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Want to be a Buyer's Agent and work with property investors but not sure where to start?https://courses.juliecrockett.com.au/buyers-agent-course;
Julie Crockett explains that recent government changes removing negative gearing and the 50% CGT discount for existing properties have left many investors uncertain, making cash flow a central focus for portfolio growth as servicing ability tightens despite strong equity.
She argues buyer's agents can add value by prioritizing investor needs, coordinating with brokers and other advisers, and running detailed cash-flow analysis and due diligence, including builder checks, rates, insurance, rental demand, competing stock, overlays, zoning, and building inspections even for new builds.
TOPICS DISCUSSED01:15 Cash Flow New Priority
05:02 Investor First Questions
07:33 Due Diligence Checklist
10:24 Dual Income Strategies
11:18 Rooming Houses Explained
13:41 Exit Strategy Resale
14:53 Buyer Agent Value Add
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://courses.juliecrockett.com.au/buyers-agent-course;
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Want to be a Buyer's Agent and work with property investors but not sure where to start?https://courses.juliecrockett.com.au/buyers-agent-course
Host Julie Crockett welcomes Frank Lin, director and senior financial planner at Xin Wealth, to discuss how strategic financial planning supports better property decisions and how buyer's agents, mortgage brokers, and financial advisers can collaborate.
Frank shares his path from first-generation migrant with multiple master's degrees to becoming a financial planner after completing a financial services certificate, later building his own licensed firm. He explains that while all advisers aim to help clients, differing perspectives can create conflicting recommendations, making transparency, client-involved discussions, and avoiding conflicts of interest essential.
Frank challenges property-count "financial freedom" narratives, noting most people can realistically buy only two or three properties and often remain leveraged through refinancing, leaving them exposed to rate rises. He addresses SMSF rule changes restricting borrowing for property, outlines alternative approaches, highlights tax motivations, and warns about commercial property risks. He also shares a near-death experience that shaped his worldview and a belief in his ability to predict likely outcomes.
TOPICS DISCUSSED01:20 Meet Frank Lin
05:01 Words Change Lives
07:26 Advisory Teamwork
10:29 Transparency and Trust
15:10 How Many Properties
17:22 Debt and Reality Check
20:34 Challenging Property Wisdom
23:45 SMSF Borrowing Changes
29:25 Frank's Hidden Side
32:04 Near Death Perspective
Connect with Frank
LinkedIn | https://www.linkedin.com/in/frank-lin-83ab5227/
Website | https://www.xin.com.au/wealth_talk
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://courses.juliecrockett.com.au/buyers-agent-course
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett hosts the Buyer Agent Networks podcast for new buyer's agents and discusses negotiation tactics, especially in a buyer's market, where skilled sales agents can still create urgency and drive deals.
She explains the shift from a seller's market (few listings, many buyers) to a buyer's market (more listings, fewer buyers), influenced by tax rule changes, higher interest rates, and low sentiment, and predicts it may intensify over the next three to six months.
Key tips include treating every interaction with a sales agent as the start of negotiation, deeply uncovering vendor motivation and settlement needs, documenting and dating agent insights, using silence to elicit more information, establishing a client's walkaway ceiling without disclosing budget, negotiating on terms beyond price, and applying pressure by signaling near-top offers and the cost of further open homes while keeping clients informed throughout.
TOPICS DISCUSSED01:21 Negotiation In Buyers Market
02:45 Market Shift Explained
05:21 Negotiation Starts Early
06:06 Vendor Motivation Questions
09:47 Set Walkaway Budget
11:29 Never Reveal Budget
13:48 Use Silence And Pressure
18:08 Client Communication Value
19:15 Negotiation Mindset
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett hosts the Buyer Agent Networks podcast and discusses why many buyer's agents are leaving as conditions shift from a seller's market to a buyer's market, especially after changes affecting property investors. She argues that transactional "churn-and-burn" agents are exiting, while authentic, trusted advisors will stand out by leading with strategy, rigorous research and due diligence, and strong values and branding.
She advises agents to stay in their lane, build deep local expertise if location-specific, and refer clients to specialists when outside their scope. She highlights skill gaps created by sales-focused licensing, the importance of preparing clients for building/pest issues and low valuations, and recommends further training and supportive networks.
For investors, She shares an Adelaide case where walking away from a flawed deal protected the client's strategy and built long-term trust and referrals.
TOPICS DISCUSSED01:24 Where Did Skilled Agents Go
04:07 Opportunities And Commercial Shift
08:20 Skill Gaps In A New Market
10:27 Due Diligence Beyond Basics
15:01 Valuations And Finance Risks
17:13 Systems Help Not Replace Skill
19:17 Case Study Walking Away
21:51 Referrals and Client-First Mindset
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett hosts the Buyer Agent Networks podcast for buyer's agents focused on professional, best-practice service and strategy-led, "borderless" operations.
She discusses how recent tax changes affect the buyer's agent role and outlines differing best practices for owner-occupiers versus investors. For owner-occupiers, she emphasizes managing emotion, providing crystal-clear processes, detailed client checklists, strong communication, and comprehensive due diligence (e.g., fire, flood, heritage, noise) while helping families future-proof needs like schools, work access, lifestyle, and community.
For investors, she stresses detailed goals and strategy sessions, a robust buyer brief, number-crunching, area research, CMAs, high-level due diligence, and clear communication, while noting outcomes cannot be promised. She predicts fewer transactional "property finder" models and more collaboration with accountants and financial planners to structure purchases and reduce tax risk.
TOPICS DISCUSSED02:43 Owner Occupier Mindset
04:46 Process and Checklists
05:34 Lifestyle Criteria Deep Dive
11:08 Investor Skill Set Shift
12:39 No Guarantees Disclaimer
16:25 Beyond Transactional Finders
17:30 Working With Accountants
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett hosts the Buyer Agent Networks podcast with guest Simon Giles, founder of Instant Compliance, to explain incoming AML/CTF obligations for buyer's agents and the wider property transaction chain, noting that AUSTRAC guidance is confusing and that Australia is late to adopt real-estate AML.
Simon outlines that while there are many requirements, they reduce to core tasks: annual business risk assessment, an AML policy and procedures, ongoing role-based training, customer risk assessment plus due diligence checks (ID, address, sanctions, politically exposed persons, adverse media), enhanced due diligence for high-risk clients (e.g., source of funds/wealth), transaction monitoring if handling client funds, seven-year audit trails, AUSTRAC registration and annual reporting.
They discuss how to explain checks professionally to clients, tools and co-branded documents to reduce friction, Reliance certificates to share customer due diligence across a network, pricing for Instant Compliance, and reputational and regulatory risks of non-compliance.
TOPICS DISCUSSED01:14 Meet Simon Giles
03:50 What AML Means Now
05:58 Six Core Compliance Steps
12:52 Explaining Checks to Clients
16:00 Reliance One Check Only
22:50 Solo Agents Staying Simple
25:17 Pricing and Why It's Affordable
27:37 Getting AML Wrong Risks
27:37 30:45 Simon's Film School Story
Connect with Simon Giles
LinkedIn | www.linkedin.com/in/simon-giles
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett hosts the Buyer Agent Networks podcast for buyer's agents focused on best-practice, strategy-led service and discusses recent government property investing rule changes creating uncertainty for investors and buyer's agents, with fewer buyers active and many waiting for clarity once laws pass Parliament.
She reassures agents this pause is normal and suggests pivoting toward owner-occupiers, who will continue buying for life reasons (upsizing, downsizing, relocating, separation, death) but require a different, more emotionally attuned skill set, strong local market expertise, and revised messaging across websites and social channels.
She outlines value-add due diligence for owner-occupiers (risk overlays, easements, strata) and flexible service offerings like auction bidding, negotiation support, second opinions, relocation and downsizer kits, and first-home buyer guidance, alongside building referral relationships, strengthening systems, improving client education, and articulating value while remaining positioned for investors' eventual return.
TOPICS DISCUSSED01:15 Rules Change Fallout
04:11 Pivot To Owner Occupiers
07:24 Emotions And Dynamics
10:25 Reposition And Trust
12:44 Due Diligence Value Add
16:40 Flexible Service Offers
19:16 Referrals And Systems
22:09 Best Practice Checklist
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett hosts the Buyer Agent Networks podcast for new buyer's agents focused on professional best-practice service, strategy-led decision making, and protecting investors from mistakes.
With the property market slowing and leads harder to generate, she argues buyer's agents should differentiate themselves by building a personal brand rather than looking like everyone else with generic promises such as saving time, negotiating price, or offering off-market access, which she calls a furphy because property selection must match client goals and strategy.
She outlines practical steps: feature yourself on your website with a clear backstory, choose a niche (e.g., legal or health professionals), create consistent value via articles, social posts, podcasts, and videos, build a database through valuable free resources and reports, use testimonials, run workshops/events, and collaborate with mortgage brokers and others.
TOPICS DISCUSSED01:16 Why Branding Matters Now
04:02 Sea Of Sameness
05:10 Off Market Myth
08:42 What Branding Is Not
09:47 Website And Niche
14:54 Content And Consistency
18:48 Branding In The AI Era
20:35 Database And Proof
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett revisits recent investor anxiety about proposed capital gains tax and negative gearing changes, advising buyer's agents to stay visible, keep marketing, and expect clients to return once there's more certainty.
She unpacks buying property via self-managed super funds (SMSFs) as a potential alternative, stressing it is highly compliant and buyer's agents must "stay in their lane" by directing clients to licensed SMSF advisers.
She notes SMSFs suit more cashflow-positive properties and limit renovations or major improvements. Tax benefits include an effective 10% CGT rate after 12 months and potentially tax-free income and gains in pension phase, provided the right strategy, finance, and fund documentation are in place.
TOPICS DISCUSSED01:20 Market Jitters
03:07 SMSF Property Intro
05:50 Setting Up SMSF
09:00 Costs And Penalties
11:55 Property Suitability
13:12 Renovation Restrictions
14:21 Tax Benefits Explained
15:26 Pension Phase Perks
20:27 Do It Yourself
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
Julie Crockett returns to the Buyer Agent Networks podcast after a holiday to discuss how proposed negative gearing and capital gains tax changes may affect property investors and the way buyer's agents work. She stresses these are proposals not yet passed, but notes widespread investor anxiety, market uncertainty, and the likelihood some investors may sell.
She urges buyer's agents to keep client communication open, focus on facts, and partner with accountants to clarify tax impacts. She argues the "game is changing" toward more strategic investing, prioritising stronger cash-flow properties, buffers for rising interest rates, and structured decision filters rather than relying on capital growth.
She suggests opportunities may include SMSF and new-property purchases, warns of increased spruiker activity, recommends expanding networks with many mortgage brokers and other stakeholders, continuing education, and maintaining consistent marketing despite uncertainty.
TOPICS DISCUSSED02:02 Budget Changes Ahead
03:18 Facts Not Noise
05:44 Investor Anxiety
08:15 Cash Flow Strategy
10:59 Build Your Expertise
12:26 Where Investors Shift
14:01 Network With Brokers
15:20 Market Through Uncertainty
Connect with Julie
LinkedIn | www.linkedin.com/in/juliecrockett
Visit the website here for the Buyer's Agent Course and join the Waitlist: https://buyersagentcourses.com.au
Subscribe to the Buyer's Agent Networks Podcast here: https://bit.ly/follow-buyers-agent-podcast
Forward this episode to a friend: https://drive.google.com/file/d/1wPYOCU31nV0CBSfzu1q05V00m3WtVDmK/view?usp=sharing
Get the '23 FAQS Property Investors Ask A Buyer's Agent' free download here: https://buyersagentcourses.com.au/join-the-buyers-agent-network/
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