SMSF valuations
A market value for your fund's property, with evidence your auditor can follow
Independent valuations of houses, units and townhouses held in self-managed super funds, at 30 June or any date you need. $289, returned within 2 business days.
What trustees need each year
Trustees must value the fund's assets at market value each year. For property, that figure has to rest on objective, supportable evidence such as comparable sales, and make sense to your auditor.
When an independent valuer makes sense
- The property is a large share of the fund
- It's harder to value, with few recent sales nearby
- Something has changed: the market, damage or a renovation
- Your auditor has asked for more support
- The property is moving in or out of the fund
What your auditor will find in the report
Comparable sales
Each sale relied on, with how it compares to the fund's property.
A clear method
How the valuer weighed the evidence and reached the figure.
Date and purpose
The valuation date and SMSF reporting stated plainly.
Who prepared it
A named valuer accredited through the API or AVI, independent of your fund.
See a sample report. This sample is a CGT report. SMSF reports use the same format, with the purpose of the valuation stated as SMSF reporting.
We value residential property only. Commercial and rural property held in a fund need a specialist valuer, and we'd rather tell you that before you order.
Valuing property across your client funds?
Add properties from many funds to one order, each with its own 30 June date and fund reference.
SMSF valuation questions
Do I need an independent valuation every year?
Not necessarily. The fund needs a market value each year, but the ATO only suggests a qualified independent valuer where the property is a large share of the fund, is complex to value, or something material has changed.
Can you value the property as at 30 June?
Yes. Choose 30 June as the valuation date when you order, including for an earlier financial year.
Will my auditor accept it?
Your auditor decides what evidence is enough, so we can't promise that on their behalf. The report sets out the sales, method and reasoning, signed by an independent certified valuer, which is what they check.
The property is leased to a related party. Can you value it?
Yes. We give the market value of the property itself. Whether the lease is allowed and whether the rent is at market rate are questions for your accountant, adviser or SMSF specialist.
Contact us
Have a question? We're here to help.
If there's anything you'd like to check before you order, reach out and we'll come back to you.