Short answer
An investment entity takes 2 business days. A trading business with turnover under $2 million takes 2 business days, and one with turnover $2 million to $10 million takes 3 business days. Delivery time starts once payment and all required information have been received. Larger or more complex matters have a delivery date agreed before we start.
How long does each type of SMSF valuation take?
Investment entity: 2 business days. Trading business, turnover under $2 million: 2 business days. Trading business, turnover $2 million to $10 million: 3 business days. Annual update of our own valuation: 2 business days. Turnover over $10 million, a complex structure, or a dispute or court matter: a delivery date agreed before we start. Accountants and administrators sending several funds: We agree a delivery schedule for batches before we start. Delivery time starts once payment and all required information have been received.
The fee for each type of holding is on our pricing page, and the 30 June valuation guide explains the annual cycle.
What starts the clock, and what do you need from me?
Delivery time starts once payment and all required information have been received. A complete first upload is therefore the quickest route.
For the annual valuation the valuation date is usually 30 June, so the entity's financial statements for that date are the main input. If they are not final, tell us what is outstanding when you order. We usually ask for:
- For a company: the financial statements for the valuation date, the constitution and any shareholders agreement, the share register, and details of recent share sales or issues.
- For a unit trust: the financial statements for the valuation date, the trust deed, the unit register, and a property valuation where the trust owns property.
- For both: details of loans, related-party balances and major assets.
Documents come only through the private upload link on your matter, never by email and never through this website.
What can hold a valuation up?
- A property valuation the fund does not yet hold. Where a trust or company owns property, the property figure comes from a valuation by a registered or certified property valuer, ideally dated at or close to the valuation date. We never sign a property figure ourselves, so that valuation has to exist first.
- Information that arrives in pieces. Each gap holds the work up until it is filled, so send everything through the upload link in one go where you can.
- A restructure around the valuation date. Tell us about any transaction or restructure near that date, because we value the entity as it stood on the day.
- The representation letter. Before the final report, the client signs a representation letter confirming the information supplied.
Tell us your audit date or deadline and we will tell you on the call whether we can meet it. A tight deadline does not change the fee. Call 0433 475 518, Mon to Fri, 9am to 5:30pm AEST, or request a quote.
Read the full guide
- Unit trust valuation for SMSFsUnits in a private unit trust need a market value at 30 June like any other fund asset. This guide explains where the value of a unit comes from...
- Private company shares in an SMSFShares in an unlisted company need a market value at 30 June like any other fund asset. Here is how they are valued, what the auditor looks for, and...
- 30 June SMSF valuationEvery 30 June the trustee reports each fund asset at market value, and the auditor checks the evidence. This page explains what that means for...
- How we value SMSF holdingsThe methods we use, what we analyse and what the report contains.
- Fixed fees, confirmed before we startFixed fees set by what the fund holds. No hourly billing.
Related questions
Is there an extra charge for an urgent deadline?
No. A tight deadline changes how we schedule the work, not the fee. We confirm the fee in writing before we start. No hourly billing.
How long does the annual update take?
Annual update of our own valuation: 2 business days. Delivery time starts once payment and all required information have been received.
More short answers
- How much does an SMSF valuation cost?An SMSF valuation has a fixed fee set by what the fund holds. Investment entity: $995 + GST. Trading business, by annual turnover: $1,495 + GST...
- Can an SMSF use last year's valuation?Sometimes. The ATO says a previous independent valuation can be relied on if it is still appropriate, and the trustee should assess that and document...
- What valuation evidence does an SMSF auditor need?An SMSF auditor needs sufficient and appropriate audit evidence that the market value reported for each fund asset is supportable. The ATO says...
- Does my SMSF need an independent valuation?Usually no. The ATO says trustees are not required to use a qualified independent valuer for the fund's accounts and statements. The law requires one...
Last updated . General information only, not advice about your circumstances. A valuation depends on the facts of the business and the purpose it is for.