Your business earns $1M+. Your property portfolio should be pulling its weight too.

Complex business structures don’t have to block your property wealth. We know which lenders work with trusts, companies, and SMSFs — and how to structure holdings for maximum asset protection.

No obligation. Designed for business owners with complex structures.

70+

lenders across trust, company & SMSF structures

7

peak accreditations — including QPIA & MFAA

4

pillars: strategy, finance, acquisition, construction

How does Liviti help business owners with property investment?

Liviti helps business owners with $1M+ turnover build property portfolios using trust structures, company entities, and SMSF pathways. We know which lenders work with complex business structures and coordinate with your solicitor on asset protection.

The problem

Variable drawings. Trust structures. Company entities. Most brokers see this complexity and freeze. You need a team that speaks business finance fluently and knows how to structure property across multiple entities for maximum tax benefit and asset protection.

  • ChallengeVariable drawings make standard income assessment impossible — most lenders can’t properly assess what you actually earn
  • ChallengeTrust and company structures not understood by most brokers — you get underserviced or turned away
  • ChallengeYour business assets are exposed — investment property held personally sits inside your risk perimeter
  • ChallengeSMSF property pathways not explained clearly — you’re missing a legitimate wealth-building vehicle inside super

How we fix it

1

Complex structure lending

We know which lenders work with discretionary trusts, corporate entities, and SMSF structures for property investment lending — and how to present your financials to maximise assessed income.

2

Property as asset protection

Structured correctly, investment property sits outside your business risk. We coordinate with your solicitor on the optimal ownership structure before settlement.

3

SMSF pathways

If you’re considering property through super, we guide the lending and acquisition while your financial adviser handles the fund compliance. Clear division of responsibility.

Frequently asked questions

Yes. Liviti knows which lenders work with discretionary trusts, corporate entities, and SMSF structures for property investment lending.

Structured correctly, investment property can sit outside your business risk. Liviti coordinates with your solicitor on the optimal ownership structure.

Liviti guides the lending and acquisition process for SMSF property. Your SMSF trustee and financial adviser manage the fund compliance — Liviti handles the property side.

Yes. Liviti knows which of our 70+ lenders assess variable drawings, distributions, and business income most favourably — and how to present them to maximise your borrowing capacity.

No. The initial strategy session is complimentary. Liviti’s fees are disclosed upfront before any engagement begins.

Ready to put your business income to work?

Business owners with $1M+ turnover consistently find their borrowing capacity and tax position can both be improved with the right property structure. One strategy session maps out what’s possible for your specific setup.