Monita Asset Management
Valuation Purpose

SMSF Compliance

ATO-compliant valuations for self-managed super fund property and asset requirements.

What's involved

ATO-compliant market valuations for SMSF trustees – ensuring accurate asset reporting for annual accounts, audit and contribution-in-specie transactions.

Who needs it

SMSF trustees, administrators and auditors.

Relevant assets
  • Residential & commercial property
  • Business real property (BRP)
  • Plant & equipment held in SMSF
  • Unlisted share interests
Get In Touch

Ready for a precise, independent valuation?

Connect with the Monita Asset Management team. All consultations are free of charge.