Realise the full potential of your wealth
We partner with our clients to build, manage and preserve their wealth through tailored financial solutions and trusted advice.
A partnership focused on lasting prosperity
E&P was founded on the principles of attentive service, trusted advice, and a commitment to help our clients prosper. Across both Evans and Partners Wealth Management and E&P Capital, we provide high-quality, tailored advice to individuals, families, not-for-profit organisations, corporates and institutions.
As an Australian owned financial services firm, an unwavering focus on our clients drives everything we do. Our collective expertise delivers knowledge and insights that unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Above all, integrity underpins our thinking. With a focus on building enduring relationships, we are more than an adviser – we are a true partner.
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Strategic Financial Advice
Advice that gives you clarity around your goals and helps you engage the right strategies to achieve them.
SMSF Accounting Services
Professional accounting services for your self-managed super fund.
Division 296 Tax Explained: Understanding the $3 Million Super Tax
New legislation is set to change how high-balance superannuation is taxed in Australia. If your total super balance exceeds $3 million, Division 296 affects you. We're here to help you understand what it means, and what to do about it.
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Evans and Partners Wealth Management
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Institutional Equities & Fixed Interest
Equities Research
SMSF Accounting
Board and Executive Leadership Team
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Financial Planning
Cost Base Reset for Division 296: What You Need to Know About the New Super Tax
A significant tax change is now law. From 1 July 2026, individuals with a Total Superannuation Balance (TSB) above $3 million will pay an additional 15 per cent tax on the proportion of their superannuation earnings attributable to balances above that threshold.
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Acknowledgement of Country
E&P acknowledges the Traditional Custodians of the land and waterways upon which we work and depend. We acknowledge each community’s continuing culture, strength and diversity and pay respect to their Elders past and present. We extend this respect to all First Nations Peoples, including our clients, partners and broader community.