You only get to set your 30 June 2027 value once

The reset is legislated for 30 June 2027. This offer is for Kelly Partners clients: an indicative valuation now, a plan to fix what's leaking value, and a signed, ATO-defensible valuation dated to the reset.

  • $5,000 plus GST, paid up front.
  • Limited to 50 clients. Closes 31/12/2026.
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Dark industrial workshop with machinery, stacked materials, large windows, and warm hanging lights.
1 July 2027

What changes on 1 July 2027

This is legislated, not proposed. The Treasury Laws Amendment (Tax Reform No. 1) Act 2026 ends the 50% CGT discount for CGT events on or after 1 July 2027.

  • This page is not tax advice. Your accountant at Kelly Partners advises on your tax position.

Every CGT asset you hold at 30 June 2027

It is reset to its market value on that day. Gains up to that date keep the old 50% CGT discount. Growth after it doesn't.

So you need a market value dated 30 June 2027

Not a figure in an email. A number with the method, the inputs and the assumptions behind it, dated to the day.

Two owners. Same business. Same numbers.

One has a report signed and dated 30 June 2027. The other has a figure someone wrote down. A year later a lender, a buyer or a review asks. Only one of them can answer.

Why this holds up

Signed, standardised, and quick to deliver

These are the things that make a value usable twelve months later, when someone else asks how the number was reached. Kelly Partners refers you; Dalio Voss signs.

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A real signature

Every compliance-grade report is reviewed and signed by an independent qualified valuer. Reports meet IVS and APES 225.

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No incentive to bend the number

The signing valuer's fee does not depend on the outcome.

schedule

Speed

Your indicative valuation and recommendations, in 5 business days.

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Little of your time

We pull the numbers from your FY26 financials. Your part is a short interview or questionnaire.

Exclusive to Kelly Partners clients

What you get, and what it costs

A compliance-grade valuation runs about $3,500 to $7,500 on the open market. This is $5,000 plus GST, fixed, and it includes something that fee doesn't buy you: a report that shows where value is leaking, and what to fix before 30 June 2027.

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    Fixed price: $5,000 plus GST, paid up front. Agreed before the work begins.

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    Reports are prepared with automated assistance, then reviewed and signed by a qualified valuer.

Reset Ready 2027

Everything you need to be ready for the 30 June 2027 date.

$
5,000
Plus GST. Paid up front.
Includes:
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    An indicative valuation now, based on your FY26 accounts. Not compliance-grade, and not signed.

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    A Value Improvement Report: where value is leaking, and what to fix before 30 June 2027.

  • call

    A 30-minute session with a Dalio Voss adviser, delivered by a different valuer to the one who signs your final report.

  • verified

    Your ATO-defensible valuation as at 30 June 2027, prepared once your FY27 accounts are finalised and signed by an independent qualified valuer.

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Indicative valuation in 5 business days.
How it works

Six steps, and two of them are your accounts

Your part is small: one call, your FY26 financials, a 30-minute session, then your FY27 accounts.

1

Sign up and book a call

Sign up, then book a call with Dalio Voss.

2

Send your FY26 financials

Send your FY26 financials and complete a short interview or questionnaire with our team.

3

We do the work

Your financials and your interview are all we need. The rest is ours.

4

Indicative valuation and recommendations

You receive your indicative valuation and the Value Improvement Report, and run through both in your 30-minute session.

5

You act on the recommendations

You make the changes between now and 30 June 2027. Improvements made after that date fall under the new regime.

6

Your signed valuation

July to September 2027, once your FY27 accounts are final: send them through and receive your signed, ATO-defensible valuation as at 30 June 2027.

Fit

Who this is for, and who it isn't

This is built for the 30 June 2027 reset. It isn't built for every kind of valuation work.

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For you if

You own an Australian private business, you're facing the 30 June 2027 reset, and you want a value with evidence behind it rather than a figure in an email.

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Not for you if

You need an expert-witness report or a family-law valuation, or your group has cross-border entities. If that's you, tell us and we'll point you to someone who does that work.

Why now

The date is fixed. Capacity isn't.

30 June 2027

Your valuation date. It is set by the legislation, and it does not move.

July–September 2027

Your signed valuation can only be prepared once your FY27 accounts are final. That window is the same for every owner, and capacity in it is finite.

50 clients

The $5,000 price holds until 31/12/2026, or until 50 clients, whichever comes first.

The guarantee

Guaranteed on process. Never on the number.

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Indicative valuation in 5 business days, or 50% off

The 5 business days start from the moment we've received all the information we need. If there are gaps in the information and we've had to ask you for more, the 5-day guarantee resets. Miss the window and you get 50% off your fee. It covers our process and our timing, never the number: no valuer can promise you an outcome, and an honest one won't try.

Before you commit

No. It's a valuation. Anything to do with your tax position goes to your accountant at Kelly Partners, who knows your circumstances.

Two reasons. The changes that improve your numbers have to happen before 30 June 2027 to count, and valuer capacity tightens as that date gets closer. The date itself doesn't move.

Then you find out early, while there's still time to change the business. The report describes what's there. It doesn't create it, and no honest valuer would tell you otherwise.

An independent qualified valuer, whose fee doesn't depend on the number. The adviser you speak to in your 30-minute session is a different person from the valuer who signs.

Yes. Your financials are held in Australian-hosted systems, and your engagement stays between you, Kelly Partners and Dalio Voss.

Kelly Partners refers you to us. Dalio Voss performs the valuation and signs it, and doesn't endorse the outcome of any valuation.

Closes 31/12/2026, or after 50 clients

One date. One number. Set it with evidence.

The reset applies to CGT events on or after 1 July 2027, and your valuation date is 30 June 2027. Reset Ready 2027 gets you there: an indicative valuation now, the changes to make before the deadline, and a signed valuation afterwards.

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