We know your phones are ringing. We know there are too many of these calls to field on top of the work you were already doing.
Since the Federal Government announced the changes to Capital Gains Tax, accountants and solicitors right across the country have seen a steady rise in clients calling to ask what it means for them. Property settlements, business sales, discretionary trusts, and the timing of it all. It is a lot to carry, and it has landed on your desk in addition to everything else you were already carrying.
This is what we do for a crust. Valuation is our trade, not a favour we do on the side, and taking this particular weight off your desk is exactly what we are built for.
Any gain a business built before 1 July 2027 can still be assessed under the current, more generous rules, provided the value of that business at the transition date can be properly established. Establishing that value is a valuation. It is not something the Tax Office will do for your client, and it is not something that can be reconstructed convincingly after the fact.
We know that none of this is urgent today. But your clients are beginning to sense that it soon will be, and a client who senses urgency without proper advice tends to make decisions from anxiety rather than judgement. Is that the outcome any of us want for the people who trust us with their affairs?
Whether a client is weighing a sale ahead of the transition date, restructuring a trust, or simply asking whether they ought to be worried, the answer begins in the same place. An independent, defensible valuation, prepared to International Valuation Standards, by someone who can stand behind the number if it is ever tested.
I am not after your clients. I have no interest in a referral becoming a raid on a relationship you have built over years, sometimes decades. What I am offering is straightforward. When a client’s question moves from taxation into value, hand that part of the conversation to me. Your client remains yours for what you do best. I handle the part that requires a Registered Business Valuer, and I do it properly, defensibly, and on time.
The professionals who come through periods of regulatory change well are rarely the ones working the hardest. They are the ones who know when to bring in specialist support, and who do so before the pressure becomes a crisis.
If your phone is ringing about Capital Gains Tax and business value, let us have a conversation about how I can help carry that load.
Call Kevin Lovewell directly on 1300 551 757.
Kevin Lovewell
Founder and Principal Business Valuer, Registered Business Valuer, Negotia Group
The Capital Gains Tax changes referred to in this article were announced as part of the 2026 Federal Budget and subject to continued uncertainty and possibly more legislation passing Parliament.
