The reset is legislated for 30 June 2027, not proposed.

Claim Your Finstead Reset Ready 2027 Offer

$5,000 plus GST. An indicative valuation, a Value Improvement Report, and your signed 30 June 2027 valuation.

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. Speak to your own accountant about 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.

What it costs

Same business. Same sale. $309,858 difference.

Imagine your business is genuinely worth $3m on 30 June 2027. Your valuation only evidences $2m, because add-backs were missed, intangibles weren't captured, or the evidence wasn't there. Here's what that costs when you sell.

Metric	Valuation evidences $2m	Valuation evidences $3m
Gain to 30/06/2027 (keeps 50% discount)	$1,500,000	$2,500,000
Tax on that gain (23.5%)	check $352,500	check $587,500
Cost base indexed to 2032	check $2,318,548	check $3,477,822
Gain after reset	check $1,681,452	close $522,178
Tax on that gain (47%)	check $790,282	check $245,424
Total CGT on sale	check $1,142,782	check $832,924

$309,858 more tax, on value you already built.

Value captured before 30 June 2027 keeps the 50% discount. Value that isn't captured gets taxed later at your full marginal rate.

The goal isn't a bigger number. It's a valuation that captures the value that's genuinely there, with evidence that stands up if the ATO asks.

Illustrative only, not tax advice. Assumes shares held by an individual at the top marginal rate (47% incl. Medicare), cost base $500,000, sale for $4,000,000 in June 2032, CPI 3% p.a. Ignores small business CGT concessions (Division 152), which may reduce or eliminate tax for eligible owners. Companies do not receive the CGT discount. Speak to your own accountant about your own position.

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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. Finstead 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.

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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 Finstead clients

What you get, and what it costs

The outcome you're buying isn't a document. It's a number dated 30 June 2027 that holds up years later, and the plan to make sure it's as high — and as defensible — as it can legitimately be.

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Indicative valuation in 5 business days.
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Fixed fee. No hourly billing and no surprise variations.

Six steps, and two of them are your accounts

The first three are ours. The last three only work if you do them. Step 4 is the one that expires.

One call to confirm the fit

We check your structure, what you hold, and your timing. You leave with the scope and the fixed fee.

Send us access

Your last three years of financials, your FY26 numbers and any earlier valuations. We tell you exactly what's needed.

Indicative valuation in 5 business days

A number to plan around, plus a Value Improvement Report showing what an accountant would strip out.

Act on the report before the date

Add-backs, documentation, entity structure. This step has a deadline attached, and most of it has to happen before 30 June 2027.

Your valuation is signed

A compliance-grade report meeting IVS and APES 225, dated to the day and signed by an independent qualified valuer.

Review it annually

Your indicative valuation is refreshed each year until the sale, so it never goes stale before someone asks.

Fit

Who this is for, and who it isn't

Most people who ask are in the first group. If you're in the second, we'd rather say so on the first call than take the fee.

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This is for you if

You're building or consolidating a group that may be worth more than $2m at 30 June 2027, you expect to sell within five years, and you don't yet have a valuation that can act as your starting position.

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This isn't for you if

You're nowhere near the $2m threshold, you have a valuation signed in the last twelve months, or you want a number produced without the evidence to support it.

Why now

The date is fixed. Capacity isn't.

50%

of the CGT discount ends on 30 June 2027. After that, every dollar of growth above the reset value is taxed at your full marginal rate.

5 days

to an indicative valuation and a report on what would move the number, while there's still time for the work to count.

1 date

30 June 2027. There's no extension, and no way to create the evidence for that day after it has passed.

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 own accountant, 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, Finstead and Dalio Voss.

Finstead 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.

Five thousand dollars plus GST, paid up front. The Fit Check starts it; a signed valuation is what you end up holding on 30 June 2027.