Managing a Self-Managed Super Fund (SMSF) comes with regulatory responsibilities, and one of the most important is having an ATO compliant valuation for property assets. Whether you are an SMSF trustee, auditor, or financial adviser, understanding the value of the fund’s property assets is essential for your SMSF obligations.

At hovr, we make it simple. Our SMSF valuation service is built specifically to support SMSF compliance, offering accurate, evidence-based valuations (for both market value and rental income) without the high costs or long wait times of traditional valuations. True independence is guaranteed using our arms length matching using AI.

Why You Need an ATO Compliant Valuation

The Australian Taxation Office (ATO) requires SMSF trustees to ensure that assets are valued at market value and by an independent person when preparing annual returns and financial statements. A hovr valuation helps you:

• Meet ATO obligations with an objective and well-documented valuation
• Ensure accurate reporting of property assets in your SMSF portfolio
• Avoid penalties, compliance issues or delays during your SMSF audit
• Support decision-making for retirement planning and investment strategy

Our reports are prepared in accordance with ATO guidelines and are suitable for accounting and audit purposes.

What is a SMSF Valuation?

A SMSF valuation is a type of property appraisal performed remotely, without a physical inspection. It leverages market data, recent comparable sales, property records, and local insights to assess the market value of a property as well as market rental income.

For standard residential and investment properties, these SMSF specific desktop valuations are a reliable, affordable, and ATO-accepted solution—especially when a physical inspection is not required for compliance.

What you get: the value of the property based on a desktop audit as well as a report that details how the valuation was done and what data was used, and includes market rates for rental income.

How Our SMSF Valuation Process Works

We’ve streamlined our valuation service to make it easy for SMSF stakeholders to get the information they need:

1. Submit your details: Provide the property address and key request details.
2. Valuation review: Our AI matching algorithm selects a set of valuers. One of them grabs the job and conducts a review using recent comparable sales, market conditions, and property data to determine market value and rental income.
3. Report delivery: You then receive a professionally formatted PDF report that is ready for your SMSF annual return. Most reports are delivered within 1 business day.

Why Choose hovr for SMSF Valuations?

• ATO Compliant: Reports are designed to meet the expectations of SMSF auditors and satisfy ATO guidelines.
• Fast Turnaround: Valuations delivered in as little as 24–48 hours.
• Cost-Effective: SMSF Desktop valuations offer significant savings compared to full valuation inspections.
• Designed for SMSF: Our processes and systems have been designed with accountants, auditors, and SMSF professionals in mind.
• Audit-Ready Reports: Our reports contain the detail and methodology expected by licensed auditors and the ATO.

Who Uses Our SMSF Valuation Service?

Our ATO compliant desktop valuations are trusted by:

• SMSF trustees who need to value a property before lodging their annual return
• Accountants and bookkeepers managing multiple SMSF clients
• SMSF auditors verifying asset values for compliance and reporting
• Financial planners preparing retirement plans and strategies