A real number for the largest asset on the statement.
For most clients, property is the single largest item in the position you are advising on — and the only one usually carried at an estimate. RPV prepares independent market valuations for SMSF annual reporting, estate and succession planning, and net asset statements, prepared by a Certified Practising Valuer and dated to the day the purpose requires. Fixed fee quoted before instruction, delivered 3–5 business days after inspection.
Three situations, one requirement.
Annual market value at 30 June
Trustees must value fund assets at market value each year, and the fund’s approved auditor has to be satisfied with the evidence behind it. A qualified audit report is an avoidable outcome, and it is usually avoided by instructing early rather than by arguing later.
SMSF valuation requirementsPlanning around a real figure
Equalising between beneficiaries, testing whether a proposed distribution is actually equal, and understanding the capital gains position a beneficiary would inherit. All of it depends on a defensible value rather than a family assumption about what the house is worth.
Date of death valuationsThe asset nobody has actually measured
Portfolio reviews, gearing decisions and insurance adequacy all rest on a property figure that is often an online estimate or an agent’s opinion from years ago. Where the decision is material, the input should be a valuation rather than a guess with a decimal point.
Valuation vs appraisal vs estimateWe are not selling anything else.
RPV does not sell property, manage property, arrange finance, or take a commission from anyone who does. The fee is the same whatever the figure turns out to be, and it is fixed before the inspection. There is no version of this engagement in which we benefit from a particular answer.
That matters for your file as much as for the client’s. Where a valuation supports a recommendation, the question that eventually gets asked is who prepared it and what interest they had. A named Certified Practising Valuer with no transactional interest is a short answer to that question.
It also means we will tell you when a valuation is not required. If an online estimate is adequate for the decision in front of you, that is a legitimate answer and you will hear it before you are invoiced, not after.
Three things that make an annual cycle manageable.
Send the list, not the individual jobs
One email with every fund or client property. We schedule inspections across the cycle instead of into the last fortnight, and quote the set.
One valuer, one line
The same named valuer across your book, reachable on 0422 026 728. Not a portal, and not a different subcontractor each year with a different methodology.
Consistent basis year to year
A revaluation of a property we have valued before is a smaller scope, quoted accordingly, and stated on the same basis — so movement in the figure reflects the market rather than a change of method.