SMSF Property Valuation in Brisbane
Servicing South East Queensland
Brisbane SMSF Property Valuation Services
ATO-Compliant Reports
Specialist SMSF Knowledge
Independent & Impartial
Superannuation property valuations are an important part of managing a Self-Managed Super Fund (SMSF) and meeting Australian Taxation Office (ATO) requirements. At Peterson Property Valuations Brisbane, we provide independent assessments tailored for SMSFs. Whether you're acquiring, holding or transferring property within your fund, an SMSF property valuation helps ensure your records reflect market value for auditing, financial reporting and general decision-making.
We review market evidence, comparable sales and property characteristics to prepare reporting that aligns with superannuation obligations. Assisting clients across Brisbane, we support trustees, financial advisers and accountants with information suitable for SMSF documentation and administrative needs.
If you need a valuation for your SMSF property, contact Peterson Property Valuations Brisbane on (07) 3355 1311.
Contact Us
Thank you for contacting Peterson Property Valuations Brisbane.
We will get back to you as soon as possible.
Oops, there was an error sending your message.
Please try again later.
Valuations for SMSF Reporting Requirements
Superannuation property valuations form an essential part of SMSF compliance, particularly when recording the value of residential, commercial or industrial properties held within a fund.
At Peterson Property Valuations Brisbane, we prepare independent assessments that outline the basis of value and the market factors relevant at the required date. Each SMSF property valuation is structured to support auditing, annual reviews and ongoing fund administration.
We consider property condition, improvements, comparable sales and general market activity when preparing the assessment. Our service supports trustees, accountants and advisers who need clear, well-organised reporting to meet their responsibilities under superannuation rules.
If you’d like to discuss a valuation for your SMSF or the type of report that suits your situation, get in touch with our team.
What Our Customers Say
FAQ
Why do SMSFs require independent property valuations?
Self-Managed Super Funds (SMSFs) must obtain independent property valuations to comply with ATO regulations. These valuations ensure that assets are reported accurately for auditing purposes and that transactions involving fund property are conducted at market value, helping avoid compliance issues or penalties.
How often should I get my SMSF property valued?
The ATO requires SMSF properties to be valued regularly, typically at least once every three years, or whenever there’s a change in ownership or transfer within the fund. Regular valuations ensure financial statements remain accurate and compliant with superannuation laws.
Can I use the same valuer for multiple SMSF properties?
Yes, you can engage the same qualified valuer to assess multiple properties within your SMSF portfolio. Choosing a valuer familiar with SMSF requirements and your property types ensures consistency and accuracy across all valuations.
What types of properties can be valued for SMSFs?
SMSF property valuations cover a wide range of asset types including residential homes, commercial buildings, industrial sites and even development land. Each property type requires specific market knowledge to ensure accurate valuations compliant with ATO guidelines.
Can I request a retrospective valuation for my SMSF property?
Yes. A retrospective valuation may be needed when an SMSF requires the market value of a property at a specific past date for auditing or reporting purposes. The assessment is based on historical market evidence, comparable sales and property information available for that period. Trustees usually seek this documentation when updating earlier records or clarifying past transactions.
What information does a valuer need for an SMSF property assessment?
A valuer typically reviews details such as property access, recent improvements, tenancy information, relevant documents and any changes that may influence market value. Trustees may also provide plans, past reports or purchase records if available. Supplying clear information helps ensure the assessment reflects the property’s condition and circumstances at the required valuation date.
