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CGT Toolkit · Free · Educational

Tools for Australian CGT and business valuation matters.

Eight free tools to help you understand whether you need a valuation, identify what kind of CGT event you’re dealing with, and pre-check eligibility for the small business CGT concessions. Educational only, confirm with your accountant before acting.

Important: Tools in this toolkit are educational only and do not constitute tax or legal advice. Oliver Group is not a registered tax agent. We do not provide tax advice. For tax matters, consult your accountant or a registered tax adviser. For independent business valuations, we are happy to help.

Calculator · No email required

Quick Valuation Calculator

What is my business worth?

Choose your industry, enter annual revenue and, if you know it, normalised profit, and see an indicative enterprise value range with every step of the arithmetic shown; nothing you type is sent anywhere unless you ask for the breakdown by email.

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Calculator · No email required

Business Valuation Calculator

What is my business worth?

Pick your industry, enter your turnover, and see a rough guide range in about twenty seconds. Your profit figure is optional. A guide, not a formal valuation.

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Quote

Instant Scoping Quote

What will my valuation cost?

Answer five questions about your matter and get the recommended tier, an indicative fixed fee and turnaround, before you book a call. Fee confirmed and fixed at engagement.

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Diagnostic

CGT Event Identifier

Is this transaction a CGT event?

Walk through your transaction and find out whether it likely triggers a CGT event under Australian tax law. Educational only: confirm with your accountant.

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Diagnostic

Valuation Need Check

Do I need a market valuation?

Find out whether your CGT event, restructure or related-party transfer requires an independent market valuation: and which tier suits.

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Calculator

Indicative Capital Gain Calculator

What might my indicative capital gain look like?

Educational calculator that shows your indicative capital gain and whether the 50% CGT discount may apply. Does not calculate tax payable.

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Eligibility

Small Business CGT Concession Pre-Check

Might I be eligible for the SBE CGT concessions?

Walks the four basic tests for the small business CGT concessions and indicates likely eligibility. Confirm with your tax adviser.

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Diagnostic

Market Value Substitution Indicator

Does market value substitution apply to my transaction?

For related-party, non-arm's-length and gift transactions: determine whether market value substitution under s116-30 ITAA likely applies.

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Diagnostic

Cost Base Component Checker

What goes into my cost base?

Walk through what may be included in your CGT cost base: acquisition cost, incidental costs, capital expenditure, holding costs. Educational only.

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Eligibility

Retrospective Valuation Date Checker

Can I get a retrospective valuation for my historical event?

Determine whether your historical CGT event can be supported by a retrospective valuation, what evidence will be needed, and which tier suits.

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A note on how these tools work

Each tool walks you through a structured set of questions and returns an educational output: a diagnostic, an indicator, or an indicative range. None of the tools output a specific tax-payable figure. None of them constitute advice. Every tool ends with a recommendation to consult your accountant or tax adviser before acting, and a path to discuss the valuation aspect with us if relevant.

We built this toolkit because the line between “needing a market valuation” and “not needing one” is often unclear to business owners, and because the supporting evidence required for CGT events is poorly understood. The tools help you orient. The work, when you need it, happens in the engagement.

Talk to a valuer

Tell us what you need valued.

A fifteen-minute call confirms the package, the fixed fee and the delivery date, before you commit to anything.

0433 475 518Mon to Fri, 9am to 5:30pm AEST

Send the form and we reply within one business day. No documents needed to start.

Small Business Valuation

$1,495 + GST

For a business with annual turnover under $2 million. Signed and delivered in 2 business days. Delivery time starts once payment and all required information have been received. The fee is fixed in writing before we start and never tied to the outcome.

Larger business? Tell us in the form and we recommend the right package. All fees

We reply within one business day. No obligation, no sales sequence. privacy.

Call 0433 475 518Fixed-fee quote