SMSF Valuation advice tool

The industry ‘norm’ of valuing assets every three years has no basis in legal reality. And with the ATO now showing increasing vigilance, you should start preparing your clients now.

So, what do SMSF Auditors need to see?

TriSuper Auditors' Valuation advice tool will help guide you through the maze of ATO requirements, tailored to your clients' assets. 

Simply select the Asset and answer any questions to receive our guidance for your client.   

• Is a formal valuation required?
• What does the ATO say, and what does TriSuper Auditors recommend?
• What supporting documents should you supply?

You can seek advice for multiple asset categories and even export the results of your session as a PDF.