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My take on the National Australia Bank (ASX:NAB) Q3 update

National Australia Bank Ltd (ASX: NAB)’s decision to cut its dividend and raise capital is looking prescient after its third-quarter trading update.

The bank reported a 10% increase in revenue during the quarter, benefiting from higher markets income, but importantly its capital position improved to 11.6%, in line with the Commonwealth Bank of Australia Ltd (ASX: CBA).

Cash earnings fell 7% to $1.55 billion, a positive result in the circumstances, and the board decided further COVID-19 loan impairments weren’t required at the current time.

In a sign that perhaps it isn’t as bad for NAB as the other majors, it announced that 16% of deferred loans had seen repayments commenced, with 8% of loans no longer frozen.

One of the interesting insights from the bank reporting has been the spread of repayment deferrals, with Victoria representing just 28%, despite the remainder of the country being in far less stringent lockdown conditions.

This follows reporting yesterday that unemployment rates in Queensland and Western Australia are actually worse than in NSW and Victoria.

Summary: Great result in the circumstances, supporting a second-half dividend.

For a detailed write-up on NAB’s update, check out this article from Rask Media’s Jaz Harrison: NAB (ASX:NAB) reveals more COVID-19 pain in FY20 Q3

This report was written by Drew Meredith, Financial Adviser and Director of Wattle Partners. To get in contact with Drew, click here to visit the Wattle Partners website.

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The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


Disclosure: Drew Meredith is the author of this post. He may maintain positions in the securities mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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