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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/
By Julie CrockettJulie 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/