Generation Development Group Limited · ASX:GDG
Generation Development — Corporate Update (April 2022)
24 slides from Generation Development's corporate update, Apr 21, 2022
Slide 1: ASX Announcement: Generation Life LifeIncome webinar
ASX Announcement Generation Life LifeIncome webinar 21 April 2022 Generation Development Group (ASX:GDG) is pleased to release the attached presentation which will be presented at this morning’s webinar discussing Generation Life LifeIncome. Investors are invited to join the webinar, including a Q&A
Slide 2: Outthinking today.
generation Tl development group Outthinking today.
Slide 3: Generation Development Group update: introducing Generation Life LifeIncome
Generation Development Group update: introducing Generation Life LifeIncome Generation Development Group | gendevelopmentgroup.com.au For GDG shareholder information only
Slide 4: A compelling shareholder value building model
Generation Development Group A compelling shareholder value building model Generation Development Group (ASX:GDG) is a licensed Pooled Development Fund (PDF) that delivers tax free capital gains and tax-exempt dividends. Invested in rapidly growing segments of the financial services industry. Outthi
Slide 5: HY22 financial result summary
HY22 financial result summary Generation Development Group HY22 HY21 Change Change % Revenue* (A$'000) 17,504 12,262 5,242 43 Expenses* (A$'000) (14,164) (10,138) (4,026) (40) Generation Development Group | gendevelopmentgroup.com.au Underlying NPAT (A$'000) – Life/Admin business 3,340 2,124 1,216 5
Slide 6: Net inflows: Generation Life Investment Bonds
Net inflows Generation Life Investment Bonds Key highlights for the March 2022 quarter Annual Sales & Net Inflows in $m 33% Annual Sales Annual Net Sales 3Q Sales (9 months) 3Q Net Sales (9 months) $484 Generation Development Group | gendevelopmentgroup.com.au Up on previous corresponding period $41
Slide 7: Increasing FUM growth
Increasing FUM growth Generation Life Investment Bonds Key highlights for the March 2022 quarter Closing Funds Under Management (FUM) in $m (March) 36% 2,197 Generation Development Group | gendevelopmentgroup.com.au Up on previous corresponding period 1,613 $2,197m Total FUM as at March 2022 1,152 1
Slide 8: Lonsec Investment Solutions FUM Growth
Lonsec Holdings Lonsec Investment Solutions FUM Growth Key highlights for the March 2022 quarter Lonsec closing FUM in $m 99% 3,134 Generation Development Group | gendevelopmentgroup.com.au Up on previous corresponding period 2,751 $3,134m 2,330 1,955 Total FUM as at March 2022 1,576 $383m 1,271 840
Slide 9: Introducing Generation Life LifeIncome
Introducing Generation Life LifeIncome Generation Development Group | gendevelopmentgroup.com.au The new era of lifetime annuities For GDG shareholder information only
Slide 10: An evolving retirement income landscape
An evolving retirement income landscape Innovative Income Streams 3 themes from the Retirement Australian retiree behaviour Generation Development Group | gendevelopmentgroup.com.au legislation rule changes1 Income Review2 + Removed the restriction that income could + Longevity risk is not being ade
Slide 11: Retirement landscape
Retirement landscape Did you know… Projected superannuation assets (2021 to 2041)3 Around 500,000 Australians intend to transition into retirement over the next five Generation Development Group | gendevelopmentgroup.com.au years, joining the 3.9 million already in retirement?1 Post-retirement asset
Slide 12: Spending patterns of Australian retirees
Spending patterns of Australian retirees The need for more income in the early years Retirees spend less as they age Research has shown that spending in retirement actually declines over time. Generation Development Group | gendevelopmentgroup.com.au Household spending by age cohort, relative to 199
Slide 13: Introducing Generation Life LifeIncome
Introducing Generation Life LifeIncome A new era of lifetime annuities Income guaranteed for life Investment-linked Access more Age Pension Like a traditional lifetime annuity, The level of income paid annually is Concessional social security income is guaranteed for life based on the performance of
Slide 14: Key features of Generation Life LifeIncome
Key features of Generation Life LifeIncome An immediate, 23 investment options – Switch between LifeBooster feature pays investment-linked any combination of investment options at any a higher income from the lifetime annuity, linked to investment options can be time* start. Policy Owners can a sing
Slide 15: More income, sooner with LifeBooster
More income, sooner with LifeBooster First Year Annualised Income LifeBooster 5% rate LifeBooster provides Policy Owners with: Starting income is higher but future growth is potentially more modest 71% uplift in income A much higher starting income than if no Generation Development Group | gendevelo
Slide 16: Investment menu
Investment menu Fund name Zenith rating* Lonsec rating* AB Managed Volatility Equities Fund Highly recommended Highly recommended Ardea Real Outcome Fund Recommended Highly recommended Our investment menu gives financial Bennelong Concentrated Australian Equities Fund Highly recommended Highly recom
Slide 17: Styles of investing
Styles of investing Three portfolio construction approaches that can be used Construct your own Prepackaged Hybrid Generation Development Group | gendevelopmentgroup.com.au Single Sector Model Portfolios Diversified options A core satellite approach Option 1 Option 1 Option 1 Construct an 80/20 port
Slide 18: Comparing inflation-linked vs investment-linked annuity
Comparing inflation-linked vs investment-linked annuity Annual Income $40,000.00 $35,000.00 $30,000.00 Generation Development Group | gendevelopmentgroup.com.au $25,000.00 $20,000.00 $15,000.00 $10,000.00 $5,000.00 $0.00 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr 11 Yr 12 Yr 13 Yr 14 Yr 1
Slide 19: Comparing inflation-linked vs investment-linked annuity
Comparing inflation-linked vs investment-linked annuity Annual Income Vanguard Balanced Index Fund $35,000.00 $30,000.00 $25,000.00 Generation Development Group | gendevelopmentgroup.com.au $20,000.00 $15,000.00 $10,000.00 $5,000.00 $0.00 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr 11 Yr 1
Slide 20: Using a Prepackaged portfolio
Using a Prepackaged portfolio Historical returns illustration $30,000 $25,000 $20,000 $15,000 Generation Development Group | gendevelopmentgroup.com.au $10,000 $5,000 $0 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Slide 21: Constructing a Core Satellite portfolio
Constructing a Core Satellite portfolio Historical returns illustration $20,000 $18,000 $16,000 $14,000 $12,000 $10,000 Generation Development Group | gendevelopmentgroup.com.au $8,000 $6,000 $4,000 $2,000 $0 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2
Slide 22: Constructing a Model Portfolio
Constructing a Model Portfolio Historical returns illustration $25,000 $20,000 $15,000 $10,000 Generation Development Group | gendevelopmentgroup.com.au $5,000 $0 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 20
Slide 23: Adviser support
+ Quotation Adviser support + Retirement Income Optimiser Generation Development Group | gendevelopmentgroup.com.au
Slide 24: Thank you. Disclaimer
Outthinking today. Generation Development Group | gendevelopmentgroup.com.au Thank you. Disclaimer This presentation has been prepared by Generation Development Group Limited ABN 90 087 334 370 (GDG) and has been authorised by its Chief Financial Officer. GDG believes that the information in this pr
Generation Development Group — Corporate Update (April 2022) on 6ix