Newcastle Valuation Costs:
Three Reports, From A$799

A reasoned opinion, signed and dated, of what a business or a holding of its shares is worth, reached by testing the income, market and asset approaches against each other and reconciling them into a conclusion the valuer can support.

It is if someone will test the figure, whether that is the Supreme Court of New South Wales, the Federal Circuit and Family Court, the ATO, Revenue NSW, a lender or the expert acting for the other side. When the figure is only for your own planning, an Indicative report is enough; it is for internal decision-making and is not a certified opinion for third parties.

Frequently. A fee incurred for an income-producing purpose is generally deductible, and one connected with a CGT event may be added to the cost base instead. Confirm the treatment for your circumstances with your tax adviser.

Most often it is the right fit when outsiders will read the number without contesting it in court: selling the business, admitting a partner, an employee share plan, a loan application or an SMSF audit.

A program can apply a formula. It cannot judge how the earnings should be normalised, how much risk to price in or which comparable sales are relevant, and no bank or court will rely on an unsigned printout. A person prepares every report we issue, and every certified report carries a certified valuer's signature.

Usually a Detailed report. The Supreme Court of New South Wales, which sits in Sydney, and the District Court, which sits in the Newcastle courthouse on Hunter Street, both apply the court's expert evidence rules and the Expert Witness Code of Conduct, and family law matters at the Federal Circuit and Family Court registry on Bolton Street follow that court's own rules for experts. Each expects the full reasoning in writing. If a matter looks likely to settle at mediation, a Summary report may be enough, and we say so on the first call; smaller matters before NCAT, which has a Newcastle registry, are scoped case by case.

It supports whatever prompted it: agreeing a sale price, resolving a dispute, answering the ATO or Revenue NSW, giving your auditor a fair value, or setting terms with a co-owner or investor.

In Australia the principal standard is APES 225 Valuation Services. Our reports also follow the International Valuation Standards, which matter when a reader compares the work with practice overseas, and any figure with a tax outcome follows the ATO's market valuation guidelines.

Reports are signed by Andrew Mackson, our Managing Partner, a CFA charterholder who also holds the ABV and CBV designations and has more than 15 years of valuation, transaction and expert evidence work. A certified report is never released without a certified valuer's signature.

A valuation opinion prepared under APES 225 and signed by a credentialed valuer. It records why the value was needed, the evidence used, every adjustment and the reasoning, so a court, the ATO, a bank or the other party can rely on it.

We act for owners across Newcastle, Lake Macquarie, Maitland, Port Stephens, Cessnock and the wider Hunter, from the Newcastle CBD and Charlestown to Beresfield and the Upper Hunter. Consultations run by video call through the booking link or by phone, and we take on engagements elsewhere in Australia the same way.