Show Notes
Should you get your investment property valued at 30 June 2027?
In this video, John breaks down the proposed CGT changes discussed for 1 July 2027 and explains why the timing of your property’s capital growth could make a huge difference to the tax you eventually pay.
Rather than just talking through the theory, we built a calculator to compare two options:
Getting a formal market valuation at 30 June 2027
Using the proposed ATO apportionment formula
We run through several real world scenarios to show when paying for a valuation could potentially save you money, when it may not be worth it, and why two investors with similar properties could end up with very different tax outcomes.
In this episode:
• How the proposed 2027 CGT changes work • Formal valuation vs the ATO formula • Why the timing of your capital growth matters • When a valuation could potentially save you thousands • When you may be better off using the formula • What happens if your property grows faster before or after 2027 • Why renovations and rapid property growth could matter • Retrospective property valuations • What this means for investment properties, shares, crypto and your main residence • How our CGT calculator compares different scenarios
The biggest takeaway?
It is not just about how much your property grows.
It is about when that growth happens.
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This content is general information only and does not constitute financial, legal, tax, property or business advice. Speak with a qualified adviser about your own circumstances.
#PropertyInvestment #CapitalGainsTax #CGT #InvestmentProperty #AustralianProperty #PropertyTax #AustralianTax #LatitudeAccountants
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