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Investor Presentaiton

AUSTRALIA RETAIL & COMMERCIAL RETAIL HOME LOANS AND CREDIT CARDS TRENDS - HOME LOANS FLOWS GROSS LOANS & ADVANCES¹ ($b) 13 12 9 9 7 7 8 4 7 8 3 1 2 80 8 2 2 2 8 8 7 8 1 28 28 224 24 26 26 26 HOME LOANS GROWTH² % 3-MONTH ANNUALISED 11 6 7 15 10 7 5 7 13 6 0 24 24 23 21 19 16 17 13 25 25 -5 Jun- 19 Sep- Dec- Mar- Jun- Sep- Dec- Mar- 19 19 20 20 20 20 21 Jun- Aug- 21 21 ANZ - APRA System CREDIT CARDS GROWTH² % 3-MONTH ANNUALISED -26 -26 -27 -26 -27 -27 -25 -27 -24 20.0 -26 -28 -30 -33 0.0 -20.0 -1 -40.0 -60.0 2H15 1H16 2H16 1H17 2H17 New Sales 1H18 Net OFI refinance 2H18 1H19 2H19 Redraw & interest 1H20 2H20 1H21 Repay / Other -3 2H21 Jun- 19 Sep- 19 Dec- Mar- Jun- Sep- Dec- Mar- 19 20 20 20 20 21 Jun- Aug- 21 21 - ANZ - APRA System 1. Including Non Performing Loans 2. Source: APRA Monthly Authorised Deposit-taking Institution Statistics (MADIS) ANZ 63
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