Self-Managed Super Funds

Managing property assets within a self-managed super fund (SMSF) entails specific obligations, particularly regarding valuations. The Australian Taxation Office (ATO) requires Self-Managed Super Funds (SMSF) trustees to report property assets at their market value, supported by objective and independent assessments.

At Herron Todd White (HTW), we offer trusted SMSF property valuation services nationwide in Australia. Our experienced team delivers valuations that support fund compliance, assist with strategic decision-making, and meet the highest professional and regulatory standards.

Trusted by SMSF trustees nationwide

HTW has earned a reputation as one of Australia’s leading independent valuation firms. Our team of qualified valuers understands the nuances of SMSF property, and our reports are prepared in accordance with ATO requirements and Australian Valuation Standards.

We work closely with trustees, accountants, and SMSF administrators to ensure valuations are both timely and audit-ready. With valuers based in every state and territory, we offer national reach with local expertise.

When is an SMSF property valuation required?

Property held within an SMSF must be valued at its market value, and the ATO expects this valuation to be based on objective, supportable data. While a formal valuation may not be required annually, there are key scenarios in which one is either expected or strongly recommended.

Common reasons to obtain a formal SMSF valuation include:

• Preparing annual fund financial statements
  
• Buying or selling a fund-held property
  
• Leasing the property to a related party
  
• Conducting in-specie asset transfers
  
• Commencing or adjusting pension payments
  

In each of these situations, HTW provides trusted valuations that support compliance and informed decision-making.

What to expect from a HTW SMSF valuation

When you engage HTW, you’re working with a team that understands the specific needs of SMSF clients. Our valuation reports are detailed, evidence-based, and prepared with audit requirements in mind.

Every report includes:

• A thorough assessment of the property’s physical and legal characteristics
  
• Comparable sales or leasing data
  
• Market commentary and analysis
  
• A clearly stated market value
  
• Documentation that satisfies ATO and auditor expectations
  

Turnaround times typically range from 5 to 10 business days following inspection, depending on location and complexity.

Valuing all property types within SMSFs

Our team is experienced in valuing a wide range of property assets held within SMSFs. This includes:

• Residential dwellings (houses, units, townhouses)
  
• Commercial premises (offices, retail, mixed-use)
  
• Industrial sites (warehouses, logistics, light manufacturing)
  
• Rural and regional holdings
  

Whether your SMSF holds a single residential investment or a diverse property portfolio, HTW has the capability to provide consistent, professional valuation services nationwide.