• Media Release

Australia’s $150 billion bequest decision

An estimated $150 billion will be gifted through inheritances this year, but at the current bequest rate of 1% in Australia, only $1.3 billion of this will be given to charity.

• 08.08.2024
• 2 min read

• Private

Global acclaim for NAB Private Wealth leaders

Two woman leaders at NAB Private Wealth have achieved international accolades at last night’s Global Private Banking Innovation Awards 2024, held in London.

• 06.06.2024
• 3 min read

• Private

Private Client Executive, Natalie Irvine, awarded Female Private Banker of the Year

It is the first time an Australian private banker has been individually honoured with the accolade.

• 14.06.2023
• 1 min read

• Media Release

Cathryn Carver appointed JBWere Chair

NAB Executive Cathryn Carver has today been appointed as Chair of the JBWere Board effective Thursday 1 June 2023.

• 02.06.2023
• 1 min read

• Nabtrade

NAB Private Wealth and BlackRock join forces to make ETF investing more accessible

• 14.07.2022
• 1 min read

• Cyber Security

Stacey’s $6m save

When Stacey was asked by a customer to transfer $6 million to another account, everything seemed right, until she noticed a typo.  

• 17.06.2022
• 4 min read

• Private

NAB Financial Planning bringing Beneficiary Nomination Forms matter to a close for clients

NAB Financial Planning (NAB FP) has today confirmed it has proactively contacted all 2,520 clients identified as being impacted by falsely witnessed beneficiary nomination forms (BNF), helping to bring the matter to a close.

• 14.01.2019
• 2 min read

• Private

JBWere full member of RIAA

JBWere has become a full member of the Responsible Investment Association Australasia (RIAA), the peak industry body representing responsible, ethical and impact investors across Australia and New Zealand.

• 16.10.2018
• 1 min read

• Private

NAB moves on grandfathered commissions

NAB has today announced NAB Financial Planning (FP) and NAB Direct Advice will no longer accept grandfathered commissions from NAB Wealth superannuation and investment product providers.

• 03.09.2018
• 1 min read

• Private

NAB appoints Geoff Lloyd as CEO of MLC

National Australia Bank (NAB) Group Chief Executive Officer Andrew Thorburn today announced the appointment of Geoff Lloyd as CEO of MLC, effective 1 September 2018.

• 17.07.2018
• 2 min read

• Private

Now you’re talking! Virtual assistant set to change Aussies’ relationship with super

• 15.03.2018
• 1 min read

• Private

Statement on former Adviser Christopher Ramsay

Attributable to a a NAB spokesperson:

“In May 2017, Mr Ramsay left MLC Financial Planning.

• 26.02.2018
• 1 min read

• Private

NAB’s Financial Advice Customer Response Initiative Update

NAB welcomes today’s financial advice customer remediation update from ASIC, which demonstrates NAB’s ongoing commitment to improving outcomes for customers.

• 19.02.2018
• 1 min read

• Private

Australian SMSF investors remained red hot for equity in 2017

Appetite for equity investing among Australian Self-Managed Super Fund (SMSF) investors surged in 2017, with international shares, domestic exchange traded funds, mFunds and partially paid shares the top new investment picks for investors, new data from nabtrade revealed today.

• 21.01.2018
• 2 min read

• Private

How to add thousands to your super in just 10 minutes

A simple super oversight is costing Australians thousands of dollars in their retirement, according to research released today by MLC.

• 19.12.2017
• 3 min read