How to Order an SMSF Property Valuation

Ordering an independent SMSF property valuation should take minutes, not meetings. This page walks through the whole process — what an SMSF property valuer needs from you, how desktop and on-site scopes differ, how long it takes, and the signed report you receive for the fund’s accounts and audit.

First, some context. The widely discussed 1 July 2027 change to how capital gains tax is calculated applies to individuals — it does not apply to self-managed super funds (SMSFs). Your fund’s obligation is the ongoing one: each financial year an SMSF must report property at market value for the fund’s financial statements and annual audit under SIS Regulation 8.02B. Ordering a supportable valuation is how trustees meet that annual requirement cleanly.

Order a valuation

1. Tell us the fund and property details

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To prepare your valuation without back-and-forth, have these ready:

• The property address and title/lot details.
• Confirmation the property is held inside your SMSF (the fund is on title, or held through a bare trust for a limited recourse borrowing arrangement).
• When the fund’s annual return and audit are due, so the valuation date suits your reporting period.
• Any supporting evidence you already have — a lease, a prior valuation, or recent comparable sales. More evidence usually means a tighter, better-supported figure — see the photo guidelines.

You submit these on the order form below. There’s no payment at that step — we confirm the right option and a fixed price first.

2. Choose your scope — desktop or on-site

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The main choice that shapes an SMSF valuation is scope, not brand. Both options are independent, signed by a qualified valuer, and prepared to be audit-ready under SIS Reg 8.02B.

If you’re unsure which fits, order the desktop option and note anything unusual about the property — we’ll flag if an on-site inspection would give your auditor stronger evidence. For a fuller cost breakdown, see SMSF property valuation cost.

3. Turnaround

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We confirm the exact turnaround with your fixed price once we see the property details. Desktop assessments are the fastest; on-site valuations take a little longer because they include a site visit. If your audit or annual return has a hard deadline, tell us the date on the form and we’ll work to it.

4. Receive the signed report

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You receive a signed valuation report from a qualified, independent valuer — the market value, the valuation date, the comparable evidence and the methodology, packaged so your accountant can drop it into the fund’s financial statements and your auditor can rely on it. See what makes a valuation audit-ready for accounts and audit.

A signed independent valuation is the strongest single piece of evidence, but it is not the only method the ATO accepts — trustees may also value property using objective, supportable data. Where property is a material asset, in pension phase, or involved in a related-party dealing, an independent valuation is what auditors most commonly expect.

Order

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Related services

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• Want to understand the annual obligation and get your fund ready before you order? See our guide to how often to value.
• Accountant or administrator ordering for many funds at once? Our page for accountants handles that workflow.

Common questions

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General information only — not financial, SMSF or tax advice. Confirm valuation timing and treatment with your fund’s accountant or auditor. Any indicative appraisal is automated and not a certified valuation; the signed valuation is provided separately.