AUSTRALIAN UNITY LIMITED — AGM Information 2016

Oct 25, 2016

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Annual General Meeting

26 October 2016

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Peter Promnitz Chair

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Acknowledgement of country

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Rohan Mead Group Managing Director & CEO

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Our revenues

$1.55b

Revenues: comprise revenue and other income receipts (shown as the bottom section of the bar chart) as show in the statement of comprehensive income in the annual report plus life investment contract premium receipts (shown as the top section of the bar chart). The latter receipts are recorded as movements in benefit fund policy liabilities in the balance sheet and not through the statement of comprehensive income.

Revenues ($billion)

Operating earnings

$48.3m

Operating earnings: profit before tax attributable to members of Australian Unity less investment income, borrowing costs exclusive of accommodation bond interest reclassification and discontinued operations and business acquisition costs.

Revenues ($million)

Profit before and after tax

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Profit before tax ($million) $37.3m

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Profit after tax ($million) $35.6m

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Simple Corporate Bond

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Social infrastructure challenge

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Social infrastructure challenge

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Social infrastructure challenge

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24/7 hub
•
PHOTO COMING
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Aboriginal Home Care

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 Hj hjbhjbnj

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MindStep

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Australian Unity Trust & Estate Administration

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Team pic to come

Acquisition of Flinders Australia

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Herston Quarter

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Digital transformation

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Healthcare

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Healthcare results Total segment revenues

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$863.8m

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4.7%

Adjusted EBITDA 2015-2016 $64.9m*

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2014-2015 $56.2m

*Adjusted earnings before interest, tax, depreciation and amortisation (adjusted EBITDA)

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Healthcare Highlights

• Retail health fund experienced a small growth in policyholders

• GU Health fund, (corporate health fund), achieved a strong growth rate of 7.4%

• More than 900 policyholders responded to our request for information about their experiences of healthcare system wastage

• Remedy Healthcare delivers its 1,000,000[th] episode of care

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[Investments ]

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Investments results

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Total segment revenues

$123.1m

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14.8%

Adjusted EBITDA*

2015-2016 $20.3m

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2014-2015 $14.8m

*Adjusted earnings before interest, tax, depreciation and amortisation (adjusted EBITDA)

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Investments Highlights

• Australian Unity Office Property Fund listed on the ASX

• Funds under management, administration and advice grew to $9.6b

• Big Sky net loan book rose 15%

• $16.5m capital raised for retirement community development

• Healthcare property trust hits $1b

• Education investment fund sales up 23%

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Personal Financial Services

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Personal Financial Services results Total segment revenues

$65.6m 15.3% Adjusted EBITDA 2015-2016 2014-2015 $2.2m $3.9m*

2014-2015 $3.9m

*Adjusted earnings before interest, tax, depreciation and amortisation (adjusted EBITDA)

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Personal Financial Services Highlights

• Funds under advice increased 1.5% to $6 billion, while general insurance revenue rose 67%

• 354 accountants commercially associated with the business

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Listed Australian
Unity Office Fund
on the ASX
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Independent & Assisted Living

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Independent & Assisted Living results Total segment revenues $223m 108.8% Adjusted EBITDA* 2015-2016 2014-2015

2014-2015 $23.9m

$24.8m

*Adjusted earnings before interest, tax, depreciation and amortisation (adjusted EBITDA)

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Independent & Assisted Living Highlights

• Transfer of Home Care NSW

• Maintained higher than 97% occupancy rates across both retirement village units and aged care facilities

• Raised capital to support the development of Sienna Grange and Campbell Place villages

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Helping people thrive

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Thank you

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