Current News

So what has happened in the markets recently?

 

Markets have rallied following the G20 meeting where Trump and Xi agreed to restart negotiations and place additional tariffs on hold, whilst global central banks have added fuel to the fire by promising easing measures in the months to come.

The S&P/ASX 200 was up over 1.5%, lagging the U.S. S&P 500’s 4.39% return. The S&P 500 breached the 3,000 point mark as it continues to hit new highs. The Euro Stoxx 50 also gained 3.5% and China’s CSI 300 index was up 4.44%. Commodities joined in the rally despite weak global economic growth data, driven by a rally in precious metals such as gold.

Given dovish comments from central banks, bond markets are pricing in a definite U.S. rate cut at the end of July, followed by potentially three more cuts by the end of 2020. This has resulted in a steepening of the yield curve as shorter dated yields fall whilst longer dated yields rise. Despite the steepening, the yield curve remains inverted.

The Australian Dollar continues to hover around 70 U.S. cents, supported by some weakness in the U.S. Dollar driven by the U.S. rate cut outlook.

 

 

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.

 

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...

Scott Averay

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;...

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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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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...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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.

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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...

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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...

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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...

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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...

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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.

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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...

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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.

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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...

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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...

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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...

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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...

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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...

Scott Averay

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.

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

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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...

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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...

Scott Averay

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....

Scott Averay

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...

Scott Averay

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...

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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.

Scott Averay

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...

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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...

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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...

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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.  

Scott Averay

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...

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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...

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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...

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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...

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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...

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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...

Scott Averay

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...

Scott Averay

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....

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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...

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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...

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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,...

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30 January 2018

Monthly Investment Update Video- January

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

Scott Averay

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...

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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...

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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...

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20 December 2017

Bentleys Investor Updates- November and December

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

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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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

Scott Averay

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...

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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...

Scott Averay

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...

Scott Averay

22 October 2017

Bentleys Wealth Advisors Monthly Update

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

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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%...

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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...

Scott Averay

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 –...

Scott Averay

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...

Scott Averay

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...

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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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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,...

Scott Averay

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...

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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...

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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...

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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...

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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...

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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...

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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....

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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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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,...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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 –...

Scott Averay

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 –...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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...

Scott Averay

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