Independent valuations for Sydney agencies, rent rolls and client books, at a fixed fee.
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 and strata agencies, brokerages and service agencies across New South Wales, 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 values Sydney real estate agencies, rent rolls, strata management businesses, buyers agencies, insurance brokerages, mortgage broking books and marketing, recruitment and travel agencies. Every report is an independent written valuation at a fixed national fee: from $1,495 + GST where the annual revenue of what is valued is under $2 million, delivered in 2 business days. Work is done from your documents and a call, with no site visit. New South Wales rules that shape value, including the licensee in charge, trust account audits, strata licensing, short-term rental rules and the fact that goodwill is not subject to transfer duty, are addressed in the report where relevant.
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.
Property agents in New South Wales are licensed under the Property and Stock Agents Act 2002, with NSW Fair Trading as the regulator. A real estate agent licence is needed to sell, lease and manage real estate for clients, and it comes in two classes: a licensee in charge must hold class 1, and a corporation running an agency must employ a class 1 licence holder in that role. The licensee in charge authorises trust account withdrawals, and trust accounts must be audited for the year ending 30 June, with the audit submitted by 30 September. Strata managing agents have their own licence with the same two class structure. On duty, Revenue NSW says no transfer duty is payable on goodwill, intellectual property or statutory licences when a business is bought, but duty is payable where the sale includes land or an interest in land, such as a lease.
What actually differs in NSW.
In New South Wales, the licensee in charge is a value question as well as a compliance one.
NSW Fair Trading says a corporation carrying on an agency business needs a corporation licence and must employ a class 1 licence holder as licensee in charge. That person, and no one else, authorises withdrawals from the trust account, and the authority cannot be delegated. When the licensee in charge is also the vendor, the buyer has to put a qualified replacement in place on day one, and the landlords on the roll may be loyal to the person rather than the brand. The report looks at who holds the role, who could step into it, and how much of the management income depends on one individual.
Trust account audits run to 30 June and are due by 30 September.
Licensees under the Property and Stock Agents Act 2002 must hold client money in a trust account, and licensees, former licensees and personal representatives who held trust money during the year to 30 June must have the account audited and submitted by 30 September. Client money is never part of an agency's value. The audit history is still one of the clearest pieces of evidence about how a rent roll has been run, so we ask for the last two reports and any matters raised, and the report treats an unresolved finding as a risk to the earnings being valued.
Strata management businesses carry their own licence classes.
A class 2 strata managing agent licence covers management services for strata and community schemes, but class 2 holders cannot open or manage a trust account or act as licensee in charge. A class 1 licence adds those functions, and a class 2 licence must be held for two years before a class 1 licence can be applied for. A Sydney strata business is valued on its portfolio of scheme agreements and on the licensed people who service them. Agreement terms, renewal history and the depth of the class 1 bench all feed into the risk the report applies.
Short-term rental rules cap what a Sydney holiday letting roll can earn.
The NSW short-term rental accommodation code of conduct is mandatory, and a letting agent must not advertise or offer premises unless the host and premises are on the premises register, with the registration number shown alongside the listing. NSW planning rules also cap non-hosted short-term rental accommodation in Greater Sydney at 180 days a year under the exempt development pathway, and the Government is reviewing the framework. A holiday letting rent roll is valued on the income it can earn under the rules in force at the valuation date, not on a calendar of nights the rules would not allow.
Agencies we commonly value in Sydney.
- ·Residential real estate agencies
- ·Rent rolls and property management businesses
- ·Strata management businesses
- ·Buyers agencies
- ·Insurance brokerages and underwriting agencies
- ·Mortgage broking books and financial advice practices
- ·Marketing, digital and creative agencies
- ·Recruitment agencies
Sydney questions we get asked.
How much does an agency valuation cost in Sydney?
Sydney pays the same fixed fees as the rest of Australia, with no travel loading. The fee depends on the annual revenue of what is valued: $1,495 + GST under $2 million, $2,495 + GST from $2 million to $3 million and $3,495 + GST from $3 million to $10 million, with delivery in 2, 3 and 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 stamp duty payable when a Sydney agency or rent roll is sold?
Revenue NSW says you do not pay transfer duty on goodwill, intellectual property or statutory licences when you buy a business, but duty is payable when the sale includes land or an interest in land, such as a lease. Whether anything in your deal is dutiable is a question for your lawyer or Revenue NSW. The report values goodwill, plant and any premises separately so they have clean figures to work from. We do not advise on duty.
Our licensee in charge is the vendor. Does that change the valuation?
It can. A corporation running a NSW agency must employ a class 1 licence holder as licensee in charge, and that person alone authorises trust account withdrawals. If the vendor holds the role and is leaving, the buyer needs a replacement in place at settlement, and landlords who deal with the vendor personally may follow them. The report assesses how much of the income depends on that one person and reflects it in the risk applied.
What documents should a Sydney real estate agency send?
Three years of financial statements and current management accounts, the last two trust account audit reports, a rent roll export listing each property with its owner, management fee and start date, a sample of signed agency agreements, the corporation licence and licensee in charge details, and a staff list with licence or certificate class. For a strata business, add the list of schemes managed with each agreement's term and fee.
Do you need to visit our Sydney office?
No. Valuations are prepared remotely from documents and a call with the principal. Recurring income, agreements, people and client spread are read from records. Where something material cannot be confirmed from what is provided, the report states it as a limitation.
Do NSW rules matter for an insurance brokerage or mortgage book in Sydney?
Not in the way they do for property agencies. ASIC says financial services businesses generally need to be authorised under an Australian financial services licence, and credit activities generally need an Australian credit licence or authorisation from a credit licensee. Those are national, so a Sydney brokerage is valued on the same footing as one elsewhere. Its value turns on client spread, insurer or lender relationships and who holds them.
- ·Real estate agent licence, NSW Government (NSW Fair Trading)
- ·Corporation licence for property agencies, NSW Government (NSW Fair Trading)
- ·Real estate trust accounts and audit requirements, NSW Government (NSW Fair Trading)
- ·Strata managing agent licence, NSW Government (NSW Fair Trading)
- ·Buying a business: transfer duty, Revenue NSW
- ·Code of conduct for the short-term rental accommodation industry, NSW Government (NSW Fair Trading)
- ·Short-term rental accommodation, NSW Department of Planning
- ·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.