Securinvest

Spring is here! A new season is a great time for a refresh. Here are some things to consider as you clean up your finances.

Happy Father's Day to all dads from our team at Securinvest!

Recently, Simon from our Business Advisory & Taxation team had the pleasure of attending De Jonge Read's 20th Anniversary celebration at SeaLife Aquarium Melbourne. Securinvest works with DJR to provide clients and their businesses with more targeted and accurate services. We appreciate all the work done at DJR and wish them another successful 20 years!

The market is shifting. Are you ready to take advantage of the opportunities ahead? Contact us today. 🏡

Better money management starts with visibility 📊. Tracking your habits can help you make more informed financial decisions and stay on track with your goals.

Julie, we're so grateful for your kind words! We strive to make all our clients feel like family. We're here for any of your needs, from professional advice to a quick catch up over coffee.

As proud partners of Momentum Triathlon Academy, we love hearing about new initiatives in the Momentum community. The Star of the Sea run club promotes physical activity among youth and connects those interested in staying active. For more information on their achievements and mission, visit or https://www.momentumtriathlon.academy/

Proposed changes to Capital Gains Tax (CGT) could have a significant impact on your investments, trusts, and long-term wealth strategy. Contact us today to better understand how these changes might affect your financial position and future planning.

Changes to discretionary trusts are on the horizon. Are your structures still working for you?

A lender's view of your borrowing power may be different from yours. Understanding stress tests can help you prepare for your next property purchase. 🏡