SYDNEY, AUSTRALIA – A new valuation firm backed by more than two decades of combined experience across business valuation, corporate advisory and M&A has launched in Australia with a singular focus: delivering defensible, ATO-compliant valuations at the scale the market is about to demand.
Dalio Voss brings together seasoned Registered Business Valuers, corporate finance professionals and advisory specialists who have collectively advised on hundreds of transactions across virtually every sector of the Australian private economy. The firm has been purpose-built to serve business owners, their accountants and their lawyers at a moment when the profession faces an unprecedented capacity constraint.
That moment arrives on 30 June 2027. The Albanese Government’s Treasury Laws Amendment (Tax Reform No. 1) Act 2026 abolishes the 50 per cent CGT discount for individuals, trusts and partnerships from 1 July 2027. A transitional reset mechanism under Subdivision 112-E gives every business owner who holds a CGT asset at 30 June 2027 the opportunity to lock in a market value at that date, preserving the existing discount on gains accrued to that point. For a business owner planning to sell within the next five to ten years, the financial difference between having a defensible valuation at 30 June 2027 and not having one could be hundreds of thousands of dollars in additional tax.
The catch: the reset requires a valuation that meets the ATO’s standard for defensibility. It must be objective, evidence-supported, performed by a suitably qualified and experienced person, and documented to a level that survives scrutiny. The ATO’s penalty safe-harbour is unambiguous: engage and properly instruct a professional valuer, and penalties will not apply even if the Commissioner later disagrees with the figure. That safe-harbour is the compliance backbone of the entire exercise, and it only works if a qualified, independent valuer signs the report.
“Every private business owner in Australia with an asset they intend to sell in the next five to ten years should be getting a valuation pinned to 30 June 2027. The question isn’t whether they need one. The legislation has settled that. The question is whether there are enough qualified valuers in the country to do them all, and do them properly, before the deadline passes,” said Stuart Cook, Founder of Dalio Voss and Principal of TWIYO Group, a corporate advisory firm with a track record spanning capital raises, M&A mandates, board advisory and virtual CFO engagements across a range of industries.
Unlike firms that have grown by adding junior staff to stretch a single practitioner’s capacity, Dalio Voss has assembled a panel of independent qualified valuers. Each brings their own professional standing, sector knowledge and signing authority, supported by a structured methodology and a rigorous quality assurance framework. Every report is reviewed and signed by a qualified valuer. Every conclusion is evidence-based, method-appropriate and documented to ATO standards. The methodology itself is built on the International Valuation Standards and APES 225, the professional standard that governs valuation engagements in Australia.
“We are not trying to reinvent valuation. We are trying to make sure it gets done. Properly, at volume, and with the kind of rigour that a sole practitioner brings to every engagement but cannot physically scale beyond a few hundred reports a year. We have built the team, the methodology and the infrastructure to do exactly that,” Cook said.
The firm’s referral model is designed around the way Australian businesses already access professional services: through their accountant. Dalio Voss partners with accounting practices to provide their clients with access to qualified, independent valuation services, removing the capacity constraint from the accountant’s side while preserving the trusted advisory relationship that drives the engagement in the first place.
Accountants and lawyers who refer clients to Dalio Voss can be confident that the report their client receives will meet every standard the ATO, the courts and the profession require, without putting the referring firm’s own independence at risk. The valuer who signs the report is qualified in their own right, exercises their own professional judgement, and is independent of the instructing party. The fee is never contingent on the outcome.
The firm also takes a deliberately thorough approach to financial normalisation, the process of adjusting a business’s reported earnings to reflect its true underlying profitability. Owner remuneration adjusted to a market-rate salary, one-off expenses removed, related-party transactions restated at arm’s length: these are the adjustments that determine the earnings base on which the valuation rests. Done well, they ensure the business owner receives a valuation that reflects the genuine economic value of the business. Done poorly or not at all, they leave value on the table.
Dalio Voss is currently accepting engagements across all Australian states and territories, with plans to expand into the United Kingdom, Canada and the United States in 2027.
More information is available at www.daliovoss.com.au.
