Superannuation And Smsf

Superannuation And Smsf

Herron Todd White provides independent Superannuation And Smsf backed by local expertise and national consistency.

Frequently Asked Questions

Can my accountant value the fund's property?

Trustees can value fund property themselves, or ask someone else to, provided the value is based on objective and supportable data. A qualified independent valuer gives your auditor stronger evidence and avoids any question of a conflict of interest, reducing the risk of queries or delays.

Do you value residential property held in an SMSF?

Yes. We value both residential investment property and commercial business real property held by SMSFs. Residential property owned by an SMSF generally can't be leased to members or related parties, so it's usually leased to unrelated tenants.

I lease my business premises from my SMSF. Do I need a rental valuation?

It's strongly recommended. A lease between an SMSF and a related party must be on commercial terms, including a market rent. An independent market rent valuation gives your fund evidence that the rent is at market rates.

Do you value property for large super funds?

Yes. We value property portfolios for industry and retail super funds, coordinating multi-state projects through a single point of contact, so every asset is valued to a consistent method and reporting date.