Stocks and shares capital gain valuation requires a valuation approach appropriate to the nature of the security, its acquisition history and the statutory purpose for which the value is required.
A2Z Valuers provides Government Approved valuation support for shares and financial assets, including unlisted shares, closely held company interests and other securities where an independently concluded value is required for capital gains, taxation, transfer, estate and regulatory purposes.
Each engagement establishes the relevant valuation date, applicable statutory framework, financial information and appropriate valuation methodology.
The valuation methodology depends on whether the shares are listed or unlisted, the availability of financial records, the valuation date and the statutory purpose of the report.
Valuation of shares in private companies, family-owned businesses, closely held companies and other unlisted securities where an independently supported value is required.
Where applicable, the valuation considers Rule 11UA, Section 56(2)(x), Section 50CA and other relevant provisions governing the transfer or receipt of unlisted securities.
For historical transactions, the engagement establishes the appropriate valuation date and determines the fair market value required for the relevant capital gain computation.
Share valuation can also be required for inheritance, estate distribution, succession planning and family asset settlement.
Share the company details, number and nature of shares, acquisition information, financial statements and purpose of valuation. A2Z Valuers will identify the appropriate valuation framework and documentation required for the engagement.