Property Valuations for Accountants: CGT and SMSF Reports

If you are a chartered accountant, tax agent, financial planner, or SMSF auditor, you need a reliable, fast, and affordable property valuation provider that your clients can trust and your audit files can rely on. We work with accounting practices across Australia to deliver independent desktop valuation reports for every scenario your clients face: annual SMSF compliance, CGT cost base establishment, deceased estates, family transfers, retrospective valuations, and Division 296 elections.

This page explains how our service works for accounting practices, what you can expect, and how to integrate us into your workflow.

Why accountants choose us

Fixed transparent pricing. $245 for residential, $550 for commercial (including rental assessment). No quotes, no estimates, no hidden charges. The price is the same for current-date and retrospective valuations, regardless of property location, value, or complexity. Your clients know what they are paying before they order.

Same-day to 48-hour turnaround. Most residential reports are completed and delivered same day or next business day. Commercial reports within 48 hours. No scheduling, no site visits, no coordination. Your client orders online, we deliver by email.

ATO-compliant reports. Every report includes the valuation methodology, comparable sales evidence, market value conclusion as at the specified date, and (for commercial properties) a rental assessment. Reports are designed to give auditors the objective and supportable evidence the ATO requires. We work with accountants and auditors across Australia who rely on our reports to complete their annual compliance work.

National coverage. We cover every property type (residential, commercial, industrial, rural) in every Australian location, metropolitan and regional. One provider for your entire client base.

BGL Simple Fund 360 integration. For SMSF practices using BGL, our ordering process integrates with your existing workflow.

What we deliver for your clients

ScenarioReport TypePrice
Annual SMSF property valuationMarket value report (residential) or market value + rental assessment (commercial)$245 / $550
Division 296 cost base resetMarket value report as at 30 June 2026$245 / $550
Home to rental conversion (CGT cost base)Retrospective market value report$245
Deceased estate (date of death)Retrospective market value report$245 / $550
Family transfer (CGT + stamp duty)Market value report$245 / $550
Pre-CGT cost base (1985 or date of death)Retrospective market value report$245 / $550
Related party lease (arm’s length rent)Commercial market value + rental assessment$550
Family law / divorceMarket value report$245 / $550

How the ordering process works

Step 1: Order online. Your client (or you on their behalf) selects the property type at smsfpropertyvaluations.com.au/order/, enters the property address, specifies the valuation date, and completes payment. The entire process takes less than 2 minutes.

Step 2: We prepare the report. Our valuation team conducts the desktop assessment using licensed access to Australia’s leading property databases. We analyse recent comparable sales, local market trends, and property-specific factors.

Step 3: Report delivered by email. The completed valuation report is emailed directly to the client and/or the accountant. Reports are in PDF format, ready to file with the fund’s audit documentation or the client’s tax return working papers.

For practices ordering regularly, we offer direct email delivery to the accountant, the ability to order on behalf of multiple clients in a single session, and consistent reporting format across all reports for easy audit filing.

What auditors tell us they need

We have designed our reports based on direct feedback from SMSF auditors. The report includes every element auditors have told us they require to sign off without qualification:

  • Clear identification of the property (address, title reference, description)
  • Valuation date explicitly stated
  • Methodology statement (CMA, income capitalisation, or cost approach as appropriate)
  • At least three recent comparable sales with adjustments
  • Market value conclusion as a specific dollar figure
  • Rental assessment with comparable rental evidence (commercial reports)
  • Independence statement confirming no relationship with the fund or its members

If an auditor ever has questions about a report, they can contact us directly. We stand behind every valuation we prepare.

Division 296 and your SMSF clients

Division 296 now applies from 1 July 2026. For every SMSF client holding property, the 30 June 2026 market value is the anchor figure: it sits in the 2025-26 financial statements and it is the value the cost base reset election works from. If any property-holding fund in your client book does not yet have a supportable valuation as at 30 June 2026, a retrospective desktop valuation at that date closes the gap, at the same fixed price as a current-date report.

From here the work is annual rather than one-off. Each 30 June valuation feeds the fund’s financial statements, member balances and the Division 296 position, so one provider and one report format across the client book saves audit time every year. We support bulk ordering for practices with large SMSF client books. Contact us to discuss volume arrangements and turnaround commitments ahead of 30 June 2027.

Partner with us for your clients’ property valuations

Fixed pricing, national coverage, same-day turnaround, ATO-compliant reports. One provider for every client, every scenario.

Contact Us to Discuss Your Practice’s Needs

Where a client’s property sits outside superannuation, our sister brand CGT Valuations works with accounting practices on CGT valuations for accountants, including referral and invoicing arrangements for advisers.

Frequently asked questions

Either works. You can place the order yourself using the property details, or the client can order directly. The completed report is emailed to the client, to you, or to both, so it can go straight into the audit file or the tax return working papers.

No. The fee is the same whether the effective date is today or a past financial year: $245 for residential and $550 for commercial including the rental assessment. Location, value and complexity do not change the price either, so you can quote a client before you know the details.

There is no requirement for a valuer to inspect a property for SMSF purposes. What an auditor needs is objective and supportable evidence behind the figure. Each report identifies the property, states the valuation date and the method, sets out at least three recent comparable sales with adjustments, gives the market value as a specific figure, and includes an independence statement.

The property address, the property type, and the effective date of the valuation. Ordering takes about two minutes, and no site access or client coordination is required.

Yes. Practices with larger SMSF books order for several clients in one session and receive reports in a consistent format for filing. For genuine volume, contact us first so turnaround can be committed in advance rather than assumed.

The auditor can contact us directly. We prepared the figure and we will walk them through the evidence behind it, so the query is resolved between the valuer and the auditor rather than landing back on your desk.

Get in touch

Feel free to contact us with any valuation questions you have.

Picture of Mike Wilczynski

Mike Wilczynski

Mike Wilczynski, Certified Property Valuer and Chartered Accountant who founded SMSF Property Valuations to provide independent, ATO-compliant desktop valuation reports for self-managed superannuation funds. Mike brings a unique combination of property valuation expertise and hands-on SMSF accounting experience, he advises on the same compliance, tax, and reporting issues that drive the need for accurate property valuations. A regular presenter at the SMSF Association National Conference, Mike works with SMSF trustees, Chartered Accountants, Auditors, and Financial Advisers across Australia to deliver reports that meet annual reporting, audit, and compliance requirements.