AUSTRALIAN 1 JULY 2027 CGT REFORM · INDICATIVE VALUE ESTIMATOR

Stocks Are Valued Automatically.
Your Property & Business Aren’t.

When Australia’s 50% CGT discount is reformed on 1 July 2027, existing assets can have their historical gains measured against their 30 June 2027 market value. If you hold ASX shares or ETFs, your closing price is recorded automatically. If you hold real estate, a private business, or unlisted CGT assets, there is no automatic ticker price.

Use our free, multi-method Valuation Estimator to model an indicative 30 June 2027 market value and generate a transparent mathematical workpaper you can take to your accountant or qualified valuation professional for formal confirmation.

Multi-Method Mathematical Triangulation Property, Private Businesses & Specialist Assets Exportable 8-Step Workpaper for Your Accountant Indicative Estimate · Confirm with a Qualified Professional
WHY YOU NEED TO ESTIMATE YOUR 30 JUNE 2027 POSITION

What Happens When You Sell After 1 July 2027?

Understanding what your unlisted assets are worth on 30 June 2027 is essential for comparing the 50% CGT discount against the new indexation regime.

QUOTED / EXCHANGE-TRADED ASSETS

Listed Shares, ETFs & Public Crypto

Market Value Is Known Automatically

  • Public Closing Price: ASX, NYSE, and major exchange closing prices on 30 June 2027 are published automatically to the cent.
  • Instant Cost-Base Reference: Your standard broker or CHESS holding statement provides the exact 30 June 2027 market value.
  • What You Need: Run your numbers directly in our Australian CGT Tax Calculator.
UNQUOTED / ILLIQUID CGT ASSETS

Property, Private Businesses & Unlisted Assets

No Automatic Price — Requires Valuation Modelling

  • No Public Ticker: Investment properties, commercial real estate, private Pty Ltd shares, family trust businesses, and IP have no automatic closing price on 30 June 2027.
  • Compare Transition Choices: Without knowing your asset’s approximate 30 June 2027 value, you cannot tell whether Linear Time Apportionment or a 30 June 2027 Market Valuation Reset leaves you better off.
  • Prepare for Professional Confirmation: Our estimator builds the full multi-method mathematical workpaper so you can brief a qualified valuer or tax adviser with confidence.
EVERY UNQUOTED CGT ASSET COVERED

Select an Asset Class to Estimate Its 30 June 2027 Value

Each estimator applies recognised valuation methodologies to produce a transparent, indicative valuation range and step-by-step mathematical workpaper.

REAL ESTATE & LAND (API / IVS METHODOLOGY)

Residential, Commercial & SMSF Property

Investment houses, apartments, commercial warehouses, retail strata, medical suites, rural acreage, and SMSF property holdings.

  • Method 1: Comparable Suburb Sales & Adjusted $/sqm
  • Method 2: Net Rental Income Capitalisation (Yield)
  • Method 3: Summation (Land Value + Depreciated Build)
  • Method 4: Statutory Council UCV Land Floor
Estimate Property Value →
INTANGIBLES & RIGHTS (IVS 210 METHODOLOGY)

Rent Rolls, IP & Specialist CGT Assets

Real estate and accounting rent rolls, software & patents, agricultural water entitlements, unlisted unit trusts, SAFEs, and high-value collectibles.

  • Method 1: Recurring Revenue / Royalty Book Multiple
  • Method 2: 5-Year Multi-Period Excess Earnings DCF
  • Method 3: Capitalised Net Annual Surplus
  • Method 4: Replacement / Recreation Cost Floor
Estimate Specialist Asset →
TRANSPARENT INDICATIVE MODELLING

How the Valuation Estimator Works

Model your indicative position in minutes, test how it affects your future CGT liability, and export the workpaper for review by a qualified professional.

1

Enter Your Asset Metrics

Choose Property, Business, or Specialist Asset and enter your key financial or property figures. Every field includes an interactive ? tooltip explaining the exact valuation concept in plain English.

2

Review the 4-Method Workpaper

Our engine triangulates an indicative 30 June 2027 market value across four industry-standard methodologies, complete with a 5-year DCF schedule and an 8-step mathematical derivation.

3

Confirm with a Qualified Professional

Send the indicative estimate to the CGT Tax Calculator to see your potential tax savings, then print the PDF workpaper so a qualified professional valuer or registered tax adviser can formally confirm your valuation.

IMPORTANT REGULATORY & VALUATION NOTICE

Indicative Estimate Only — Must Be Confirmed by a Qualified Professional

The figures generated by ValuShield AU are indicative mathematical estimates only, designed to help business owners, property investors, and trustees understand how recognised valuation methodologies (APES 225, API, and IVS) apply to their assets ahead of the proposed 1 July 2027 CGT reforms.

An automated or self-prepared estimate does not constitute a formal valuation report, financial advice, or tax advice. Before relying on any 30 June 2027 market value for an Australian Taxation Office (ATO) tax return, cost-base election, or legal proceeding, your valuation must be independently reviewed, confirmed, and signed off by a suitably qualified professional (such as an Australian Property Institute Certified Practising Valuer for real estate or a CA ANZ Business Valuation Specialist for private entities).