Market Valuations and SMSFs

Valuing the assets within an SMSF for Financial Statement purposes has been a regulatory requirement since 2012/13, however, valuations have long been required for many other purposes and the ATO are certainly paying more attention to this matter and so should you.

In this webinar, Tim Miller from Smarter SMSF will work through all the key valuation considerations that need to be communicated to SMSF trustees and will provide some guidance on what is and isn’t acceptable from both an audit and ATO perspective. Whether it is related party transactions, pension commencements or paying other benefits, valuations or a lack

Learning Outcomes

At the end of this webinar, participants will have, amongst other things, an appreciation for:

Why market valuations are so crucial for related party transactions
The various reporting and tax consequences that rely on market valuations when paying benefits to members

Key pension issues that need to be addressed by members and trustees alike
What consequences can occur for those that don’t operate at market value

Presenter: Tim Miller

Cost: Free

Date: Thursday, 13th February

Time: 12:30 pm – 1:30 pm AEST

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Tim Miller

Tim Miller is the SMSF Technical and Education Manager at Smarter SMSF and is one of Australia’s leading SMSF educators and presenters with over 25 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servicing the needs of SMSF clients, his practical and personable approach to compliance has made him a much sought after presenter.

Tim regularly presents at the major SMSF conferences and events, contributes to various trade and general publications, he is a Fellow SMSF Association Specialist and was awarded the CEO Award at the 2023 SMSF Association National Conference for services to the SMSF sector.