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Highlights

FY11 HIGHLIGHTS

  • Strong financial result with Operating EBITDA up 13% to AUD17.7m
    Operating NPAT up 18% to AUD13.8m supported by interest and dividend income
  • Reported NPAT up 4% to AUD11.3m subdued by acquisition expenses of AUD1.5m
  • Final FY11 dividend of 18.0c, fully franked, reflecting 100% payout ratio
  • Total FY11 distributions of 35.0c per share, fully franked, up 4%
  • Acquisition of Guardian Trust has substantially grown the business, strengthening our regional offering
  • Transformation program progressing well against five year Change Program

FY12 PRIORITIES

  • Integrate Guardian Trust
  • Capture more growth in Corporate
  • Address underlying challenges in Personal
  • Focus on costs, both fixed and discretionary

LOOKING AHEAD

  • Dividend payout ratio moving to 80+% reported NPAT for FY12
  • Regional Brand Strategy to include Guardian Trust
  • Launch of ‘Engaged Philanthropy’

FIVE YEAR OPERATING EBITDA

Five Year Operating EBITDA

BREAKDOWN OF ASSETS UNDER SUPERVISION (AUDbn)

Breakdown of Assets Under Management

FUNDS UNDER MANAGEMENT (AUDbn)

Funds Under Management

 

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