AUL FY2023 Investor Presentation
W&CM highlights
Funds Management
Social infrastructure
Life & Super
Advice
Australian
Unity
Real Wellbeing
Trustees
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Funds under management and advice
(FUMA) of $14.73b (2022: $9.90b) largely
resulted from bringing $5.70b of FUMA
relating to the Diversified Property Fund,
Australian Unity Office Fund, Property
Income Fund, Healthcare Property Trust and
Select Income Fund into the business
Multi-year development pipeline stood at
$483.3m (2022: $1.10b) with lending and
debt facilities on behalf of investors at
$2.14b (2022: $1.86b)
Platypus Asset Management's FUMA
decreased to $4.16b (2022: $4.33b)
Healthcare Property Trust (AUHPT) reached
$3.97b in gross asset value (2022: $3.33b)
Altius Asset Management's FUM stood at
$1.74b (2022: $1.89b)
Acorn Capital's (a joint venture) FUM grew to
$589.5m (2022: $492.8m)
The Australian Unity Select Income Fund
reached $458.1m in FUM (2022: $305.8m)
The Australian Unity Property Income Fund
saw a decrease in FUM to $293.1m
(2022: $360.0m)
Assets under management on behalf the
Group, including the Group's prudentially
regulated entities and strategic assets,
decreased to $0.99b (2022: $1.06b)
AUL FY2023 Investor presentation
Assets under management were $407.0m
(2022: $4.92b) resulting from transferring
$5.70b of FUMA to Funds Management
Multi-year development pipeline stood at
$676.8m (2022: $205.5m)
Lending and debt facilities on behalf of
investors were $213.6m (2022: $191.7m)
Continued delivery of multi-year Herston
Quarter health precinct in Brisbane with
significant in-ground services work
completed
The Childcare Property Fund's total assets
reached $80.2m and returned 8.1%
The Specialist Disability Accommodation
Fund's total assets reached $124.1m and
returned 9.0%
The Australian Unity Future of Healthcare
Fund's FUM increased to $62.7m
(2022: $48.8m) and returned 19.9%
Completed redevelopment of Walmsley
Residential Aged Care Facility and The Alba
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FUMA of $2.44b (2022: $2.30b)
Gross inflows reached $221.4m
(2022: $234.8m), a 5.7% decrease
on PCP
10Invest Investment Bond achieved
$98.3m of FUM (2022: $78.4m)
Funeral Plan Management's funeral
FUM was $589.8m (2022: $624.5m)
across 90,000+ clients
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Contributed to Federal government's
Quality of Advice Review, a review of
measures to improve access to high
quality financial advice
Grew number of advised clients
across employed and self-employed
businesses to 31,000+ clients (2022:
26,000)
Funds under advice grew to $11.16b
(2022: $9.99b)
Personal life insurance premiums in-
force increased to $112.7m
(2022: $77.0m)
Separately managed investment
accounts (SMA) grew in FUM to
$968.4m (2022: $798.7m)
Growth in FUM of 17.1% to
$0.48b
Increase in new client inflows
of 49.1% and a resulting 12.3%
increase in revenue across
traditional trustee services
Figures at 30 June 2023, unless otherwise noted
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