Tools for Australian CGT and business valuation matters.
Eight free tools to help you understand whether you need a valuation, identify what kind of CGT event you’re dealing with, and pre-check eligibility for the small business CGT concessions. Educational only — confirm with your accountant before acting.
Important: Tools in this toolkit are educational only and do not constitute tax or legal advice. Prismi is not a registered tax agent. We do not provide tax advice. For tax matters, consult your accountant or a registered tax adviser. For independent business valuations, we are happy to help.
CGT Event Identifier
Is this transaction a CGT event?
Walk through your transaction and find out whether it likely triggers a CGT event under Australian tax law. Educational only — confirm with your accountant.
Valuation Need Check
Do I need a market valuation?
Find out whether your CGT event, restructure or related-party transfer requires an independent market valuation — and which tier suits.
Indicative Capital Gain Calculator
What might my indicative capital gain look like?
Educational calculator that shows your indicative capital gain and whether the 50% CGT discount may apply. Does not calculate tax payable.
Small Business CGT Concession Pre-Check
Might I be eligible for the SBE CGT concessions?
Walks the four basic tests for the small business CGT concessions and indicates likely eligibility. Confirm with your tax adviser.
Market Value Substitution Indicator
Does market value substitution apply to my transaction?
For related-party, non-arm's-length and gift transactions — determine whether market value substitution under s116-30 ITAA likely applies.
Cost Base Component Checker
What goes into my cost base?
Walk through what may be included in your CGT cost base — acquisition cost, incidental costs, capital expenditure, holding costs. Educational only.
Indicative Business Valuation Range
What might my business be worth?
Given basic financial inputs, returns a wide indicative valuation range across multiple methodologies. Not a formal valuation.
Retrospective Valuation Date Checker
Can I get a retrospective valuation for my historical event?
Determine whether your historical CGT event can be supported by a retrospective valuation, what evidence will be needed, and which tier suits.
Each tool walks you through a structured set of questions and returns an educational output — a diagnostic, an indicator, or an indicative range. None of the tools output a specific tax-payable figure. None of them constitute advice. Every tool ends with a recommendation to consult your accountant or tax adviser before acting, and a path to discuss the valuation aspect with us if relevant.
We built this toolkit because the line between “needing a market valuation” and “not needing one” is often unclear to business owners, and because the supporting evidence required for CGT events is poorly understood. The tools help you orient. The work — when you need it — happens in the engagement.