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Bank Stocks

Investing In The Big Four Banks In A Changed CGT Environment: Still Worth It?

The proposed CGT reforms have triggered one of the most consequential shifts in Australia’s investment landscape in decades, especially when it comes to investing in the big four banks. Commonwealth Bank’s (ASX: CBA) near‑9% plunge yesterday, while triggered by a softer‑than‑expected March quarter update was also because of a market suddenly recalibrating the lending outlook.…

ByNick SundichMay 14, 2026

Commonwealth Bank (ASX:CBA) Shares Fall After 3Q26 Update But Why?

Commonwealth Bank (ASX:CBA) posted 3Q26 cash NPAT of $2.7bn alongside a $200m collective provision top-up signalling rising macro caution.

ByCharlie YouldenMay 13, 2026

Macquarie’s Result For FY26: Here’s What Investors Missed And What Matters for FY27

Macquarie’s result for FY26 landed with the kind of force that tends to dominate headlines. A 30% jump in net profit to $A4.8bn, a record second half, and a return on equity rising to 14% created an understandable sense of momentum. Yet the real story sits beneath the headline numbers. FY26 was a year shaped by…

ByNick SundichMay 8, 2026

Westpac (ASX:WBC) Surges 3.5% to A$38.94 as RBA Pause Triggers Big Four Bank Rally

Westpac Surges 3.5% as RBA Pause Lifts Big Four Banks Westpac (ASX:WBC) jumped 3.48% to A$38.94 on Wednesday, wiping out Tuesday's results-day selloff in a single session. The move was not just about Westpac. The whole Big Four rallied, with Commonwealth Bank, ANZ and NAB all climbing between 2.77% and 3.12% on the same day.…

ByUjjwal MaheshwariMay 7, 2026

Do You Invest In the Big Four Banks? Here’s How To Read Their Results!

If you invest in the Big Four Banks, it is likely that you are looking for two things: profit and dividends. That instinct is understandable, but it misses most of what actually matters. Banks are structurally unlike any other listed company. They borrow money at one rate and lend it at another, hold vast pools…

ByNick SundichMay 5, 2026

NAB (ASX:NAB) Profit Falls 18%, But the Real Story Is Hidden Beneath the Headline

NAB Profit Falls 18% in H1 2026, But Underlying Up 6.4% National Australia Bank (ASX:NAB) released its half-year 2026 results today, and the headline numbers looked rough. Statutory profit fell 18% to A$2.75 billion. The share price slipped 1.46% to A$39.25. And management announced plans to raise around A$1.8 billion in fresh capital. But the…

ByUjjwal MaheshwariMay 4, 2026

ANZ (ASX:ANZ) Cash Profit Jumps 70% to A$3.78bn But Shares Drop: Buy the Dip or Stay Away?

ANZ Shares Slip Despite Strong Profit Growth ANZ Group Holdings (ASX:ANZ) just released one of its strongest half-year results in years, but the share price tells a different story. Cash profit jumped 70% to A$3.78 billion, the dividend was held at 83 cents, and franking was boosted to 75%. Yet shares fell 2.84% on Friday…

ByUjjwal MaheshwariMay 2, 2026

Australia CPI 4.6%, Trimmed Mean 3.3%: Is The RBA Rate Hike Still Coming?

CPI hit 4.6%. But the trimmed mean held at 3.3% Australia's headline inflation jumped to 4.6% in the year to March 2026, the highest level since September 2023. The Australian Bureau of Statistics released the data this morning, showing inflation accelerated sharply from February's 3.7% reading. On a quarterly basis, annual CPI accelerated to 4.1%…

ByUjjwal MaheshwariApril 29, 2026

Will the RBA Hike To 4.35% On May 5? Today’s CPI Number Decides

RBA May Hike Again if CPI Runs Hot The Australian Bureau of Statistics releases the March quarter inflation number at 11:30 am today, and it decides whether the Reserve Bank hikes the cash rate from 4.10% to 4.35% on 5 May. All four big four banks (CBA, NAB, Westpac and ANZ) are now forecasting a…

ByUjjwal MaheshwariApril 29, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichApril 28, 2026