PRIVATE

Expertise, economics and industry insights for our most valued customers.

INSIGHTS, TRENDS AND CASE STUDIES

Did you know that not all investors are eligible to claim the franking credits? There are a number of strategies investors may look to utilise to limit their exposure to a fall in the share price of their chosen stock, while remaining eligible to receive the franking credits.

Research continues to show that companies with gender diversity in their leadership teams deliver better financial results. A new product from NAB – and Australia’s very first ‘social bond’ – allows investors to put their money where their mouth is and finally invest in gender-inclusive organisations.

We review February conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

Private equity has made headlines in Australia over the past year or two, but for many of the wrong reasons. The demise of Dick Smith Holdings was a high profile collapse that impacted many shareholders and retail customers, and a lot of blame has been pointed at the private equity fund manager who floated the business.

Get the latest monthly update on housing market conditions around Australia.

The market has been largely focussed on the US Election over the past month – and is now dealing with a fundamental change with the election of Donald Trump as President.

Read more to learn how you could use annuities in your portfolio.

Forward exchange contracts (“FECs”), which are usually between a bank and a customer, enable the exchange of one currency into another at a future date and a pre-agreed exchange rate.

We review October conditions and recommend overweight exposure in cash and alternative assets, with underweight positions in fixed interest, property and Australian equities, while keeping neutral exposure to international equities.

NAB Private and The Smith Family are working together this Christmas to bring much-needed gifts to nearly 15,000 disadvantaged children across Australia through The Smith Family Toy and Book Appeal.

In early September equity markets sold off after a US Federal Reserve official suggested interest rates could be increased at the September Fed meeting. Markets recovered later in the month when interest rates went unchanged.

As Australia’s population ages and ‘baby boomer’ retirements head toward their zenith in 2025, a discussion on the Retirement Risk Zone, that is the 10 years leading to retirement, is timely.

Leadership… it’s not about being right the first time, it’s about being resilient. Wolf Blass and Andrew Abercrombie in conversation.

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