Request a Valuation

Use this secure form to request a formal valuation of a business, real property, shares or other CGT asset. Tenfold Wealth Accountants is a Chartered Accounting firm, registered tax practitioner, licensed real estate agent and Member of the Australian Property Institute. Every valuation is prepared in accordance with APES 225 (Valuation Services) and the ATO's Market valuation for tax purposes guidance.

This form is a request for engagement, not an engagement itself. After receiving your request we will run our independence and conflict checks, then issue an engagement letter setting out the scope, deliverable and fixed fee for your approval. No work begins, and no fee is payable, until you sign and return the engagement letter.

Fields marked * are required. The information you provide is collected, held and used in accordance with our Privacy Policy.

1. Your Details (Instructing Party)

First name *

Last name *

Email address *

Mobile phone *

Postal address *

Entity name (if applicable) If the asset is owned by a company, trust or partnership.

ABN / ACN / Trust ARSN

Capacity in which you are making this request *

2. The Asset to Be Valued

Asset type *

Residential property (house, unit, townhouse)
Commercial property (office, retail, industrial, mixed-use)
Rural or primary production land
Specialised property (service station, child care, medical, NDIS-SDA)
Development site or land bank
Operating business / goodwill
Private company shares or trust units
Listed shares, ETFs or cryptocurrency
Other CGT asset (please describe below)

Asset address / description *

Title reference (property only)

Zoning / permitted use (property only)

Date the asset was acquired

Original acquisition cost (AUD) Approximate is fine at this stage.

Current occupancy / tenancy status (property only)

Other relevant information about the asset

3. Purpose of the Valuation

APES 225 requires the purpose to be agreed before work commences. The purpose determines the standard of value, the methodology and the level of report we provide.

Effective date of valuation (the date as at which value is to be assessed) * For the CGT reset this will usually be 30 June 2027 or 1 July 2027.

Latest date by which the report is required

Additional context on the purpose

4. Intended Users and Reliance

Under APES 225 we must identify who is entitled to rely on the report. Third parties not named here will not be permitted to rely on the report without our written consent.

Intended users of the report (in addition to you) *

Report standard required

Calculation Engagement (indicative value at lower cost - planning only)
Limited Scope Valuation Engagement
Full Valuation Engagement (recommended where the ATO or a court will see it)
Not sure - please recommend

5. Independence and Conflict of Interest

APES 110, APES 225, the API Code of Ethics and the Tax Practitioners Board Code of Professional Conduct all require us to identify and manage actual, perceived and potential conflicts of interest before accepting any engagement.

Please tick any that apply:

I am an existing tax or accounting client of Tenfold Wealth Accountants / Rider Financial Group.
I was referred to Tenfold by a financial planner, mortgage broker, buyer's agent or real estate agent.
A counterparty to a transaction involving this asset is known to me, related to me, or in dispute with me.
A previous valuation of this asset has been prepared in the last three years (please attach by email if available).

If any of the above apply, please provide details

Our independence undertaking

Tenfold Wealth Accountants undertakes to perform a conflict-of-interest check before accepting your engagement, and to decline the engagement (or implement appropriate safeguards) where a conflict cannot be managed consistent with our obligations under APES 110, APES 225, the Tax Agent Services Act 2009, the Tax Practitioners Board Code of Professional Conduct, the Australian Property Institute Code of Ethics and the Estate Agents Act in the relevant jurisdiction.

6. Identity Verification (AML/CTF)

Tenfold Wealth Accountants is required to verify the identity of new clients and the beneficial ownership of entities under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 as extended to professional services. Verification is completed digitally; we will issue an electronic identity-verification request after you submit this form.

I consent to Tenfold Wealth Accountants conducting electronic identity verification of me, and where relevant of the beneficial owners of the entity owning the asset, including via a third-party identity verification service. *

Are you, or any beneficial owner of the entity that owns the asset, a Politically Exposed Person (PEP) as defined under the AML/CTF Rules? *

7. Dual-Capacity Disclosure

Tenfold Wealth Accountants and its principals are jointly authorised as a Chartered Accountant, a registered tax practitioner, a licensed real estate agent and a Member of the Australian Property Institute. We may act for you in more than one of those capacities. The following disclosures address that dual capacity.

Disclosure of capacities and limitations

As a Chartered Accountant and Member of the API, we prepare valuations in accordance with APES 225 and the relevant International Valuation Standards (IVS) / ANZ Valuation and Property Standards. Our valuations are advisory in nature and are not real estate appraisals or market opinions for sale.
As a registered tax practitioner (TPB), we may provide tax advice that arises from the valuation. Tax services are governed by the Tax Agent Services Act 2009 and the Tax Practitioners Board Code of Professional Conduct.
As a licensed real estate agent, we are entitled to act in the sale or leasing of real property. We do not combine valuation work with selling-agent representation of the same asset for the same client at the same time. Where you wish to engage us to sell or lease the property, that will be the subject of a separate appointment.
Our valuation report cannot be used as a sworn valuation for compulsory acquisition, mortgage security or insurance purposes unless we have specifically agreed in writing to that purpose.

I have read and understood the dual-capacity disclosure above. *

8. Tax Practitioner Board Disclosures

Information required to be disclosed under section 45 of the TPB Code

Tenfold Wealth Accountants is a trading name of Rider Financial Group Pty Limited. Our tax services are provided by registered tax practitioners under the Tax Agent Services Act 2009.
The Tax Practitioners Board (TPB) maintains a public Register of Tax Practitioners and a Disciplinary Register on which you can verify our registration status and any sanctions.
You have rights under the TPB Code of Professional Conduct, including the right to lodge a complaint with the TPB about your tax practitioner. Complaints can be made via the TPB website.
We have a continuing obligation to disclose matters that could significantly influence your decision to engage us. None apply at the date of this form.

9. Privacy Collection Notice and Communication Preferences

How we collect, store and use your information

The personal information collected via this form is collected by Rider Financial Group Pty Limited trading as Tenfold Wealth Accountants (ABN as published on our website) for the purpose of assessing your valuation request, performing conflict and identity checks, preparing the engagement letter, and (if you proceed) performing the valuation engagement.

We may disclose your information to: our partner API-certified property valuers and quantity surveyors instructed under the engagement; our identity-verification provider; the Australian Taxation Office or other regulators if required by law; our professional indemnity insurer; and our professional advisers (legal and audit). We do not sell, rent or trade your personal information.

You may access or correct the personal information we hold about you, or make a privacy complaint, by writing to us at team@tenfoldwealthaccountants.com.au. Our full Privacy Policy is available at tenfoldwealthaccountants.com.au/privacy-policy.

I have read and consent to the collection and use of my personal information as described above. *

I would also like to receive Tenfold's monthly tax-strategy newsletter. (Optional - you can unsubscribe at any time.)

10. Declaration and Submission

I declare that the information provided in this form is true and correct to the best of my knowledge, and I authorise Tenfold Wealth Accountants to act on it for the purpose of assessing my valuation request. *

I understand that this form is a request only. No engagement is in place and no fee is payable until I receive, review and sign a written engagement letter from Tenfold Wealth Accountants disclosing scope, deliverable and a fixed fee. Indicative pricing is published on the Professional Fee Schedule. *

I consent to receiving documents and communications from Tenfold Wealth Accountants electronically, including engagement letters, draft reports and identity verification requests, in accordance with the Electronic Transactions Act 1999. *

Type your full name to sign this request * By typing your name and submitting, you confirm the declarations above. The submission is time-stamped.

After you submit, we will acknowledge receipt within one business day and respond with a tailored engagement letter and fixed-fee quote within three business days. Liability limited by a scheme approved under Professional Standards Legislation.