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Advisory Services

You will have a close relationship with your Evans and Partners Adviser who will have detailed knowledge regarding your personal financial situation and investment objectives.

Our advisers primarily provide advice and execution in the following assets/investment classes;

  • Australian Equities;
  • International Equities;
  • Real Estate Investment Trusts;
  • Fixed Interest/Hybrid securities;
  • Derivatives;
  • Managed Funds; and
  • Cash

Fees

Depending on your needs and objectives the manner in which your accounts are administered and fees are levied will vary. We believe in designing a service approach which is tailored to your requirements. Broadly our fees can be levied in two ways; via either a transactional fee arrangement or a more comprehensive reporting and administrative arrangement where fees are levied on a percentage of funds under advice. For some a blended fee approach may be appropriate. Whatever your need we have the flexibility to design a fee outcome that best suits your investment approach and broader needs.

Transactional Only

Our Transactional Advisory Service is a highly attentive investment advice service. Under this Service, brokerage is charged on transactions. Aside from trade confirmations reporting of the transactions provides for basic ledger and cash book.

Funds Under Advice Service

Building on the Transactional Advisory Service, Evans & Partners offers a Comprehensive Asset & Investment Management Advisory and Administrative Service providing access to our full client reporting and administrative system, which includes:

  • Transaction free trades;
  • Portfolio and Capital Gains Tax position reconstruction;
  • Capital gains tax reporting;
  • Quarterly realized and unrealized capital gains tax reports to help proactive management of your CGT positions;
  • Capital gains tax minimization technology;
  • Full income reports, including recording of franking credits, tax deferred income and overseas withholding tax;
  • Should you choose we can provide direct access to our system for your accountant to assist in monitoring your tax position
  • Access to our Full Service account managers for you or your accountant
  • Performance reporting; and
  • Formal regular portfolio reviews as determined appropriate by you and your adviser.

This service also includes a mailbox service collecting all your paperwork. Whilst you will always provide final instruction as to any actionable item, this service relieves you of the burden and time consuming task of responding to all the paperwork and administration in regards to your portfolio. Your advisor will discuss the merit of such corporate actions and based on your wishes will facilitate the appropriate paperwork and ensure it is actioned appropriately.

Discretionary Service

For clients who wish to take a more hands-off approach in the investment decision making process you are able to access the Evans and Partners Managed Discretionary Account (MDA) service, which offers clients professionally managed portfolios across three asset classes - Australian Equities, International Equities, and Fixed Income.

For more information on our discretionary service , please click here