Joint Venture Trust: Invest in Property with Your Super
Discover how wealthy investors combine personal wealth and superannuation to achieve better property investment outcomes through the Joint Venture Trust structure.
What is a Joint Venture Trust?
1
Government Regulated
Available for almost 30 years under the Commonwealth Government's Superannuation Industry (Supervision) Regulations 1994.
2
Flexible Structure
Allows investors to create a joint venture between themselves and their superannuation with customisable ownership splits.
3
Limited Asset Classes
Can only invest in cash (in approved deposit-taking institutions) or real property, focusing on property investment.
Key Benefits for Investors
Buy House & Land Using Super
Purchase property using 2-part contracts with your superannuation funds.
Pay Down Mortgage Faster
Use tax credits and super contributions to accelerate mortgage repayments.
Access Super Anytime
Effectively access your superannuation funds when needed for property investment.
Tax-Free Retirement Income
Enjoy tax-free income and profits from property investments during retirement.
Additional Advantages
Reduced Holding Costs
Lower construction holding costs by up to 80%, improving cash flow during the building phase.
Immediate Tax Benefits
Claim tax credits as soon as construction of your investment property begins.
Family Assistance
Structure the Trust to help children financially in a highly tax-effective manner.
How It's Different from SMSFs
Joint Venture Structure
Created under the same legislation as Self-Managed Super Funds but allows property purchases in a joint venture between you and your super outside the SMSF.
Flexible Ownership
Ownership split in the joint venture can be customised to create the best outcome for each client's situation.
Simplified Finance
Creates a more stable purchase process with fewer potential finance issues, with client finance approval possible before property selection.
How the Joint Venture Structure Works
Set Up the Trust
Establish a compliant Joint Venture Trust under the Superannuation Industry Regulations with legal documentation prepared by our accredited specialists.
Determine Ownership Split
Customize your ownership ratio (e.g., 70/30 or 50/50) between personal funds and superannuation based on your tax position and investment goals.
Secure Financing
Obtain pre-approval for the personal portion of financing while allocating the designated percentage from your existing superannuation fund or SMSF.
Purchase Property
Execute the two-part contract strategy that allows superannuation funds to be directly applied to property acquisition while maintaining full regulatory compliance.
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Joint Venture Trust
Learn about doing a joint venture with your superannuation.
Professional Support
Elite Wealth Creators provides a simple, easy-to-use format where everything is handled for you by experienced professionals with full compliance and tax guidance provided every step of the way.
Get Started Today
What would you like to achieve?
Grow your super
Pay off your mortgage faster
Achieve financial freedom
Invest in property with your super
How does the consultation process work?
We begin with understanding your financial goals, then provide personalized guidance on how the Joint Venture Trust can help you achieve those goals through property investment.
What information do I need to provide?
Basic contact information and your investment goals. Our team will guide you through the rest of the process and answer any questions you may have.
Book a consultation
Elite Wealth Creators
Joint Venture Phone Consultation
I'm excited to discuss the joint venture structure with you and the opportunity of investing in property.