With nearly 2,000 clients of his own, accountant and podcast host Jeremy Iannuzzelli is the person who brokers email when a deal gets complicated. A firm believer that the best deals happen when brokers and accountants work together to get the best outcome for their clients, Jeremy says today’s market is no barrier for sticky relationships. 

In the latest Broker Bulletin, LMG’s Clare George sits down with Jeremy to unpack what accountants see that brokers often miss, and how closing that gap keeps clients on your book for longer.

What you’ll takeaway: 


How lending can help clients get on top of ATO debt


What to check before moving a resi client into commercial


Why “get a letter from your accountant” is costing broker credibility

Show notes

01:00 From Billabong shares to What School Should Have Taught You
04:21 Why tough markets are the time to build sticky relationships
05:44 ATO payment plans, tax deductibility and the business loan alternative
07:57 Director penalty notices and what they mean for lending
09:33 Moving clients from resi to commercial: GST, structure and risk appetite
11:33 Alt doc: going deeper than the accountant’s letter
15:41 Trusts vs companies: how structures are changing
20:27 The daily 1% habit that keeps Jeremy ahead

Like this episode?

Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode.

Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker

Connect with us on Instagram @lmg.broker and on LinkedIn.

Find out more about LMG 

With nearly 2,000 clients of his own, accountant and podcast host Jeremy Iannuzzelli is the person who brokers email when a deal gets complicated. A firm believer that the best deals happen when brokers and accountants work together to get the best outcome for their clients, Jeremy says today&rsquo;s market is no barrier for sticky relationships.&nbsp;
In the latest Broker Bulletin, LMG&rsquo;s Clare George sits down with Jeremy to unpack what accountants see that brokers often miss, and how closing that gap keeps clients on your book for longer.
What you&rsquo;ll takeaway:&nbsp;
<ul>
<li dir="ltr">
How lending can help clients get on top of ATO debt
</li>
<li dir="ltr">
What to check before moving a resi client into commercial
</li>
<li dir="ltr">
Why &ldquo;get a letter from your accountant&rdquo; is costing broker credibility
</li>
</ul>
Show notes
01:00 From Billabong shares to What School Should Have Taught You 04:21 Why tough markets are the time to build sticky relationships 05:44 ATO payment plans, tax deductibility and the business loan alternative 07:57 Director penalty notices and what they mean for lending 09:33 Moving clients from resi to commercial: GST, structure and risk appetite 11:33 Alt doc: going deeper than the accountant&rsquo;s letter 15:41 Trusts vs companies: how structures are changing 20:27 The daily 1% habit that keeps Jeremy ahead
Like this episode?
Leave us a review and subscribe to Broker Bulletin on your favourite streaming service, so you never miss an episode.
Got a question, an idea or a guest suggestion? Email us at podcast@lmg.broker
Connect with us on Instagram @lmg.broker and on LinkedIn.
<a href="https://lmg.broker/" data-saferedirecturl="https://www.google.com/url?q=https://lmg.broker/&amp;source=gmail&amp;ust=1793608965840000&amp;usg=AOvVaw06XXkqGouZLRacUnqX49Sc">Find out more about LMG</a>&nbsp;

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia’s broking industry. It’s all about keeping you ahead of the game in a market that’s always on the move.

Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.

Whether you’re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.

So, hit subscribe, join the conversation, and connect with our growing broker community.

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia&rsquo;s broking industry. It&rsquo;s all about keeping you ahead of the game in a market that&rsquo;s always on the move.
Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.
Whether you&rsquo;re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.
So, hit subscribe, join the conversation, and connect with our growing broker community.