
FAQs
Frequently Asked Questions
Here you'll find quick answers to our most common questions about orders, payments, bookings, and more. If you don't see what you need, feel free to contact us anytime.
Ordering
How do I order a valuation report?
We encourage you to fill out the form in the residential and commercial pages of our website or you may also call or email us. You will then receive a confirmation email and your report within four business days. The invoice will be sent once you receive your report.
How long will it take to receive my report?
1-4 business days in most cases.
How will I receive my valuation report?
The report will be sent via email.
What format does the report come in?
Every report is delivered as an 8-12 page business report in PDF format, sent by email. It includes the property description, area profile, market trends, a comparative market analysis with 5 to 10 comparable sales itemised in full, the methodology, and the signature of the team member who prepared it.
How do I pay?
No payment is required up front. You order, we prepare and deliver your report, and the invoice follows once the report is in your inbox.
Do you inspect the property?
No. Our reports are desktop valuations built from licensed access to the national property database and 5 to 10 comparable sales, itemised in full. That is why there is no appointment to book and no disruption, and it is what the ATO's evidence standard actually asks for: objective, supportable data.
What areas do you cover?
Australia wide, every state and territory. Our licensed data covers property nationwide, so there is no need to engage a local agent wherever the property sits.
Where are you based?
We are based in Melbourne but have licensed access to Australia's largest property database. We are able to follow our structured system to perform valuations across the country.
What types of properties do you value?
We do all types of residential and commercial properties that are specifically owned in a Self-Managed Superannuation Fund, including farmland and rural properties.
Do you value farmland?
Yes. We prepare farmland and rural property valuations for SMSFs, and they are ordered through the commercial form. Fill it in as you would for any commercial property and we will take it from there.
Compliance
What is the difference between your valuation report and a sworn valuation?
A sworn valuation will require a physical inspection and provide extra unnecessary detail which costs a lot more time and money. Our desktop market valuation reports are concise, providing the ATO with everything they will need at a highly competitive price and without the need for a physical inspection.
How is the value of my property determined?
We adhere to industry-recognised methodologies outlined in IVS 105 (International Valuation Standards, Section 105) and APES 225 (Australian Professional and Ethical Standards, Section 225) to deliver precise valuations that meet ATO standards.
Our valuation process considers key factors such as property location, size, condition, and market trends as well as recent sales of comparable properties.
Do I need a valuation every year?
Under regulation 8.02B, every SMSF asset must be reported at market value each year at 30 June. A fresh external valuation is not legally required every year, but your auditor must see current, objective and supportable evidence, and in a moving market year-old evidence is hard to rely on. In March 2024 the ATO contacted around 16,500 SMSFs that had reported property at the same value for three or more years, and it has named three-yearly valuations as an outdated practice.
Additionally, if you believe the market value has changed due to improvements or demolitions, you must seek a valuation report. And with Division 296 now in effect from 1 July 2026, a current market value matters more than ever.
Who can value an SMSF property?
The ATO's Guide to valuing SMSF assets says a qualified independent valuer is not required for the fund's accounts, and expressly includes 'a person without formal valuation qualifications but who has specific experience or knowledge in a particular area'. What matters is that the value rests on objective, supportable evidence.
Can I value my own SMSF property as trustee?
Yes, the ATO accepts a trustee's own valuation where it is based on objective and supportable data, including at least three comparable sales and documented reasoning. In practice auditors scrutinise trustee valuations closely, which is why many trustees prefer an independent report that settles the question before it is asked.
Is a real estate agent appraisal enough for an SMSF audit?
Often not on its own. In its guidance to SMSF auditors, the ATO says an appraisal 'stating what the property is likely to sell for based on sales in the area, without listing details of those sales, would generally not on its own be sufficient appropriate evidence'. An appraisal needs the comparable sales attached. Every SPV report lists 5 to 10 comparable sales in full.
Is a council rates notice enough for an SMSF property valuation?
No, not on its own. A rates notice reflects a valuation prepared for rating purposes at an earlier date, not current market value supported by comparable sales. Auditors generally treat it as supporting evidence at best, alongside a valuation built on objective, supportable market data.
What evidence does an SMSF auditor need for a property valuation?
Objective and supportable data under regulation 8.02B: comparable sales listed in full, the sources of the evidence, the methodology used to reach the figure, and a report the auditor can verify. If the evidence is not sufficient, the auditor can be obliged to report a contravention.
What happens if the auditor rejects a valuation?
The auditor can lodge an auditor contravention report under regulation 8.02B, which invites ATO attention and delays the fund's reporting. With us it has never happened: in 3,500+ reports, none has been rejected. If one ever were, the Compliance Guarantee applies: we fix it free, refund your fee, and pay that fund's audit preparation fee for that financial year.
What if the ATO rejects the report?
Our services come with a guarantee of '100% ATO compliance'. To this day, we have a perfect track record with our clients, their auditors and the ATO.
What happens if my SMSF charges below-market rent to a related party?
Related-party dealings must be on arm's-length terms under section 109 of the SIS Act, and rent below market can see the fund's income taxed punitively under the non-arm's-length income rules. The answer is market rent evidence: a rental assessment documenting what the property would fetch at arm's length.
Division 296 and CGT
What is the Division 296 cost base reset?
A one-off, optional and irrevocable election that resets the cost base of all the fund's CGT assets to their market value at 30 June 2026, for Division 296 purposes only. It is made in the fund's 2026-27 annual return and it requires a defensible market valuation dated 30 June 2026. See our Division 296 page for the full picture.
Do I need a valuation dated 30 June 2026 for Division 296?
If your fund is considering the cost base reset, yes. The valuation date has passed, but that does not close the window: a retrospective valuation assessing market value as at 30 June 2026 is accepted, and the election is not due until the fund's 2026-27 annual return.
Can you do retrospective valuation reports?
Yes. Valuation dates more than two years prior to the current date incur an additional $100 + GST retrospective fee. Simply fill the form in as usual to order.
What is a CGT valuation?
A market value assessment at a specific date for capital gains tax purposes: when a property is sold, inherited, transferred between related parties, or converted from a main residence to a rental. The date is often in the past, which makes these retrospective valuations built on the sales evidence that existed at the time.
Do you do CGT valuations?
Yes. We are able to provide valuation reports suitable for accounting purposes including Capital Gains Tax (CGT). Simply fill the form in as normal to order.
Working With Us
Do you do rental appraisals?
Yes. If you have a related party lease on your commercial property then you must be able to prove that the rental income you receive is at fair market value. We can help with this. Rental appraisals can be added on to commercial valuations for an additional $125 + GST.
Please email or call us if you would like a rental appraisal only. They are $425 each.
Can I get a commercial rental appraisal only?
We can provide rental appraisal only reports for commercial properties where a price/sqm method is the best approach. If a yield method is required, a full report with a valuation plus rental appraisal will be required. Please reach out to us to check.
Can accountants order valuations in bulk?
Yes. Accounting firms order valuations for whole client books on one consolidated invoice, with the same 1-4 business day turnaround on every job. 200+ firms across the country already work with us this way. See our accountants page or contact us to arrange a bulk order.
What does the Compliance Guarantee cover?
If an approved SMSF auditor declines to accept your report as sufficient evidence of market value, we fix it free with additional evidence or a re-assessment, refund your fee if it still is not accepted, and pay that fund's audit preparation fee for that financial year. Not just the additional work the query caused: the whole preparation bill. The full terms are on our Compliance Guarantee page.
Is my information secure?
Yes. The details you provide are used only to prepare and deliver your valuation report, and your data is handled in Australia. We do not sell or share your information beyond what is needed to complete your order.

Make SMSF Valuations Hassle-Free
If your SMSF holds property, you're required to provide documented evidence of its value. Let us handle the process for you. Our service is fast, simple, and tax-deductible.