Valuation service

SMSF & Superannuation Property Valuations Sydney

ATO-compliant market valuations for self-managed super funds holding residential or commercial real estate.

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Australian Property Institute (API)

Certified Practising Valuer (CPV)

25+ Years Experience

100% Independent – Zero Sales Bias

Quick answer

Does my SMSF need a property valuation?

SMSF trustees must report assets at market value each financial year. For real property, the ATO expects values to be based on objective and supportable data, and an independent valuation is strongly recommended where values may have changed materially.

Annual financial statements valued as at 30 June.
In-specie transfers of property into the fund.
Acquisitions or disposals involving related parties.
Auditor requests for independent evidence of value.

ATO guidance on valuing SMSF assets

The ATO's valuation guidelines for SMSFs require market values to be based on objective and supportable data. Our reports set out the evidence and methodology clearly so your auditor can sign off with confidence.

Professional standards compliance

Our valuations align with professional standards and guidance relevant to superannuation reporting, including the principles referenced in Guidance Note 463, ensuring consistency and defensibility.

Arm's length and audit readiness

Where property is leased to related parties, rent and value must reflect arm's length terms. We can provide both a market valuation and a market rent assessment in one engagement.

FAQs