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). Optional prepaid credit blocks lock in the tier discount up front.
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% → $282 · 10% → $267 · 15% → $252 · 20% → $238 per signed report.
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 | $254 | $297 | $339 |
| On-site full inspection + valuer-signed | $587 | $672 | $842 |
| Specialist | from $1,950 · 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% | $282 | $638 |
| 10–49 | 10% | $267 | $605 |
| 50–499 | 15% | $252 | $571 |
| 500+ | 20% | $238 | $538 |
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.