Generation Development Group Limited · ASX:GDG
Generation Development — Investor Presentation (November 2020)
16 slides from Generation Development's investor presentation, Nov 4, 2020
Slide 1: Generation Development Group
For personal use only Generation Development Group 4 November 2020 Presenters: Grant Hackett Terence Wong Felipe Araujo Chief Executive Officer Chief Financial Officer General Manager of Distribution, Marketing and Operations Generation Life Generation Development Group Generation Life Outthinking t
Slide 2: A compelling shareholder value building model
For personal use only Generation Development Group A compelling shareholder value building model Generation Development Group | gendevelopmentgroup.com.au Generation Development Group (ASX:GDG) is a licenced Pooled Development Fund (PDF) owning a recurring revenue producing life/investment income wi
Slide 3: Why Generation Development Group?
Why Generation Development Group? For personal use only Sustained track record Consistent NPAT growth Resilient business Track record of product of delivering increased underpinned by model with “sticky FUM” innovation sales and FUM recurring revenue even through market Increased product features Ge
Slide 4: FY-20 Financial result summary
FY-20 Financial result summary Generation Development Group For personal use only FY20 FY19 Change Change % Revenue* (A$'000) 19,900 15,860 4,040 25.5 Expenses** (A$'000) (17,084) (13,610) (3,474) (25.5) Generation Development Group | gendevelopmentgroup.com.au Underlying NPAT (A$'000) 2,816 2,250 5
Slide 5: Generation Life Highlights & Key Performance Measures
FY-20 Generation Life | Highlights & Key Performance Measures For personal use only Generation Development Group | gendevelopmentgroup.com.au Life Business FUM Life Product Sales Market share APL’s Product rating $1,295 m $332 m 40.6% of inflows 420 Highly Up 21% Up 48% June quarter 2020 Up 7% Recom
Slide 6: Continued improvements in all key metrics
Continued improvements in all key metrics Generation Life For personal use only Annual Sales & Net Inflows ($ millions) Number of New Applications FUM ($ millions) 350 10,000 1,400 8,000 1,200 300 6,000 1,000 Generation Development Group | gendevelopmentgroup.com.au 4,000 250 2,000 800 0 600 FY16 FY
Slide 7: Growth Strategy
Growth Strategy For personal use only Generation Development Group Today Growth Strategy Continuing to deliver record FUM growth and taking market share Diversify earnings while still producing long term earnings growth Recurring income from life/investment income from investment bonds Organic growt
Slide 8: Company overview: Investment in Lonsec
Company overview Investment in Lonsec For personal use only Established in 1994 with Provides research and/or offices in Sydney and ratings for over 1,900 Melbourne products and funds FY20 Revenue: Generation Development Group | gendevelopmentgroup.com.au $29.6 million One of Australia’s largest Pos
Slide 9: Company overview: Investment in Lonsec
Company overview Investment in Lonsec For personal use only • Market leading investment • Fast growing emerging player in • A leading research and • A leading superannuation research platform providing burgeoning Dealer Group/ IFA Market position ratings provider in the ratings and research provider
Slide 10: Solving Longevity Risk
Solving Longevity Risk Significant market opportunity for an annuity product to For personal use only address longevity risk Market opportunity Retirement Landscape • One of the key challenges facing Australians is managing the retirement risk of longevity or in other words outliving savings for ret
Slide 11: Introducing the proposed GDG Lifetime Annuity Product
Solving Longevity Risk Introducing the proposed GDG Lifetime Annuity Product For personal use only GDG has identified a significant market opportunity supported by Financial Adviser testing and is in the process of developing an innovative product to capitalise on this opportunity – a market linked
Slide 12: Appendices
For personal use only Appendices Generation Development Group | gendevelopmentgroup.com.au
Slide 13: Possibilities beyond Managed Funds
Possibilities beyond Managed Funds Key features of Investment Bonds For personal use only Max tax rate of 30% No limits on contributions and Tax paid after 10 years – tax Generation Development Group | gendevelopmentgroup.com.au access to funds at anytime advantages pre 10 years 125% advantage Tax f
Slide 14: Core uses of Investment Bonds
5 core uses of Investment Bonds For personal use only Alternative to superannuation and managed funds The most tax effective investment solution after super Estate planning Generation Development Group | gendevelopmentgroup.com.au Be in control of transferring wealth Trusts Reducing distributable in
Slide 15: Generation Life
Generation Life Highly recommended for over a decade For personal use only Generation Development Group | gendevelopmentgroup.com.au 49 investment options across all asset classes + Cash and term deposits + International shares + Australian fixed interest + Property + International fixed interest +
Slide 16: Thank you
For personal use only Outthinking today. Thank you Generation Development Group | gendevelopmentgroup.com.au Disclaimer This presentation has been prepared by Generation Development Group Limited ABN 90 087 334 370 (GDG). GDG believes that the information in this presentation is accurate and reliabl
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