Navigating estate administration can be overwhelming. Our experienced team offers a comprehensive probate valuation to ensure compliance with the Inheritance and Capital Gains Tax regulations.
Probate Valuations
We provide impartial valuations of jewellery, fine art and household items for Executors and Solicitors to calculate Inheritance Tax liabilities. Our team also offers advice on Conditional Exemption and the Cultural Gifts Program.
After probate is granted, we can assist with the sale of estate assets through our network of auctioneers. Probate Valuations are based on the market value at the date of death, as required by the ATO. Our team delivers quick and accurate probate reports, typically within five working days, with urgent requests completed within 24 hours.
The Probate Valuation Report Includes:
- A detailed inventory of assets at market value
- A digital photographic record: A visual record for each item valued over $5,000, as well as interior photographs
- A secured electronic report
A professional valuation ensures that no valuable items are overlooked or wrongly disposed of. Our team offers guidance on how to handle these items properly.
Divorce & Family Asset Division
We offer independent and fair valuations of jointly owned assets to facilitate divorce and family division. Our discreet service supports solicitors with asset listing, apportioning, and sales when necessary.