SMSF

Coffs Coast Valuations offer Self Managed Super Fund (SMSF) Valuations with accurate Market Value assessments for residential, commercial and industrial property. Annual Valuation assessments of the Fund’s assets may be required by the Australian Tax office and your accountant for SMSF reporting and auditing purposes.

It is essential for SMSF trustees to measure the performance of their investments, which includes any changes in the value of real property. Coffs Coast Valuations frequently receive requests from clients and accountants to carry out valuations for the trustees to determine the current market value of the Fund’s real property assets.

Coffs Coast Valuations will provide the trustee with  a concise and accurate valuation report for SMSF purposes that complies with Australian Tax Office requirements. Valuations are often the fastest and simplest way of ensuring your fund is complying with super laws and taking advantage of the full array of tax concessions available.

Trustees and accountants must keep appropriate records of how valuations are determined.  As part of the review compliance process you may be asked to provide documentation evidence of the valuation method that was used. Valuations prepared by a qualified, independent valuer are less likely to be challenged by the ATO.