Situations
Which date is your valuation for?
Capital gains tax uses market value at a set date, and the date depends on what happened. Find your situation to see the date, what the value is used for, and the fee.
01Home became a rentalValuing your home when it becomes a rentalThe day it was first used to produce income02Inherited propertyDate of death valuation for inherited propertyThe date of death
03Family transferValuation for a gift or sale to familyThe contract date, or the transfer date for a gift
04Past datesValuing property at a past dateAny past date your accountant gives you05Bought before 1985Valuing property bought before 20 September 1985Just before 1 July 202706Self-managed superProperty valuations for self-managed super fundsEach 30 June, or the date the fund bought it07Deceased estatesProperty valuations for executors of a deceased estateThe date of death08Company or trust transferValuation for a transfer to or from your company or trustThe time of the transfer, which your accountant confirms09Part of a homeValuing your home when part of it earns incomeThe day part of it was first used to produce income2027Register freeProperty you will own on 30 June 2027The new CGT rules split a gain at 30 June 2027. Register free now; the valuation is prepared after the day.We value property. We do not give tax advice. Your accountant decides which rules apply.