SMSF Property Valuation
Property Valuations Australia provides SMSF property valuations in NSW, VIC, ACT and NT, with desktop assessments from $159 incl. GST. Each gives independent evidence of the market value of property your fund holds, for the annual accounts and the audit.
Why an SMSF needs property values
Self-managed super funds must value their assets at market value in their annual accounts and statements, and the fund auditor checks the evidence. The ATO’s guidelines do not require a qualified independent valuer for the fund’s accounts. They say trustees should consider one where a property is a large share of the fund or valuing it is likely to be complex. If an earlier valuation has become materially inaccurate, trustees should get a new valuation or other evidence.
Property acquired from a related party must, in general, be business real property acquired at market value, so an independent valuation at the date of acquisition matters.
Residential and commercial property
For a standard home or unit, a desktop assessment from $159 may suit annual reporting: the ATO’s guidelines accept a valuation from a property valuation service provider if it lists the comparable sales relied on. Your auditor decides what evidence they need. Commercial property held by a fund, such as a business owner’s premises, is valued on its lease and income and receives a fixed quote.
Fees
| Report | Fee incl. GST | Best for |
|---|---|---|
| Desktop Property Assessment | From $159 | Standard residential property, annual reporting |
| Tax, Transfer & Compliance Valuation | $495 | Inspected valuations of fund property. Related-party acquisitions are quoted: contact us |
| Commercial Property Valuation | From $1,980 | Commercial property, fixed quote |
Sources
Last checked . The facts on this page were checked against these primary sources.
Questions people ask
How much does an SMSF property valuation cost?
A Desktop Property Assessment is from $159 including GST and may suit standard residential property. An inspected Tax, Transfer & Compliance Valuation is $495. Related-party acquisitions are quoted individually. Commercial property receives a fixed quote, from $1,980.
Does my fund need a valuation every year?
The fund must report market value every year. The ATO’s guidelines do not require a qualified independent valuer for the accounts, but say trustees should consider one where a property is a large share of the fund or complex to value. Your accountant or auditor will tell you what evidence they need.
Is the valuer independent of the fund?
We check independence before accepting the work, including that the valuer is not a member of the fund or a related party, and that we have no interest in the property.
What is your property worth?
Tell us what you need valued and why. We’ll show you the right valuation and what it costs.