For business owners
For millions of private business owners, the change creates a question that is far easier to address now than later.
What's changing
New legislation means that from 1 July 2027, private businesses and unlisted assets will be subject to a new capital gains tax framework. For many business owners, this creates a question that is easier and less expensive to address now than later.
When you eventually sell your business, you will have a choice about how your gain is calculated. That choice may be worth a significant amount of money, but only if you have the right professional evidence in place.
You do not need to sell by 1 July 2027. The decision about which method to use is made when you eventually sell, which might be years away. What matters is whether you have a professional record of your business's value established at the transition date. Financial records, management knowledge and market context are far easier to establish now than to reconstruct later.
The relevant question is not "what do I need to do before 1 July 2027?" It is "if I sell in five or ten years, will I be able to demonstrate what my business was worth at the transition date?" Your accountant can help you work through whether a valuation makes sense in your situation.
The changes are likely to be relevant if you:
Your accountant is the best starting point for understanding your specific situation.
Less paperwork. Better evidence.
A traditional valuation often begins with a long information request: financial statements, contracts, corporate records, forecasts and supporting documents collected manually from across the business. That process takes time — and the burden falls on you.
Increm takes a different approach. With your permission, the platform connects to the systems where that information already lives. Accounting records can come directly from Xero or MYOB. Relevant documents can be sourced from Google Drive, OneDrive or SharePoint. Corporate information can be checked against ASIC and other authoritative registers.
You remain in control of access at every step. Where information cannot be established from connected sources, we ask for it directly — but only that.
The result is less time finding documents, fewer repeated questions, and a stronger record of the evidence supporting your valuation. For CGT transition valuations especially, having the right evidence in place now — rather than reconstructing it years later — is the difference between a defensible record and an expensive gap.
Xero
MYOB
QuickBooks
FreshBooks
Sage
Zoho Books
Google Drive
OneDrive
SharePoint
Dropbox
Box
Notion
ASIC
ABR
HubSpot
Salesforce
Pipedrive
Attio
Gusto
Rippling
DocuSign
Carta
Jira
LinearAll connections require your explicit authorisation. You can revoke access at any time.
For business owners
When you sell, you will have two ways to calculate your CGT liability. A professional valuation at the transition date lets you use that market value as your cost base. The alternative, the apportioning method, divides your gain by the proportion of time held before and after 1 July 2027.
For many business owners, a professional valuation produces a materially lower tax outcome. The difference shown here was achieved against a valuation cost of around $2,500.
Illustrative only. 47% marginal rate. Not financial or tax advice. Outcomes vary by individual circumstance; some clients will find the apportioning method preferable.
Products available through your adviser
All Increm products are available through your accounting or advisory firm. Each is designed for a different level of complexity, risk, and budget. Your accountant can advise which is appropriate for you.
If you don't currently have an accounting relationship, or your firm isn't yet an Increm partner, we can connect you with a suitable firm.
An instant indicative valuation range from your live business data. See where you stand before you commit to anything — no cost, no obligation.
Your valuation evidence, locked in and kept current year-round. Organised and ready whenever a formal opinion is required.
A complete professional valuation reviewed and signed by an accredited practitioner. Professional standard, at a fraction of the conventional cost.
A more intensive review for complex structures, trusts, or where the valuation may face scrutiny or legal proceedings.
Fees are indicative. All opinions are provided by accredited, independent practitioners. Full product details →
Speak to your accountant, or contact us and we will connect you with a partner firm.
