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Capital Gains Tax Valuations: What Property Investors Need to Know

Written by Jacinta McDonald | Sep 2, 2026, 5:36:42 AM

Upcoming Tax Changes Could Make Property Valuations More Important

The Federal Government has announced changes to the way capital gains tax (CGT) is calculated for investment properties, with new rules scheduled to take effect from 1 July 2027. These changes may affect how future capital gains are assessed for many Australian property investors.

For investors who own property before the transition date and sell after 1 July 2027, establishing an accurate market value at that point in time may become an important part of future CGT calculations.
 

What Is a CGT Valuation?

A Capital Gains Tax (CGT) valuation is an independent assessment of your property's market value as at a specific date.

Unlike a standard market appraisal, a professional valuation provides formal documentation that can be used to support tax calculations and may assist if evidence is required in the future.

Why Consider a CGT Valuation?

Depending on your circumstances, a CGT valuation may help:

  • Establish the market value of an investment property at a specific date.
  • Support future capital gains tax calculations.
  • Provide evidence for your accountant or tax adviser.
  • Assist with property transfers, estate matters and changes in property use.
  • Create stronger records ahead of the proposed 2027 tax changes. 

While every investor's situation is different, obtaining the right information now can help avoid uncertainty later.

 

Need More Information?

Every investor's circumstances are unique. If you have questions about the proposed tax changes or would like to explore whether a Capital Gains Tax valuation may be appropriate for your property, our team can connect you with trusted valuation specialists who can provide professional advice and assistance.

 

 Disclaimer

This information is general in nature and should not be considered financial or tax advice. We recommend speaking with your accountant, financial adviser or tax professional regarding your individual circumstances before making any investment or taxation decisions.