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Writer's pictureShayne Dunstan

Accurate Tax Reporting for Rental Properties: The Importance of Timely Valuations

Updated: 1 day ago


As a rental property owner, understanding Capital Gains Tax (CGT) events is crucial for accurate tax reporting and minimising potential penalties. A CGT event occurs when a significant change happens to your rental property, affecting its value.

 

Why Timely Property Valuations Matter

- Ensures accurate tax reporting

- Reduces risk of disputes or audits

- Saves costs by avoiding complex and costly retrospective valuations (see our previous blog on Retrospective Market Valuations)

 

Common CGT Events for Rental Properties

1. Selling the property

2. Transferring ownership to a related party

3. Changing the property's use (e.g., rental to primary residence)

4. Demolition or destruction

5. Compulsory acquisition by the government

6. Gifting or inheriting the property

7. Partitioning or dividing the property among co-owners

8. Terminating a lease (99 years or more)

9. Granting an option to purchase

10. Death of the owner

 

It is advisable to seek guidance from both a tax professional and a valuer in order to determine the most suitable approach for your specific situation. Our experts at DELPHi are here to help. Contact us at any of our offices:



Or visit our website at Delphi Property. Our team of experienced professionals is here to help you navigate your SMSF property needs with confidence.

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