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Answer the questions regarding your client’s assets to receive our recommendation on screen. You can also export your session later.

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E.g. managed unlisted trusts

What does the ATO say?

Like a listed asset, the ATO wants market value for unlisted assets considering a number of factors.

The ATO is aware that unlisted assets can be complicated to value, and there might be other issues to consider such as liquidity. So the more illiquid an asset is, the harder it will be to provide a certain valuation. In a lot of cases, unlisted assets may still be readily valued depending upon the structure.

What Asset are you valuing?