SMSF & Superannuation
Clear, compliant valuation reports prepared by qualified valuers to support SMSF audits, reporting, and compliance requirements.
ATO-aligned. Independent. Evidence-based.
Why It Matters
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.
Our Process
A clear, structured approach designed to support accurate SMSF reporting and audit requirements.
We confirm the purpose of the valuation, the asset type, and the relevant reporting date. This ensures the valuation is aligned with SMSF audit and compliance requirements from the outset.
Depending on the property type and SMSF requirements, we'll advise whether a full inspection or a desktop valuation is appropriate. Desktop valuations are commonly used for SMSF reporting where sufficient market data is available.
Your valuation is prepared using recognised methodology and supported by relevant comparable sales and market evidence appropriate to the reporting date.
Your completed valuation is delivered with clear documentation suitable for auditors, accountants, and SMSF reporting.
Clear guidance from instruction through to delivery.
Why Choose Us
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.
Valuations prepared with compliance in mind.
Valuations completed by certified professionals, supported by industry-leading market data.
Clear, compliant reporting that made our SMSF audit straightforward.
Independent, compliant valuations prepared to support SMSF reporting, audits, and regulatory obligations.
Our Approach
Independent
valuations for objective SMSF reporting
Our Method
Evidence-based
supported by relevant market data
Our Standards
Compliant
aligned with ATO and valuation guidelines
Our Experience
Trusted
by trustees and professionals
FAQ
If you require a valuation for SMSF purposes, these FAQs address the most common questions trustees and advisers ask — including audit requirements, valuation frequency, and inspection considerations.
These questions cover the essentials of what an SMSF valuation is and how it supports compliance.
Covers frequency, retrospective valuations, and compliance obligations.
When a full inspection or desktop assessment is appropriate for SMSF.
Covers the range of property types valued for SMSF purposes.
Speak with a qualified valuer for clear, independent reporting that supports SMSF compliance and audit requirements.
No obligation — just clear next steps.