How can I reach a valuer?
You can call 0433 475 518, Mon to Fri, 9am to 5:30pm AEST, send a message with the form on this page, or write to the email address shown beside it. Valuations are completed Australia-wide.
If you already know what you need, the quote form takes a few minutes. Accountants, administrators and auditors can use the page for professionals.
What should I tell you?
- What the fund holds: private company shares, units in a unit trust, a trust or company that owns property, or an interest in a trading business
- Why you need the valuation, for example a 30 June market value, a transfer between related parties or an ATO letter
- Your audit date or deadline
- How many entities there are, and whether we valued any of them last year
Tell us your audit date or deadline and we will tell you on the call whether we can meet it. Not sure whether the fund needs a valuation? Try the fund check. It is general information, not advice.
What happens after you contact us?
A valuer reviews your message and comes back to you to confirm the scope and the fee. We confirm the fee in writing before we start. No hourly billing. If it is urgent, call.
Can I send documents or ask for advice?
Please do not email documents. Documents come only through the private upload link on your matter, never by email and never through this website. We can sign a confidentiality undertaking before sensitive documents are shared.
We value assets. We do not provide legal, taxation, investment or financial product advice, and we never advise on whether to set up a fund, buy, hold, sell, contribute, roll over or start a pension.