Slide 1: CountPlus Limited - Wilsons Rapid Insights Conference
For personal use only CountPlus Limited (ASX: CUP) Wilsons Rapid Insights Conference CountPlus Limited | 20 November 2018 1
Slide 2: Disclaimer
Disclaimer For personal use only This document is a presentation of general Forward looking statements Pro forma financial information background information about the activities of CountPlus Limited (CountPlus) current at the This document contains certain forward looking statements and CountPlus u
Slide 3: About CountPlus
About CountPlus For personal use only Listed on the ASX since 2010, we are a network of successful professional accounting and advice firms, aligned through shared values, mutual success and our sense of community CountPlus footprint Dividends reinstated of 1.0 cent per share for FY18 Firm EBITA 7 f
Slide 4: CountPlus timeline
CountPlus timeline Two year turnaround process For personal use only Community of firms consistently Increase in performing to best Focus on working Refreshed Fiscally responsible practice levels on Successful underlying EBITA Strategic shift in capital leadership across deployment of conclusion of
Slide 5: Owner, Driver-Partner and Acquisition strategy
Owner, Driver-Partner and Acquisition strategy For personal use only Owner, Driver-Partner model The new ‘Owner, Driver - Partner’ allows the individual firm CountPlus has successful Owner, Driver – Partner investments in principals to own and drive their firms without loss of identity, the followin
Slide 6: Owner, Driver-Partner: Family Photograph
Owner, Driver-Partner Family Photograph For personal use only Owner, Driver-Partner model The expression ‘fits the family photograph’ defines our approach to building For CountPlus shareholders our acquisition process must deliver the following: our aligned member firm group. Decisions to invest in,
Slide 7: Owner, Driver – Partner: Investment in O'Brien
Owner, Driver – Partner Investment in O’Brien announced 16/11/2018 For personal use only Owner, Driver-Partner model O’Brien Accountants & Advisors CountPlus Limited (ASX: CUP) has made clear its growth O’Brien is a standout, second-generation family business with great intentions with the acquisiti
Slide 8: Change is coming
Change is coming But the ability to change isn’t equal For personal use only Only 30% of Financial Advice Firms have a documented business plan Only 32% of those Financial Advice Firms with a business plan believe the plans are achievable 24% of Financial Advice Firms believe their business growth w
Slide 9: Banks selling wealth management
Banks selling wealth management What consumers say For personal use only Proportion in agreement 2018 2017 The sale of their financial advice businesses 18.5% 42.8% 38.7% 32.6% 39.1% 28.3% makes the banks more trustworthy I am now more likely to seek financial advice from 14.8% 39.3% 45.9% 34.6% 40.
Slide 10: Adjusted profit
Adjusted profit For personal use only Adjusted profit FY18 FY17 FY16 $’000 $’000 $’000 Profit from continuing operations before income tax 2,612 569 21,811 Impairments of intangible assets 4,700 5,001 2,672 (Gain) / Loss on sale of investments (2,258) 660 (1,290) Revaluation of listed investment 0 0
Slide 11: Key issues, priorities and contributions
Key issues, priorities and contributions For personal use only Key issues and priorities Accounting priorities Financial Planning priorities and contributions and contributions • Growth of underlying member • Improving and sustainable organic • TFS license conditions lifted by firms profitability of
Slide 12: Questions
For personal use only Questions CountPlus AGM 2018 12
Slide 13: Thank you
For personal use only THANK YOU CountPlus AGM 2018 13