Valuation of Assets

Superannuation Funds are required to revalue the assets held by the Fund at 30 June each year. This is particularly important where some of the members are in pension phase, as the valuation of assets will affect the calculation of their minimum pension for the following year.

Valuations for some assets, such as (but not limited to) property and collectibles, are not easily attainable and may take some time to organise.  If your Fund holds assets in these areas, we recommend you commence the process of obtaining valuations for such assets prior to 30 June. Should you require assistance with this, please contact us.