Sales 2025 by Business Segment

Sales 2025 by Geography

Historical Breakdown of Revenue by Business Segments

Net Income: Breakdown by Business Segment

Breakdown by Business Segment (AUD)
Fiscal Period: June 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Life Insurance

          

Master Trust

- - - - 816M

Interest Expense

- - - - -4.7M

Income Tax Expense

- - - - 19.1M

D&A

- - - - 19.5M

Net Income

- - - - 87.8M

Online Services

          

Wrap

- - - - 306M

Interest Expense

- - - - -2M

Income Tax Expense

- - - - 23.9M

D&A

- - - - 8.3M

Net Income

- - - - 55.8M

Investment Funds

          

Asset Management

- 334M 236M 223M 296M

Interest Expense

- -700K -800K -800K -900K

Income Tax Expense

- 24.5M 25M 23M 23.5M

Gross Profit

- 244M 224M 210M -

D&A

- 4.2M 4M 3.8M 3.3M

Net Income

- 58.6M 53.3M 37.7M 61.5M

Platforms

- 1.23B 1.14B 1.16B -

Interest Expense

- -2.1M -2.2M -3.3M -

Income Tax Expense

- 118M 105M 98.8M -

Gross Profit

- 1.02B 953M 962M -

D&A

- 15.6M 16.7M 26.1M -

Net Income

- 167M 162M 14.8M -

MLC Wealth

80.7M - - - -

Interest Expense

-100K - - - -

Income Tax Expense

8.6M - - - -

Gross Profit

62.3M - - - -

D&A

800K - - - -

Net Income

20.3M - - - -

Ex-ANZ Pensions and Investments

330M - - - -

Interest Expense

-500K - - - -

Income Tax Expense

33.3M - - - -

Gross Profit

269M - - - -

D&A

7.9M - - - -

Net Income

51.7M - - - -

Trustee Services

- - - - -

Income Tax Expense

- - - - -

Gross Profit

- - - - -

D&A

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Portfolio and estate administration

231M - - - -

Interest Expense

- - - - -

Income Tax Expense

20.1M - - - -

Gross Profit

200M - - - -

D&A

9.3M - - - -

Net Income

2.8M - - - -

Investment Management

102M - - - -

Income Tax Expense

14.9M - - - -

Gross Profit

64.5M - - - -

D&A

1.3M - - - -

Net Income

32.4M - - - -

Investment Advice

          

Advice

- 634M 562M 528M 162M

Interest Expense

- -1.3M -1.6M -1.2M -400K

Income Tax Expense

- -22.8M -15.4M -3.1M 7.1M

Gross Profit

- 222M 205M 206M -

D&A

- 10.8M 11.3M 9.5M 6.9M

Net Income

- -121M -62.7M -146M 13.1M

Ex-ANZ Wealth Management Advice Licensees

203M - - - -

Interest Expense

- - - - -

Income Tax Expense

-8.2M - - - -

Gross Profit

13.2M - - - -

D&A

1.4M - - - -

Net Income

-29.8M - - - -

Financial Advice

332M - - - -

Interest Expense

-500K - - - -

Income Tax Expense

9.9M - - - -

Gross Profit

155M - - - -

D&A

8.4M - - - -

Net Income

-177M - - - -

Corporate

4.4M 1.4M 7.1M 22.6M 2.5M

Interest Expense

-10M -25.2M -49.6M -58M -61.7M

Income Tax Expense

-22.3M -35.6M -45M -32.6M -90.9M

Gross Profit

1.1M 1M -1.4M 15.6M -

D&A

- 11.6M 11.9M 5M 6.3M

Net Income

-44.1M -68.1M -101M -91.4M -202M

Unallocated Acquisition Tax Provision Release

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Inter-Segment Revenue

-12.3M -58.7M -46.2M -47.7M -

Unallocated Profit on Divestment of Assets

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Net Income

- - - - -

Unallocated Profit on Divestment of Subsidiaries

- - - - -

Net Income

- - - - -

Geographical Revenue Distribution History

Geographical breakdown of sales (AUD)
Fiscal Period: June 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Australia

1.33B 2.15B 1.95B 1.94B 1.58B

Total Assets

5.71B 5.51B 5B 3.59B 3.77B

Interest Expense

-11.1M -29.3M -54.2M -60M -69.7M

Income Tax Expense

16.3M 12M -1.5M -75M -17.3M

D&A

84.7M 109M 108M 105M 113M

CAPEX

-16.4M -47.2M -5.4M -1.2M -8M

Net Income

-144M 36.8M 51.4M -185M 16.1M

EBT

-127M 39.6M 2.7M -260M -1.2M