When a property is held within a self-managed super fund, an independent valuation is required to ensure accurate reporting and compliance with ATO guidelines. A certified valuation provides an objective assessment of market value that trustees, auditors, and advisers can rely on.
Unlike informal estimates or agent opinions, a formal SMSF valuation is:
A compliant valuation helps trustees meet their obligations and reduces the risk of audit issues or regulatory scrutiny.
Clear reporting for confident compliance.
All valuations are prepared independently to support objective SMSF reporting.
Reports align with ATO guidelines and recognised valuation practices.
Valuations are structured to support annual audits and regulatory review.
Our valuers have experience across residential, commercial, and investment assets held within SMSFs.
Reports are easy to understand and straightforward for trustees and advisers to apply.
Clear, compliant reporting that made our SMSF audit straightforward.
An SMSF valuation is an independent assessment of a property's market value prepared to support superannuation reporting and audit requirements.
Yes. Our reports are prepared using recognised methodology and are suitable for auditor and ATO review.
SMSF assets must be valued at market value each financial year. The level of evidence required may vary depending on the asset and circumstances.
Yes. Retrospective valuations can be prepared where required for reporting or audit purposes.
It depends on the property type and auditor requirements. Many SMSF valuations can be completed via desktop assessment when sufficient market evidence is available. We'll advise before proceeding.
Yes. We provide SMSF valuations for residential, commercial, and specialised property assets.
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