Bring your clients defensible valuations. Keep your focus on advice.
Independent, qualified-valuer-signed, ATO-acceptable property valuations for your whole client book — wholesale pricing, bulk submission, one consolidated invoice.
Owners rarely act on tax deadlines. Their accountant and their agent do — and they hold the whole client book.
The 1 July 2027 CGT reform resets the cost base to market value at that date and changes how the 50% discount applies — it continues for gains accruing up to 1 July 2027, with elections for new residential dwellings and up to 60% for affordable housing, and an inflation-based method with a 30% minimum rate applies afterwards. Owners then choose between a dated market valuation and the free statutory apportionment formula, creating a one-off surge of owners weighing that choice. Underneath it, every SMSF must value its property annually for the fund's financials (SIS reg 8.02B) — recurring, every year.
Senior valuer capacity is finite, so firms that line up their client books early secure the good appointment windows.
Every report is signed by a qualified valuer and built to be ATO-acceptable.
Wholesale discount off our published price by annual volume; 500 or more is the enterprise tier.
Everything your firm submits in a month on a single consolidated invoice, net 14.
How the partner deal works
Every channel runs on one clean commercial model — the wholesale model. Your firm is charged a discounted per-report price and either absorbs it as a client service or on-sells it. No commission changes hands, so there is nothing to disclose.
No per-job card payments — everything a firm submits in a month lands on one consolidated invoice, net 14 days (net 30 for established partners).
And the point that protects everyone: the signing valuer stays independent. A referral routes a lead — it never influences the figure.
| Annual volume (firm) | Wholesale discount |
|---|---|
| 1–9 | 5% |
| 10–49 | 10% |
| 50–499 | 15% |
| 500 or more | Enterprise · 20% |
5% → $310 · 10% → $294 · 15% → $278 · 20% → $261 per signed report, GST included (the discount comes off before GST).
An accountant rarely needs one isolated valuation — you need a repeatable workflow for many client files. One firm is two revenue streams at once: a one-off CGT surge across investment-property clients before 1 July 2027, and a recurring SMSF annual base that renews every year.
Offer & pricing
| Report type | Unit | House | Complex |
|---|---|---|---|
| Desktop valuer-signed, no inspection | $279 | $327 | $373 |
| On-site full inspection + valuer-signed | $646 | $739 | $926 |
| Specialist | from $2,145 · quote | ||
SMSF annual plan — the recurring base
Per SMSF property, desktop, per year, with an automatic annual re-valuation reminder, billed on the consolidated invoice. On-site when the auditor requires it.
Partner SMSF rates are quoted per firm — talk to us about your book.
What's in it for the firm
- ✓Keep every client audit- and ATO-ready — evidence on file before the deadline crush, not a scramble after.
- ✓Offload the logistics — one intake, batch submission, status tracking, one invoice.
- ✓Wholesale margin — absorb it as a client service or on-sell at retail; your choice.
- ✓Optional white-label — your brand on the cover; the signing valuer remains identified (required for ATO acceptance).
- ✓Independence protects your advice — a figure you didn't set is exactly what withstands ATO and auditor scrutiny.
How it works
- Register your firm — partner type and expected annual volume set your wholesale tier.
- Confirm pricing & get the template — we share tier pricing and the locked CSV / Excel batch template.
- Prepare the batch — one row per property, with a confirmed-consent flag; optional columns route by state, entity, purpose and tier.
- Submit securely — each batch becomes one parent record with a child opportunity per property; invalid rows return on a validation report first.
- Triage → valuer review → delivery → one consolidated invoice.
Default is the no-fee wholesale model (nothing to disclose). Any disclosed referral fee follows APES 110 + TPB rules. Valuer independence holds on every file. Confirm client consent before submission; do not email spreadsheets with client personal information until the secure portal is live.
Agencies are often the first to know when an owner is thinking about sale timing, a transfer, probate, an SMSF-held property or an investment decision. The partner workflow lets you introduce an independent valuation pathway without giving tax, legal or financial advice — a genuine value-add through your existing relationship.
Where it fits your book
Owner CGT
Investor clients needing 1 July 2027 market-value evidence before they sell or transfer.
SMSF-held property
Landlord clients whose property sits in a self-managed super fund and needs annual valuation.
Pre-sale
Vendors wanting an independent view ahead of listing, family law or probate.
Same tiers, whole-campaign ready
| Annual volume | Discount | Desktop house | On-site house |
|---|---|---|---|
| 1–9 | 5% | $310 | $702 |
| 10–49 | 10% | $294 | $665 |
| 50–499 | 15% | $278 | $628 |
| 500+ | 20% | $261 | $591 |
Real estate is licensed under state property law, and most states mandate disclosure of any referral fee or rebate (NSW, VIC, QLD differ). A disclosed, recorded fee is fine — or use the wholesale model and there is nothing to disclose. Agents introduce the pathway but do not give tax/legal/financial advice.
Register your firm or agency
Register your expected volume and partner type. We confirm your wholesale pricing and share the batch template — client personal information waits for the secure, consent-controlled portal.
General information only — not tax, legal or financial advice. All pricing indicative and subject to margin and legal-structure confirmation. Valuer independence is never affected by partner source, volume, discount or referral arrangement. No live payment is taken until the legal / accounting / escrow gates are complete; partner intake is registration-based. Do not submit client personal information until the consent-controlled partner portal is live.