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Australian Tax Valuations

Australian Tax Valuations

When it comes to tax-related valuations, accuracy, defensibility, and timing are everything. At Groves Valuations & Forensics, we assist accounting professionals, business owners, and legal advisors with reliable valuations tailored to meet the specific requirements of the Australian Taxation Office (ATO) and other relevant authorities.

 

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Capital Gains Tax (CGT) Related Party Transactions Restructures & Small Business CGT Concessions Tax Consolidation & De-Grouping Stamp Duty ATO Valuation Reviews and Objections
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Capital Gains Tax (CGT) Related Party Transactions CGT Concessions Tax Consolidation & De-Grouping Stamp Duty ATO Valuation Reviews

Capital Gains Tax (CGT)

Valuations & Capital Gains Tax

Capital Gains Tax events often trigger the need for an accurate market valuation. Whether you're disposing of an asset, restructuring a business, or dealing with deceased estates, we provide CGT valuations that meet ATO standards and stand up to scrutiny. Our reports are clear, and defensible—giving you and your clients peace of mind.

Request a CGT Valuation
Capital Gains Tax Valuations

Related Party Transactions

Valuations, Tax & Related Party Transactions

Transactions between related parties can be subject to close examination by the ATO and other authorities. We deliver independent, arm’s-length market valuations to help ensure compliance. Whether you're transferring assets within a family, trusts, or corporate groups, our reports are built to withstand regulatory review.

Get an Independent Valuation
Related Party Valuations

CGT Concessions

Restructures & Small Business CGT Concessions

Accessing CGT small business concessions requires meeting strict valuation thresholds and eligibility criteria. We help clients and their advisers navigate the valuation aspects of these concessions with confidence.

Check Your Eligibility
CGT Concessions

Tax Consolidation & De-Grouping

Tax Consolidation & De-Grouping

Tax consolidation and de-grouping events can create complex valuation requirements for entities and assets. We provide valuations for entry allocable cost amounts (ACAs), exit calculations, and other relevant purposes. Our technical understanding ensures consistency with tax consolidation legislation and best practice.

Discuss Your Tax Event
Tax Consolidation and De-Grouping

Stamp Duty

Valuations & Stamp Duty

Stamp duty assessments often depend on robust and current valuations, especially for business or asset transfers. We offer well-documented stamp duty valuations that align with state revenue office requirements, helping to ensure accurate duty calculations.

Request a Stamp Duty Report
Stamp Duty

ATO Valuation Reviews

ATO Valuation Reviews & Objections

If you’ve received an ATO review or audit notice regarding a valuation, we can help. We provide independent second opinions, valuation reviews, and response support to ensure your position is clearly and credibly supported. Our team understands the ATO’s valuation methodologies and how to present strong, well-reasoned reports in response.

Need a Second Opinion?
ATO Reviews & Objections

Our Process

  • 1. Initial Review & Scope Confirmation

    We begin with a no-cost preliminary review of your business, examining key information to understand its structure, performance, and context. From there, we outline the appropriate scope of work and confirm the next steps to proceed with your valuation.

    04 July 2023 12:00 AM

  • 2. Data Collection & Technical Analysis

    Once engaged, we issue a streamlined data request designed to minimise disruption. Our team then undertakes a thorough review of the information provided, applying technical analysis and industry-appropriate valuation methods to assess business value and key risks.

    04 July 2023 03:00 PM

  • 3. Report Delivery & Professional Collaboration

    We deliver a detailed valuation report that clearly outlines our findings, valuation approach, and key insights. Where needed, we meet with you and your advisors—accountants, lawyers, or other professionals—to ensure full clarity and support for decision-making.

    04 July 2023 03:00 PM

  • They took the time to 'dumb' it down for me so I could understand. Very professional and knowledgeable - great job team!
    Brian Brown
    CEO, Gutter Knight Australia
  • Comprehensive in approach as well as plain spoken. Better still, the results I have seen are better than anywhere else in the industry.
    Christopher Brereton
    Nat'l Manager, O'Maras
  • Stephen and his team delivered their expertise quickly and worked with us and our client in delivering a highly technical and sophisticated deliverable.
    Vincent Elias
    Director, Infinity Financial

Got questions?

Others frequently ask…

  • We work with lawyers, accountants and business owners. Whether meeting tax or financial reporting obligations, planning for a transaction, or meeting family law requirements, we tailor our services to meet specific needs.

  • We combine deep valuation expertise with clarity, independence, and a commitment to service. Our reports are built to withstand scrutiny, and we’re known for being responsive, easy to work with, and transparent in our process.

  • Stephen is the founder and Principal of Groves Valuations & Forensics. A senior valuer, with extensive experience in business and IP valuations, Stephen has worked on high-stakes matters involving the ATO, family law matters, corporate restructures and more. Click here to learn more about Stephen.

  • Groves Valuations & Forensics is based in Sydney and Brisbane, but we work with clients across Australia and internationally.

    While many valuations can be conducted remotely with secure access to information, we believe in the value of personal connection. Wherever necessary, we prioritise in-person meetings and are available to travel for matters that require a more hands-on or collaborative approach.

  • Yes — independence is one of our core principles. We provide unbiased, objective valuations that are not influenced by stakeholders or external pressures. Moreover, we specialise solely in valuations and are not part of a multi-disciplinary firm.

  • The duration required for valuations depends on several factors. This includes the size and complexity of the business and IP, and the purpose of the valuation.

    As a general guide, valuations normally take anywhere from 2 weeks to 6 weeks to complete, however we often work to short timeframes to meet client needs.

  • At Groves Valuations & Forensics, we don’t take a one-size-fits-all approach. We carefully select the most appropriate valuation methods based on the specific circumstances of each engagement.

    The right method depends on several factors — including the type of business or IP being valued, its financial and operational performance, the availability and reliability of data, the purpose of the valuation, and whether relevant market comparisons exist.

    With significant experience, we’re well-versed in applying a range of accepted methodologies, and we’re always transparent about the approach we take.

     

Reach out to Groves
today

Needing a valuation for you or your client? You don’t need all the answers — that’s what we’re here for.
Reach out and we’ll walk you through it.