Fixed-fee valuations for Perth agencies, in a state where duty can reach rent rolls and client lists.
Get a fixed fee.
$1,495+ GST
Your report in 2 business days. Delivery time starts once payment and all required information have been received.
Unsure which report fits your situation? Try the 30-second quiz
- Your fee is set in writing before any work starts. It never depends on the value we reach.
- We value agencies, rent rolls and books. We do not broker or sell them.
- Your report is signed by a suitably qualified business valuer.
Small Business Valuation
$1,495 + GST
For an agency, rent roll or book with annual revenue of what is valued under $2 million. A written report, delivered in 2 business days. Delivery time starts once payment and all required information have been received. The fee is fixed in writing before we start and never tied to the value we reach.
Larger agency or book? Tell us in the form and we recommend the right package. All fees
Real estate agencies, rent rolls, brokerages, advice practices and service agencies across Western Australia, valued from your documents. From $1,495 + GST where the revenue of what is valued is under $2 million.
In short
Agency Valuations charges a fixed fee for a written valuation report, set by the annual revenue of what is valued. Under $2 million: $1,495 + GST, with the report in 2 business days. From $2 million to $3 million: $2,495 + GST, in 3 business days. From $3 million to $10 million: $3,495 + GST, in 3 business days. Over $10 million, we quote the fee in writing before work starts and agree the delivery date before commencement. An expert report for a dispute or court costs $4,495 + GST, whatever the size of the agency. Delivery time starts once payment and all required information have been received.
Agency Valuations prepares independent written valuations of Perth real estate agencies, rent rolls, insurance brokerages, mortgage broking books, financial advice practices and marketing, recruitment and travel agencies. The fee is fixed nationally: from $1,495 + GST where the annual revenue of what is valued is under $2 million, delivered in 2 business days, prepared from your documents with no site visit. Western Australia has an important duty feature. RevenueWA charges transfer duty on certain WA business assets, and its list expressly includes goodwill and things in the nature of rent rolls and client lists, so the value of an agency's client base can drive a duty assessment.
We value agencies, rent rolls and client books as businesses. We do not value land, premises or homes, and we do not appraise properties for sale or lease. Reports are prepared from your documents, so the fee is the same wherever you are.
State-specific considerations.
Real estate and business agents in Western Australia are licensed under the Real Estate and Business Agents Act 1978, with Consumer Protection in the Department of Local Government, Industry Regulation and Safety as the regulator. Agents must hold a licence and a triennial certificate, and the same licence covers managing property and negotiating contracts to buy or sell businesses for clients. Trust account audits run on the calendar year: the audit period is 1 January to 31 December, and section 70 requires the report within 3 months after the end of each calendar year, so it is due by 31 March. On duty, the RevenueWA business assets fact sheet says transfer duty is charged on transfers, or agreements to transfer, certain WA business assets, including goodwill, restraint of trade arrangements, business identities, business licences, intellectual property and things in the nature of rent rolls and client lists, but not trade debts. Dutiable value is the greater of the consideration and the unencumbered value.
What actually differs in WA.
In Western Australia, a rent roll is named as a dutiable business asset.
RevenueWA's business assets fact sheet lists, among dutiable WA business assets, things that a business has that are in the nature of rent rolls and client lists, alongside goodwill, restraint of trade arrangements, business identities and business licences. Duty is assessed on the greater of the consideration for the asset and its unencumbered value. A Perth rent roll sale is therefore a duty event as well as a commercial one, and a price agreed between related parties, or one that bundles everything into a single number, invites questions. The report values the roll, the goodwill and the plant separately, explains the method and evidence for each, and gives your lawyer figures that can be defended. We do not advise on duty.
Client lists of brokerages and advice practices are caught as well.
The same fact sheet does not limit client lists to real estate. An insurance brokerage, a mortgage broking book or a financial advice practice sold in Western Australia is transferring a client base, and the duty position on that transfer is a question to settle before the contract is signed. Licensing for those businesses is national through ASIC, so the WA difference is duty, not regulation. The report values the book on its recurring income, client spread and the relationships behind it, and shows the client base as a separate component where the deal structure calls for it.
WA trust account audits run on the calendar year.
Consumer Protection says real estate and business agents must have their trust accounts audited for the full period 1 January to 31 December, with the report due by 31 March of the following year, and that an agent who held no money for anyone during the period may lodge a statutory declaration instead. That timing is out of step with the financial year accounts most agencies prepare, so we ask for the two most recent audit reports alongside financial year statements, and the report notes which period each piece of evidence covers.
Business agents are licensed under the same Act.
In Western Australia, negotiating contracts to buy or sell businesses for clients is licensed work under the Real Estate and Business Agents Act 1978, and agents need a licence and a triennial certificate to do it. Agency Valuations does not broker, list or sell agencies, rent rolls or books. We value them, independently of whoever is handling the sale, which is why a buyer, a seller and their advisers can all read the same report.
Agencies we commonly value in Perth.
- ·Residential real estate agencies
- ·Rent rolls and property management businesses
- ·Commercial rent rolls
- ·Insurance brokerages
- ·Mortgage broking books
- ·Financial advice practices
- ·Recruitment agencies
- ·Customs brokers and freight forwarders
Perth questions we get asked.
How much does an agency valuation cost in Perth?
Perth pays the same fixed fees as the rest of Australia, with no travel loading. The fee is set by the annual revenue of what is valued: $1,495 + GST under $2 million (2 business days), $2,495 + GST from $2 million to $3 million (3 business days) and $3,495 + GST from $3 million to $10 million (3 business days). Above $10 million the fee is quoted in writing before work starts. A rent roll on its own is banded by its annual management income. Delivery time starts once payment and all required information have been received.
Is duty payable when a Perth rent roll is sold?
It can be. RevenueWA's business assets fact sheet lists things in the nature of rent rolls and client lists among the WA business assets on which transfer duty is charged, together with goodwill and business licences, and assesses duty on the greater of the consideration and the unencumbered value. Your lawyer or RevenueWA confirms the position for your transaction. We value the roll and do not advise on duty.
Does selling an insurance or mortgage book in WA raise the same duty question?
It can. The fact sheet refers to client lists generally, not just to property, so a brokerage or broking book with a WA connection should have the duty question settled before signing. The report values the client base on its own so that question can be answered from a clear figure.
Which documents should a Perth real estate agency send?
Three years of financial statements and current management accounts, the two most recent calendar year trust account audit reports, a rent roll export listing each property with its owner, management fee and start date, a sample of signed management agreements, licence and triennial certificate details, and a staff list. If premises sit in the same entity, include the title details.
Do you help sell the agency or find a buyer?
No. We do not broker, list or sell agencies, rent rolls or books, and we take no part in negotiating a sale. The fee is fixed before work starts and does not depend on the value or on whether a deal proceeds, so the report is an independent written valuation you can rely on.
Do you need to visit our Perth office?
No. Reports are prepared remotely from documents and a call with the principal. Where something material cannot be confirmed from the records provided, the report states it as a limitation.
- ·Duties fact sheet: business assets, RevenueWA, Government of Western Australia
- ·Real Estate and Business Agent audit requirements, Consumer Protection, Government of Western Australia
- ·Real estate and business agents: scope of work, Department of Local Government, Industry Regulation and Safety
- ·Do you need an AFS licence?, ASIC
- ·Do you need a credit licence?, ASIC
Talk to a valuer
Tell us what you need valued.
A short call confirms the package, the fixed fee and the delivery date for your agency, rent roll or book, before you commit to anything.
0433 475 518Mon to Fri, 9am to 5:30pm Melbourne time
Send the form and we reply with the package and fixed fee. No documents needed to start.
Small Business Valuation
$1,495 + GST
For an agency, rent roll or book with annual revenue of what is valued under $2 million. A written report, delivered in 2 business days. Delivery time starts once payment and all required information have been received. The fee is fixed in writing before we start and never tied to the value we reach.
Larger agency or book? Tell us in the form and we recommend the right package. All fees
From $1,495 + GST. One fixed fee, agreed in writing before any work starts.