Free tools for agency owners and their advisers.
8 free tools: see what a valuation of your agency, rent roll or book will cost, which package suits it, whether a sale or transfer is a CGT event, and whether the small business CGT concessions might apply. Educational only: confirm with your accountant before acting.
Important: These tools are educational only and are not tax, legal or financial advice. Agency Valuations is not a registered tax agent and does not provide tax advice. For tax matters, consult your accountant or a registered tax adviser. For an independent valuation of your agency, rent roll or book, we are happy to help.
Instant Fee Quote
What will my agency valuation cost?
Tell us what is being valued, its annual revenue and why you need the report, and see the package, the fixed fee and the delivery time. The fee is confirmed in writing before any work starts.
Valuation Need Check
Which package suits my agency?
Four questions about what is being valued, its revenue, the purpose and the valuation date. You get the package, the fee and any published add-ons that apply.
CGT Event Identifier
Is selling or transferring my agency a CGT event?
Walk through your transaction and see whether it is likely to trigger a CGT event under Australian tax law. Educational only: confirm with your accountant.
Indicative Capital Gain Calculator
What might my capital gain look like?
An educational calculator that shows an indicative capital gain and whether the 50% CGT discount may apply. It does not calculate tax payable.
Small Business CGT Concession Pre-Check
Might I be eligible for the small business CGT concessions?
Walks through the basic conditions for the small business CGT concessions and indicates likely eligibility. Confirm with your tax adviser.
Market Value Substitution Indicator
Does market value substitution apply to my transfer?
For related-party, non-arm's length and gift transfers of an agency, a rent roll or shares: see whether the market value substitution rule is likely to apply.
Cost Base Component Checker
What goes into my cost base?
Walk through what may be included in the CGT cost base of an agency, a rent roll or shares: acquisition cost, incidental costs, capital expenditure and holding costs. Educational only.
Retrospective Valuation Date Checker
Can my agency be valued at a past date?
See whether a past valuation date can be supported by a retrospective valuation, what evidence will be needed and what it adds to the fee.
Each tool walks you through a structured set of questions and returns an educational output: a diagnostic, an indicator, or an indicative range. None of the tools output a specific tax-payable figure. None of them constitute advice. Every tool ends with a recommendation to consult your accountant or tax adviser before acting, and a path to discuss the valuation aspect with us if relevant.
We built these tools because the line between “needing a market valuation” and “not needing one” is often unclear to agency owners, and because the evidence a CGT event or a partner change calls for is not well understood. The tools help you get your bearings. The work, when you need it, happens in the engagement.
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