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Confidential NAB investigation delves into $4b loan fraud claims

Documents provide the clearest picture of a surge in allegedly dodgy mortgage applications, pointing to faked salaries and the use of “trusted insiders”.

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https://www.afr.com/companies/financial-services/inside-the-nab-probe-into-an-alleged-mortgage-fraud-abyss-20260622-p60907

NAB, AUSTRAC look into Property Investors Alliance and related companies

https://www.afr.com/companies/financial-services/inside-the-nab-probe-into-an-alleged-mortgage-fraud-abyss-20260622-p60907
https://www.afr.com/companies/financial-services/cba-cuts-mortgage-rates-to-fight-slowing-housing-demand-20260625-p60a32

Commonwealth Bank cuts mortgage interest rates to boost home loan demand amid market slowdown

https://www.afr.com/companies/financial-services/cba-cuts-mortgage-rates-to-fight-slowing-housing-demand-20260625-p60a32
https://www.afr.com/companies/financial-services/negative-gearing-ban-forces-westpac-loan-review-20260520-p5zyzu

Westpac warns property investors of reduced borrowing power following federal budget changes

https://www.afr.com/companies/financial-services/negative-gearing-ban-forces-westpac-loan-review-20260520-p5zyzu
https://www.afr.com/markets/commodities/morgan-stanley-cuts-asx-bank-targets-amid-housing-slump-20260605-p6046i

Morgan Stanley cuts price targets on ASX big banks CBA, NAB, ANZ, Westpac as house price slump looms

https://www.afr.com/markets/commodities/morgan-stanley-cuts-asx-bank-targets-amid-housing-slump-20260605-p6046i
https://www.afr.com/markets/equity-markets/widow-maker-no-more-why-hedge-funds-aren-t-afraid-to-short-the-banks-20260609-p605b6

Hedge funds short big four banks Commonwealth Bank (CBA ASX), Westpac (WBC ASX), National Australian Bank (NAB ASX) and ANZ (ANZ ASX)

https://www.afr.com/markets/equity-markets/widow-maker-no-more-why-hedge-funds-aren-t-afraid-to-short-the-banks-20260609-p605b6
https://www.afr.com/companies/financial-services/macquarie-banks-on-tech-nerds-to-smash-big-four-s-mortgage-oligopoly-20260528-p601or

How Macquarie grew its retail base to challenge the big four banks on mortgage and deposits

https://www.afr.com/companies/financial-services/macquarie-banks-on-tech-nerds-to-smash-big-four-s-mortgage-oligopoly-20260528-p601or