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Investor Presentaiton

ANZ Capital Notes 9 AT1 DISTRIBUTIONS AND CONVERSION TRIGGER PROTECTION ANZBGL'S CET1 CAPITAL POSITION AND STRONG EARNINGS PROVIDE BUFFERS FOR AT1 INVESTORS CET1 Capital & Combined Capital Buffer (post Capital Reform) Management Buffer 10.25% 4th Maximum Distributable Amount (MDA) 60% Actions available to strengthen capital Indicative buffers as at 31 December 20231 % RWA A$bn 2.4% Possible actions to be invoked by ANZBGL if its CET1 ratio declines below management target include: Future earnings (eg. 12 months to 30 Sep 23 PBP) $10.4bn Combined 3rd 40% Management Actions Capital Buffer Reducing dividend payout DRP discount and underwrite New share issuance 2.8% CET1 above MDA $12.1bn Quartiles Expense management A$34.1bn above 5.75% 2nd 20% Restricting RWA growth Common Asset sales CET1 above trigger Equity Capital 5.125% 1st 0% 4.5% Combined Capital Buffer Restrictions Combined Capital Buffer is breached Regulatory restrictions on ANZBGL ordinary share dividends, to top of Combined Capital Buffer $22.0bn Trigger Event discretionary bonuses and AT1 distribution payments as the Minimum CET1 of 4.5% Distribution of current year earnings is increasingly restricted as CET1 level falls into the Combined Capital Buffer Hierarchy Respected Priority payment of AT1 distributions to prevent the dividend restriction applying and to enable ANZBGL to be able to continue paying dividends on its ordinary shares dividends. 5.125% CET1< 5.125% $22.0bn 1. Future earnings are not forecast. ANZBGL statutory profit before provisions for the 12 months to 30 September 2023 was $10.4bn. All figures shown are on a Level 2 basis per APRA prudential standards 18
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