Property Valuations for Accountants, Tax Agents & SMSF Firms

Accountants usually do not need one isolated valuation. They need a repeatable workflow for many client files: CGT evidence, SMSF annual valuation support, estate records, transfers, land tax and record review — with every report prepared to an audit-ready standard by an independent qualified valuer.

Why a firm would use us rather than handle it in-house

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Because a valuation is optional, and knowing when it wins is the billable part. Your client can take the Treasurer’s free apportioning method instead of paying for a valuation. That formula assumes the property grew at one steady rate across the entire ownership period. Where it wins, tell your client to take it — we would rather you did. Where it loses is specific and identifiable: property with capital improvements made before 2027, strong recent growth, an unusual property, or a long hold with an uneven growth curve. Sorting a client book into those two piles is advisory work that needs no valuer and no valuation, and it is work only you can do.

Because 30 June 2027 is one date for the entire country. Every affected property in Australia resets on the same day, and the number of registered valuers does not change to meet it. Retrospective valuations can be prepared after the date, but the evidence of what a property was actually like on it cannot be reconstructed later. Firms that segment their book early are making an ordinary request; firms that start in mid-2027 are competing with everyone else for the same capacity.

Because it keeps you out of the valuation. You advise on tax. A registered valuer signs the figure and carries the professional opinion. Nothing in this pathway asks you to form a view on market value, and nothing puts your name on one.

Because SMSF is annual, not one-off. Reg 8.02B requires market value in the fund’s accounts every year. That is a recurring cadence you can run one batch at a time, for the whole book, on the same date each year — see the SMSF section below.

Because the file has to survive being tested. A CGT figure may be examined years after it was formed, by which time the property has changed and the market has moved. What matters then is not the number but the evidence behind it and the date it was fixed.

What the accountant workflow supports

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• Client-book segmentation before tax season.
• Property details collected once and tracked consistently.
• CSV or Excel batch preparation for repeat work.
• Valuer independence controls preserved on every file.
• Status tracking for submitted, in review, delivered and billing stages.
• Partner pricing details available after registration.

Two ways to run it, and you can change your mind

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You run it, with our tools. You get the CSV and Excel templates with the accepted values built in as dropdowns, so a file cannot be filled in wrongly. One row per property, one upload for the whole book, and the response tells you exactly which rows were accepted, which were duplicates, and which could not be captured — listed individually, so nothing goes missing quietly. Your own file reference comes back on every row, so it reconciles against your practice management system without re-keying.

Or we run it for you. Send us the property list in whatever shape it already exists — your client list, a rent roll export, a spreadsheet a partner keeps — and we prepare the batch, resolve the addresses, flag what looks wrong, and come back with the file to approve before anything is submitted. Firms take this option when the book is large, when the data is messy, or simply when nobody has the afternoon. The valuation itself is unaffected either way: an independent registered valuer forms and signs it.

SMSF annual valuations at scale

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SMSF trustees must support fund property values for the annual return and audit (SIS Regulation 8.02B), and auditors typically expect fresh external evidence periodically. The partner workflow handles this on an annual cadence: one batch per fund year, each report returned audit-ready for the fund file. SMSF accountants and administrators can prepare the whole book in one CSV instead of chasing valuations fund by fund.

Why register now

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The new financial year is when client books get segmented. Firms that register now have templates, pricing tier and portal access in place before SMSF annual valuations and CGT evidence requests stack up.

Best fit

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This pathway is designed for:

• tax return accountants;
• registered tax agents;
• accountancy firms;
• SMSF accountants and administrators;
• firms preparing clients for CGT reform education.

Common questions

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Next step

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Register your firm

Registration brings partner pricing details after a short review. You can also review how bulk upload works.