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Investor Presentaiton

HOUSING LENDING PORTFOLIO PROFILE HOUSING LENDING BY CHANNEL' ($bn) HOUSING LENDING FLOW MOVEMENTS¹ 63 ($bn) 37 (3) (16) (21) 104.0 103.8 101.9 111.6 112.5 113.0 302 88.3 86.1 84.2 299 Sep 19 Mar 20 Sep 20 Sep 19 Mar 20 Sep 20 Sep 19 Mar 20 Sep 20 Mar 20 New fundings Interest & Pre- & redraw Repayments payments External refinance Sep 20 & closures ■Retail and UBank Broker and Advantedge ■Business and Private HOUSING LENDING VOLUME BY BORROWER AND REPAYMENT TYPE² Owner Occupier 60.1% Owner Occupier Interest Only, 3.9% Investor Interest Investor Only, 13.1% Principal & Interest, 26.8% (1) (2) Owner Occupier Principal & Interest, 56.2% Investor 39.9% AUSTRALIAN MORTGAGES STATE PROFILE VIC/TAS 32% NSW/ACT 40% Excludes Asia Only includes housing loans to households based on APRA ARF 720.1 reporting definitions, and excludes counterparties such as private trading corporations QLD 15% WA 8% SA/NT 5% National Australia Bank
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