SMSF: Getting it right: the challenge in market valuations
Update: 2025-09-12
Description
Market valuations have emerged as a crucial area in the SMSF sector, particularly in light of regulatory changes and heightened ATO scrutiny. The looming spectre of Division 296 further complicates the landscape, particularly regarding the methodology used for valuations.
In this episode of the SMSF Adviser Podcast, host Aaron Dunn, chief executive of Smarter SMSF, is joined by industry stalwart Shelley Banton, head of technical for ASF Audits, to delve into the changing expectations for valuations and meeting the challenging compliance requirements.
Listen as they discuss:
- The complexity of market valuations, especially for assets that lack readily available market data.
- Concerns around private credit.
- Practical solutions that may support auditors.
- The shift in expectations for the auditing profession.
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