For SMSF Advisers & Accountants

Built for
smsf advisers.

Independent CGT-specific valuations for SMSF-related events. For annual SMSF compliance valuations, see our sister brand SMSF Property Valuations.

  • · Australia-wide
  • · Retrospective dates
  • · 5–7 business days
  • · Adviser-friendly reports
What you get

Reports designed for the way
you actually use them.

Independent and arm's length

Objective, evidence-based valuations that satisfy the independence requirements for SMSF CGT matters.

Suitable for CGT events

Reports prepared for in-specie contributions, disposal, acquisition and other SMSF CGT-related events.

Backdated valuations available

Historical-date valuations using market evidence — for past CGT events, audits and trustee reporting.

Sister brand for compliance work

For annual SMSF property compliance valuations, visit smsfpropertyvaluations.com.au — our dedicated SMSF compliance brand.

Process

Simple from start to finish.

  1. 1

    Place the order or refer the trustee via the portal

  2. 2

    Provide property address, the relevant CGT date and SMSF details

  3. 3

    We prepare an independent, evidence-based valuation report

  4. 4

    Report delivered — ready for trustee records, accountant and auditor

We use them for SMSF property transfers and in-specie contributions. Independent, ATO-aware reporting that holds up to scrutiny — exactly what trustees need.
Marcus PatelSMSF Adviser
Every report includes

Structured for professional use.

  • Independent CPV valuation report
  • Comparable sales evidence and analysis
  • Clear market value conclusion
  • Effective date stated and supported
  • Professional methodology summary
  • Suitable for ATO correspondence

Ready to order?

Place an order online, or speak with the team first about your client's situation.