You understand tax. We understand property.
Seven peak accreditations, $1M+ in annual property research, and a governance framework built to the standard you’d expect from your own firm.
No obligation. Peer-level rigour guaranteed.
7
peak accreditations
70+
lenders on our panel
$1M+
invested annually in research
Why do accountants use Liviti for property investment?
Liviti is the specialist property execution partner for finance professionals. You understand tax — Liviti understands property markets across six states, lending structures across 70+ lenders, and construction economics. With 7 peak accreditations and $1M+ in annual research, Liviti provides the rigour accountants expect.
The problem
You see the tax savings your clients miss every year. You know the numbers work. But executing property investment across six states requires specialist market knowledge, lending relationships with 70+ lenders, and construction economics expertise that sits outside your practice. You need a property partner that operates at your level of rigour.
- ChallengeNo independent valuations from most property firms — agent appraisals presented as market evidence
- ChallengeNo formal accreditations — no compliance framework, no professional standards to hold them to
- ChallengeYour high income is maximally taxed — without a structured property portfolio, you’re overpaying every year
- ChallengeCoordinating a broker, buyer’s agent, and builder across separate firms creates misalignment and delays
How we fix it
Peer-level governance
Seven peak accreditations: QPIA, MFAA, MBA, AICD, REBAA, PIPA. Real estate licenses in all major states. Liviti operates with the compliance standards you’d expect from your own firm.
Data-led recommendations
Over $1M invested annually in research across 30+ data sources. Every recommendation backed by independent valuations, rental demand analysis, and growth fundamentals.
Collaborative structure
Liviti works alongside your existing accountant and financial adviser. We handle the property execution; your adviser handles the financial advice. No overlap, no conflict.
Frequently asked questions
You understand tax. We understand property markets across six states, lending structures across 70+ lenders, and construction economics. Liviti is the specialist property execution partner for finance professionals.
Yes. Many accountants refer their high-income clients to Liviti for property strategy and execution. Liviti coordinates directly with the client’s accountant to ensure alignment on tax structure and entity selection.
Yes. Liviti works with accounting firms as referral partners. Liviti coordinates directly with your clients and keeps you informed on structure decisions that affect their tax position.
Yes. Every property Liviti recommends is backed by an independent valuation, not just an agent appraisal. This is standard practice at Liviti, not an optional extra.
No. The initial strategy session is complimentary. Liviti’s fees are disclosed upfront before any engagement begins.
Ready for a property partner that speaks your language?
You know the tax numbers better than anyone. Liviti provides the property execution to back them up — with the rigour, accreditations, and independent valuations you’d actually trust.