Evans and Partners, Modern Ideas. Traditonal Service for Stockbroking in Melbourne Australia

Welcome to Evans and Partners

STRATEGIC PLANNING
Articles
  • Strategic Review (Bulletin #17) - 2010 Federal Budget Summary
  • Strategic Review (Bulletin #16) - Understanding Cash Flow
  • The Strategic Review, Bulletin No 15 - 'The Henry Review'
  • Strategic Review (Bulletin #13) - September 09
  • Strategic Review (Bulletin #12) - SMSF Trustees: Death and Temporary Absences
  • Strategic Review (Bulletin #11) - New Financial Year
  • Strategic Review (Bulletin #10) - Superannuation
  • Strategic Review (Bulletin #9) - 2009 Federal Budget
  • Strategic Review (Bulletin #8) - Pre-Budget Thoughts
  • Strategic Review (Bulletin #7) - End of Financial Year Planning
  • Strategic Review (Bulletin #6) - Intergenerational Wealth Transfer
  • Strategic Review (Bulletin #5) - Minimum Pension Concession
  • Strategic Review (Bulletin #4) - Effective Structuring
  • Strategic Review (Bulletin #3) - Retirement Planning
  • Strategic Review (Bulletin #2) - Gearing Strategies
  • Strategic Review (Bulletin #1) - Long Term Strategic Planning
AROUND THE WEB

Strategic planning at Evans and Partners is based on developing long term wealth creation, preservation and transition strategies for clients.

Broadly, this includes:

  • consideration and implementation of appropriate tax efficient investment structures. This may include the use of trusts, corporate entities, partnerships and superannuation structures as appropriate given your specific goals and objectives.
  • construction of long term strategies for wealth creation and retirement planning. Such strategies include cash flow planning, debt management and contributing to superannuation.
  • maximizing the use of the superannuation environment to take advantage of concessional taxed pensions during the transition to or in retirement
  • development of wealth transfer or estate planning strategies taking into account offshore inheritance taxes where relevant.
  • personal risk and insurance management

In providing Strategic Advice, our objective is not to replace your accountant but to compliment their advice by bringing together all elements of your investment and lifestyle requirements. We work closely with your accountant, solicitor and insurance advisors to provide comprehensive financial management and advice.

For further information about our service contact Damien Kerr or (03)9631 9816.