Show Notes
With over 12 years of experience, dealing with small to medium business enterprises, Jeremy Iannuzzelli learned to channel his focus in the niche market of property investment.
Dealing with many property investors, He is able to create effective tax structures in line with the goals and objectives of his clients.
Topics we’ll be talking about include:
- What type of properties a portfolio needs at any stage of a journey [unpacking some of Jeremy’s / his clients insights] This one is bound to be juicy, insightful and actionable!
- What his views on the current investing environment look like i.e. interest rates / inflation.
- The tax insights he charges clients a good deal of money for.
- Investing insights from a person who has seen those invested across multiple cycles.
- Many more topics.
Episode Highlights
11:01 Jeremy’s recent purchase
16:41 What are the key things you look at in the coastal areas?
18:32 What properties did you decide to sell and what was the reason?
25:41 What are your thoughts on Inflation and Interest Rates?
28:38 What are you seeing in due diligence in a business?
34:35 Learnings from Jeremy’s First Property Buying
38:13 What are some technics to mitigate land Tax?
42:11 What are the questions we should ask to find a good property Manager?
44:42 What are your top tips to help people consider when doing their tax?
51:32 When you should not do a subdivision?
56:33 Some of the consideration when buying property through trust
1:06:36 Long term as a PAYG worker what stacks up better, trust or personal name’s?
1:07:22 When would you normally recommend like partners to buy together?
1:16:32 What are the common ways to do JV with focus on flexibility?
1:19:17 If I subdivided 1 into 2, Can I offset the profit against previous year capital losses, or is it considered income?
1:24:31 How does Jeremy pivot with a client as there cicumstances change?
1:35:30 What’s your best piece of advice for buyers for the next financial year?
Episode Resources
Connect with Jeremy Iannuzzelli – https://khipartners.com.au/about/jeremy-iannuzzelli/
Other Guests On Our Lives
Chris Gray, Amanda Farmer, Steve Palise, Nathan Birch, Todd Sloan, Cate Bakos, Mike Mortlock, Lloyd Edge, Karen Baldwin, Rob Flux, Kent Lardner, Charley Valher, Bernadette Janson, Pete Wargent, Melinda Jennison, Bushy Martin, Michelle Lewis, Peter Koulizos, Jane Slack-Smith, Joe Tucker, Jordan De Jong, Scott Aggett, Belinda Smith, Jef Miles and more.
