Our Services.

Self-Managed Superannuation Funds (SMSF) Valuations

At Marchese Property Valuations, we specialize in providing comprehensive and precise valuations for Self-Managed Superannuation Funds. These valuations are critical for SMSF compliance and strategic planning, ensuring that the fund’s assets are accurately assessed and reported.

Importance of SMSF Valuations in Australia

1. Regulatory Compliance

SMSF trustees are required by the Australian Taxation Office (ATO) to provide an accurate market value of the fund’s assets. Regular valuations ensure that the fund complies with superannuation regulations and reporting requirements.

2. Investment Strategy

Understanding the true value of the assets within an SMSF helps trustees make informed decisions about asset allocation, diversification, and risk management.

3. Financial Reporting

Valuations are crucial for the preparation of annual financial statements. They provide a clear picture of the fund’s performance and financial position, aiding in transparent and accurate financial reporting.

4. Taxation

Valuation of SMSF assets impacts the calculation of tax liabilities and accurate valuations optimise tax outcome whilst ensuring all tax obligations are met.

5. Transfer and Sale of Assets

When assets are transferred into or out of an SMSF, or when properties within the fund are sold, precise valuations are necessary to determine the correct transaction value and ensure fair dealings.

Our SMSF Valuation Services

Comprehensive Property Valuation

Our certified valuers conduct thorough assessments to determine the accurate market value of SMSF assets, including residential, commercial, and industrial properties.

Detailed Valuation Reports

We provide detailed valuation reports that comply with ATO guidelines, including:

  • Date of valuation and inspection

  • Property details (areas, dimensions, and legal particulars)

  • Description of improvements and site plans

  • Market analysis and comparable sales data

  • Valuation rationale and methodology

Expert Advice and Support

Our team offers expert advice and support throughout the valuation process, helping SMSF trustees understand the implications of the valuation and how to use the information effectively.