0+
Years of experience
Valuation Service
Retrospective Valuations
Establish a property's market value as at a specified date in the past.
0+
Professionals
0%
National coverage
0k+
Valuations each year
A retrospective valuation sets a property's market value as at a past date, rather than today. You may need one for capital gains tax, a deceased estate, a family law settlement, a legal dispute, or SMSF reporting, anywhere the value on a specific past date matters. Your accountant or lawyer can confirm which date applies to your situation.
How it works
A valuer preparing a retrospective valuation can't simply inspect the property as it stands today and apply today's market. We reconstruct market conditions and comparable sales evidence as at the historical date, and account for any changes to the property since then, renovations, extensions, or deterioration, that shouldn't be reflected in the historical figure.
Reports for legal and tax use
A retrospective report sets out the valuation date, available historical evidence and assumptions. If it will be used for tax, litigation or another formal purpose, confirm the report scope and acceptance requirements with your adviser or the receiving authority before instruction.
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
A retrospective valuation sets a property's market value as at a past date. You may need one for capital gains tax, a deceased estate, a family law settlement, a legal dispute, or SMSF reporting, where the value on a specific past date matters. Your accountant or lawyer can confirm which date applies.
