Valuations of SMSF Real Estate for ATO Reporting and Compliance

We regularly carry out formal valuations of SMSF Real Estate Assets for SMSF trustees and accountants for compliance purposes.

Once we have carried out an inspection and provided a formal valuation report, we can also prepare a more cost effective “valuation update letter” for future valuation requests if approved by the fund’s accountant.

This letter can be prepared without a new valuation inspection and subject to certain conditions, such as time since the last inspection, and changes to the state of the property.

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Property Transfer Valuations

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Other Valuation Purposes