What are clients, and their accountants going to need?

We're already seeing the pattern in our enquiry pipeline. Clients and their advisers are prioritising:

  • Baseline valuations at key transition dates, particularly enquiries regarding locking in a valuation for 1 July 2027
  • Retrospective valuations to establish or confirm historic cost bases
  • Valuations to support trust restructures or asset transfers considered under the new rules
  • Independent, professionally prepared reports that will hold up to ATO scrutiny