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Without a valuation at 30 June 2027, your CGT bill is likely going to be higher – and you won’t be able to justify other values when it comes to the ATO
A valuation at 30 June 2027 is not compulsory. But without one, business owners may have no defensible evidence of what the business was worth at that date.
Aug 19
What the New Budget Means for Your Financial Planning Business
The latest Federal Budget proposals could have significant implications for financial planning businesses. Discover how changes to family trusts, capital gains tax and succession planning may affect your business structure, equity strategy and future exit plans.
Jul 15
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