with your valuer and adviser to ensure it meets your specific requirements. |
Confirm the applicable tax rules
Tax rules and any proposed changes should be confirmed with your tax adviser using current official guidance. A property valuation provides market value evidence for an agreed date; it does not decide tax eligibility, calculate a cost base or determine which calculation method applies.
Related reading
Explore the related CGT guides below for general information, and confirm your own position with a qualified adviser.
Important: This is general information, not tax or legal advice. Your adviser and the report recipient should confirm the appropriate valuation date, product scope and evidence requirements. Check any proposed 2027 CGT changes against current official guidance before relying on them.
Good to know
Frequently asked questions
It may be relevant if your adviser confirms that date and the applicable tax treatment for your asset. A valuation documents market value; it does not calculate tax. Confirm proposed CGT changes against current official guidance.
