Accountant Partner Program

Who the program is for

The program suits public practice accountants and tax agents with business clients who hold a business through a trust, a partnership, a private company or in their own name, and who expect to refer a handful of valuations or more over the next two years. At that volume, a written arrangement beats quoting each matter from scratch.

The CGT changes from 1 July 2027 are the obvious trigger. For Australian resident individuals and trusts with at least one eligible beneficiary, the new rules generally treat relevant CGT assets as sold and reacquired at market value just before 1 July 2027, so some clients may want a market valuation as at 30 June 2027. Others may be able to choose a government apportioning method once it is finalised (it was still a draft at the time of writing), and a company's own assets are generally outside the transitional rule, except any it has held since before 20 September 1985. Which path suits each client is for your firm and the client to decide.

The program also covers sales, shareholder exits, succession and restructures. If you only expect one or two referrals, you do not need to join: the single client referral form works on its own.

What partners get

• The same fixed fee of $999 + GST for each eligible engagement: no deeper discount, and no hourly billing.
• Batch handling: several clients scoped, quoted and scheduled together.
• Scheduling priority around 30 June 2027 for matters with complete information, subject to capacity.
• A single point of contact with us for scope, timing and any stalled matter.
• Status updates as each matter moves from quote, to engagement, to information complete, to report issued.
• Consent-based access: with your client's written consent, your firm can see the matter and its documents.
• Co-ordinated information requests: one consolidated list per matter, sent to whoever holds the records, instead of a stream of separate questions.

Fees and scope for partner referrals

Partners pay the same fixed fee as every other client. Eligible engagements are one business or ownership interest, annual turnover under $10 million, one valuation date, financial statements available and a straightforward purpose. Anything else is quoted in writing.

The fixed fee applies once we confirm the interest, purpose, structure and records fit the fixed-fee scope. Anything outside it is quoted in writing before we start. Fixed fee, confirmed in writing before we start. No hourly billing and no surprises. The partner agreement confirms how add-ons apply to partner matters.

Delivery is 2 business days for turnover under $2 million and 3 business days for turnover $2 million to $10 million. Delivery time starts once payment and all required information have been received, and pauses while we wait for answers to our questions or your signed representation letter.

The fee is the price of the valuation engagement, paid by the client. Nothing is paid to your firm: no rebate, commission or share of the fee.

Scheduling around 30 June 2027

A valuation as at 30 June 2027 is prepared after that date, once your records to 30 June 2027 are available. You can book your place now. The same applies to partner matters: a report as at 30 June 2027 cannot be finished before that date, because the records it relies on do not exist yet.

What partners can do now is plan: work through the client list, decide with each client whether a valuation is the right path, and reserve places. We can confirm structure, interest and scope early, so work starts as soon as the year end accounts are ready. Priority means order, not a promised date. Tell us your deadline and we will tell you on the call whether we can meet it.

Generally, a client relying on the transitional rule makes the choice between a valuation and an apportionment method in the return for the year the asset is later sold. The urgency is about records: a valuation prepared soon after 30 June 2027 can draw on evidence from the time, such as the customer list and pipeline, which is hard to rebuild years later.

Who does what on a referred matter

Financial documents come only through the secure upload link on the matter, never by email and never through this website. Software helps us organise and check information. a suitably qualified business valuer at Valuation Group makes every valuation judgement and signs every report.

What we ask of partners

• Client consent first. The client agrees to the referral before you send us their details, and gives written consent before your firm sees their matter or documents.
• Accurate scoping information: the legal structure, the exact interest, the turnover band, the valuation date, the purpose and any related entities. A correct scope at the start keeps the fee where it was quoted.
• Timely records: final accounts, trial balance and supporting schedules, uploaded through the secure link once ready.
• No tax advice expected from us. We do not advise on whether to value or apportion, on concession eligibility or on the tax outcome. That advice stays with your firm.

Before the final report issues, the client signs a representation letter confirming the information supplied. It helps if you tell them that step is coming.

What the program is not

• Not a referral fee or commission arrangement. No referral fees are paid, and no part of any fee is shared with your firm.
• Not a way to steer a number. The valuer forms an independent opinion of market value for the agreed interest, date and purpose.
• Not tax advice, and not a promise about how the ATO or a court will treat a report.
• Not a court expert service. A report prepared for tax or commercial purposes is not a court expert report; court or tribunal work is a separate engagement with its own fee. Family law matters go to our dedicated family law practice, Family Law Valuations.
• Not binding until signed. Applying commits your firm to nothing; the terms apply only once both parties sign the partner agreement.

How to apply

1. 01Complete the formUse the application form on this page. It asks for your firm name, ABN, a contact, your state, your expected annual valuation volume and the types of clients you act for.
2. 02We review your applicationWe look at your client mix and expected volume, and may call to talk through the kinds of engagements you have in mind.
3. 03We send a partner agreementThe agreement sets out the partner benefits, which engagements are eligible, scope, client consent and how matters are referred.
4. 04You sign, and the arrangement startsNothing is binding until the agreement is signed. Once it is, you can refer clients and reserve places for 30 June 2027 work.

Referring one client instead

Only have one client in mind? Use the single client referral form and confirm the client has agreed to the referral; the client is quoted the same fixed fee. For a list of clients, the bulk quotation request is quicker.