FOR ACCOUNTANTS & SMSF ADVISERS

Get SMSF software-ready valuations, signed and delivered in 48 hours.

ElevateIQ helps accountants and SMSF advisers order signed commercial property appraisals, market rent evidence and clean audit packs across every client fund without chasing valuers at tax time.

Signed SMSF valuation appraisals
Market rent evidence for related-party leases
Structured annual report evidence packs

What every fund appraisal signs off

Market value assessment support
Signed by a licensed commercial real estate professional
Comparable evidence and assumptions retained
Structured for SMSF audit and annual return files
PRODUCT WALKTHROUGH

See a property valuation appraisal built, in 60 seconds.

Watch ElevateIQ turn fund, trustee and property details into a signed SMSF-ready evidence pack with comparable data attached.

A property valuation and appraisal service built for SMSF trustees and their advisers.

ElevateIQ gives accountants and SMSF advisers a repeatable way to obtain signed commercial property evidence for annual fund compliance. Each report captures the property context, comparable evidence and assumptions your team needs before the file reaches audit.

Signed SMSF evidence on file
Commercial property values and related-party rent evidence prepared for annual statements, trustee records and auditor review.
Purpose-built for firms
Order across every client fund with structured fund, trustee, property and tenancy context captured in one workflow.
Flat, predictable pricing
Replace slow one-off valuation chasing with a repeatable appraisal workflow your team can use throughout tax season.

Sample: SMSF appraisal

AUDIT SUPPORT
SUBJECT PROPERTY
10-12 Market St, South Melbourne VIC
Retail / office · 410 sqm · SMSF annual review
ASSESSED VALUE
$2.84M
REPORT STATUS
Signed
Comparable evidence, valuation assumptions and signed status ready for the SMSF evidence file.
48h
Appraisals from order accepted
100%
Signed evidence
Flat
Predictable report pricing
0
Valuer chasing loops
PLATFORM CAPABILITIES

Everything your SMSF team needs from a property appraisal partner.

Appraisal ordering, evidence capture and auditor handoff support in one workflow for accountants and SMSF advisers.

Report structure showing aligned SMSF appraisal sections

Structured SMSF reporting

Every fund report is structured with comparable evidence, methodology and assumptions clearly captured. Attach it to the annual return with no reformatting required, and support each trustee file with a cleaner evidence trail.

SMSF fund appraisal archive with prior year reports

Secure cloud fund archive

Every prior year's appraisal, trust document and bank balance stays linked to the fund. Managing historical evidence takes seconds, with tailored access for advisers on every investment.

Auditor share card for a property appraisal report

One-click auditor handoff

Comparable evidence, methodology and licensed sign-off bundled into one shareable PDF. Auditor-ready in a click, with tailored access controls for your advisory partners.

Order signed appraisals across every client fund, from one place.

Bulk-order SMSF valuation and market rental appraisals, track every report through to sign-off, and keep the annual compliance pack ready before the audit queue starts.

Every fund lodged in three steps.

Slot straight into your existing firm workflow. Zero extra admin, flat pricing, so partners can focus on the top benefits that matter to members.

STEP 01
PROPERTY ADDRESS
17 Lonsdale St, Dandenong VIC
Office
Grade B
482 m²

AI Property Inspection

Our CRE AI agent maps building parameters and site structure so every SMSF, corporate trustee or business property is captured accurately the first time.

STEP 02
LIVE COMPARABLES
22 Cheltenham Rd, Dandenong $620/m²
Shop 3, 180 Bridge Rd, Richmond $605/m²
8 Hutton St, Osborne Park $640/m²

Rapid Visual Comparability

Advanced algorithms normalise transaction details, street views and comparable evidence, cutting valuation time from days to minutes without cutting corners.

STEP 03
SIGNED APPRAISAL
Licensed sign-off · 48h from order accepted

Actionable Agency Insights

Download quality-assured PDF reports ready to attach to tax filings, SMSF annual returns, rollovers and audit files.

Signed by licensed commercial real estate professionals
Same evidence trail on every report
Delivered in 48 hours from order accepted
OUTCOMES

What you get in the first 30 days

01

Save time across your portfolio.

Order every required appraisal from one workflow and remove manual follow-ups from your SMSF administration process.

02

Reduce risk in every review.

Give trustees and auditors signed commercial property evidence with comparable support, assumptions and order history attached.

03

Turn tax season into advisory clarity.

Use valuation and market rent evidence to help clients understand property positions before year-end pressure arrives.

CLIENT STORIES

Trusted by teams closing every appraisal.

Agencies, trustees, accountants and occupiers, moving faster with ElevateIQ.

Ben Cooper

Elevate IQ has transformed how our team approach lease expiries within our rent-roll portfolio. What used to take days of painstaking research now happens in minutes. It has freed up their time to focus on what matters most: building strong client relationships and delivering expert advice.

Ben Cooper

Managing Director

POWERING AUSTRALIA'S COMMERCIAL PROPERTY AND SMSF SECTOR

Cameron.
Nichols Crowder
Aston
X Commercial
Nelson Alexander
Teska Carson
Gorman Commercial
CVA
Richardson French
Cameron.
Nichols Crowder
Aston
X Commercial
Nelson Alexander
Teska Carson
Gorman Commercial
CVA
Richardson French

Frequently Asked Questions

Everything you need to know about SMSF valuation evidence, related-party rent appraisals and firm-wide ordering.

Will SMSF auditors accept these reports?

Reports are signed by a licensed commercial real estate professional and include comparable evidence, assumptions and source context for the annual SMSF file. Each fund remains responsible for its own audit and tax obligations.

Can I bulk-order across my firm's client book?

Yes. Accountants and advisers can order multiple SMSF valuation and rental appraisal reports from one workflow, with client, fund, trustee and property details kept together for review.

How quickly are reports delivered?

Most signed SMSF valuation and rental appraisal reports are delivered within 48 hours of an accepted order, provided the required property and tenancy information has been supplied.

Which property types do you cover?

ElevateIQ supports commercial, industrial, retail, office and mixed-use property across metro and regional Australia. If a property needs a narrower scope, the team confirms that before the report is prepared.

Can the report support both valuation and market rent evidence?

Yes. Accountants can order a Value Appraisal Report for annual asset value evidence, a Market Rental Appraisal for related-party rent evidence, or both reports for the same SMSF property file.

How is client information kept secure?

Client information is used only to prepare the ordered appraisal and is handled under ElevateIQ privacy and security controls. Reports and order records are retained in a structured evidence trail for future reference.

How do I get started?

Order online with the fund, trustee, property and tenancy details, or book a demo if your firm needs a bulk workflow across multiple clients.

INTEGRATED WITH YOUR CRE AND SMSF STACK
rePrecinct
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RE-LEASED

BGL Simple Fund 360 and Class Super integrations are coming soon.

Coming soon, not currently live

OUR REPORTS

Three reports. Every client file.

Signed valuation and rental appraisal evidence for accountants, SMSF advisers and client trustees.

SMSF ANNUAL EVIDENCE
MOST ORDERED

SMSF Appraisal
Report

Signed commercial property evidence for SMSF annual files.

$650 + GST
Signed and delivered in 48 hours · order accepted
  • Evidence structured for SMSF review
  • Comparable support
  • Trustee and auditor handoff support
Order SMSF Appraisal

Flat fee · Scoped upfront · Signed report

RELATED-PARTY RENT

Market Rental Appraisal

From $395 + GST

Market rent evidence for SMSF-related commercial tenancies.

Ready in 48 hours · order accepted Lease comparable evidence Arm's-length rent support Related-party ready
Order Rental Appraisal

Flat fee · Scoped upfront · Signed report

VALUE EVIDENCE

Value Appraisal Report

From $500 + GST

Defensible value opinion before purchase, sale or review.

Ready in 48 hours · order accepted CGT & statutory-ready Direct comparison + cap rate Due diligence pack
Order Value Appraisal

Flat fee · Scoped upfront · Signed report

Ready to make every valuation season a smooth one for your partners?

Order signed SMSF valuation and market rental appraisal reports in one workflow. Built for accountants, advisers and client fund records.