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Australia

Valuing your Indian assets on the day you became an Australian resident

Your Australian accountant says your Indian shares and property reset to market value on arrival day — and now needs a number for that date from the India side.

You've become an Australian tax resident, and your accountant in Australia has told you something that sounds almost too good: your Indian shares and property are treated as if you bought them on the day you arrived, at their value that day. The gains that built up over years before you landed are not Australia's to tax. The catch is the number. Australia will only honour that arrival-day value if you can evidence it — a credible market value of each Indian asset as on the date you became a resident. That valuation is an India-side job, and the figure you fix now is the one your Australian return leans on every time you later sell.
Last reviewed: 14 June 20269 min readReviewed by Preetesh Maloo, CA

The short answer

When you become an Australian tax resident, your CGT assets other than "taxable Australian property" are treated as if you acquired them at that moment, at their market value on that date (Australia's section 855-45 deemed-acquisition rule). For your Indian shares, mutual funds and most Indian property, that resets the Australian cost base to the arrival-day market value, so the gain that built up before you arrived is sheltered from Australian capital gains tax. The India-side deliverable is a chartered accountant's market-value valuation of each Indian asset as on your arrival date, documented for your Australian return — and, when you later sell, the India capital-gains computation and an India-tax-paid certificate so your Australian accountant can claim the foreign income tax offset (FITO), read alongside the India-Australia tax treaty (DTAA). Your Australian accountant files the Australian return; we prepare the India side.

References on this page

  • Australia: section 855-45, ITAA 1997 — on becoming a resident, a CGT asset (other than taxable Australian property) is taken to be acquired at its market value on that date
  • Australia: foreign income tax offset (FITO) — credit for foreign tax paid on income/gains included in Australian assessable income
  • India-Australia DTAA, Article 13 — taxing rights over capital gains
  • Section 112 — capital-gains tax on the Indian sale
  • Section 195 — TDS the buyer deducts when an NRI sells an Indian asset
  • Form 10F + Tax Residency Certificate — DTAA relief (Form 10F is replaced by Form 41 for income from FY 2026-27)

What "arrival-day reset" actually means

Australia taxes its residents on worldwide capital gains. If that were the whole story, the day you became a resident you'd be exposed to Australian tax on every rupee of gain your Indian assets had ever made — including years when you had nothing to do with Australia. The deemed-acquisition rule stops that.

Under section 855-45 of Australia's tax law, when you become a resident your CGT assets are treated as if you acquired them on that day, at their market value on that day. The Australian capital gains clock starts then. Everything the asset gained before you arrived sits outside Australia's net; only the gain from arrival day onward is Australia's to tax when you eventually sell.

The rule doesn't apply to "taxable Australian property" — broadly, Australian real estate and similar interests — which stays inside Australia's net regardless. But your Indian shares, mutual funds and (normally) your Indian property are not taxable Australian property, so they get the reset. One exclusion your Australian accountant will check: if you're a temporary resident when this happens, these rules can apply differently, so confirm your status with them.

Why the arrival-day value is an India-side number

The reset is generous, but it's only as good as the value you can stand behind. Australia treats your Indian asset as acquired at its market value on arrival day — so that value becomes the cost base your future Australian gain is measured from. Set it too low and you hand Australia a gain that was never theirs; assert it with no support and the figure can be challenged years later, when records are cold.

The asset sits in India, priced in rupees, and the date that matters is a single day. Valuing an Indian flat, an unlisted shareholding, or a portfolio as on that exact date is work an Indian chartered accountant is placed to do — using the evidence India's own tax system recognises.

Indian assetHow the arrival-day value is fixed
Listed shares / mutual fundsQuoted price / NAV on the arrival date
Unlisted sharesA reasoned valuation as on that date
PropertyA dated market-value valuation of the property

Fix each value once, contemporaneously, with documentation — don't reconstruct a guess at sale time. That documented value is the India-side deliverable your Australian accountant records against the asset.

What happens on the Indian side when you later sell

The arrival-day value governs the Australian gain. It doesn't touch the Indian gain, which India computes its own way — and India taxes first, because the asset is Indian.

When you sell, India looks at your original Indian cost (or, for older property, the 2001 fair-market-value step-up where it applies), not your Australian arrival-day value. Long-term gains are taxed under Section 112, and the buyer deducts tax at source under Section 195 on the proceeds. That Indian tax is real money paid in India on the same gain Australia will also look at.

So the same sale produces two different gains under two different rulebooks: a smaller Australian gain measured from arrival-day value, and an Indian gain measured from your original cost. The India-Australia tax treaty (Article 13) and Australia's foreign income tax offset stop you paying twice — your Australian accountant credits the Indian tax you actually paid against the Australian tax on that gain. To do that, they need a clean Indian computation and proof of the Indian tax paid.

A worked example: shares carried to Sydney

Anita moved to Sydney in 2026 and became an Australian tax resident. She has held a parcel of Indian listed shares since 2014, bought for about 8 lakh, worth about 30 lakh on the day she arrived.

A chartered accountant fixes the arrival-day value — the quoted market value of the parcel on her arrival date — and documents it. Her Australian accountant records 30 lakh as the Australian cost base. The 22 lakh of gain that built up from 2014 to arrival is now outside Australian CGT.

Two years later she sells for 36 lakh. In India, the gain runs from her real 2014 cost (about 8 lakh, so roughly a 28 lakh long-term gain), taxed under Section 112, with the buyer/broker mechanism and Section 195 applying to a non-resident seller. In Australia, the gain runs from the 30 lakh arrival-day value (about 6 lakh). Her Australian accountant taxes the 6 lakh, then applies the foreign income tax offset for the Indian tax paid on that sale, with the treaty behind it.

We supply the arrival-day valuation, the India capital-gains computation, and an India-tax-paid certificate. Her Australian accountant files the Australian return and works the FITO under Australian rules.

What's involved

What the CA actually does

  1. 1

    We value each Indian asset as on your arrival date

    We fix the market value of your Indian shares, mutual funds, unlisted holdings and property as on the day you became an Australian resident — the value your Australian accountant uses as the cost base — and document it then and there, so it holds up if questioned later.

  2. 2

    We package the valuation for your Australian return

    We hand you a clean, dated valuation pack per asset — the figure, the date, and the basis behind it (quoted price, NAV, or a reasoned property/share valuation) — in a form your Australian accountant can record against the asset and rely on.

  3. 3

    We compute the Indian capital gain on a later sale

    When you sell, we compute the gain India taxes — from your original Indian cost or the 2001 fair-market-value step-up where it applies — under Section 112, and handle the Section 195 TDS position on the sale so the Indian figures are correct and clean.

  4. 4

    We issue the India-tax-paid certificate for your FITO

    We certify the Indian tax actually paid on the sale, tied to your Form 26AS and filed return, so your Australian accountant has verifiable evidence to claim the foreign income tax offset. How the FITO is calculated and capped is applied on the Australian return by them.

  5. 5

    We line up the DTAA paperwork

    Where treaty relief is in play, we prepare the India-side documents that support it — Form 10F with your Tax Residency Certificate (Form 41 from FY 2026-27) — so the India-Australia treaty position rests on the right paperwork, not an assertion.

What to have ready

Documents you'll typically need

  • Your date of becoming an Australian tax resident (arrival / residency-start date)
  • Holding statements for Indian listed shares and mutual funds (with the arrival-date prices / NAVs)
  • Share register / company financials for any unlisted Indian shareholding
  • Property papers for Indian property — purchase deed and details to value it as on the arrival date
  • Original cost / purchase records (for the India-side gain on a later sale)
  • PAN and your Australian residency details
  • Your Australian accountant's request — what they need recorded against each asset

Your destination country can change the details

Requirements differ from one consulate, university and visa route to the next — how recent the figures must be, how long funds must have been held, and which certificates are mandatory. We assemble the documents around the exact checklist you're applying under. To see how India's tax treaty with your country of residence affects related filings, set your country below or compare all 31 countries.

Frequently asked questions

Common questions

Need your Indian assets valued as on the day you became an Australian resident?

Tell us your residency-start date and what you hold in India. A practising CA will scope the arrival-day valuation your Australian accountant needs on a free call — no obligation.

No card, no obligation. All certification and filing work is handled by ICAI-registered practising Chartered Accountants.