Current News

May 2020

 

The sharemarket has been all over the place with March being the worst month for ASX returns in over 30 years, followed by a rebound in April thanks in large part to the U.S. Federal Reserve’s decision to back the corporate bond market in late March, and then a weak start to May.

With a disparity between consumer confidence and global markets in relation to COVID-19, hear the latest update and views from Jonathan Bayes, our Chief Investment Officer, and Mathew Cassidy, our Managing Director. In this discussion they will provide an update on the current markets and economy, what we are doing in terms of our portfolios, and answer some common questions that we are being asked by our clients.

 

Life after lockdown

 

Markets and governments seem in agreement that the situation has improved enough for lockdowns to be eased in the coming month. Unfortunately, a return to full normality will likely take a much longer time for most countries, potentially well over a year, and is dependent on a vaccine. Instead, one can expect a gradual easing of restrictions over time.

The easing of restrictions will come in different forms for different countries but will likely follow a similar shape. First will come reopening of select business sectors that are of high importance and where the number of people are limited such as businesses involved in manufacturing. Then will come the offices and potentially services in a restricted manner. Restaurants may have to put tables at a certain distance and may need to record your identities for potential contact tracing purposes.
Large scale events such as religious gatherings, concerts or festivals may remain banned until a vaccine is developed.

Even after restrictions are lifted, people may be cautious and spend less time out of home, as seen in Beijing, where weekend traffic remains well below the 2019 average, despite Beijing having seen a limited outbreak.

 

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.

 

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...

Laurence Poulter

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...

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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...

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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....

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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...

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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...

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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...

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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...

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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...

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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....

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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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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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,...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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,...

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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...

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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...

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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...

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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...

Laurence Poulter

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...

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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...

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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...

Laurence Poulter

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...

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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...

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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...

Laurence Poulter

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...

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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...

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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...

Laurence Poulter

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...

Laurence Poulter

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...

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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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

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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...

Laurence Poulter

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...

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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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

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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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

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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...

Laurence Poulter

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...

Laurence Poulter

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....

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

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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...

Laurence Poulter

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...

Laurence Poulter

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;...

Laurence Poulter

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,...

Laurence Poulter

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...

Laurence Poulter

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...

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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,...

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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...

Laurence Poulter

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...

Laurence Poulter

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,...

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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,...

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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...

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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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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....

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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,...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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....

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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.

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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.

Laurence Poulter

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...

Laurence Poulter

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.

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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.

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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....

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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.

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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.  

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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....

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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,...

Laurence Poulter

30 January 2018

Monthly Investment Update Video- January

[embed]https://youtu.be/sgF8wYG92Gw[/embed]

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

20 December 2017

Bentleys Investor Updates- November and December

[embed]https://youtu.be/95zSKV0bTAU[/embed] [embed]https://youtu.be/HklD8BWQAbw[/embed]

Laurence Poulter

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,...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

22 October 2017

Bentleys Wealth Advisors Monthly Update

https://www.youtube.com/watch?v=8hV94MrHKUk  

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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%...

Laurence Poulter

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...

Laurence Poulter

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 –...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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,...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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....

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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,...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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 –...

Laurence Poulter

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 –...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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...

Laurence Poulter

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