More investors are buying through trusts and non-trading companies. It’s smart, strategic and fast becoming the norm. But for many brokers, it still feels like uncharted territory.

In this episode of Broker Bulletin, Onur Kocabay, founder of Build Invest Grow, sits down with Jeremy Cockram, Head of Lending and Product at Apollo, to unpack how these structures really work, why they’re on the rise, and what brokers should look out for when submitting trust and company deals.

You’ll learn:
Why more investors are choosing trusts and non-trading companies
The key differences between trustees, beneficiaries and directors
How to read a trust deed (and the pages that matter most)
The most common trust-lending traps and how to avoid them
How to simplify the most complex of deals

If you want to stay relevant with sophisticated investors and small-business clients, this episode will help you make trust lending simple and profitable.

Like this episode?

Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

Got questions, ideas, or a guest suggestion? Drop us a line at podcast@lmg.broker.

You can also connect with us on Instagram @lmg.broker and on LinkedIn.

Want to know more about LMG? Click here.

More investors are buying through trusts and non-trading companies. It&rsquo;s smart, strategic and fast becoming the norm. But for many brokers, it still feels like uncharted territory.
In this episode of Broker Bulletin, Onur Kocabay, founder of Build Invest Grow, sits down with Jeremy Cockram, Head of Lending and Product at Apollo, to unpack how these structures really work, why they&rsquo;re on the rise, and what brokers should look out for when submitting trust and company deals.
You&rsquo;ll learn:
<ul>
<li dir="ltr">Why more investors are choosing trusts and non-trading companies</li>
<li dir="ltr">The key differences between trustees, beneficiaries and directors</li>
<li dir="ltr">How to read a trust deed (and the pages that matter most)</li>
<li dir="ltr">The most common trust-lending traps and how to avoid them</li>
<li dir="ltr">How to simplify the most complex of deals</li>
</ul>
If you want to stay relevant with sophisticated investors and small-business clients, this episode will help you make trust lending simple and profitable.
Like this episode?
Leave a review! Don&rsquo;t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
Got questions, ideas, or a guest suggestion? Drop us a line at <a href="mailto:podcast@lmg.broker">podcast@lmg.broker</a>.
You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Want to know more about LMG? <a href="https://share.hsforms.com/1CE6_4sF2TI-49ijVinPwiQ2vql1" data-saferedirecturl="https://www.google.com/url?q=https://share.hsforms.com/1CE6_4sF2TI-49ijVinPwiQ2vql1&amp;source=gmail&amp;ust=1760670370039000&amp;usg=AOvVaw1K936gOnj3Ftw4BOhL8Zo7">Click here</a>.

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.

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