Current News
Changes to superannuation effective July 1, 2022
From 1 July 2022 the Australian government will implement welcome changes to legislation that will enhance superannuation outcomes for Australians.
The changes affect non-concessional contributions (NCCs) which are personal contributions to super made from after-tax income, and downsizer contributions. They include:
- Extending the non-concessional contribution (NCC) bring-forward age limit
- Increasing the non-concessional contribution (NCC) cap for individuals and couples
- Reducing the downsizer contribution eligibility age
- Partially removing the work test and work test exemption
By taking advantage of these changes, Australians can make a significant difference to their superannuation balances in the years leading up to retirement, and enjoy the benefits of a more comfortable lifestyle post-retirement.
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Why you need to know about us – Bentleys Wealth Advisors
Bentleys Wealth Advisors are a team of financial experts specialising in wealth advice, who are supported by one of Australia’s leading advisory, tax and accounting firms, Bentleys. Our clients are often seeking support and guidance to navigate the complex landscape of superannuation and retirement planning. We want to be part of their journey, working with our clients as one unified team. The sooner we start planning together the better chance you have of getting the retirement lifestyle you want and deserve.
18 December 2023
Weekly Market Update | 18 December 2023
This will be our final update for 2023 and we will resume on 15 January 2024. Thanks for reading...
12 December 2023
Weekly Market Update | 12 December 2023
Key economic releases last week Australian ANZ job ads fell 4.6%, accelerating recent declines. Australian retail sales fell 0.2%,...
04 December 2023
Weekly Market Update | 4 December 2023
Key economic releases last week Australian weighted mean CPI rose 4.9% in October, below consensus for 5.2%, alleviating concerns...
20 November 2023
Weekly Market Update | 20 November 2023
Key economic releases last week Westpac Consumer Sentiment fell 2.6%, remaining near historic lows. The NAB Business Confidence fell...
12 November 2023
Weekly Market Update | 13 November 2023
Key economic releases last week ANZ Australian job ads fell 3% MoM. RBA hiked rates from 4.1% to 4.35%...
06 November 2023
Weekly Market Update | 6 November 2023
Key economic releases last week Australian retail sales rose 0.9% MoM, far exceeding consensus expectations for 0.3% growth as...
29 October 2023
Weekly Market Update | 30 October 2023
Key economic releases last week Australian inflation data was higher than expected, rising 1.2% QoQ or 5.4% YoY, both...
23 October 2023
Weekly Market Update | 23 October 2023
Key economic releases last week Australian employment data was mixed as only 6,700 jobs were added compared to expectations...
17 October 2023
Weekly Market Update | 17 October 2023
Key economic releases last week Westpac consumer sentiment survey indicates that consumers remain pessimistic despite some broad based improvement....
09 October 2023
Weekly Market Update | 09 October 2023
Key economic releases last week RBA held rates as expected at Michele Bullock’s first meeting in charge. China's PMIs...
02 October 2023
Weekly Market Update | 03 October 2023
Key economic releases last week Australian retail sales rose by 0.2% MoM, below consensus for 0.3% growth. Australian monthly...
26 September 2023
Weekly Market Update | 26 September 2023
Key economic releases last week The US Fed kept rates on hold as expected but the quarterly interest rate...
18 September 2023
Weekly Market Update | 18 September 2023
Key economic releases last week NAB Business confidence rose marginally to 2, still below long-term averages, while conditions rose...
12 September 2023
Weekly Market Update | 12 September 2023
Key economic releases last week ANZ job ads showed resilience as it rose 1.9% RBA held rates again at...
04 September 2023
Weekly Market Update | 04 September 2023
Key economic releases last week Australian retail sales rose 0.5% MoM, rebounding from June's surprise 0.8% fall, and more...
28 August 2023
Weekly Market Update | 28 August 2023
Key economic releases last week The preliminary PMI data for Australia, the EU, and the US were largely below...
22 August 2023
Weekly Market Update | 21 August 2023
Key economic releases last week Australian employment data was weaker than expected, with employment falling 14,600 compared to consensus...
15 August 2023
Weekly Market Update | 14 August 2023
Key economic releases last week ANZ job ads rose 0.4% MoM, rebounding from the previous month's fall The NAB...
07 August 2023
Weekly Market Update | 07 August 2023
Key economic releases last week RBA held rates steady for the second month in a row, adding to speculation...
24 July 2023
Weekly Market Update | 24 July 2023
Key economic releases last week Australia posted another strong set of employment data, with 32,600 jobs added as the...
17 July 2023
Weekly Market Update | 18 July 2023
Key economic releases last week Westpac consumer sentiment rose by 2.7% but remains depressed at 81.3 compared to the...
10 July 2023
Weekly Market Update | 10 July 2023
Key economic releases last week ANZ job ads fell 2.5% MoM RBA held rates at 4.1%, market had been...
04 July 2023
Weekly Market Update | 04 July 2023
Key economic releases last week Australian monthly CPI indicator fell to 5.6 per cent in May from 6.8 per...
27 June 2023
Weekly Market Update | 27 June 2023
Key economic releases last week US housing data was better than expected as housing starts and building permits were...
19 June 2023
Weekly Market Update | 19 June 2023
Key economic releases last week Australia Westpac Consumer Sentiment rose marginally by 0.2%, remaining near historical lows. NAB Business...
13 June 2023
Weekly Market Update | 13 June 2023
Key economic releases last week ANZ job ads rose 0.1% MoM RBA hiked rates by 0.25% to 4.1%. Consensus...
05 June 2023
Weekly Market Update | 05 June 2023
Key economic releases last week Australia's Fair Work Commission increased the national minimum wage by 8.6% to $23.23/hr and...
31 May 2023
Weekly Market Update | 31 May 2023
Key economic releases last week Australian preliminary retail sales came in flat MoM compared to expectations for a 0.3%...
22 May 2023
Weekly Market Update | 22 May 2023
Key economic releases last week Westpac consumer sentiment fell 7.9% compared to the -1.7% consensus as the RBA's surprise...
15 May 2023
Weekly Market Update | 15 May 2023
Key economic releases last week NAB business confidence slightly improved compared to March but still stayed below the long-term...
08 May 2023
Weekly Market Update | 08 May 2023
Key economic releases last week ANZ's survey of job ads fell 0.3% MoM Australian retail sales rose 0.4% MoM,...
01 May 2023
Weekly Market Update | 01 May 2023
Key economic releases last week Australian headline inflation increased by 7% year-on-year and 1.4% quarter-on-quarter, which was slightly above consensus....
24 April 2023
Weekly Market Update | 24 April 2023
Key economic releases last week US and EU preliminary PMIs were largely better than expected, with services remaining in...
17 April 2023
Weekly Market Update | 17 April 2023
Key economic releases last week Westpac consumer sentiment and NAB business survey showed some improvement following the RBA’s decision...
17 April 2023
Weekly Market Update | 11 April 2023
Key economic releases last week RBA held rates at 3.65%, noting that monetary policy operates with a lag though...
03 April 2023
Weekly Market Update | 03 April 2023
Key economic releases last week Aus preliminary retail sales rose 0.2% MoM, marginally above the 0.1% consensus. US consumer...
27 March 2023
Weekly Market Update | 27 March 2023
Key economic releases last week PBoC held policy rates steady as expected Fed hiked rates by 0.25% and maintained...
20 March 2023
Weekly Market Update | 21 March 2023
Key economic releases last week Employment in Australia increased by 64.6k jobs, breaking a streak of two consecutive months...
14 March 2023
Weekly Market Update | 14 March 2023
Key economic releases last week RBA hiked rates by 0.25% to 3.6% as expected. Policy will be data dependent,...
06 March 2023
Weekly Market Update | 06 March 2023
Key economic releases last week Retail sales in Australia for January increased by 1.9%, surpassing the expected 1.5%, due...
26 February 2023
Weekly Market Update | 27 February 2023
Key economic releases last week US PCE readings were higher than expected as the core MoM reading rose 0.6%...
19 February 2023
Weekly Market Update | 20 February 2023
Key economic releases last week US inflation data was hotter than expected as the core reading rose 5.6% YoY...
14 February 2023
Weekly Market Update | 15 February 2023
Key economic releases last week RBA hiked 0.25% to 3.35% as expected and signalled further hikes to come as...
06 February 2023
Weekly Market Update | 06 February 2023
Key economic releases last week Australian retail sales fell 3.9% MoM in December, missing estimates for a 0.3% fall....
30 January 2023
Weekly Market Update | 30 January 2023
Key economic releases last week NAB Business survey showed confidence remained weak while conditions are deteriorating and leading indicators...
23 January 2023
Weekly Market Update | 23 January 2023
Key releases last week Westpac Consumer Sentiment rose 5% on improved outlooks for the economy but remains in negative territory....
16 January 2023
Weekly Market Update | 16 January 2023
Happy new year! We hope 2023 will be kinder to investors than 2022 was, though we remain cautious on the...
19 December 2022
Property market trends for 2023
With a year of consecutive rate rises that no-one expected, the Australian property market has finished the year quite differently...
19 December 2022
Home care – it’s affordable
There is a common misconception that self-funded retirees don’t receive any Government support when seeking home care services. This false...
19 December 2022
Downsizer contribution age reduced to age 55
On 25 November 2022 the Social Services and Other legislation Amendment (incentivising Pensioners to downsize) Act 2022 was passed in...
19 December 2022
Investment perspective | November/December 2022
The dynamic year end outlook ‘It’s tough to make predictions – especially about the future’ attributed to Yogi Berra. It’s...
19 December 2022
Investment update video | November/December 2022
https://www.youtube.com/watch?v=t32sR4DuhiU In this Investment Update, Graeme Bibby, Chief Investment Officer, and Mathew Leong, Senior Investment Analyst reflects on the...
19 December 2022
Weekly Market Update | 19 December 2022
This will be our final update for 2022 and we will resume on 16 January 2023. Thanks for reading...
13 December 2022
Weekly Market Update | 12 December 2022
Key economic releases last week The RBA hiked rates by 0.25% to 3.1% as expected and signalled further hikes....
05 December 2022
Weekly Market Update | 05 December 2022
Key releases last week Australian retail sales disappointed, falling 0.2% compared to consensus expectations for a 0.5% rise. Australian...
28 November 2022
Weekly Market Update | 28 November 2022
Key economic releases last week Australian, EU and US preliminary PMI readings were in contractionary territory. EU readings were...
21 November 2022
Weekly Market Update | 22 November 2022
Key economic releases last week Australian employment data was stronger than expected. 32,200 jobs were added compared to expectations...
14 November 2022
Weekly Market Update | 15 November 2022
Key economic releases last week Westpac Consumer Sentiment heads lower again, close to record lows as expectations for the...
08 November 2022
Weekly Market Update | 8 November 2022
Key economic releases last week The RBA hiked rates by 0.25% to 2.85%, in-line with consensus expectations despite recent...
02 November 2022
Weekly Market Update | 2 November 2022
Key economic releases last week Aus Q3 inflation was hotter than expected, coming in at 1.8% QoQ and 7.3%...
24 October 2022
Weekly Market Update | 24 October 2022
Key economic releases last week Australian employment data was much weaker than expected, adding 900 jobs vs 25,000 expected. The...
17 October 2022
Weekly Market Update | 17 October 2022
KEY ECONOMIC RELEASES LAST WEEK Westpac consumer sentiment fell 0.9% and remains deeply pessimistic, has not been able to...
10 October 2022
Weekly Market Update | 11 October 2022
Key economic releases last week The US share market was volatile posting its best two-day performance since 2020 before...
04 October 2022
Weekly Market Update | 05 October 2022
Key economic releases last week Domestic retail sales rose 0.6%, ahead of consensus 0.4% as the domestic consumer remains...
26 September 2022
Weekly Market Update | 26 September 2022
Key economic releases last week Share markets were again under pressure on the back of hawkish Central Banks, rising...
23 September 2022
Weekly Market Update | 19 September 2022
Key economic releases last week US inflation figures were higher than expected with core inflation rising 0.6% MoM compared...
12 September 2022
Weekly Market Update | 12 September 2022
Key economic releases last week ANZ job ads rose 2% for the month, indicating that the labour market remains...
06 September 2022
Weekly Market Update | 06 September 2022
Key economic releases last week Australian earnings season finished last week. Broadly speaking, demand across most industries remains solid. The...
28 August 2022
Weekly Market Update | 29 August 2022
Key economic releases last week Global preliminary PMI readings were weaker than expected, with many moving into contractionary territory....
22 August 2022
Weekly Market Update | 22 August 2022
Key economic releases last week Australian earnings season - key trends from results so far: FY22 was still strong...
15 August 2022
Weekly Market Update | 15 August 2022
Key economic releases last week NAB business confidence and conditions surprisingly improved in July, remaining at or above the long-term...
09 August 2022
Weekly Market Update | 9 August 2022
Key economic releases last week The RBA raised rates by 0.5% as expected, taking the cash rate to 1.85%. US...
02 August 2022
Weekly Market Update | 1 August 2022
Markets continue to rebound as July proved to be a great month for investors. The MSCI World rose 3.5%,...
25 July 2022
Weekly Market Update | 25 July 2022
Global equity markets rebounded last week. The MSCI World rose 2.7%, the US S&P500 Index rose 2.6%, and the...
18 July 2022
Weekly Market Update | 18 July 2022
Recession fears continue to dominate leading to another week of equity losses and bonds rebounding. The MSCI World fell...
11 July 2022
Weekly Market Update | 11 July 2022
Global equity markets rose last week and recovered most of the prior week's losses. The US market performed strongly,...
04 July 2022
Weekly Market Update | 05 July 2022
Over the past month, inflation fears have given way to recession fears. Equities failed to build on the previous...
29 June 2022
May/June 2022 Investment video
https://www.youtube.com/watch?v=WgSFFn-5C04 In this Investment Update, Graeme Bibby, Chief Investment Officer, discusses the current impacts of inflation, interest rates and supply...
28 June 2022
Weekly Market Update | 28 June 2022
The US market led the charge in a shortened week, with the S&P500 bouncing an impressive 6.4% and the...
20 June 2022
Weekly Market Update | 20 June 2022
It was another ugly week for equity markets, with global recession fears sending stocks sharply lower. The US S&P500...
15 June 2022
Weekly Market Update | 15 June 2022
After a brief breather, markets have resumed their falls as the European Central Bank (ECB) and Reserve Bank of...
07 June 2022
Weekly Market Update | 07 June 2022
Equity markets were mixed over the last week, with Australia and China rising while the US and Europe fell....
30 May 2022
Weekly Market Update | 31 May 2022
A rebound took hold last week as equities broke a 7-week losing streak. Tech stocks ended the week with...
23 May 2022
Weekly Market Update | 24 May 2022
International equity markets had another tough week with the US market falling for a seventh straight week. The US...
16 May 2022
Weekly Market Update | 16 May 2022
Stocks continued to fall, with most indices down for the sixth week in a row. The MSCI World was...
09 May 2022
Weekly Market Update | 10 May 2022
It was another volatile week for equity markets worldwide as investors digested interest rate hikes from Central Banks and...
03 May 2022
Weekly Market Update | 3 May 2022
Equities were dragged lower by poor reactions to earnings reports from the mega tech firms including Alphabet (Google’s parent...
27 April 2022
Weekly Market Update | 27 April 2022
Equity markets fell globally last week with investors concerned about Central Bank tightening. The MSCI World fell 2.6%, and...
20 April 2022
Weekly Market Update | 19 April 2022
Global equities were largely lower last week as bond yields surged. The MSCI World was 1.8% lower as the...
04 April 2022
Weekly Market Update | 05 April 2022
Equities continue to rebound with another week of gains while bond markets were mixed as the surge in commodity...
28 March 2022
Weekly Market Update | 29 March 2022
Equities had a positive week, with the ASX200 rising 1.5%. The best performer was the Utilities sector, which rose...
22 March 2022
Weekly Market Update | 22 March 2022
Risk sentiment rebounded despite a lack of de-escalation in Ukraine, the U.S. Federal Reserve hiking rates while signalling six...
15 March 2022
Weekly Market Update | 15 March 2022
Equities had another volatile week with the Australian market finish down 0.7%. Financials were the best performing sector rising...
07 March 2022
Weekly Market Update | 8 March 2022
The continued invasion of Ukraine drove a risk-off week as equities continued to fall while bonds rose on the...
01 March 2022
Weekly Market Update | 1 March 2022
Equities had a volatile week with Russia invading Ukraine. The Australian market finished the week down 3.1% as investors...
28 February 2022
The economic implications of conflict in eastern Europe – February 2022
With escalating tensions in eastern Europe, we’d like to update you on some important developments in and around investment...
21 February 2022
Weekly Market Update | 22 February 2022
Geopolitics continues to drive markets in the near-term as the Russian troops remain on the Ukraine border, though underneath...
21 February 2022
Investment Perspective – January/February 2022
https://www.youtube.com/watch?v=O-_BjeU_6H8 In this investment update, Mathew Cassidy and Graeme Bibby look at investment trends over the past quarter as well...
15 February 2022
Weekly Market Update | 15 February 2022
Australian equities performed well last week, with the S&P/ASX 200 bouncing 1.4% led by the big banks which were...
08 February 2022
Weekly Market Update | 8 February 2022
A risk-on mood gripped the markets as equities rebounded despite yields pushing higher again. The MSCI World rose 1.5%...
01 February 2022
Weekly Market Update | 1 February 2022
Global equities were largely flat as the U.S. market stormed back in late Friday trading. The MSCI World was...
25 January 2022
Weekly Market Update | 25 January 2022
It was another risk-off week as equities fell further, again led by high growth, high valuation stocks that did...
17 January 2022
Weekly Market Update | 18 January 2022
The rotation from growth to value continued in equities even as yields stabilised, with the Australian 10-year ending the...
11 January 2022
Weekly Market Update | 11 January 2022
Happy new year to all! International equity markets had a strong end to last year but a difficult start...
20 December 2021
Weekly Market Update | 20 December 2021
2021 was another eventful year as we continue to deal with significant uncertainties. The weekly update will be taking...
13 December 2021
Weekly Market Update | 14 December 2021
Global equity markets rebounded strongly over the last week. Investors calmed on the threat of the Omicron variant upending...
06 December 2021
Weekly Market Update | 6 December 2021
Markets were in risk-off mode as equities fell and bonds rose. While the omicron variant was making headlines, the...
29 November 2021
Weekly Market Update | 29 November 2021
Global share markets sold off to end the week, suffering one of their most significant daily drops in more...
23 November 2021
Weekly Market Update | 23 November 2021
Markets remain in consolidation mode with equities largely flat and bond yields stabilising. The MSCI World rose 0.1% as...
16 November 2021
Weekly Market Update | 16 November 2021
Equities took a breather while bond yields largely headed higher again as the closely watched U.S. inflation figures came...
08 November 2021
Weekly Market Update | 9 November 2021
Equities continued to melt up on earnings strength while the bond market rallied following a tough October. The S&P/ASX...
01 November 2021
Weekly Market Update | 1 November 2021
The Australian S&P/ASX 200 fell 1.3% last week. The market is digesting higher than expected inflation data releases and...
25 October 2021
Weekly Market Update | 26 October 2021
The rebound continues for equities while bond yields resume their upward move. U.S. quarterly earnings season continues to deliver...
18 October 2021
Weekly Market Update | 18 October 2021
It was a good week for markets as yields stabilised and equities recovered further. A strong start to the...
11 October 2021
Weekly Market Update | 12 October 2021
Equities bounced after several weeks of negative returns despite yields continuing to push higher. The S&P/ASX 200 outperformed with...
05 October 2021
Weekly Market Update | 5 October 2021
Both risk and defensive assets were lower for the week again. We have not seen a meaningful correction throughout...
28 September 2021
Weekly Market Update | 28 September 2021
The Australian S&P/ASX 200 had a volatile week, suffering the worst trading day since February before recovering later in...
21 September 2021
Weekly Market Update | 21 September 2021
Markets remained mixed with equities largely weak while bond yields edged higher. The S&P/ASX 200 was flat as the...
14 September 2021
Weekly Market Update | 14 September 2021
Equities fell as concerns over the global economy started to dent confidence. The S&P/ASX 200 fell 1.55% with resources...
06 September 2021
Weekly Market Update | 7 September 2021
Despite a disappointing week for economic data, equities continued to make new highs whilst bond yields edged up. The...
30 August 2021
Weekly Market Update | 30 August 2021
The ‘buy-the-dip’ mentality remains strong as equities bounced back following the previous week’s negative performance. The S&P/ASX 200 rose...
24 August 2021
Weekly Market Update | 25 August 2021
Markets finally had a negative week as weaker than expected Chinese economic data and disappointing U.S. retail sales dented...
16 August 2021
Weekly Market Update | 16 August 2021
Equities continue to rally despite some worries on the economic front as the Delta variant impacts the domestic economy....
11 August 2021
Weekly Market Update | 11 August 2021
Equities were higher as yields rose and commodities fell. The S&P/ASX 200 rose 2%, driven Afterpay (APT) as it...
02 August 2021
Weekly Market Update | 2 August 2021
The S&P/ASX 200 ended the week flat as the strength in miners, driven by big earnings and a big...
27 July 2021
Bentleys Wealth Advisors Investment Update | June/July 2021
https://www.youtube.com/watch?v=zkgqkq1CoWY In this month’s investment update, Mathew Cassidy and Matthew Leong give a global macro update, looking at...
26 July 2021
Weekly Market Update | 27 July 2021
Equities started the week painfully on worries of the impact of the delta variant and rising new cases globally...
19 July 2021
Weekly Market Update | 19 July 2021
The Australian S&P/ASX 200 Index finished the week up 1%, with small companies outperforming large companies with the Small...
12 July 2021
Weekly Market Update | 12 July 2021
Equities were mixed as bond yields fell close to 2021 lows last week before a bit of a rebound...
05 July 2021
Weekly Market Update | 6 July 2021
The S&P/ASX 200 was largely flat, underperforming the MSCI World’s 1% return, largely driven by the S&P 500’s grind...
28 June 2021
Weekly Market Update | 28 June 2021
The Australian S&P/ASX 200 Index finished the week down 0.8%, with small companies outperforming large companies with the Small...
21 June 2021
Weekly Market Update | 21 June 2021
Global equities were largely lower as the MSCI World fell 1.3%, driven by a 2% fall in the S&P...
14 June 2021
Weekly Market Update | 15 June 2021
Equities were marginally higher for the week, with both the S&P/ASX 200 and S&P 500 making new highs again....
07 June 2021
Weekly Market Update | 7 June 2021
Equities had a strong start to June, driven by a rally in energy, whilst bond yields were largely stable...
31 May 2021
Weekly Market Update | 31 May 2021
Equities performed strongly last week with the S&P/ASX 200 gaining 2.1% and closing at a record high of 7179.5....
27 May 2021
Bentleys Wealth Advisors Investment Update | May 2021
https://www.youtube.com/watch?v=2hFPtZInhdw In this month's investment update, Andrew Donaldson (who recently joined our investment committee) and Mathew Cassidy comment...
24 May 2021
Weekly Market Update | 24 May 2021
Equities were largely flat last week alongside bond yields. The S&P/ASX 200 gained 0.3%, largely driven by a rebound...
18 May 2021
Weekly Market Update | 17 May 2021
Markets had a volatile week, starting strongly before much higher-than-expected inflation figures in the US torpedoed sentiment, sending equities...
10 May 2021
Weekly Market Update | 11 May 2021
Equities rose last week with the S&P/ASX 200 up 0.8%, led by materials and other cyclicals as tech slumped...
04 May 2021
Weekly Market Update | 4 May 2021
Australian equities finished the week lower, with the S&P 200 falling 0.5% to end the week at 7,025. The...
27 April 2021
Weekly Market Update | 28 April 2021
Following several strong weeks, equities took a breather despite strong earnings and further economic data underlining the strength of...
19 April 2021
Weekly Market Update | 19 April 2021
It was another strong week and investors across the board will be happy as yields continue to retrace lower...
12 April 2021
Weekly Market Update | 12 April 2021
Equities had a great week with the S&P/ASX 200 rising 2.4% to end the week close to the 7,000...
08 April 2021
Bentleys Wealth Advisors Investment Update | March 2021
https://youtu.be/vvbywtDe2gw March 2021 market update, with Director Mathew Cassidy. – For more information on the above please...
06 April 2021
Weekly Market Update | 7 April 2021
Happy Easter to all! Bond yields were back up to recent highs last week as US President Biden unveiled...
30 March 2021
Weekly Market Update | 31 March 2021
Equities largely moved higher as bond yields stabilised, though tech continued to underperform. The S&P/ASX 200 was an outperformer,...
22 March 2021
Weekly Market Update | 22 March 2021
Bond yields remain the headline story for markets. Australia’s 10-year yield is hovering around 1.8% whilst the U.S. 10-year...
14 March 2021
Weekly Market Update | 15 March 2021
The S&P/ASX 200 was up 0.8% for the week as travel and smaller companies drove gains. Travel stocks surged...
11 March 2021
Weekly Market Update | 9 March 2021
The rotation continues as high growth names in healthcare and tech underperformed whilst cyclical plays such as financials and...
05 March 2021
Bentleys Wealth Advisors Video | February 2021
https://www.youtube.com/watch?v=ky9wB2M4Vsg In the February market update, Director Mathew Cassidy discusses the Australian reporting season results. – For...
01 March 2021
Weekly Market Update | 2 March 2021
A surge in bond yields tempered the equity market rally, with high growth stocks suffering the most. The Australian...
23 February 2021
Weekly Market Update | 24 February 2021
As the U.S. earnings season winds down, Australia’s is kicking into full gear. Despite strong results, the S&P/ASX 200...
15 February 2021
Weekly Market Update | 16 February 2021
Weekly Market Update Global equities posted positive gains for the weak as markets stabilised with the U.S. S&P 500...
08 February 2021
Weekly Market Update | 8 February 2021
Weekly Market Update Markets rebounded from the previous week’s mild sell-off as strong earnings came to the fore and the...
03 February 2021
Bentleys Wealth Advisors Video | January 2021
https://www.youtube.com/watch?v=dP8kBZgY8Fw In this year's first investment update, Mathew Cassidy provides a brief summary of 2020 and shares his thoughts...
01 February 2021
Weekly Market Update | 1 February 2021
U.S. earnings season was in full gear with 37% of the S&P 500 having reported. 82% have beaten earnings...
27 January 2021
Weekly Market Update | 27 January 2021
Equity markets rose and the U.S. S&P 500 hit new highs as the U.S. 10-year yield held steady around...
18 January 2021
Weekly Market Update | 19 January 2021
In the last week, yields were largely flat after the U.S. 10-year rose over 1%, whilst equities saw a...
11 January 2021
Weekly Market Update | 11 January 2021
Happy new year to all. Hopefully the year will play out as optimistically as markets have suggested over the...
14 December 2020
Bentleys Wealth Advisors Weekly Update | 14 December 2020
Weekly Market Update This will be the final weekly update for the year until the second week of January....
07 December 2020
Bentleys Wealth Advisors Weekly Update | 7 December 2020
Weekly Market Update Risk assets continue to march higher with cyclicals leading the way as hopes for more fiscal stimulus...
01 December 2020
Bentleys Wealth Advisors Weekly Update | 1 December 2020
Weekly Market Update More vaccine news as the AstraZeneca/University of Oxford candidate released interim results for two studies showing...
30 November 2020
Bentleys Wealth Advisors Video | November 2020
https://www.youtube.com/watch?v=brNwtUUtoFo&feature=youtu.be In our last investment update for this year, Mathew Cassidy looks back on 2020 and shares his...
24 November 2020
Bentleys Wealth Advisors Weekly Update | 24 November 2020
Weekly Market Update The rotation continues, with another vaccine candidate from Moderna indicating 94% efficacy, whilst Pfizer/BioNTech’s final study...
17 November 2020
Bentleys Wealth Advisors Weekly Update | 17 November 2020
Weekly Market Update What a week! The market was expecting vaccine results sometime soon but the Pfizer/BioNTech result was...
09 November 2020
Bentleys Wealth Advisors Weekly Update | 10 November 2020
Weekly Market Update Markets had a strong rebound last week to offset the previous week’s sell-off, with the U.S....
27 October 2020
Bentleys Wealth Advisors Weekly Update | 26 October 2020
Weekly Market Update Markets were marginally lower as U.S. stimulus remains elusive and COVID-19 cases continue to rise in the...
20 October 2020
Bentleys Wealth Advisors Weekly Update | 21 October 2020
Weekly Market Update It was a largely flat week for equities, whilst bonds rallied slightly. The S&P/ASX 200 outperformed...
13 October 2020
Bentleys Wealth Advisors Weekly Update | 12 October 2020
Weekly Market Update Equities rose strongly as President Trump seems to have recovered swiftly from COVID-19 and the prospect...
08 October 2020
Bentleys Wealth Advisors Weekly Update | 6 October 2020
Weekly Market Update News of U.S. President Trump contracting COVID-19 came late in the domestic trading day on Friday, sending...
29 September 2020
Bentleys Wealth Advisors Video | September 2020
https://www.youtube.com/watch?v=W0y5_XYRTv8&feature=youtu.be At the end of the Australian reporting season, our Managing Director, Mathew Cassidy chats with our Portfolio Manager,...
29 September 2020
Bentleys Wealth Advisors Weekly Update | 29 September 2020
Market recap A positive week for the ASX, up 1.5%, driven by the banks as the government rolled back...
22 September 2020
Bentleys Wealth Advisors Weekly Update | 22 September 2020
Market recap The ASX ended a four-week losing streak, ending the week marginally higher, driven by strong gains in...
15 September 2020
Bentleys Wealth Advisors Weekly Update | 15 September 2020
Tech…again Volatility was once again the flavour of the week. With US markets closed on Monday for the Labor...
08 September 2020
Bentleys Wealth Advisors Weekly Update | 8 September 2020
High flying growth takes a hit There was a sharp drawdown in markets as growth stocks, technology in particular,...
02 September 2020
Bentleys Wealth Advisors Weekly Update | 1 September 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors SEPTEMBER A CRUCIAL MONTH Last week we reported on...
31 August 2020
Bentleys Wealth Advisors | Meeting with a financial advisor.
https://www.youtube.com/watch?v=aoKum9ioPpE What to expect when you meet with a financial advisor. Bentleys Wealth Advisors are a team of financial...
24 August 2020
Bentleys Wealth Advisors Weekly Update | 25 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Tech boom stretched! It was the best of times,...
18 August 2020
Bentleys Wealth Advisors Weekly Update | 18 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Results season underway Last week saw reporting season kick...
11 August 2020
Bentleys Wealth Advisors Weekly Update | 11 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors 85 Days until the U.S Presidential Election And so...
05 August 2020
Bentleys Wealth Advisors Weekly Update | 4 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Results Season to come Last week’s market was dominated...
28 July 2020
Bentleys Wealth Advisors video | July 2020
https://youtu.be/vJgZnDWCp5k Matthew Cassidy, Managing Director of Bentleys Wealth Advisors gives us an update on where they were ranked for...
27 July 2020
Bentleys Wealth Advisors Weekly Update | 28 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Busy, busy, busy A busy week with the US...
21 July 2020
Bentleys Wealth Advisors Weekly Update | 21 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Stimulus news and technology earnings ahead A short and...
14 July 2020
Bentleys Wealth Advisors Weekly Update | 14 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors A big few weeks and months ahead For a...
07 July 2020
Bentleys Wealth Advisors Weekly Update | 7 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update The grind continues in spite of record...
29 June 2020
Bentleys Wealth Advisors Weekly Update | 29 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Last week we highlighted our concerns in...
24 June 2020
Monthly Investment Update | June 2020
https://www.youtube.com/watch?v=1W6AQKB7wv8 In this month's Investment Update, Jonathan Bayes gives an update on what is happening with the local and...
24 June 2020
Bentleys Wealth Advisors Weekly Update | 23 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Forgive me, but I am going to...
16 June 2020
Bentleys Wealth Advisors Weekly Update | 16 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Price is what you pay, value is...
10 June 2020
Bentleys Wealth Advisors Weekly Update | 10 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update I have been too cautious. Monday night...
01 June 2020
Bentleys Wealth Advisors Weekly Update | 01 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Market’s enjoyed the absence of fresh negative...
25 May 2020
Bentleys Wealth Advisors Weekly Update | 25 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update We have begun to refer to the...
25 May 2020
Monthly Investment Update | May 2020
https://youtu.be/hgCHuXm5YE4 In this month's Investment Update, our Investment Consultant Jonathan Bayes, discusses how the economy and markets have performed...
18 May 2020
Bentleys Wealth Advisors Weekly Update | 18 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Market’s remain range-bound with consensus amongst investors...
12 May 2020
Bentleys Wealth Advisors Weekly Update | 12 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Markets remain optimistic whether it be in...
06 May 2020
Market Update | May 2020
https://www.youtube.com/watch?v=ErK0IcD6hNU&feature=youtu.be The sharemarket has been all over the place with March being the worst month for ASX returns...
04 May 2020
Bentleys Wealth Advisors Weekly Update | 4 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update This week sees parts of Australia,...
28 April 2020
Weekly Client Investment Update Video | 28 April 2020
https://www.youtube.com/watch?v=z58rNowyFu4&t=2s Bentleys Wealth Advisors MD Mathew Cassidy provides a quick update on the economy as we are coming into...
27 April 2020
Bentleys Wealth Advisors Weekly Update | 27 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Investment update The focus has turned to ‘re-opening’ with...
22 April 2020
Property Market Update | April 2020
https://www.youtube.com/watch?v=5moYmYx0U-4&feature=youtu.be This month our Director Mathew Cassidy is joined by Phillip Almeida, Director of Acquisitions at Performance Property, as they...
22 April 2020
Monthly Investment Update | April 2020
https://www.youtube.com/watch?v=qg_ahfF01fg In this month's Investment Update, our Investment Consultant Jonathan Bayes, discusses the latest COVID-19 implications on the world...
20 April 2020
Bentleys Wealth Advisors Weekly Update | 20 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update The grind higher continued modestly last...
14 April 2020
Bentleys Wealth Advisors Weekly Update | 14 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update A couple of quick remarks here...
07 April 2020
Bentleys Wealth Advisors Weekly Update | 6 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update This week markets seem to have...
06 April 2020
Coronavirus Investment Update / Q&A
https://www.youtube.com/watch?v=POr0Ma-_0UI Given the alarming rate in which the COVID-19 pandemic is spreading, and the unprecedented effect it is having...
30 March 2020
Bentleys Wealth Advisors Weekly Update | 30 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update Mixed emotions on the week we...
25 March 2020
Bentleys Wealth Advisors Monthly Investment Video | March 2020
https://www.youtube.com/watch?v=4kBfcr4GqTY&feature=youtu.be In light of these extraordinary times in which we are living, with the alarming spread of the coronavirus,...
23 March 2020
Bentleys Wealth Advisors Weekly Update | 23 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment Playbook edition 2. As per last week,...
20 March 2020
Bentleys Wealth Advisors Weekly Update | 20 March 2020
If western governments were slow to the looming public health crisis last month, few seem prepared to make the...
17 March 2020
Bentleys Wealth Advisors Weekly Update | 16 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment Playbook Edition In light of these extraordinary...
11 March 2020
Bentleys Wealth Advisors Weekly Update | 10 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus The Italian...
10 March 2020
Market context – Coronavirus impact
As investment markets continue to face heavy selling over uncertainties stemming from the coronavirus outbreak, this note seeks to...
03 March 2020
Bentleys Wealth Advisors Weekly Update | 02 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Equity markets...
26 February 2020
Bentleys Wealth Advisors Monthly Investment Video | February 2020
https://www.youtube.com/watch?v=P5u7pseQAkw&feature=youtu.be It's been a good start to the year in the first six weeks. The Australian share market...
26 February 2020
Bentleys Wealth Advisors Weekly Update | 26 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Despite nearly...
18 February 2020
Bentleys Wealth Advisors Weekly Update | 17 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Despite the...
11 February 2020
Bentleys Wealth Advisors Weekly Update | 10 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Recent models...
05 February 2020
Bentleys Wealth Advisors Weekly Update | 03 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus As of...
29 January 2020
Bentleys Wealth Advisors Weekly Update | 28 January 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Booming start to 2020 for Australian...
28 January 2020
Bentleys Wealth Advisors Monthly Investment Video | January 2020
https://www.youtube.com/watch?v=DXybBEKjPHI&feature=youtu.be As we begin a new year, we are fortunately starting with the Australian markets at an all...
20 January 2020
Bentleys Wealth Advisors Weekly Update | 20 January 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Welcome back and Happy New Year. Having been...
17 December 2019
Bentleys Wealth Advisors Weekly Update | 16 December 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes U.S – China ‘phase one’ trade...
16 December 2019
Bentleys Wealth Advisors Monthly Investment Video | December 2019
https://www.youtube.com/watch?v=DIiAF7vbiV8&feature=youtu.be For the last Monthly Investment Update of 2019, Jonathan Bayes looks back at this year's performance and...
10 December 2019
Bentleys Wealth Advisors Weekly Update | 10 December 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Economic data released U.S employment figures surprised strongly in...
05 December 2019
Bentleys Wealth Advisors Monthly Investment Video | November 2019
https://www.youtube.com/watch?v=JtFwg67duu0 This month, Jonathan Bayes talks about emerging markets and why he is feeling hopeful about the Australian...
03 December 2019
Bentleys Wealth Advisors Weekly Update | 2 December 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Australian economic data remains very soft...
26 November 2019
Bentleys Wealth Advisors Weekly Update | 25 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Economic data released Australian October Skilled Vacancies continued to...
20 November 2019
Cash and diversified fixed income update
With cash and term deposit rates still at historic lows, there are a variety of other fixed income options available...
19 November 2019
Bentleys Wealth Advisors Weekly Update | 18 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Economic data released Australian Business and Consumer Confidence both...
12 November 2019
Bentleys Wealth Advisors Weekly Update | 11 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors A positive week with both sides confirming that progress...
06 November 2019
Bentleys Wealth Advisors Weekly Update | 4 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The US and China continue to progress towards completion...
29 October 2019
Bentleys Wealth Advisors Weekly Update | 29 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Markets seem comfortable with the progress being made towards...
24 October 2019
Bentleys Wealth Advisors Monthly Investment Video | October 2019
https://www.youtube.com/watch?v=icIZhNLnhEo&feature=youtu.be This month, Jonathan Bayes explains what the latest local and global economic news means for your investment...
22 October 2019
Bentleys Wealth Advisors Weekly Update | 21 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors It was a quiet week on the trade front...
15 October 2019
Bentleys Wealth Advisors Weekly Update | 14 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors U.S Small Business Confidence eased back to be just...
08 October 2019
Bentleys Wealth Advisors Weekly Update | 8 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors U.S. Manufacturing sector activity fell to a 10-year low...
01 October 2019
Bentleys Wealth Advisors Weekly Update | 1 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The past week has left little to discuss regarding...
01 October 2019
Bentleys Wealth Advisors Monthly Investment Video | September 2019
https://www.youtube.com/watch?v=am5d1Dck1jY&feature=youtu.be This month, Jonathan Bayes explains why the current environment is fertile for an uptick in Australian merger & acquisition...
24 September 2019
Bentleys Wealth Advisors Weekly Update | 23 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Slowing global growth continues to plague headlines as...
17 September 2019
Bentleys Wealth Advisors Weekly Update | 17 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Fresh from news that the next round of...
10 September 2019
Investment diversification requirements for SMSFs strategies
The ATO has recently announced that it will be sending out letters to approximately 17,700 self-managed super fund (SMSF) trustees and their auditors....
10 September 2019
Bentleys Wealth Advisors Weekly Update | 10 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors US August manufacturing data came in at 49.1...
03 September 2019
Bentleys Wealth Advisors Weekly Update | 2 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Tariffs were levied on additional US and Chinese exports...
28 August 2019
Bentleys Wealth Advisors Monthly Investment Video | August 2019
https://www.youtube.com/watch?v=dCQTVAaCO5c&feature=youtu.be This month, Jonathan Bayes looks at how the bond market is impacting portfolio returns and we hear from Franklin...
27 August 2019
Bentleys Wealth Advisors Weekly Update | 27 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Tariff wars escalating provide reason for concern as our...
20 August 2019
Bentleys Wealth Advisors Weekly Update | 19 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Ongoing tariff uncertainty continues as Chinese authorities publicly rebuked...
12 August 2019
Bentleys Wealth Advisors Weekly Update | 12 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Pressures on risk assets began to intensify last week;...
06 August 2019
Bentleys Wealth Advisors Weekly Update | 5 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Pressures on risk assets began to intensify last week,...
30 July 2019
Bentleys Wealth Advisors Weekly Update | 30 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Earnings season has begun in the U.S. Thus far...
24 July 2019
Bentleys Wealth Advisors Weekly Update | 23 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Earnings season has begun in the U.S; thus far...
23 July 2019
Bentleys Wealth Advisors Monthly Investment Video | July 2019
https://www.youtube.com/watch?v=k4VZ5xYApos As we head into the new financial year find out why Jonathan Bayes is feeling optimistic about Australian equities,...
16 July 2019
Bentleys Wealth Advisors Weekly Update | 15 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Momentum continues to outperform as investors remain more concerned...
09 July 2019
Bentleys Wealth Advisors Weekly Update | 9 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Expectations and reality might be sooner to collide after...
02 July 2019
Bentleys Wealth Advisors Weekly Update | 2 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Trade tensions de-escalated at the weekend G-20 meeting,...
25 June 2019
Bentleys Wealth Advisors Weekly Update | 25 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Markets went onward and upward again last week,...
21 June 2019
Bentleys Wealth Advisors Monthly Investment Video | June 2019
https://www.youtube.com/watch?v=PVnZtDpryTw Australia keeps its Prime Minister, cuts rates and eases lending requirements while major central banks continue to support the market with dovish comments...
18 June 2019
Bentleys Wealth Advisors Weekly Update | 18 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors We have a quite a bit to get...
11 June 2019
Bentleys Wealth Advisors Weekly Update | 11 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The grind continues. This morning the ASX200 trades...
04 June 2019
Bentleys Wealth Advisors Weekly Update | 3 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors And so it continues. The trade-war, that is. Chinese...
27 May 2019
Bentleys Wealth Advisors Weekly Update | 27 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors So, a week has now gone since the Coalition’s...
21 May 2019
Bentleys Wealth Advisors Weekly Update | 21 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors This post will be a simple post-Australia Federal Election...
20 May 2019
Bentleys Wealth Advisors Monthly Investment Video | May 2019
https://www.youtube.com/watch?v=T536UjvQ0Y4&feature=youtu.be Global earnings have been better than expected but risk assets are struggling as valuations look stretched following the big...
13 May 2019
Bentleys Wealth Advisors Weekly Update | 13 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Winter is coming, both seasonally and in the...
07 May 2019
Bentleys Wealth Advisors Weekly Update | 7 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors It’s heating up, and not in a good way. Trade...
30 April 2019
Bentleys Wealth Advisors Monthly Investment Video | April 2019
https://www.youtube.com/watch?v=o1VFHoKJ5wg&feature=youtu.be Investors continue to see strong returns across the board despite weak economic data. The yield curve also flashed a...
30 April 2019
Bentleys Wealth Advisors Weekly Update | 29 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors This was a crucial week in markets, both here and...
24 April 2019
Bentleys Wealth Advisors Weekly Update | 23 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Markets continued to suspend disbelief in what was a busy...
16 April 2019
Bentleys Wealth Advisors Weekly Update | 15 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Release of March Chinese lending figures Probably the main news...
09 April 2019
Bentleys Wealth Advisors Weekly Update | 8 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors No Federal Election announcement over the weekend, so we...
02 April 2019
Bentleys Wealth Advisors Weekly Update | 1 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors This is the start of a really busy month...
26 March 2019
Bentleys Wealth Advisors Weekly Update | 25 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors But for the late fall in the U.S and...
21 March 2019
Bentleys Wealth Advisors Monthly Investment Video | March 2019
https://www.youtube.com/watch?v=3_9iAswPESU&feature=youtu.be Up and up we go as markets continue to rebound despite economies showing more and more signs of weakness....
19 March 2019
Bentleys Wealth Advisors Weekly Update | 18 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Risk appetite managed to stay healthy for a further...
12 March 2019
Bentleys Wealth Advisors Weekly Update | 12 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors A bit of a change today with our weekly...
04 March 2019
Bentleys Wealth Advisors Weekly Update | 1 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors http://bentleyswealth.com.au/ Australian corporate reporting season is now officially behind...
27 February 2019
Bentleys Wealth Advisors Monthly Investment Video| February 2019
https://youtu.be/h9jgvjWPLXI Sentiment continues to lift markets across the board with both growth and defensive assets gaining ground. Earnings season...
26 February 2019
Cash and Diversified Fixed Income Update
So what has happened in the markets recently? Well, they have had cheery news on several fronts but the outlook for economic growth...
25 February 2019
Bentleys Wealth Advisors Weekly Update | 22 February 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The ASX200 is up a little more than 1% again...
18 February 2019
Bentleys Wealth Advisors Weekly Update | 15 February 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Enough. Markets continue to defy gravity here in...
11 February 2019
Bentleys Wealth Advisors Weekly Update | 8 February 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au In a sign of the times in which...
06 February 2019
Bentleys Wealth Advisors Monthly Investment Video | January 2019
https://www.youtube.com/watch?v=TIBYAWXanww&feature=youtu.be Following a turbulent end to 2018, Mathew Cassidy and Jonathan Bayes welcome us back to 2019 and take a...
04 February 2019
BENTLEYS WEALTH ADVISORS WEEKLY UPDATE | 1 FEBRUARY 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au As expected, it was a big week for investors,...
28 January 2019
BENTLEYS WEALTH ADVISORS WEEKLY UPDATE | 25 JANUARY 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Australian shares seem set to close out the week...
20 January 2019
Bentleys Wealth Advisors Weekly Update | 21 January 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Happy New Year to all. 2018 ended in plume...
18 December 2018
Bentleys Wealth Advisors December 2018 | Investment Update Video
https://youtu.be/FBTqBvZMvp8 Mathew Cassidy and Jonathan Bayes provide a final economic update for 2018 and look ahead at what trends investors...
17 December 2018
Bentleys Wealth Advisors Weekly Update |17 December 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Another yo-yo week with little to catalyze fresh market...
10 December 2018
Bentleys Wealth Advisors Weekly Update | 10 December 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au What a week. IOOF (IFL) punished IOOF (IFL) is...
03 December 2018
Bentleys Wealth Advisors Weekly Update | 3 December 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Up, down, around, and back again. All for nothing....
25 November 2018
Bentleys Wealth Advisors Weekly Update – 26 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au The last couple of weeks I have been shorter...
22 November 2018
Bentleys Wealth Advisors November 2018 | Investment Update Video
Jonathan Bayes and Tim Johansen, Managing Director, Real Estate Finance – Qualitas provide the latest investment update on the local...
19 November 2018
Bentleys Wealth Advisors Weekly Update – 19 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au This week saw global share-markets wobble again. There were...
12 November 2018
Bentleys Wealth Advisors Weekly Update – 12 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Small-cap positives – Afterpay (APT) and BWX (BWX) APT...
08 November 2018
Thinking Wealth | Issue 21 | November 2018
Article 1 | Have you considered what you will do if an unexpected event occurs? Your SMSF is a long-term plan. Much can...
07 November 2018
Bentleys Wealth Advisors Weekly Update – 7 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au We got a bounce this week, not unlike what...
29 October 2018
Bentleys Wealth Advisors Weekly Update – 29 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Ok. Things got a little serious this week. At...
23 October 2018
Bentleys Wealth Advisors Weekly Update – 22 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Felt like there was a lot going on this...
21 October 2018
Bentleys Wealth Advisors Monthly Video Update – October 2018
Bentleys | Investor Update October | HD Please click on the link above to download our latest video.
15 October 2018
Bentleys Wealth Advisors Weekly Update – 15 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au So much to cover, and yet it’s so important...
09 October 2018
Bentleys Wealth Advisors Weekly Update – 8 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au We are getting more cautious. I remarked to our...
02 October 2018
Bentleys Wealth Advisors Weekly Update – 2 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au In the United States, September Consumer Confidence surged to...
25 September 2018
Bentleys Wealth Advisors Weekly Update – 25 September 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors. bentleyswealth.com.au Markets had a better tone to them this week...
24 September 2018
Bentleys Wealth Advisors Monthly Video Update – September 2018
PWG | Investor Update September | HD Please click on the link above to download our latest video.
18 September 2018
Bentleys Wealth Advisors Weekly Update – 14 September 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au We drifted again this week and there wasn’t a huge amount...
03 September 2018
Bentleys Wealth Advisors Monthly Video Update – August 2018
Bentleys | Investor Update August | HD Please click on the link above to download our latest video.
24 August 2018
What does a Labor Government do to your portfolio?
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. bentleyswealth.com.au What does a Labor Government do to my investment portfolio? The...
20 August 2018
Bentleys Wealth Advisors Weekly Update – 17 August 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Phew. At the end of a manic week, and with a...
13 August 2018
Bentleys Wealth Advisors Weekly Update 10 August 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Reporting season is finally upon us, and for the next few...
10 August 2018
Bentlesy Wealth Advisors Weekly Update – 3 August 2018
From Jonathan Bayes, consultant Chief Investment Officer, Partners Wealth Group For the 6th week in a row the ASX200...
10 August 2018
Bentleys Wealth Advisors Weekly Update – 26 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Another week of consolidation across markets. Probably the main change to...
01 August 2018
Bentleys Wealth Advisors Monthly Video Update – July 2018
Bentleys | Investor Update July | HD Please click on the link above to download our latest video.
23 July 2018
Bentleys Wealth Advisors Weekly Update – 20 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. For the fourth week in a row, the ASX200 has paused at...
16 July 2018
Bentleys Wealth Advisors Weekly Update 13 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Once again, global share-markets have managed to remain resilient in the face...
09 July 2018
Bentleys Wealth Advisors Weekly Update – 6 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The selling across Asia continued this week, placing further doubts over the...
02 July 2018
Bentleys Wealth Advisors Weekly Update 29 June 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au So, this week, the grind higher continued. The ASX200 initially pulled...
25 June 2018
Bentleys Wealth Advisors Weekly Update – 22 June 2018
The ASX200 this week posted its best performance for the year, and catapulted the index to its highest level since...
20 June 2018
Bentleys Wealth Advisors Weekly Update – 15 June 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au We have a nice rally underway today, which should leave the...
12 June 2018
Bentleys Wealth Advisors Weekly Update – 8 June 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Firstly, a quick apology for my brief missive last week....
09 May 2018
Federal Budget 2018 – what you need to know
Leading his third Federal Budget, Treasurer Scott Morrison has focussed on tax cut “affordability” and delivering a “responsible” budget that...
08 May 2018
Bentleys Wealth Advisors Weekly Update – 4 May 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au There was the most almighty buy-up of Australian shares this...
02 May 2018
Bentleys Wealth Advisors Monthly Video Update – April 2018
Bentleys | Investor Update April | HD Please click on the link above to download our latest video.
30 April 2018
Bentleys Wealth Advisors Weekly Update – 27 April 2018
www.bentleyswealth.com.au From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. It was an interesting week, in which all our long-term investment...
23 April 2018
Bentleys Wealth Advisors Weekly Update – 20 April 2018
This was an important week for markets and investors, and I hope everyone takes 5-minutes out of their day to...
23 April 2018
Bentleys Wealth Advisors Weekly Update – 13 April 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au A slightly better tone to markets, but only modest...
04 April 2018
Bentleys Wealth Advisors Monthly Video Update – March 2018
Bentleys | Investor Update March | HD Please click on the link above to download our latest video.
02 April 2018
Bentleys Wealth Advisors Weekly Update 30 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au It was another mixed week, but characterized by significant...
26 March 2018
Bentleys Wealth Advisors Weekly Update – 23 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Dominating headlines this week was the heightened trade tension between...
18 March 2018
Bentleys Wealth Advisors Weekly Update 19 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au In a week where Australian business confidence reached its best level...
14 March 2018
Bentleys Wealth Advisors Monthly Video Update – February 2018
Bentleys | Investor Update February | HD Please click on the link above to download our latest...
12 March 2018
Special Event: Financial Markets – the Great Escape
Special Event: Financial Markets - The Great Escape? The Directors and Staff Invite you to join them for a special presentation...
12 March 2018
Bentleys Wealth Advisors Weekly Update – 9 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au I am going to be pretty punchy this week. The week...
05 March 2018
Bentleys Wealth Advisors Weekly Update – 2 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au This week’s note can be short and to the point. Share-markets...
25 February 2018
Bentleys Wealth Advisors Weekly Update – 23 February 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Rounding out this week sees Australian corporate reporting season largely done....
19 February 2018
Bentleys Wealth Advisors Monthly Update 2018
Introduction As alluded to in earlier issues, low volatility did not last and investors saw a turbulent start to February...
12 February 2018
Bentleys Wealth Advisors Weekly Update – 9 February 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au It’s a really human thing to insist on knowing ‘why?’ The...
05 February 2018
Bentleys Wealth Advisors Weekly Update – 2 February 2018
From Jonathan Bayes, consultant Chief Investment Officer, Partners Wealth Group. We have just had a rather busy and important week,...
30 January 2018
Monthly Investment Update Video- January
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22 January 2018
Bentleys Wealth Advisors Weekly Update – 19 January 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Global share-markets are racing out the gate in January, but lagging...
14 January 2018
Bentleys Wealth Advisors Weekly Update 12 January 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Welcome back to all, and hoping that everyone had a relaxing...
21 December 2017
Monthly Perspective December 2017
www.bentleyswealth.com.au This year has seen risky assets deliver strong returns and global economies growing synchronously. In this month’s edition, we...
20 December 2017
Bentleys Investor Updates- November and December
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10 December 2017
Bentleys Wealth Advisors Weekly Update – 11 December 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au A flattish week, but impressive all the same. I say impressive,...
03 December 2017
Bentleys Wealth Advisors Weekly Update – 4 December 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www,bentleyswealth.com.au Ok. Brace yourself. Maybe I got out of bed on a...
26 November 2017
Bentleys Wealth Advisors Weekly Update 27 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. There wasn’t much to trouble the scorers this week, with activity muted...
22 November 2017
THE IMPORTANCE OF FIXED INCOME
Fixed income is an important part of any investor’s armoury. Fixed income can serve several different purposes such as generating...
22 November 2017
Super And Your Retirement
A recent article published in The Sydney Morning Herald (12 October 2017) was startlingly entitled “Counting on your super...
22 November 2017
The Search For Yield
We recently presented at Bentleys’ NorWest office on ‘Looking for Yield in a Low Cash Rate Environment’. With tongue firmly...
20 November 2017
Bentleys Wealth Advisors Weekly Update 20 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. This week I am going to be pretty short and sharp. We...
12 November 2017
Bentleys Wealth Advisors Weekly Update 10 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Woohoo. 6000 on the ASX200. This week marked the 5th rise in...
05 November 2017
Bentleys Wealth Advisors Weekly Update 3 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au The music continued to play this week, and the markets continued...
29 October 2017
Bentleys Wealth Advisors Weekly Update 27 October 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. We have a A LOT to cover this week so please bear...
23 October 2017
Bentleys Wealth Advisors Weekly Market Update 17 October 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The grind higher continued this week, with the ASX200 up a little...
15 October 2017
Bentleys Wealth Advisors Weekly Market Update 13 October 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Australia regained some modest ground this week, both in absolute performance and...
09 October 2017
Australian Market Update October 6 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. We have a few things to cover off, but on the whole...
02 October 2017
Australian Market Summary 29 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. An early release of the weekly update this week given the public...
25 September 2017
Bentleys Wealth Advisors Weekly Update 22 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. This week we rounded out over 4 months in the same 3%...
18 September 2017
Estate Planning 2 – Beware of the US IRS
And, while we are on the topic of estate planning… One of the most wide-reaching reforms introduced by former US...
18 September 2017
Estate Planning – Looking after Non-resident Beneficiaries
Our October 2016 edition of Thinking Tax (www.bentleys.com.au) carried an article entitled “Death and Taxes”, in which we highlighted the general proposition that –...
17 September 2017
Australian Market Summary – 15 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. As I type, headlines are scrolling across my screen confirming that the...
14 September 2017
New Financial Year – Time To Get Organised
The new superannuation legislation is now in force and we suggest you take a look at the following in conjunction...
14 September 2017
Thinking Women’s Wealth
Bentleys NSW was delighted to host the recent Women in Business Network lunch presented by the CBD Sydney Chamber of...
11 September 2017
Australian Market Summary – 8 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. So much to cover this week, with a large focus on the...
04 September 2017
Australian Market Summary – 1 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The first day of spring has sprung, and conversely earnings season is...
28 August 2017
Australian Market Summary – 25 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Week 3 of reporting season over, and I need to take a...
20 August 2017
Australian Market Summary – 18 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Whoa. And another one bites the dust. Telstra (TLS) this week became...
14 August 2017
Australian Weekly Market Summary – 11 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. We have heaps to cover today, with reporting season having kicked off...
06 August 2017
Australian Market Summary – 4 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Well, we have a lot to cover today. Once again this week,...
31 July 2017
Australian Market Summary – 28 July 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Indiscriminate. Random. These are two words that come to mind when I...
28 July 2017
Bentleys Wealth Advisors Monthly Perspective – July 2017
Volatility has been low across all investment markets as investors search for direction, but has started to pick up over...
25 July 2017
Income protection – not to be taken for granted
We take some of the best things in life for granted. The ability to earn an income can be one...
25 July 2017
Ageing parents – Ageing gracefully
The reality of modern life is that we are tending to live longer, fuller lives.If you have elderly relatives, you...
24 July 2017
Australian Market Summary 21 July 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Up and down and around we go. For everything that sounds like...
18 July 2017
Australian Market Summary – 14 July 2017
Australian Market Summary – 14 July 2017 From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Well, it was another random...
15 June 2017
Why infrastructure stocks can withstand higher interest rates
The shock election of Donald Trump as US president sparked excitement that his pro-growth policies would reinvigorate the US economy....
15 June 2017
Do you understand the latest changes to home care services?
Earlier this year the Federal Government introduced changes to the allocation of government funded home care packages. Previously packages were...
15 June 2017
What does the 2017 budget mean for property transactions?
The 2017 budget announcement has raised many questions around property transactions for foreign and Australian residents. Bentleys Wealth Advisors summarised the...
15 June 2017
EOFY superannuation checklist
As the end of financial year rapidly approaches, these are the key superannuation considerations you need to make prior to...
15 June 2017
Monthly Perspective – June 2017
Political risks have been at the forefront of investors’ minds but this has failed to curb risk appetite as international...
13 June 2017
Australian Market Summary – 9th June 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Geez, what a curious and rather depressing week. From the horrors of...
05 June 2017
Australian Market Summary – 2nd June 2017
Australian Market Summary – 2nd June 2017 From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. A lot to get through...
05 June 2017
Australian Market Summary – 26 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. This week, it feels like the penny is beginning to drop. This...
23 May 2017
Australian Market Summary – 19 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Beyond the rather heavy Wednesday night sell-off in U.S equity markets,...
19 May 2017
Superannuation and Retirement
Thankfully, there were no restrictive announcements on changes to superannuation. The industry is still smarting from the 2016 Budget and...
18 May 2017
What does the Federal Budget mean for you?
The Federal Budget 2017-18 includes a number of proposals that if approved, could impact your financial strategy. To help navigate...
18 May 2017
Federal Budget 2017 – Super changes – May 2017
Superannuation was relatively left alone in the Federal budget, with essentially the two main changes being proposed. The minimal changes...
18 May 2017
Federal Budget 2017 – Effects on the housing market – May 2017
Federal Budget 2017 delivered three significant changes affecting the housing market. They include changes to voluntary contributions to superannuation in...
18 May 2017
Federal Budget 2017 – Super changes – May 2017
Superannuation was relatively left alone in the Federal budget, with essentially the two main changes being proposed. The minimal changes...
18 May 2017
Monthly Perspective – May 2017
International equities continue to push higher as the US earnings season and the French elections have been safely navigated. The...
17 May 2017
Australian Market Summary – 12 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Interesting and significant week, mmm. I think it’s far more of a...
09 May 2017
Australian Market Summary – 5 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Well, I’ll admit to feeling slightly relieved with some of the moves...
01 May 2017
Australian Market Summary – 28 April 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Lots and lots this week. And more to come next week...
01 May 2017
Surcharges for absentee owners and foreign purchasers of land – how does it impact on discretionary trusts?
There has been a lot of discussion lately regarding the changes to the absentee owner surcharge under the Land Tax...
01 May 2017
Income Protection – not to be taken for granted
We take some of the best things in life for granted. The ability to earn an income can be one...
01 May 2017
Superannuation reforms – your last chance to act before new changes come into effect
It would be more than fair to say that the majority of superannuation reforms coming into effect from 1 July...
01 May 2017
Monthly Perspective – April 2017
Risky assets continue to push higher, with global and US conditions still strong despite the recent softer data. Despite various...
19 April 2017
Australian Market Summary – 7 April 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Wow. A busy week just got busier today with news that the...
27 February 2017
Australian Market Summary – 24 February 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Reporting season has now largely come to an end. Looking forward, investors...
17 February 2017
Australian Market Summary – 17 February 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. As expected, it was a busy and frustrating week again. There a...
16 February 2017
Super Changes – What You Need To Know
As you will have heard superannuation reform bills have now been passed by both houses and await royal assent –...
16 February 2017
What’s happening to Superannuation?
As you will have heard superannuation reform bills have now been passed by both houses and await royal assent –...
16 February 2017
What make a brand success?
Since the federal budget was handed down in May 2016, there have been some changes to the announcements as well...
16 February 2017
Stages of the startup lifecycle
Since the federal budget was handed down in May 2016, there have been some changes to the announcements as well...
15 February 2017
Introducing our new website
Since the federal budget was handed down in May 2016, there have been some changes to the announcements as well...
10 February 2017
Australian Market Summary – 10 February 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The corporate reporting season began in earnest this week, and cranks up...
20 January 2017
Australian Market Summary – 20 January 2016
Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. A somewhat quieter trading week given the Australia Day public holiday, yet still...
13 January 2017
Australian Market Summary – 13 January 2016
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Welcome back and Happy New Year to all. I hope you all...