Getting SMSF Market Valuations Right

About this event

Market value is more than a year-end compliance exercise: it influences contribution strategies, pension commencements, in-specie transfers, related-party transactions, and investment decisions throughout the life of an SMSF. Getting it wrong can expose clients to unnecessary tax, compliance risks and costly disputes.

Join Shelley Banton for this practical webinar exploring the latest valuation expectations and the evidence required for different asset classes designed to withstand audit and ATO scrutiny.

Using practical examples and real-life scenarios, you'll learn how to identify valuation risks early, understand auditor expectations and help clients avoid common pitfalls before they become compliance issues.

 

Register now to secure your place!

 

$99+GST (members) | $132+GST (non- members)

Legislated CPD Hours Available

 

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Presented by: Shelley Banton Director, Super Clarity Shelley Banton is an SMSF specialist adviser and auditor with more than two decades of experience in superannuation, compliance, and risk management. As Director of Super Clarity, Shelley helps the SMSF industry to navigate complex legislation, resolve compliance challenges, and manage risk with confidence. She delivers practical compliance solutions, risk management strategies, and technical education designed to empower SMSF professionals. A respected industry voice, Shelley is a sought-after speaker and commentator, recognised for her clear, pragmatic insights that cut through complexity.