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Years of experience
Valuation Service
SMSF Property Valuations
Independent market value reports to support SMSF reporting and record-keeping.
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Professionals
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National coverage
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Valuations each year
Superannuation fund property must be reported at market value, and auditors increasingly expect evidence to support that figure. We provide independent valuations for self-managed and institutional funds, prepared for the specific purpose and date the fund requires, giving trustees, accountants and auditors a documented basis for reporting and compliance decisions.
What we cover
SMSF valuation evidence
An independent valuation can set out comparable sales, leasing evidence and assumptions for trustees, accountants and auditors to consider. Confirm the required evidence and report scope with your fund's auditor.
Business real property
We can assess business real property for an SMSF's acquisition, transfer or reporting records. Your accountant or adviser should confirm the related-party and leasing rules that apply to the transaction.
Market rent assessments
Where a fund leases property to a related party, an assessment of market rent using comparable leasing evidence may help trustees document their decisions. Confirm the transaction and evidence requirements with your fund's adviser.
Pension phase valuations
A fund's change to pension phase may require a market value at a relevant date. Your accountant or auditor can confirm the required evidence and whether an independent report is appropriate.
Division 296 and your SMSF's property
Changes to superannuation tax settings may affect how trustees and advisers use property values. Ask your accountant or auditor to confirm the current Division 296 rules and what evidence is needed for your fund and the relevant reporting date.
Important: This is general information, not tax or legal advice. Your adviser and the report recipient should confirm the appropriate valuation date, product scope and evidence requirements. Check any proposed 2027 CGT changes against current official guidance before relying on them.
Good to know
Frequently asked questions
SMSF trustees and auditors need supportable values for fund reporting. Ask your accountant or auditor what evidence is required in each reporting period and when an independent report is appropriate.
