CGT Transition · Australia · 1 July 2027

AI agents prepare the evidence.
Accredited practitioners sign the opinion.

Australia's CGT transition creates a valuation question across millions of unlisted assets. The bottleneck is not demand — it is practitioner hours. Increm turns preparation into review.

20× theoretical increase in signed-opinion capacity per practitioner-hour
500+ pages of evidence processed in our live proof-of-concept engagement
~1 hr target practitioner review time, down from ~20 hours per engagement
The problem

A legislation-driven capacity shock

The Treasury Laws Amendment (Tax Reform No. 1) Act 2026 creates a deemed-disposal event for every CGT asset held at 30 June 2027. Listed securities answer the valuation question automatically. Private businesses, goodwill, contractual rights and other unlisted interests do not.

Australia has approximately 5,500–6,500 fully qualified valuers. The pool credentialled for SME business valuation is substantially smaller. A conventional SME business valuation consumes approximately twenty specialist hours. Demand can move quickly. The credentialled practitioner pool cannot.

But the transition creates a second, less obvious problem: evidence decay. The law does not require a taxpayer to obtain a valuation by 30 June 2027 — that election is made when the asset is eventually realised. Records, contracts, market context and institutional knowledge are easier to establish contemporaneously than years later.

Establish the evidence now. Choose the better method later.
The economic case for acting now
With professional valuation
$749,556
total tax on sale
vs
Apportioning method
$931,886
total tax on sale
$182,330 illustrative saving — against a ~$2,500 valuation fee
Illustrative only. Based on a $3M business sold in 2035. Not financial advice.
How it works

Preparation automated. Judgement preserved.

A conventional valuation bundles evidence preparation with professional judgement. Increm separates them — automating the first, protecting the second.

Automated
01
Engagement initiation
Your accounting or advisory firm initiates an engagement through the platform.
Automated
02
Data authorisation
The client authorises data sources via OAuth — accounting systems, corporate documents, Drive or SharePoint.
Automated
03
Evidence ingestion
Typed adapters ingest financial, corporate and contractual evidence from Xero, MYOB, ASIC, Google Drive and licensed market-data feeds.
Automated
04
Reconciliation & normalisation
The platform reconciles and normalises the financial record, extracting structural and contractual facts.
Automated
05
Research & benchmarking
Comparable transactions, sector data and capital-market evidence are assembled. Calculations and draft analysis are produced.
Automated
06
Exception flagging
Anomalies and judgement points are flagged for practitioner attention. Every material assertion retains source provenance.
Practitioner
07
Review & sign-off
A credentialled practitioner receives the review pack, applies strategic position assessment, adjusts where required and signs the opinion.
What the practitioner still does — always
1
Strategic Position Assessment Competitive position, cycle, differentiators, external constraints — qualitative judgement applied to quantitative context.
2
Calibration of returns Assessment against comparable businesses and transaction data. The practitioner decides, not the model.
3
Conclusion & sign-off The professional opinion is the practitioner's. It is not generated; it is reached by a credentialled human who is accountable for it.
Products

A product ladder, not a one-off service

From initial triage through to ongoing evidence maintenance — every product serves a distinct role in the client journey.

Tier 0
Exposure Scan
Free – $49 wholesale
Determines whether a professional valuation is likely to be economically useful. Willing to conclude that action is not warranted — that integrity is what makes it useful.
Triage & lead capture
Tier 1
Evidence Snapshot
$250–$350 wholesale · $650–$950 retail
A dated, structured evidence archive without a professional opinion. The mass-market preservation product — contemporaneous records that may matter years from now.
Evidence preservation
Tier 3
Assured Valuation
$1,795–$2,495 wholesale · $4,000–$5,500 retail
Higher-assurance specialist review for complex structures, trusts, litigation exposure, challenge risk or expert-standard requirements.
Complex & challenge-prone cases
Annual
Continuity Plan
$395/yr wholesale · $795/yr retail
Periodic refresh of the evidence record and defence-readiness file after the transition date. The relationship continues; the evidence stays current.
Ongoing maintenance
For advisers

Your clients. Your relationship. Your margin.

Increm is distributed through accounting, tax, legal and advisory firms. You retain the client relationship and the retail margin. We provide the platform, the workflow and the practitioner network.

The model is explicit: the Exposure Scan earns adviser trust by sometimes recommending no valuation. You can put Increm in front of any client and trust the output — because it is willing to say the valuation is not worth the fee.

You set the retail price. Wholesale rates are fixed. Your margin is yours.
You keep the client. Increm is your production engine, not a competing service.
PI exposure is managed. Professional sign-off remains with a credentialled, insured practitioner — not with your firm.
CPD pathway included. Technical sessions on CGT transition mechanics for your team and clients.
Partner enquiry
Who does what
Accounting firm
Increm
Practitioner
Client relationship
Evidence preparation
Review pack delivery
Professional opinion
PI responsibility
Retail margin
Proof of concept

Already run end-to-end

The core workflow has already operated once in a live engagement. Peloton Group — one of Australia's most respected independent business valuers — was engaged to value Inkl Pty Ltd. The founders used Increm's production agents rather than manual assembly.

~500
pages of source material processed
15
standalone memoranda produced in the first 5 days
91
page final due diligence Information Memorandum
40+
document versions iterated and managed
What the prototype demonstrated

Evidence preparation and professional opinion can be governed as distinct output classes. When the external document was reframed as a pure Information Memorandum, valuation ranges and implied conclusions were removed from the external pack and maintained separately in an internal working paper. That governance boundary is the operating principle the production platform formalises.

Pre-registered blind backtest — before close

Twenty historical Peloton valuation cases will be run through the production pipeline. The signed historical conclusion is withheld from the system until each case is complete. The workflow is frozen before unblinding. Every case is reported — including failures. Target: median absolute deviation of 10% or less.

Early access

Join the pilot

We are assembling a small group of accounting and advisory firms for the pilot cohort. The pilot runs across 50–200 engagements through 2–5 partner firms ahead of the 30 June 2027 transition date.

If you advise clients with private business interests, unlisted investments or pre-CGT assets, we'd like to hear from you.

Increm is a North Face Investments product. Australia · northface.vc