It is one of the most common mistakes Australian property owners make. They receive a written market appraisal from their real estate agent, assume it counts as a proper valuation for tax purposes, and find out later that the ATO…
Managing a deceased estate is rarely straightforward, and property is usually the most complex part of it. Whether you are the executor of a will or a beneficiary who has inherited real estate, at some point you will need an…
Self-managed super fund (SMSF) holds property, getting the valuation right is not optional. The ATO is specific about what it expects, and an SMSF audit is not the time to discover your valuation does not meet the standard. This guide…
Your accountant mentions you need a retrospective valuation and suddenly you have more questions than answers. What exactly is it? How far back can it go? And does the ATO actually accept one? These are the questions most property owners…
Why an Accurate CGT Valuation Is the Difference Between Paying Fair Tax and Paying Too Much When you sell, gift, or convert an investment property in NSW, the Australian Taxation Office (ATO) expects a clear, evidence-based answer to one question:…
Selling an investment property in NSW means one thing: capital gains tax. The difference between paying what you owe and overpaying by thousands comes down to one document. An accurate, ATO compliant capital gains tax valuation NSW report from a…
A Capital Gains Tax Valuation is a formal property valuation prepared to determine the market value of real estate for Capital Gains Tax (CGT) purposes. This type of valuation is often required when calculating tax payable following the sale, transfer…
