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Financial Planning and Investment Advice

Continuous change in economic and legislative environments means that financial planning now plays an integral role in wealth accumulation and protection for small business and individuals alike.

As your business solutions partner, we understand your objectives. Our team of financial planners and accountants work closely together to develop tailored strategies that complement your taxation and business advisory affairs.

Our financial planning and investment services encompass wealth accumulation and investment planning, superannuation planning, retirement planning, salary packaging, taxation management, risk insurance, estate planning and lending/debt management services.

We provide personalised, responsible advice suited to your circumstances. We can assist you to develop your financial strategy, construct your portfolio and implement your plans. Our experienced team provide advice and service of the highest ethical standard.

Our fees are based only on service. We do not charge entry and exit fees. We provide advice on a range of direct wholesale investments and platforms, and also tax structures such as family trusts and self managed super funds. 

Think Ahead. Talk to Bentleys Today.

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Location Select an office nearest to you AdelaideBrisbaneCorporate RecoveryHead OfficeMelbourneNewcastlePerthSydneyTamworth
Specialty Choose a specialty to help you Accounting Services Audit and Assurance Business Advisory Corporate Recovery Financial Planning Internal Audit Property and Construction Superannuation Taxation Consulting Trusts and Estates

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Articles

• Corporate Recovery
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• Business Advisory
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  • Thinking Ahead: Queensland businesses optimistic about 2013
  • New Practice Leader at Bentleys Melbourne
  • Your Family Business Checklist
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  • Agribusiness optimistic in 2013 amidst challenges
• Superannuation
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  • Reminder: Artwork in Superannuation
  • Super Q & A
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  • Superannuation Health Check
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  • Super Q & A
  • COUNT DOWN TO LONDON 2012
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  • UNLOCKING THE KEY TO A SUCCESSFUL INVESTMENT STRATEGY
  • SUPER CONTRIBUTIONS
  • Super Q & A
  • Government Announces Changes to Superannuation
• Thinking Ahead Issue 4
  • THINKING AHEAD - AUTUMN ISSUE 2013
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• Tax
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  • Deductions for rental properties allowed
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  • Mistaken belief does not revoke excess super tax bill
  • Taxman’s new power to address super law contraventions
  • Mini-Budget tightens fringe benefits, health rebates and more
  • ATO to data-match motor vehicle purchases
  • AUSTRAC shares information with the ATO
  • Honest mistake in not documenting private company loans
  • Depreciation deduction allowed for certain equipment
  • Special circumstances found to set aside excess contributions tax
  • Asset protection strategies at risk
  • ATO benchmarking can be improved: report
  • Living-away-from-home concessions: new laws
  • Contractual promises can have GST implications
  • Contractor payments undergo ATO data-matching
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  • Goods taken from stock for private use
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  • New Company loss carry-back regime
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  • Bakery finds itself on the wrong side of ATO benchmarks
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  • Superannuation: excess contributions tax assessment set aside
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  • ATO compliance activities
  • ATO small business benchmarks
  • ATO alert on "dividend access share arrangements"
  • Taxpayer fails to prove bank deposits were loans
  • Amended assessment issued four years later was within time
  • Illegal early super release promotors to face penalties
  • ATO data-matching programs
  • Living-away-from-home tax law changes on the way
  • Trust beneficiaries: amended assessments were excessive
  • SMSF notice of non-compliance set aside
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  • Refund for Carry-back Tax Losses - Not So Easy!!
  • Tax Q & A
  • 30 June 2012 Tax Planning Checklist
  • Budget Wrap
  • New Regulations - Building and Construction
  • ATO targets disclosure of foreign sources of income
  • Investment loan interest payment arrangements
  • ATO reporting requirements for builders and contractors
  • Deduction for property expenses denied
  • Pitfalls of "late" super payment
  • Doctor found to be a share trader
  • FBT rates and thresholds for 2012 - 13
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  • ATO data matching coffee sellers and builders
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  • Tax anti-avoidance rules to be tightened
  • Check your small business benchmarks regularly
  • Tribunal finds businessman a resident for tax purposes
  • Super rules breached for investment in related entities
  • SUCCESSION PLANNING AND WILLS
  • WARNING BELLS ON PROVIDING LIVING AWAY FROM HOME ALLOWANCE
  • DON’T BE DUPED BY THE TAX OFFICE!
  • ABN Verification
  • Super Contributions Caps
  • Tax Discount For Interest Income Deferred
  • ATO Eye On Education Tax Refund Claims
  • Pleasurecraft and the "wealthy"
  • Court Denies Franking Credits Linked To "debt-like: securities"
  • ATO valuation blocks CGT small business concessions
  • GST Treatment of New Residential Premises
  • Director Penalty Notice Regime Under Review
  • Philanthrop and the Private Ancillary Fund
  • Proposed Decrease to Private Health Insurance 30% Rebate, and Increase in Medicare Levy Surcharge
  • Limited Recourse Borrowings (LRB)
  • Let’s be sure the tax cost for your Christmas staff party doesn’t leave you with a hangover!
  • Are you entitled to a concession?
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  • New trust reporting rules for 30 June 2011
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• Aged Care
  • BENTLEYS AGED CARE SURVEY - PHASE TWO DEADLINE EXTENDED
  • Picking up the tab for aged care
  • AGED CARE PROVIDERS URGED TO HELP DEFINE RETURN ON EQUITY FOR SECTOR REFORM
  • FINANCIAL UNDERSTANDING ESSENTIAL TO ACAR APPLICATIONS
  • 2011 Aged Care Survey Results
  • Caring For Our Elderly
  • ARE YOU FUTURE READY
• Events
  • Bentleys NSW Proudly Supporting Rowing NSW in 2013!
  • BENTLEYS EMERALD OFFICE TO BOOST CQ BUSINESS GROWTH
  • Bentleys NSW congratulates the Australian Rowing Team!
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  • Personal Property Securities Act 2009
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  • Fringe Benefits Tax Seminar
  • Client Training - Fringe Benefits Tax Update
• Audit & Assurance
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  • December statements – watch out!
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  • Reporting rule changes
  • Standards made but not effective
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  • Disclosures about your entity
  • Not-for-profit consolidation exemptions
  • Charities regulator commences
  • Lodge, even if you are late
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  • AASB 9 timing changes
  • Reduced Disclosure Regime - use the right standards
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  • Look after the basics
  • Reporting rule changes applicable for 30 June 2012
  • Standards made but not effective until 2013
  • Not-for-profit reforms
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  • Reporting on Carbon Prices
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  • ASIC’s focus for December 2011 reports
  • Plan ahead: Employee benefit changes
  • Responsible entities : New Financial Requirements
  • Reporting Rule Changes Applicable For 31 December 2011
  • Standards made but not effective
• Thinking Ahead Issue 3
  • New Regulations For SMSF Trustees
  • Caring For Our Elderly
  • Philanthropic Funds
  • Under The Tax Spotlight
  • Avoiding an SGC Bludgeoning
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  • Carrying back your losses
  • Spotlight on Adelaide
  • Thinking Ahead Spring Issue 2012
• Thinking Ahead Issue 3
  • Facing an Organisational Restructure
• Agribusiness
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• Thinking Ahead Issue 2
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  • THE FEDERAL BUDGET
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  • YOUR FAMILY BUSINESS CHECKLIST
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  • IS YOUR CASH FLOWING OR GOING?
  • NEW TAX PLANNING OPPORTUNITIES
  • ASIC IS WATCHING
  • CHANGES TO 'LAND RICH' RULES
  • PROTECTING YOU AND YOUR FAMILY
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  • BENTLEYS TRAINS UP
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  • THINKING AHEAD WINTER ISSUE 2012
• Thinking Ahead Issue 1
  • THE NEW NATIONAL BUSINESS NAMES REGISTER
  • LOOKING FORWARD TO YOUR RETIREMENT?
  • PROPOSED NEW DEPRECIATION RULES
  • TAKING CARE OF THOSE LEFT BEHIND
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  • CUTTING THE RED TAPE
  • RECRUITING THE RIGHT SKILLS: LOOKING OFFSHORE
  • SUBMISSION TO TAX OFFICE SAVES COMPANY $85,000
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  • WILL YOUR
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  • A LEGAL TAX HAVEN
  • PERSONAL PROPERTY SECURITY RIGHTS
  • THINKING AHEAD - ISSUE 1
• Community
  • Bentleys NSW propels forward with Rowing NSW partnership
• International Business
  • Bentleys To Join Kreston International
• Investment
  • Bentleys AAAI Angel Investor Survey 2011
  • Enhance your relationship with angel investors
• SMSF
  • New rules on “exotic” investments