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Heartland Bank Half Year Disclosure Statement

Half Year Results1 March 2020HGHFinancials

NZX Release

Heartland Bank Half Year Disclosure Statement


28 February 2020


Heartland Bank Limited (Heartland) (NZX: HBL) has released its disclosure statement for the six

months ended 31 December 2019. A copy of the disclosure statement is attached.


-ENDS-


For further information, please contact:


Chris Flood

Chief Executive Officer

Heartland Bank Limited

DDI 09 927 9139

---

2

Contents

GENERAL INFORMATION ................................................................................................................................................................................. 3

PRIORITY OF CREDITORS’ CLAIMS.................................................................................................................................................................... 3

GUARANTEE ARRANGEMENTS ........................................................................................................................................................................ 3

DIRECTORS ..................................................................................................................................................................................................... 3

AUDITOR ........................................................................................................................................................................................................ 3

DIRECTORS' STATEMENTS ............................................................................................................................................................................... 4

CONSOLIDATED INTERIM STATEMENT OF COMPREHENSIVE INCOME ...................................................................... 5

CONSOLIDATED INTERIM STATEMENT OF CHANGES IN EQUITY ............................................................................... 6

CONSOLIDATED INTERIM STATEMENT OF FINANCIAL POSITION .............................................................................. 8

CONSOLIDATED INTERIM STATEMENT OF CASH FLOWS ........................................................................................... 9

NOTES TO THE INTERIM FINANCIAL STATEMENTS .................................................................................................. 11

1 Financial statements preparation ........................................................................................................................................................ 11

PERFORMANCE ...................................................................................................................................................... 13

2 Segmental analysis ............................................................................................................................................................................. 13

3 Net interest income ............................................................................................................................................................................ 15

4 Operating expenses ............................................................................................................................................................................ 15

5 Impaired asset expense ...................................................................................................................................................................... 16

6 Discontinued operations ..................................................................................................................................................................... 16

FINANCIAL POSITION ............................................................................................................................................. 18

7 Finance Receivables ............................................................................................................................................................................ 18

8 Borrowings ......................................................................................................................................................................................... 23

9 Share capital and dividends ................................................................................................................................................................ 24

10 Related party transactions and balances ............................................................................................................................................. 24

11 Fair value ............................................................................................................................................................................................ 26

RISK MANAGEMENT .............................................................................................................................................. 28

12 Enterprise risk management program ................................................................................................................................................. 28

13 Credit risk exposure ............................................................................................................................................................................ 28

14 Asset quality ....................................................................................................................................................................................... 30

15 Liquidity risk ....................................................................................................................................................................................... 32

16 Interest rate risk ................................................................................................................................................................................. 33

17 Concentrations of funding .................................................................................................................................................................. 34

Other Disclosures ................................................................................................................................................... 35

18 Structured entities .............................................................................................................................................................................. 35

19 Capital adequacy ................................................................................................................................................................................ 36

20 Insurance business, securitisation, funds management, other fiduciary activities ................................................................................ 41

21 Contingent liabilities and commitments .............................................................................................................................................. 41

22 Events after the reporting date ........................................................................................................................................................... 41

CONDITIONS OF REGISTRATION .................................................................................................................................................................... 42

CREDIT RATINGS ........................................................................................................................................................................................... 43

OTHER MATERIAL MATTERS .......................................................................................................................................................................... 43

Auditor’s Independent Review Report .................................................................................................................... 44

3

GENERAL INFORMATION

This Disclosure Statement has been issued by Heartland Bank Limited (the Bank) and its subsidiaries (collectively the Banking

Group) for the six months ended 31 December 2019 in accordance with the Registered Bank Disclosure Statements (New Zealand

Incorporated Registered Banks) Order 2014 (as amended) (the Order). The interim financial statements of the Banking Group for

the six months ended 31 December 2019 form part of, and should be read in conjunction with, this Disclosure Statement.

Words and phrases defined by the Order have the same meanings when used in this Disclosure Statement.

The Bank's address for service is Level 3, Heartland House, 35 Teed Street, Newmarket, Auckland.

PRIORITY OF CREDITORS’ CLAIMS

In the event of the Bank becoming insolvent or ceasing business, certain claims set out in legislation are paid in priority to others.

These claims include secured creditors, taxes, certain payments to employees and any liquidator’s costs. After payment of those

creditors, the claims of all other creditors are unsecured and would rank equally, with the exception of holders of subordinated

bonds and notes which rank below all other claims.

GUARANTEE ARRANGEMENTS

As at the date this Disclosure Statement was signed, no material obligations of the Banking Group were guaranteed.

DIRECTORS

All Directors of the Bank reside in New Zealand with the exception of Ellen Comerford who resides in Australia. Communications to

the Directors can be sent to Heartland Bank Limited, 35 Teed Street, Newmarket, Auckland.

There have been no changes in the composition of the Board of Directors of the Bank since 30 June 2019 to the six months ended

31 December 2019.

Vanessa C M Stoddart has resigned from the Board of Directors effective 1 January 2020.

Shelley M Ruha was appointed to the Board of Directors as an independent non-executive director effective 1 January 2020.

AUDITOR

KPMG

KPMG Centre

18 Viaduct Harbour Avenue

Auckland

4

DIRECTORS' STATEMENTS

Each Director of the Bank states that he or she believes, after due enquiry, that:

As at the date on which this Disclosure Statement is signed:

a. The Disclosure Statement contains all the information that is required by the Order; and

b. The Disclosure Statement is not false or misleading.

During the six months ended 31 December 2019:

a. The Bank has complied with the conditions of registration applicable during the period except as noted on page 42.

b. Credit exposures to connected persons were not contrary to the interests of the Banking Group; and

c. The Bank had systems in place to monitor and control adequately the material risks of the Banking Group, including

credit risk, concentration of credit risk, interest rate risk, currency risk, equity risk, liquidity risk, operational risk and

other businesses risks, and that those systems were being properly applied.

This Disclosure Statement is dated 28 February 2020 and has been signed by all the Directors.






B R Irvine (Chair) K Morrison






J K Greenslade G T Ricketts






E J Harvey S M Ruha






E F Comerford


5

CONSOLIDATED INTERIM STATEMENT OF COMPREHENSIVE INCOME

For the six months ended 31 December 2019



Unaudited Unaudited Audited

6 months to 6 months to 12 months to

$000's

NOTE

December 2019 December 2018 June 2019


Interest income

3

148,680 143,367 288,370

Interest expense

3

55,708 57,244 112,678

Net interest income


92,972 86,123 175,692




Operating lease income


2,910 2,871 5,262

Operating lease expenses


1,962 1,801 3,427

Net operating lease income


948 1,070 1,835




Lending and credit fee income


5,079 1,271 2,675

Other income


2,324 1,702 3,518

Net operating income


101,323 90,166 183,720




Operating expenses

4

44,498 41,159 78,210

Profit before impaired asset expense and income tax


56,825 49,007 105,510




Fair value gain on investment property


- - 1,936

Impaired asset expense

5

8,975 13,164 20,554

Profit before income tax


47,850 35,843 86,892




Profit before income tax from discontinued operations

6

- 6,169 6,169




Income tax expense


12,954 11,616 24,762

Profit for the period/year 34,896 30,396 68,299


Other comprehensive income

Items that are or may be reclassified subsequently to profit or

loss:




Effective portion of changes in fair value of derivative financial

instruments, net of income tax

1,843 781 (4,762)

Movement in fair value reserve, net of income tax (968) 170 2,968

Movement in foreign currency translation reserve, net of

income tax

- (4,229) (4,229)

Items that will not be reclassified to profit or loss:



Movement in defined benefit reserve, net of income tax - - (86)




Other comprehensive expense for the year, net of income tax 875 (3,278) (6,109)

Total comprehensive income for the period/year 35,771 27,118 62,190


Total comprehensive income for the period is attributable to the owner(s) of the Bank.

The notes on pages 11 to 41 are an integral part of this consolidated interim financial statement.

6

CONSOLIDATED INTERIM STATEMENT OF CHANGES IN EQUITY

For the six months ended 31 December 2019




$000's

NOTE

Share

Capital

Employee

Benefits

Reserve

Foreign

Currency

Translation

Reserve

Fair

Value

Reserve

Defined

Benefit

Reserve

Cash

Flow

Hedge

Reserve

Retained

Earnings

Total

Equity

Unaudited - December 2019



Balance at 1 July 2019 553,239 - - 4,558 171 (5,843) 51,265 603,390

NZ IFRS 16 adjustment 1 - - - - - - (639) (639)

Restated balance at beginning of

period

553,239 - - 4,558 171 (5,843) 50,626 602,751


Total comprehensive income for

the period


Profit for the period - - - - - - 34,896 34,896

Other comprehensive

income/(loss) net of income tax

- - - (968) - 1,843 - 875

Total comprehensive income for

the period

- - - (968) - 1,843 34,896 35,771


Contributions by and distributions

to owners


Dividends paid 9 - - - - - - (65,000) (65,000)

Total transactions with owners - - - - - - (65,000) (65,000)

Balance as at 31 December 2019 553,239 - - 3,590 171 (4,000) 20,522 573,522



Unaudited - December 2018



Balance at 1 July 2018 542,315 2,559 1,260 1,590 257 (1,081) 117,260 664,160

NZ IFRS 9 adjustment (Restated) - - - - - - (19,283) (19,283)

Restated balance at beginning of

period

542,315 2,559 1,260 1,590 257 (1,081) 97,977 644,877


Total comprehensive income for

the period


Profit for the period - - - - - - 30,396 30,396

Other comprehensive

income/(loss) net of income tax

- - (4,229) 170 - 781 - (3,278)

Total comprehensive income for

the period

- - (4,229) 170 - 781 30,396 27,118


Contributions by and distributions

to owners


Dividends paid 9 - - - - - - (30,808) (30,808)

Dividends to Heartland Group

Holdings Limited

9 - - - - - - (61,444) (61,444)

Sale of business - - 2,969 - - - (2,969) -

Dividend reinvestment plan 9 8,584 - - - - - - 8,584

Shares based payments - 383 - - - - - 383

Total transactions with owners 8,584 383 2,969 - - - (95,221) (83,285)

Balance as at 31 December 2018 550,899 2,942 - 1,760 257 (300) 33,152 588,710


The notes on pages 11 to 41 are an integral part of this consolidated interim financial statement.


7


CONSOLIDATED INTERIM STATEMENT OF CHANGES IN EQUITY

For the six months ended 31 December 2019 (continued)




$000's

NOTE

Share

Capital

Employee

Benefits

Reserve

Foreign

Currency

Translation

Reserve

Fair

Value

Reserve

Defined

Benefit

Reserve

Cash

Flow

Hedge

Reserve

Retained

Earnings


Total

Equity

Audited – June 2019



Balance at 1 July 2018 542,315 2,559 1,260 1,590 257 (1,081) 117,260 664,160

NZ IFRS 9 adjustment - - - - - - (19,283) (19,283)

Restated balance at beginning of

year

542,315 2,559 1,260 1,590 257 (1,081) 97,977 644,877


Total comprehensive income for

the year


Profit for the year - - - - - - 68,299 68,299

Other comprehensive

income/(loss) net of income tax


- - (4,229) 2,968 (86) (4,762) - (6,109)

Total comprehensive income for

the year

- - (4,229) 2,968 (86) (4,762) 68,299 62,190


Contributions by and distributions

to owners


Dividends paid

9

- - - - - - (30,808) (30,808)

Dividends to Heartland Group

Holdings Limited

9

- - - - - - (81,234) (81,234)

Transfer of ownership - (297) - - - - - (297)

Sale of business - - 2,969 - - - (2,969) -

Dividend reinvestment plan 9 8,584 - - - - - - 8,584

Share based payments - 78 - - - - - 78

Shares vested 2,340 (2,340) - - - - - -

Total transactions with owners 10,924 (2,559) 2,969 - - - (115,011) (103,677)

Balance as at 30 June 2019 553,239 - - 4,558 171 (5,843) 51,265 603,390


The notes on pages 11 to 41 are an integral part of this consolidated interim financial statement.

8

CONSOLIDATED INTERIM STATEMENT OF FINANCIAL POSITION

As at 31 December 2019



Unaudited Unaudited Audited

6 months to 6 months to 12 months to



December 2019 December 2018 June 2019

$000's

NOTE

(Restated)


Assets

Cash and cash equivalents

122,737

75,770 45,228

Investments

307,958

318,961 354,928

Investment properties

11,132

9,196 11,132

Derivative financial instruments

10,806 1,238

12,650

Due from related parties 10(c)

2,063

47,923 21,177

Finance receivables 7(a)

3,101,366

2,984,609 3,029,231

Finance receivables - reverse mortgages 7(b)

586,003

478,037 561,211

Right of use assets


19,225

- -

Operating lease vehicles


18,549

16,430 15,516

Other assets


14,969

15,265 20,379

Intangible assets


56,781

58,123 57,335

Deferred tax asset


10,019

12,077 9,948

Total assets


4,261,608

4,017,629 4,138,735







Liabilities



Retail deposits 8

3,244,035

2,988,365 3,153,681

Other borrowings 8

385,163

424,401 345,273

Due to related parties 10(c)

2,138

- -

Lease liabilities


20,623

- -

Tax liabilities


6,133

851 5,667

Derivative financial instruments


9,843

148 10,372

Trade and other payables


20,151

15,154 20,352

Total liabilities


3,688,086

3,428,919 3,535,345







Equity



Share capital 9

553,239

550,899 553,239

Retained earnings and other reserves


20,283

37,811 50,151

Total equity

573,522

588,710 603,390


Total equity and liabilities

4,261,608

4,017,629 4,138,735





Total interest earning and discount bearing assets

-

4,113,206 3,840,471 4,003,982

Total interest and discount bearing liabilities 3,617,793 3,396,306 3,497,499


The notes on pages 11 to 41 are an integral part of this consolidated interim financial statement.

9

CONSOLIDATED INTERIM STATEMENT OF CASH FLOWS

For the six months ended 31 December 2019

Unaudited Unaudited Audited

6 months to 6 months to 12 months to

$000's NOTE December 2019 December 2018 June 2019

Cash flows from operating activities

Interest received


159,811 144,412 292,851

Operating lease income received


2,449 2,961 2,930

Lending, credit fees and other income received


4,712 1,871 4,761

Operating inflows

166,972

149,244 300,542

Interest paid (55,889) (76,833) (121,748)

Payments to suppliers and employees (44,656) (48,639) (84,682)

Taxation paid (9,888) (15,907) (21,888)

Operating outflows (110,433) (141,379) (228,318)

Net cash flows from operating activities before changes

in operating assets and liabilities

56,539 7,865 72,224

Proceeds from sale of operating lease vehicles 1,101 2,414 4,641

Purchase of operating lease vehicles (6,613) (2,996) (5,495)

Net movement in finance receivables (103,358) (224,748) (368,561)

Net movement in deposits 90,354 105,529 271,876

Net cash flows from / (applied to) operating activities 38,023 (111,936) (25,315)

Cash flows from investing activities


Sale of equity investments 12,477 - -

Net decrease in investments 34,493 21,928 -

Total cash provided from investing activities 46,970 21,928 -

Purchase of office fit-out, equipment and intangible

assets

(5,027) (2,379) (4,188)

Net increase in investments - - (11,468)

Total cash applied to investing activities (5,027) (2,379) (15,656)

Net cash flows from / (applied to) investing activities


41,943 19,549 (15,656)

Cash flows from financing activities


Net increase in wholesale funding


41,876 232,404 45,236

Proceeds from issue of Unsubordinated Notes


- - 125,000

Proceeds from related party repayments 21,252 - -

Total cash provided from financing activities


63,128 232,404 170,236

Dividends paid 9 (65,000) (22,224) (42,014)

Repayments of subordinated Notes


- (22,846) (22,846)

Repayments of leasing liabilities


(585) - -

Total cash applied to financing activities (65,585) (45,070) (64,860)

Net cash flows from / (applied to) financing activities (2,457) 187,334 105,376

Net increase in cash held 77,509 94,947 64,405

Opening cash and cash equivalents 45,228 49,588 49,588

Cash transferred on corporate restructure - (68,765) (68,765)

Closing cash and cash equivalents 122,737 75,770 45,228



The notes on pages 11 to 41 are an integral part of this consolidated interim financial statement.

10

CONSOLIDATED INTERIM STATEMENT OF CASH FLOWS

For the six months ended 31 December 2019 (continued)


Unaudited Unaudited

Audited

6 months to 6 months to 12 months to

$000's NOTE December 2019 December 2018 June 2019

Profit for the period 34,896 30,396 68,299


Add / (less) non-cash items:

Depreciation and amortisation expense 4,204 2,692 5,754

Depreciation on lease vehicles 1,962 1,681 3,363

Capitalised net interest income (6,692) (13,944) (11,886)

Impaired asset expense 8,975 13,164 21,181

Provision transfer on demerger - 619 (1,936)

Total non-cash items 8,449 4,212 16,476


Add / (less) movements in operating assets and liabilities:

Finance receivables (103,357) (224,748) (368,561)

Operating lease vehicles (4,652) (582) (1,354)

Other assets (6,370) (3,356) (6,584)

Right of use asset 19,225 - -

Current tax (79) (8,561) (3,744)

Derivative financial instruments revaluation 348 (1,948) (8,676)

Deferred tax (71) (7,006) 1,547

Deposits 90,354 105,529 271,876

Other liabilities (720) (5,872) 5,406

Total movements in operating assets and liabilities (5,322) (146,544) (110,090)


Net cash flows from / (applied to) operating activities 38,023 (111,936) (25,315)





The notes on pages 11 to 41 are an integral part of this consolidated interim financial statement.



11

NOTES TO THE INTERIM FINANCIAL STATEMENTS

For the 6 months ended 31 December 2019


1 Financial statements preparation

Basis of reporting

The interim financial statements of the Banking Group incorporated in this Disclosure Statement have been prepared in

accordance with the Order, Generally Accepted Accounting Practice in New Zealand (NZ GAAP) as defined in the Financial

Reporting Act 2013, NZ IAS 34 Interim Financial Reporting as appropriate for publicly accountable for-profit entities and IAS 34

Interim Financial Reporting.

The disclosure statement does not include all notes of the type normally included in an annual financial report. Accordingly, this

report is to be read in conjunction with the Disclosure Statement for the year ended 30 June 2019 and any public announcements

made by the bank during the interim reporting period.

The interim financial statements presented here are for the following periods:

 6 month period ended 31 December 2019 – Unaudited

 6 month period ended 31 December 2018 – Unaudited

 12 month period ended 30 June 2019 – Audited

The accounting policies adopted are consistent with those of the previous financial year and corresponding interim reporting

period with the exception of the adoption of new and amended standards as set out below.

Impact of adopting NZ IFRS 16 Leases

The Banking Group has adopted NZ IFRS 16 retrospectively from 1 July 2019, but has not restated comparatives for the 2019

reporting period, as permitted under the specific transitional provisions in the standard. The reclassifications and the adjustments

arising from the new leasing rules are therefore recognised in the opening balance sheet on 1 July 2019.

Accounting treatment for leasing activities

The Bank leases office space, car parks, equipment and cars. Rental contracts are typically made for fixed periods but may have

extension options. Lease terms are negotiated on an individual basis and contain a wide range of different terms and conditions.

Until 30 June 2019, leases of property, plant and equipment were classified as either finance or operating leases. Payments made

under operating leases (net of any incentives received from the lessor) were charged to profit or loss.

From 1 July 2019, leases are recognised as a right-of-use asset and a corresponding liability at the date at which the leased asset is

available for use by the Banking Group. The right-of-use assets are initially measured at cost, comprising the amount of the initial

measurement of lease liability, any lease payments made at or before the commencement date less any lease incentives received,

any initial direct costs and restoration costs. The right-of-use asset is depreciated over the shorter of the asset's estimated useful

life and the lease term on a straight-line basis. The estimated useful lives of right-of-use assets are determined on the same basis

as those of property, plant and equipment.

In determining the lease term, management considers all facts and circumstances that create an economic incentive to exercise an

extension option. Extension options are only included in the lease term if the lease is reasonably certain to be extended.

Payments associated with short-term leases and leases of low-value assets are recognised on a straight-line basis as an expense in

profit or loss. Short-term leases are leases with a lease term of 12 months or less.

On adoption of NZ IFRS 16, the Banking Group recognised lease liabilities in relation to leases which had previously been classified

as ‘operating leases’ under the principles of NZ IAS 17 Leases. These liabilities were measured at the present value of the remaining

lease payments, discounted using the lessee’s incremental borrowing rate as at 1 July 2019. The weighted average lessee’s

incremental borrowing rate applied to the lease liabilities on 1 July 2019 was 2.9%.

12

1 Financial statements preparation (continued)

The Banking Group elected not to reassess whether a contract is, or contains a lease at the date of initial application. Instead, for

contracts entered into before the transition date, the Banking Group relied on its assessment made applying NZ IAS 17 and NZ

IFRIC 4 Determining whether an Arrangement contains a Lease.


$000’s

Operating lease commitments as at 30 June 2019 11,573


Discounted using the Banking Group's incremental borrowing rate on initial application (1,019)

Adjustments relating to changes in the index or rate effective variable payments 316


Lease liability recognised as at 1 July 2019 10,870


Of which are:


Current lease liabilities 1,762

Non-current lease liabilities 9,108

Total lease liabilities 10,870


The associated right-of-use assets of which are substantially in relation to property leases were measured on a retrospective basis

as if the new rules had always been applied. There were no onerous lease contracts that would have required an adjustment to the

right-of-use assets at the date of initial application.

The change in accounting policy affected the following items in the balance sheet on 1 July 2019.

 Right-of-use assets: increased by $10.0 million

 Deferred tax assets: increased by $0.2 million

 Lease liabilities: increased by $10.8million

The net impact on retained earnings on 1 July 2019 was a decrease of $0.6 million.

The adoption of NZ IFRS 16 has no material impact to the Banking Group’s leasing business where the Banking Group acts as the

lessor.

There have been no other changes to accounting policies or other new or amended standards that are issued and effective that are

expected to have a material impact on the Banking Group.

Accounting standards issued but not yet effective

NZ IFRS 17 Insurance Contracts was issued in July 2017 and is applicable to general and life insurance contracts. NZ IFRS 17 will

replace NZ IFRS 4 Insurance Contracts. In mid-2019 an Exposure Draft on amendments to NZ IFRS 17 was issued and proposed that

the effective date of NZ IFRS 17 be deferred by one year. As such it is expected that the standard will be effective for the Banking

Group for the financial year ending 30 June 2023. The Banking Group is in the process of restructuring its insurance business and

will assess the impact arising from NZ IFRS 17 in conjunction with the restructure. Further information on the restructure is

included in Note 20 of this Disclosure Statement.


Other amendments to existing standards that are not yet effective are not expected to have a material impact to the Group.


13

PERFORMANCE

2 Segmental analysis

Segment information is presented in respect of the Banking Group's operating segments which are those used for the Banking

Group's management and internal reporting structure.


Operating segments


Motor Motor vehicle finance.


Reverse Mortgages Reverse mortgage lending.


Other Personal A comprehensive range of financial services – including term, transactional and savings-based deposit

accounts and personal loans to individuals.


Business Term debt, plant and equipment finance, commercial mortgage lending and working capital solutions

for small-to-medium businesses.


Rural Specialist financial services to the farming sector primarily offering livestock finance, rural mortgage

lending, seasonal and working capital financing, as well as leasing solutions to farmers.


Certain operating expenses and assets, such as premises, IT and support centre costs are not allocated to operating segments and

are included in Other.


The Banking Group's operating segments are different from the industry categories detailed in Note 14- Asset quality. The

operating segments are primarily categorised by sales channel, whereas Note 14 - Asset quality is based on credit risk

concentrations.



Motor

Reverse

Mortgages

Other

Personal

Business Rural Other Total


$000's


31 December 2019 (Unaudited)




Net interest income 28,204 12,176 9,238 28,026 15,380 (52) 92,972


Net other income 1,895 2,824 646 1,317 535 1,134 8,351


Net operating income 30,099 15,000 9,884 29,343 15,915 1,082 101,323




Operating expenses 1,615 3,331 1,934 5,980 1,396 30,242 44,498


Profit/(loss) before impaired

asset expense and income tax

28,484 11,669 7,950 23,363 14,519 (29,160) 56,825


Impaired asset expense 3,611 - 3,345 1,880 139 - 8,975


Profit/(loss) before income tax

from continuing operations

24,873 11,669 4,605 21,483 14,380 (29,160) 47,850




Income tax expense - - - - - 12,954 12,954


Profit/(loss) for the period 24,873 11,669 4,605 21,483 14,380 (42,114) 34,896



Total assets

1,127,408 586,003 244,498 1,148,614 615,072 540,013 4,261,608

Total liabilities - - - - - 3,688,086 3,688,086


14

2 Segmental analysis (continued)



Motor

Reverse

Mortgages

Other

Personal

Business Rural Other Total


$000's


31 December 2018 (Unaudited)



Net interest income 27,716 9,937 8,304 26,904 15,426 (2,164) 86,123


Net other income 467 112 1,195 723 404 1,142 4,043


Net operating income 28,183 10,049 9,499 27,627 15,830 (1,022) 90,166




Operating expenses 1,203 1,261 2,975 4,539 1,899 29,282 41,159


Profit / (loss) before impaired

asset expense and income tax

26,980 8,788 6,524 23,088 13,931 (30,304) 49,007




Impaired asset expense /

(benefit)

4,654 - 5,036 3,812 (135) (203) 13,164


Profit / (loss) before income tax 22,326 8,788 1,488 19,276 14,066 (30,101) 35,843




Profit before income tax from

discontinued operations

- - - - - 6,169 6,169







Income tax expense - - - - - 11,616 11,616


Profit / (loss) for the period 22,326 8,788 1,488 19,276 14,066 (35,548) 30,396




Total assets (Restated) 1,021,673 478,037 200,823 1,083,029 634,486 599,581 4,017,629


Total liabilities - - - - - 3,428,919 3,428,919




Motor

Reverse

Mortgages

Other

Personal

Business Rural Other Total


$000's


30 June 2019 (Audited)




Net interest income 54,753 20,673 16,345 54,334 30,865 (1,278) 175,692


Net other income 2,313 224 2,563 1,524 816 588 8,028


Net operating income 57,066 20,897 18,908 55,858 31,681 (690) 183,720




Operating expenses 2,543 2,279 5,602 9,163 3,263 55,360 78,210


Profit/(loss) before impaired

asset expense and income tax

54,523 18,618 13,306 46,695 28,418 (56,050) 105,510




Fair value movement on

investment property

- - - - - 1,936 1,936


Impaired asset expense /

(benefit)

5,009 268 8,307 7,102 (132) - 20,554


Profit/(loss) before income tax

from continuing operations

49,514 18,350 4,999 39,593 28,550 (54,114) 86,892




Profit before income tax from

discontinued operations

- - - - - 6,169 6,169




Income tax expense - - - - - 24,762 24,762


Profit/(loss) for the year 49,514 18,350 4,999 39,593 28,550 (72,707) 68,299



Total assets

1,074,446 561,211 215,253 1,096,253 643,278 548,294 4,138,735

Total liabilities - - - - - 3,535,345 3,535,345



15

3 Net interest income



Unaudited Unaudited Audited

6 months to 6 months to 12 months to

$000's


December 2019 December 2018 June 2019

Interest income

Cash and cash equivalents 301 312 717

Investments 4,448 4,906 10,864

Finance receivables 124,658 120,521 242,556

Finance receivables - reverse mortgages 19,273 17,628 34,233

Total interest income 148,680 143,367 288,370


Interest expense

Retail deposits 47,741 48,595 97,119

Other borrowings 6,568 7,239 12,313

Net interest expense on derivative financial instruments 1,399 1,410 3,246

Total interest expense 55,708 57,244 112,678


Net interest income 92,972 86,123 175,692



4 Operating expenses



Unaudited Unaudited Audited

6 months to 6 months to 12 months to

$000's


December 2019 December 2018 June 2019

Personnel expenses 23,457 21,267 41,730

Directors' fees 310 439 822

Audit and review of financial statements

1

317 319 472

Other assurance services paid to auditor

2

31 15 47

Amortisation - intangible assets 2,102 1,803 3,893

Depreciation - property, plant and equipment 1,061 889 1,861

Depreciation - right of use asset 1,041 - -

Operating lease expense as a lessee - 831 1,646

Legal and professional fees 1,657 1,226 2,278

Other operating expenses 14,522 14,370 25,461

Total operating expenses 44,498 41,159 78,210


1

Audit and review of financial statements includes fees paid for both audit of financial statements and review of interim financial statements.


2

Other assurance services paid to the auditor comprise review of regulatory returns, trust deed reporting, registry audits and other agreed upon procedures

engagements.

16

5 Impaired asset expense

At each reporting date, the Banking Group applies a three stage approach to measuring expected credit loss (ECL) to finance

receivables not carried at fair value. The following table details impairment charges of those finance receivables for the six months

ended 31 December 2019.


Unaudited Unaudited Audited

6 months to 6 months to 12 months to

$000’s December 2019 December 2018 June 2019

Non-securitised


Individually impaired expense / (benefit)

553 (425) 1,311

Collectively impaired expense

8,421 14,245 19,529

Total non-securitised impaired asset expense

8,974 13,820 20,840



Securitised


Collectively impaired expense

1 (29) 341

Total securitised impaired asset expense

1 (29) 341



Total


Individually impaired expense

553 (425) 1,311

Collectively impaired expense

8,422 14,216 19,870

Total impaired asset expense

8,975 13,791 21,181



Reconciliation of impaired asset expense:


Impaired asset expense

8,975 13,164 20,554

Impaired asset expense for discontinued operations

- 627 627

Total impaired asset expense

8,975 13,791 21,181


6 Discontinued operations

Discontinued operations


At the Annual Shareholder Meeting in September 2018, the Bank’s shareholders approved a corporate restructure that resulted in

the Bank becoming a wholly owned subsidiary of a new company, Heartland Group Holdings Limited (HGH). On 31 October 2018,

shares in the Bank were exchanged for shares in HGH, and the Australian group of companies were transferred from the Bank to

HGH.


Discontinued operations are shown separately from continuing operations in the comparative consolidated statements.


Results of discontinued operation


The profit before income tax from the discontinued operations of $6.2 million is attributable entirely to the Banking Group. The

income tax expense for the discontinued operation was $1.6 million and profit after tax for the period was

$4.6 million.

17


6 Discontinued operations (continued)


Financial position of discontinued operation

Unaudited

$000's


October 2018

Financial position of assets of discontinued operation




Cash and cash equivalents



68,766

Finance receivables



725,146

Other assets



917

Deferred tax asset/liability



1,133

Total discontinued operations assets 795,962




Financial position of liabilities of discontinued operation




Other borrowings



665,950

Tax liabilities



2,047

Due to related parties



81,865

Total discontinued operations liabilities 749,862



Cash flow of discontinued operation


Unaudited

$000's


October 2018

Cash flows from discontinued operations




Net cash flows applied to operating activities



(8,060)

Net cash flow from investing activities



-

Net cash flows from financing activities



57,883

Net cash flows for the period 49,823



Profit on disposal


Unaudited

$000's


October 2018

In specie dividend to Heartland Group Holdings Limited 61,444

Total consideration received

61,444



Net assets

46,100

Goodwill



15,344

Gain on disposal

-




18

FINANCIAL POSITION


7 Finance Receivables

(a) Finance receivables held at amortised cost


Unaudited Unaudited Audited



December 2019 December 2018 June 2019

$000’s

(Restated)

Non-securitised

Neither 90 days past due nor impaired 3,049,814 2,817,843 3,016,844

At least 90 days past due 46,780 34,854 44,466

Individually impaired 28,433 35,889 26,412

Gross finance receivables 3,125,027 2,888,586 3,087,722

Less provision for impairment (60,381) (57,803) (58,491)

Total non-securitised finance receivables 3,064,646 2,830,783 3,029,231


Securitised

Neither 90 days past due nor impaired 36,843 154,642 -

At least 90 days past due - 197 -

Individually impaired - - -

Gross finance receivables 36,843 154,839 -

Less provision for impairment (123) (1,013) -

Total securitised finance receivables 36,720 153,826 -


Total

Neither 90 days past due nor impaired 3,086,657 2,972,485 3,016,844

At least 90 days past due 46,780 35,051 44,466

Individually impaired 28,433 35,889 26,412

Gross finance receivables 3,161,870 3,043,425 3,087,722

Less provision for impairment (60,504) (58,816) (58,491)

Total finance receivables 3,101,366 2,984,609 3,029,231


Refer to Note 14 – Asset quality for further analysis of finance receivables by credit risk concentration.

19

7 Finance Receivables (continued)

(a) Finance receivables held at amortised cost (continued)

Movement in provision

The following table details the movement from the opening balance to the closing balance of provision for impairment by class.

$000’s

12- month

ECL

Lifetime

ECL

Not credit

impaired

Lifetime

ECL

Credit

impaired

Specific

provision Total

Unaudited - December 2019



Non-securitised

Impairment allowance as at 1 July 2019

30,421 1,780 18,427 7,863 58,491

Changes in loss allowance


Transfer between stages

(925) (127) 1,046 - (6)


New and increased provision (net of collective

provision releases)

168 665 8,196 1,638 10,667

Recovery of amounts written off

- - (1,767) - (1,767)

Credit impairment charge

(757) 538 7,475 1,638 8,894

Recovery of amounts previously written off

- - 1,767 - 1,767

Write offs

- - (8,671) (100) (8,771)

Impairment allowance as at 31 December 2019 29,664 2,318 18,998 9,401 60,381


Securitised

Impairment allowance as at 1 July 2019

- - - - -

Changes in loss allowance


Transfer between stages

122 - - - 122


New and increased provision (net of collective

provision releases)

- 1 - - 1

Recovery of amounts written off

-

- - - -

Credit impairment charge

122 1 - - 123

Recovery of amounts previously written off

- - - - -

Write offs

- - - - -

Impairment allowance as at 31 December 2019 122 1 - - 123


Total

Impairment allowance as at 1 July 2019

30,421 1,780 18,427 7,863 58,491

Changes in loss allowance


Transfer between stages

(803) (127) 1,046 - 116


New and increased provision (net of collective

provision releases)

168 666 8,196 1,638 10,668

Recovery of amounts written off

-

- (1,767) - (1,767)

Credit impairment charge

(635) 539 7,475 1,638 9,017

Recovery of amounts previously written off

- - 1,767 - 1,767

Write offs

- - (8,671) (100) (8,771)

Impairment allowance as at 31 December 2019 29,786 2,319 18,998 9,401 60,504

20

7 Finance Receivables (continued)

(a) Finance receivables held at amortised cost (continued)


$000’s

12-month

ECL

(Restated)

Lifetime

ECL

Not credit

impaired

(Restated)

Lifetime

ECL

Credit

impaired

(Restated)

Collective

provision

June

2018

Specific

provision

(Restated)

Total

(Restated)

Unaudited - December 2018


Non-securitised

Impairment allowance as at 30 June 2018

- - - 20,301 9,066 29,367

Restated for adoption of NZ IFRS 9

31,784 1,365 14,945 (20,301) (169) 27,624

Restated impairment allowance as at 1 July 2018

31,784 1,365 14,945 - 8,897 56,991

Changes in loss allowance


Transfer between stages

(607) (108) 637 - - (78)


New and increased provision (net of

collective provision releases)

106 354 11,095 - 1,791 13,346

Recovery of amounts written off

- - (293) - (13) (306)

Credit impairment charge

(501) 246 11,439 - 1,778 12,962

Recovery of amounts previously written off

- - 293 - 13 306

Write offs

- - (7,953) - (4,503) (12,456)

Impairment allowance as at 31 December 2018 31,283 1,611 18,724 - 6,185 57,803


Securitised

Impairment allowance as at 30 June 2018

- - - 304 - 304

Restated for adoption of NZ IFRS 9

400 20 345 (304) - 461

Restated impairment allowance as at 1 July 2018

400 20 345 - - 765

Changes in loss allowance


Transfer between stages

616 - (369) - - 247


New and increased provision (net of

collective provision releases)

- 1 - - - 1

Recovery of amounts written off

- - - - - -

Credit impairment charge

616 1 (369) - - 248

Recovery of amounts previously written off

- - - - - -

Write offs

- - - - - -

Impairment allowance as at 31 December 2018 1,016 21 (24) - - 1,013


Total

Impairment allowance as at 30 June 2018

- - - 20,605 9,066 29,671

Restated for adoption of NZ IFRS 9

32,184 1,385 15,290 (20,605) (169) 28,085

Restated impairment allowance as at 1 July 2018

32,184 1,385 15,290 - 8,897 57,756

Changes in loss allowance


Transfer between stages

9 (108) 268 - - 169


New and increased provision (net of

collective provision releases)

106 355 11,095 - 1,791 13,347

Recovery of amounts written off

- - (293) - (13) (306)

Credit impairment charge

115 247 11,070 - 1,778 13,210

Recovery of amounts previously written off

- - 293 - 13 306

Write offs

- - (7,953) - (4,503) (12,456)

Impairment allowance as at 31 December 2018 32,299 1,632 18,700 - 6,185 58,816

21

7 Finance Receivables (continued)

(a) Finance receivables held at amortised cost (continued)


$000’s

12-month

ECL

Lifetime

ECL

Not credit

impaired

Lifetime

ECL

Credit

impaired

Collective

provision

June

2018

Specific

provision Total

Audited - June 2019



Non-securitised

Impairment allowance as at 30 June 2018

- - - 20,301 9,066 29,367

Restated for adoption of NZ IFRS 9

31,784 1,365 14,945 (20,301) (169) 27,624

Restated impairment allowance as at 1 July 2018

31,784 1,365 14,945 - 8,897 56,991

Changes in loss allowance


Transfer between stages

(1,071) (205) 11,671 - (43) 10,352


New and increased provision (net of

collective provision releases)

(292) 620 7,531 - 4,002 11,861

Recovery of amounts written off

- - (829) - - (829)

Credit impairment charge

(1,363) 415 18,373 - 3,959 21,384

Recovery of amounts written off

- - 829 - - 829

Write offs

- - (15,720) - (4,993) (20,713)

Impairment allowance as at 30 June 2019 30,421 1,780 18,427 - 7,863 58,491


Securitised

Impairment allowance as at 30 June 2018

- - - 304 - 304

Restated for adoption of NZ IFRS 9

400 20 345 (304) - 461

Restated impairment allowance as at 1 July 2018

400 20 345 - - 765

Changes in loss allowance


Transfer between stages

(400) (21) (345) - - (766)


New and increased provision (net of

collective provision releases)

- 1 - - - 1

Recovery of amounts written off

-

- - - - -

Credit impairment charge

(400)

(20) (345) - - (765)

Recovery of amounts written off

- - - - - -

Write offs

- - - - -

-

Impairment allowance as at 30 June 2019 - - - - - -


Total

Impairment allowance as at 30 June 2018

- - - 20,605 9,066 29,671

Restated for adoption of NZ IFRS 9

32,184 1,385 15,290 (20,605) (169) 28,085

Restated impairment allowance as at 1 July 2018

32,184 1,385 15,290 - 8,897 57,756

Changes in loss allowance


Transfer between stages

(1,471) (226) 11,326 - (43) 9,586


New and increased provision (net of

collective provision releases)

(292) 621 7,531 - 4,002 11,862

Recovery of amounts written off

- - (829) - - (829)

Credit impairment charge

(1,763) 395 18,028 - 3,959 20,619

Recovery of amounts written off

- - 829 - - 829

Write offs

- - (15,720) - (4,993) (20,713)

Impairment allowance as at 30 June 2019 30,421 1,780 18,427 - 7,863 58,491

22

7 Finance Receivables (continued)

(a) Finance receivables held at amortised cost (continued)

Impact of changes in gross finance receivables held at amortised cost on ECL

$000’s

12-

month

ECL

Lifetime

ECL

Lifetime

ECL

Specific

provision

Total

Not credit

impaired

Credit

impaired

Unaudited - December 2019

Gross finance receivables as at 1 July 2019 2,794,414 197,630 69,266 26,412 3,087,722

Transfer between stages (40,590) 9,697 27,069 3,824 -

Additions 922,101 62,329 6,788 - 991,218

Net Repayments (224,169) (15,773) (6,567) (1,803) (248,312)

Deletions (579,628) (58,431) (20,818) - (658,877)

Write offs (1,590) (1,960) (6,331) - (9,881)

Gross finance receivables as at 31 December 2019 2,870,538 193,492 69,407 28,433 3,161,870


(b) Finance receivables held at fair value

When the Bank enters into a reverse mortgage loan the Bank has set expectations regarding the loan’s current and future risk

profile and expectation of performance. This expectation references a wide range of assumptions including:

• mortality and move to care;

• voluntary exits;

• house price changes;

• no negative equity guarantee; and

• interest rate margin.

At balance date the Bank does not consider any of the above expectations to have moved outside of the original expectation range.

Therefore the Bank has continued to estimate the fair value of the portfolio at transaction price. There has been no fair value

movement recognised in profit or loss during the period, given the loan terms and the current market conditions the fair value as

recorded is not considered to be sensitive to changes in house prices or interest rates.


$000’s




Unaudited

6 months to

December 2019

Unaudited

6 months to

December 2018

Audited

12 months to

June 2019

Gross finance receivables - reverse mortgages

586,003 478,037

561,211

Finance receivables - reverse mortgages



586,003 478,037 561,211

23

8 Borrowings


Unaudited Unaudited Audited

6 months to 6 months to 12 months to

$000’s


December 2019 December 2018 June 2019

Deposits

3,244,035 2,988,365 3,153,681

Total borrowings relating to deposits

3,244,035 2,988,365 3,153,681



Unsubordinated notes

285,337 151,902 285,435

Bank borrowings

- - 25,002

Certificate of deposits

69,811 144,555 34,836

Borrowings - securitised

30,015 127,944 -

Total other borrowings

385,163 424,401 345,273

Total borrowings

3,629,198 3,412,766 3,498,954


Deposits and unsubordinated notes rank equally and are unsecured.

The Group has the following unsubordinated notes on issue at balance sheet date:

Principal Valuation NOTE Issue date Maturity Date Frequency

$125 million Fair value 11(a) 12 April 2019 12 April 2024 Half yearly

$150 million Fair value 11(a) 21 September 2017 21 September 2022 Half yearly


24

9 Share capital and dividends



Unaudited Unaudited Audited

December 2019 December 2018 June 2019

000’s

Number of shares Number of shares Number of shares

Issued shares



Opening balance 565,430 560,588


560,588

Dividend reinvestment plan - 5,283


5,283

Shares issued during the period - -


-

Cancelled shares - (441)


(441)

Closing balance 565,430 565,430 565,430


There were no new shares issued during the period. The Bank had previously issued 5,282,619 new shares at $1.6250 per share on

21 September 2018 under the Dividend Reinvestment Plans for the financial year ended 30 June 2019.

Dividends paid

December 2019 June 2019

Date declared

Cents per

share

$000’s Date declared

Cents per

share

$000’s

Final dividend 15 August 2018 5.5 30,808

In specie dividend to HGH 31 October 2018 - 61,444

Interim dividends to HGH 01 August 2019 - 35,000 19 February 2019 - 19,790

29 November 2019 - 20,000


16 December 2019 - 10,000

Total dividends paid 65,000 112,042


10 Related party transactions and balances

A person or entity that is a related party under the following circumstances:


a) A person or a close member of that person’s family if that person:

i) Has control or joint control over the Bank;

ii) Has significant influence over the Bank; or

iii) Is a member of the key management personnel of the Bank.


b) An entity is related to the Bank if any of the following conditions applies:

i) The entity and the Bank are members of the same group.

ii) One entity is an associate or joint venture of the other entity.

iii) Both entities are joint ventures of the same third party.

iv) One entity is a joint venture of a third entity and the other entity is an associate of the third entity.

v) The entity is a post-employment benefit plan for the benefit of employees of either the reporting entity or an entity

related to the Bank.

vi) The entity is controlled, or jointly controlled by a person identified in (a).

vii) A person identified in (a)(i) has significant influence over the entity or is a member of the key management personnel

of the entity (or of a parent of the entity).









25

10 Related party transactions and balances (continued)


(a) Transactions with key management personnel

Key management personnel (KMP), are those who, directly or indirectly, have authority and responsibility for planning, directing

and controlling the activities of HGH and HBL. This includes all Executives and Non-Executive Directors and their immediate family

members are included below.


KMP receive personal banking and financial investment services from the Group in the ordinary course of business. The terms and

conditions, for example interest rates and collateral, and the risks to the Bank are comparable to transactions with other

employees and did not involve more than the normal risk of repayment or present other unfavourable features.


Unaudited Unaudited Audited


$000’s

6 months to

December 2019

6 months to

December 2018

12 months to

June 2019

Transactions with key management personnel

Interest income - - -

Interest expense (55) (31) (76)

Total transactions with key management personnel (55) (31) (76)


Due from / (to) key personnel


Borrowings - deposits (2,322) (2,960) (3,019)

Total due (to) key management personnel (2,322) (2,960) (3,019)


(b) Transaction with related parties


The Banking Group’s ultimate parent company is HGH.


The Bank has regular transactions with its ultimate parent company, fellow subsidiaries and subsidiaries (collectively known as the

Heartland Group) on agreed terms. The transactions include the provision of administrative services, tax transactions, and

customer operations and call centre. Banking facilities are provided by the Bank to other Heartland Group entities on normal

commercial terms as with other customers. There is no lending from the Banking Group to HGH.


Related party transactions between the Banking Group eliminate on consolidation.


Unaudited Unaudited Audited


$000’s

6 months to

December 2019

6 months to

December 2018

12 months to

June 2019

Heartland Group Holdings Limited

Deposits 10,010 - -

Interest expense 10 - -

Dividends 65,000 92,252 112,042

Disposal of investment in Harmoney Corp Limited 11,900 - -

Heartland Australia Group Pty Limited

Interest income 678 639 1,846

Funding repaid to the Bank 27,225 - -


(c) Due from/to related parties


Unaudited Unaudited Audited

6 months to 6 months to 12 months to

$000’s


December 2019 December 2018 June 2019

Due from


Heartland Group Holdings Limited 2,063 - -

Heartland Australia Group Pty Limited (Restated) - 47,923 24,179

Total due from related parties 2,063 47,923 24,179

Due to



Heartland Group Holdings Limited - - 3,002

Heartland Australia Group Pty Limited (Restated) 2,138 - -

Total due to related parties 2,138 - 3,002

26

11 Fair value

(a) Financial instruments measured at fair value

The following table analyses financial instruments measured at fair value at the reporting date by the level in the fair value

hierarchy into which each fair value measurement is categorised. The amounts are based on the values recognised in the

Statement of Financial Position.

$000's


Level 1 Level 2 Level 3 Total

Unaudited - December 2019


Assets

Investments 282,428 16,572 1,988 300,988

Derivative financial assets - 10,806 - 10,806

Finance receivables - reverse mortgages - - 586,003 586,003

Total financial assets measured at fair value 282,428 27,378 587,991 897,797


Liabilities

Derivative financial liabilities - 9,843 - 9,843

Unsubordinated notes - 285,337 - 285,337

Total financial liabilities measured at fair value - 295,180 - 295,180


Unaudited - December 2018



Assets

Investments 209,048 100,219 9,694 318,961

Derivative financial assets - 1,238 - 1,238

Finance receivables - reverse mortgages - - 478,037 478,037

Total financial assets measured at fair value 209,048 101,457 487,731 798,236


Liabilities

Derivative financial liabilities - 148 - 148

Unsubordinated notes (restated) - 151,902 - 151,902

Total financial liabilities measured at fair value - 152,050 - 152,050


Audited - June 2019



Assets

Investments 255,875 86,618 12,435 354,928

Derivative financial assets - 12,650 - 12,650

Finance receivables - reverse mortgage - - 561,211 561,211

Total financial assets measured at fair value 255,875 99,268 573,646 928,789


Liabilities

Derivative financial liabilities - 10,372 - 10,372

Unsubordinated notes (restated) - 285,435 - 285,435

Total financial liabilities measured at fair value - 295,807 - 295,807



27

11 Fair value (continued)

(b) Financial instruments measured not at fair value

The following assets and liabilities of the Banking Group are not measured at fair value in the Consolidated Statement of Financial

Position.


Unaudited Unaudited Audited


Fair value

Hierarchy

Total Fair

Value

Total

Carrying

Value

Fair value

Hierarchy


Total Fair

Value

(Restated)

Total

Carrying

Value

(Restated)

Fair value

Hierarchy


Total Fair

Value

(Restated)

Total

Carrying

Value

(Restated)

$000's Dec-19 Dec-19 Dec-18 Dec-18 Jun-19 Jun-19

Assets

Cash and cash

equivalents

Level 1 122,737 122,737 Level 1 75,770 75,770 Level 1 45,228 45,228

Investments

1

Level 2 6,961 6,970 Level 2 - - Level 2 - -

Due from related parties Level 3 2,063 2,063 Level 2 47,923 47,923 Level 2 27,248 21,177

Finance receivables Level 2 3,082,052 3,101,366 Level 2 2,971,370 2,984,609 Level 2 3,017,327 3,029,231

Other financial assets Level 3 1,784 1,784 Level 3 1,337 1,337 Level 3 3,215 3,215

Total financial assets 3,215,597 3,234,920 3,096,400 3,109,639 3,093,018 3,098,851


Liabilities

Retail deposits Level 2 3,255,204 3,244,035 Level 2 2,993,208 2,988,365 Level 2 3,160,426 3,153,681

Borrowings - securitised Level 2 30,015 30,015 Level 2 127,944 127,944 Level 2 - -

Other borrowings Level 2 69,811 69,811 Level 2 144,555 144,555 Level 2 59,838 59,838

Due to related parties Level 3 2,138 2,138 Level 3 - - Level 3 - -

Other financial liabilities Level 3 10,897 10,897 Level 3 5,981 5,981 Level 3 10,769 10,769

Total financial liabilities 3,368,065 3,356,896 3,271,688 3,266,845 3,231,033 3,224,288


1

Included within investments are bank deposits which are held to support its contractual cash flows. Such investments are

measured at amortised cost.

Further information on valuation techniques and assumptions used for determining fair value is included in Note 21 of the Bank’s

Disclosure Statement for the year ended 30 June 2019.

28

RISK MANAGEMENT

12 Enterprise risk management program

There have been no material changes in the Banking group’s policies for managing risk, or material exposures to any new types of

risk since the reporting date of the previous disclosure statement, refer to the Bank’s disclosure statement for the year ended 30

June 2019.

13 Credit risk exposure

(a) Maximum exposure to credit risk at the equivalent reporting dates


The following table represents the maximum credit risk exposure, without taking account of any collateral held. The exposures set

out below are based on net carrying amounts as reported in the Statement of Financial Position.

Unaudited

$000's December 2019

Cash and cash equivalents 122,737

Investments 307,958

Finance receivables 3,101,366

Finance receivables - reverse mortgages 586,003

Derivative financial assets 10,806

Due from related parties 2,063

Other financial assets 1,784

Total on balance sheet credit exposures 4,132,717


(b) Concentration of credit by geographical region


Unaudited

$000's December 2019

New Zealand:

Auckland 1,187,425

Wellington 253,439

Rest of North Island 1,186,936

Canterbury 521,223

Rest of South Island 605,396

Australia:

Queensland 10,707

New South Wales 66,489

Victoria


22,970

Western Australia 9,495

South Australia 3,993

Rest of Australia 2,870

Rest of the world

1

322,278

4,193,221

Provision for impairment (60,504)

Total on balance sheet credit exposures 4,132,717


1

These overseas assets are primarily NZD denominated investments in AA+ and higher rated securities issued by offshore supranational agencies (“Kauri

Bonds”)


29

13 Credit risk exposure (continued)

(c) Concentration of credit by industry sector


Unaudited

$000’s Dec-19

Agriculture


709,731

Forestry and Fishing


90,469

Mining


14,185

Manufacturing


86,612

Finance & Insurance


28,675

Wholesale Trade


40,768

Retail Trade


138,997

Households


1,468,802

Property and Business Services


249,981

Transport and Storage


256,182

Other

1



1,108,819


4,193,221

Collective provision (60,504)

Total on balance sheet credit exposures


4,132,717

1

Industry sectors classified within Other include religious services, parking services, laundry and dry cleaning, other machinery and

equipment repair and maintenance.

As at 31 December 2019 there was nil of undrawn lending commitments available to counterparties for whom drawn balances

were classified as individually impaired.

(d) Credit exposures to individual counterparties


As at 31 December 2019 the Banking Group had 1 period end or peak end-of-day over the relevant six month period credit

exposures over 10% of equity to individual counterparties (not being members of groups of closely related counterparties) or

groups of closely related counterparties (excluding central government of any country with a long-term credit rating of A- or A3 or

above, or its equivalent, or any bank with a long-term credit rating of A- or A3 or above, or its equivalent, and connected persons).


The exposure information in the table below excludes exposures to connected persons, the central government or central bank of

any country with a long-term credit rating of A- or A3 or above, or its equivalent and any supranational or quasi-sovereign agency

with a long-term credit rating of A- or A3 or above, or its equivalent.




$000's

As at

31 December 2019

Peak end-of-day

over 6 months to

31 December 2019

Exposures to banks



Total number of exposures to banks that are greater than 10% of CET1

capital

1 1

with a long-term credit rating of A- or A3 or above, or its equivalent

1 1


with a credit rating of at least BBB- or Baa3, or its equivalent, and at the

most BBB+

- -

or Baa1 or its equivalent

- -



Exposures to non-banks



Total number of exposures to banks that are greater than 10% of CET1

capital -

-

with a long-term credit rating of A- or A3 or above, or its equivalent -

-


with a credit rating of at least BBB- or Baa3, or its equivalent, and at the

most BBB+ -

-

or Baa1 or its equivalent

30

14 Asset quality

The disclosures in this note are categorised by the following credit risk concentrations:

Corporate Business lending including rural lending

Residential Lending secured by a first ranking mortgage over a residential property used primarily for residential purposes

either by the mortgagor or a tenant of the mortgagor

All other This relates primarily to consumer lending to individuals

(a) Finance receivables by credit risk concentration



Corporate Residential All Other Total

$000's

Unaudited - December 2019

Neither 90 days past due nor impaired 1,894,580 610,775 1,167,305 3,672,660

At least 90 days past due 34,281 512 11,987 46,780

Individually impaired 28,433 - - 28,433

Gross Finance Receivables 1,957,294 611,287 1,179,292 3,747,873

Provision for impairment (35,593) (146) (24,765) (60,504)

Total net finance receivables 1,921,701 611,141 1,154,527 3,687,369


(b) Past due but not impaired


Unaudited - December 2019

Less than 30 days past due 32,847 996 39,835 73,678

At least 30 days but less than 60 days past due 9,796 141 14,125 24,062

At least 60 days but less than 90 days past due 3,335 461 21,552 25,348

At least 90 days past due 34,281 512 11,987

46,780


Total past due but not impaired 80,259 2,110 87,499 169,868


(c) Individually impaired assets




Unaudited - December 2019

Opening 26,412 - - 26,412

Additions 3,638 - - 3,638

Deletions (1,517) - - (1,517)

Write offs (100) - - (100)

Closing gross individually impaired assets 28,433 - - 28,433

Less: provision for individually impaired assets (9,401) (9,401)

Total net impaired assets 19,032 - - 19,032










31

14 Asset quality (continued)

(d) Movements in credit loss allowance




$'000s

12

month

ECL

Lifetime

ECL Not

credit

impaired

Lifetime

ECL

Credit

impaired

Specific

provision Total

Corporate



Impairment allowance as at 1 July 2019


21,404 670 4,533 7,863 34,470

Changes in loss allowance



Transfer between stages


18 41 58 - 117

New and increased provision (net of collective provision releases)

(400) 540 460 1,638 2,238

Recovery of amounts written off


- - - - -

Credit Impairment Charge


(382) 581 518 1,638 2,355

Add back recovery of amounts previously written off


- - - - -

Write offs


- - - (100) (100)

Impairment allowance as at 31 December 2019


21,022 1,251 5,051 9,401 36,725

Residential



Impairment allowance as at 1 July 2019


21 3 80 - 104

Changes in loss allowance



Transfer between stages


- (2) 2 - 0

New and increased provision (net of collective provision releases)

(4) 0 50 - 46

Recovery of amounts written off


- - - - -

Credit Impairment Charge


(4) (2) 52 - 46

Add back recovery of amounts previously written off


- - - - -

Write offs


- - - - -

Impairment allowance as at 31 December 2019


17 1 132 - 150

All Other



Impairment allowance as at 1 July 2019


8,996 1,107 13,814 - 23,917

Changes in loss allowance



Transfer between stages


(821) (166) 986 - (1)

New and increased provision (net of collective provision releases)

572 126 7,686 - 8,384

Recovery of amounts written off


- - (1,767) - (1,767)

Credit Impairment Charge


(249) (40) 6,905 - 6,616

Add back recovery of amounts previously written off


- - 1,767 - 1,767

Write offs


- - (8,671) - (8,671)

Impairment allowance as at 31 December 2019


8,747 1,067 13,815 - 23,629

Total



Impairment allowance as at 1 July 2019


30,421 1,780 18,427 7,863 58,491

Changes in loss allowance



Transfer between stages


(803) (127) 1,046 - 116

New and increased provision (net of collective provision releases)

168 666 8,196 1,638 10,668

Recovery of amounts written off


- - (1,767) - (1,767)

Credit Impairment Charge


(635) 539 7,475 1,638 9,017

Add back recovery of amounts previously written off


- - 1,767 - 1,767

Write offs


- - (8,671) (100) (8,771)

Impairment allowance as at 31 December 2019


29,786 2,319 18,998 9,401 60,504


(e) Other assets under administration


Other assets under administration are any loans, not being individually impaired or 90 days or more past due, where the customer

is in any form of voluntary or involuntary administration, including receivership, liquidation, bankruptcy or statutory management.

As at 31 December 2019, the Banking Group had $3.5 million assets under administration (December 2018: $2.29 million; June

2019: $5.8 million).

32

15 Liquidity risk

The Banking Group holds the following financial assets for the purpose of managing liquidity risk:



$000's




Unaudited

December 2019

Cash and cash equivalents 122,737

Investments 305,970

Undrawn committed bank facilities 119,985

Total liquidity 548,692


Contractual liquidity profile of financial assets and liabilities


The following tables present the Banking Group’s financial assets and liabilities by relevant maturity groupings based upon

contractual maturity date. The amounts disclosed in the tables represent undiscounted future principal and interest cash flows. As

a result, the amounts in the tables below may differ to the amounts reported on the Consolidated Statement of Financial Position.


The contractual cash flows presented below may differ significantly from the actual cash flows. This occurs as a result of future

actions by the Banking Group and its counterparties, such as early repayment or refinancing of term loans and borrowings.

Deposits and other public borrowings include customer savings deposits and transactional accounts, which are at call. History

demonstrates that such accounts provide a stable source of long term funding for the Banking Group.


The Banking Group does not manage its liquidity risk on a contractual liquidity basis.


On 0-6 6-12 1-2 2-5 5+


$000's Demand Months Months Years Years Years Total

Unaudited - 31 December 2019


Financial assets


Cash and cash equivalents 122,737 - - - - - 122,737

Investments - 98,350 18,643 62,779 130,199 5,145 315,116

Finance receivables - 1,059,953 487,984 891,643 1,163,939 219,428 3,822,947

Finance receivables - reverse

mortgages

- 7,207 7,207 13,476 47,692 1,704,128 1,779,710

Due from related parties - 2,063 - - - - 2,063

Derivative financial instruments 10,806 - - - - - 10,806

Other financial assets - 1,784 - - - - 1,784

Total financial assets 133,543 1,169,357 513,834 967,898 1,341,830 1,928,701 6,055,163


Financial liabilities

Borrowings 1,001,355 1,545,821 473,418 257,706 393,160 - 3,671,460

Borrowings – securitised - 30,048 - - - - 30,048

Due to related parties - 2,138 - - - - 2,138

Lease liabilities - 1,056 1,284 2,622 10,597 8,139 23,698

Derivative financial instruments 9,843 - - - - - 9,843

Other financial liabilities - 10,897 - - - - 10,897

Total financial liabilities 1,011,198 1,589,960 474,702 260,328 403,757 8,139 3,748,084


Net financial (liabilities) / assets (877,655) (420,603) 39,132 707,570 938,073 1,920,562 2,307,079


Undrawn facilities available to

customers

134,743 - - - - - 134,743

Undrawn committed bank facilities 119,985 - - - - - 119,985

33

16 Interest rate risk

Contractual repricing analysis

The interest rate risk profile of financial assets and liabilities that follows has been prepared on the basis of maturity or next

repricing date, whichever is earlier.


The tables above illustrate the periods in which the cash flows from interest rate swaps are expected to occur and affect profit or

loss.


$000's

0-3

Months

3-6

Months

6-12

Months

1-2 Years 2+ Years

Non-

interest

bearing

Total

Unaudited - 31 December 2019

Financial assets

Cash and cash equivalents 122,734 - - - - 3 122,737

Investments 34,690 60,279 15,534 59,787 135,680 1,988 307,958

Finance receivables 1,543,914 215,723 355,919 563,825 417,055 4,930 3,101,366

Finance receivables - reverse

mortgages

586,003 - - - - - 586,003

Due from related parties 2,063 - - - - - 2,063

Derivative financial assets - - - - - 10,806 10,806

Other financial assets - - - - - 1,784 1,784

Total financial assets 2,289,404 276,002 371,453 623,612 552,735 19,511 4,132,717


Financial liabilities

Borrowings - Retail

deposits

1,698,288 602,765 597,217 235,773 96,449 13,543 3,244,035

Other borrowings 71,665 968 - - 282,515 - 355,148

Borrowings - securitised 30,015 - - - - - 30,015

Derivative financial liabilities - - - - - 9,843 9,843

Due from related parties 2,138 - - - - - 2,138

Lease liabilities - - - - - 20,623 20,623

Other financial liabilities - - - - - 10,897 10,897

Total financial liabilities 1,802,106 603,733 597,217 235,773 378,964 54,906 3,672,699


Effect of derivatives held for risk

management

380,373 (437) (94,721) (291,712) 6,497 - -

Net financial assets / (liabilities)

867,671 (328,168) (320,485) 96,127 180,268 (35,395) 460,018


The management of interest rate risk against interest rate gap limits is supplemented by monitoring the sensitivity of the Banking

Groups’ financial assets and liabilities to various standard and nonstandard interest rate scenarios. Standard scenarios which are

considered on a monthly basis include a 100 basis point parallel fall or rise in the yield curve. There is no material impact on profit

or loss in terms of a fair value change from movement in market interest rates. Furthermore there is no material cash flow impact

on the Consolidated Statement of Cash flows from a 100 basis point change in interest rates.

34

17 Concentrations of funding

(a) Regulatory liquidity ratios

The table below shows the arithmetic 3 month average of the respective daily ratio values in accordance with RBNZ’s Liquidity

Policy (BS13/BS13A) (“BS13”) and the Banks conditions of registration relating to liquidity-risk management.

The one week mismatch ratio is a measure of the Banking Group’s one week mismatch amount over its total funding, where the

one-week mismatch amount represents the Banking Group’s portfolio of primary liquid assets plus expected cash inflows minus

expected cash outflows during a one-week period of stress. The Bank is required to maintain this ratio at not less than the

minimum level of zero percent on a daily basis. The one-week mismatch ratio = 100 x (one-week mismatch dollar/total funding).

The one-month mismatch ratio is a measure of the Banking Group’s one-month mismatch over its total funding, where the one-

month mismatch amount represents the Banking Group’s portfolio of primary and secondary liquid assets plus expected cash

inflows, minus expected cash outflows during a one-month period of stress. The Bank is required to maintain this ratio at not less

than the minimum level of zero percent on a daily basis. The one-month mismatch ratio = 100 x (one-month mismatch dollar

value/total funding).

The one year core funding ratio measures the extent to which loans and advances are funded by the funding that is considered

stable. The one-year core funding ratio = 100 x (one-year core funding dollar amount/BS13 total loans and advances) and must

currently remain at not less than 75% on a daily basis.





Average for the 3 months ended


31 December 2019 30 September 2019

One-week mismatch ratio 8.72% 8.91%

One-month mismatch ratio 10.58% 10.84%

Core funding ratio 93.94% 94.42%


Concentrations of funding by industry


Unaudited

$000's 31 December 2019

Agriculture 76,107

Forestry and Fishing 28,798

Mining 165

Manufacturing 9,033

Finance & Insurance 631,118

Wholesale Trade 13,333

Retail Trade 21,214

Households 2,351,276

Property and Business Services 91,678

Transport and Storage 4,567

Other 116,572

3,343,861

Unsubordinated notes 285,337

Total borrowings 3,629,198


Concentrations of funding by geographical area


Unaudited

$000's 31 December 2019

Auckland 1,116,071

Wellington 335,935

Rest of North Island 805,225

Canterbury 965,854

Rest of South Island 274,089

Overseas 132,024

Total borrowings 3,629,198

35

Other Disclosures

18 Structured entities

A structured entity is one which has been designed such that voting or similar rights are not the dominant factor in deciding who

controls the entity. Structured entities are created to accomplish a narrow and well-defined objective such as the securitisation or

hold of particular assets, or the execution of a specific borrowing or lending transaction. Structured entities are consolidated

where the substance of the relationship is that the Banking Group controls the structured entity.


(a) Heartland Cash and Term PIE (Heartland PIE Fund)


The Banking Group controls the operations of the Heartland PIE Fund which is a portfolio investment entity that invests in the

Bank’s deposits. Investments of Heartland PIE Fund are represented as follows:


Unaudited Unaudited Audited

$000's 31 December 2019 31 December 2018 30 June 2019

Deposits 165,602 140,012 146,094


(b) Heartland Auto Receivables Warehouse Trust 2018-1 (Auto Warehouse)


The Banking Group had securitised a pool of receivables comprising commercial and motor vehicle loans sold to Auto Warehouse.


The Banking Group continues to recognise the securitised assets and associated borrowings in the Consolidated Statement of

Financial Position as the bank remains exposed to and has the ability to affect variable returns from those assets and liabilities.

Although the Banking Group recognises those interests in Auto Warehouse, the loans sold to the Trust are set aside for the benefit

of investors in Auto Warehouse and other depositors and lenders to the Banking Group have no recourse to those assets.


Unaudited Unaudited Audited

$000's


31 December 2019 31 December 2018 30 June 2019

Finance receivables - securitised 36,720 153,826 -

Borrowings - securitised (30,015) (127,944) -

36

19 Capital adequacy

The capital adequacy tables set out on the following pages summarise the composition of regulatory capital and the capital

adequacy ratios for the Banking Group as at 31 December 2019.


Internal Capital Adequacy Assessment Process (ICAAP)


The Banking Group has an ICAAP which complies with the requirements set out in the "Guidelines on a Bank's Internal Capital

Adequacy Assessment Process (ICAAP)" BS12 and is in accordance with its Conditions of Registration.


The Board has overall responsibility for ensuring the Banking Group has adequate capital in relation to its risk profile and

establishes minimum internal capital levels and limits above the regulatory minimum. The Banking Group has established a Capital

Management Policy (CMP) to determine minimum capital levels for Tier 1 and Total capital under Basel III and in accordance with

its Conditions of Registration. The documented process ensures that the Banking Group has sufficient available capital to meet

minimum capital requirements, even in stressed events. It describes the risk profile of the Banking Group and the risk appetite and

tolerances under which it operates, and assesses the level of capital held against the material risks of the Banking Group (both

Pillar 1 and Pillar 2).


The ICAAP identifies the capital required to be held against other material risks, being strategic / business risk, reputational risk,

regulatory risk and additional credit risk.


Compliance with minimum capital levels is monitored by the ALCO and reported to the Board. The ICAAP and CMP is reviewed

regularly by the Board.


Unaudited

$000's

December

2019

Tier 1 capital

CET1 capital

Paid-up ordinary shares issued by the Bank 553,239

Retained earnings (net of appropriations) 20,522

Accumulated other comprehensive income and other disclosed reserves (239)

Less deductions from CET1 capital

Intangible assets (56,781)

Deferred tax assets (10,019)

Hedging reserve 4,000

Defined benefit superannuation fund asset (715)

Reverse residential mortgage loan greater than value of security (58)

Adjustment under the corresponding deduction approach (500)

Total CET1 capital 509,449


AT1 capital -

Total Tier 1 capital 509,449


Tier 2 capital -

Total Tier 2 capital -


Total capital 509,449


(a) Capital structure


The following details summarise each instrument included within Total Capital. None of these instruments are subject to phase-

out from eligibility as capital under the RBNZ’s Basel III transitional arrangements.


Ordinary shares

In accordance with BS2A, ordinary share capital is classified as CET1 capital. The ordinary shares have no par value. Each ordinary

share of the Bank carries the right to vote on a poll at meetings of shareholders, the right to an equal share of dividends authorised

by the Board and the right to an equal share in the distribution of the surplus assets of the Bank in the event of liquidation.



37

19 Capital adequacy (continued)

Retained earnings

Retained earnings is the accumulated profit or loss that has been retained in the Banking Group. Retained earnings is classified as

CET1 capital.

Reserves classified as CET1 capital

Fair value reserve The debt instrument fair value reserve comprises the changes in the fair value of

investments, net of tax.

Defined benefit reserve The defined benefit reserve represents the excess of the fair value of the assets of

the defined benefit superannuation plan over the net present value of the defined

benefit obligations.

Cash flow hedge reserve The hedging reserve comprises the fair value gains and losses associated with the

effective portion of designated cash flow hedging instruments.

(b) Credit risk


(i) On balance sheet exposures



Total

exposure after

credit risk

mitigation

Average

Risk

weight

Risk

weighted

exposure

Minimum Pillar

1 capital

requirement

$000’s % $000’s $000’s

Unaudited - December 2019

Cash 3 0% - -

Multilateral development banks 125,080 0% - -

Multilateral development banks 126,710 20% 25,342 2,027

Banks - Tier 1 134,886 20% 26,977 2,158

Banks - Tier 2 11,422 50% 5,711 457

Banks - Tier 3 18,102 100% 18,102 1,448

Public sector entity (AA- and above) 9,361 20% 1,872 150

Public sector entity (A- and above) - 50% - -

Corporates (AA- and above) - 20% - -

Corporates (A- and above) 1,024 50% 512 41

Corporates (BBB- and above) 4,126 100% 4,126 330

Corporates other 1,624,582 100% 1,624,582 129,967

Welcome Home Loans - loan to value ratio (LVR) <= 90%

1

2,928 35% 1,025 82

Welcome Home Loans - LVR 90% >= 100%

1

- 50% - -

Welcome Home Loans - LVR > 100%

1

- 100% - -

Reverse Residential mortgages <= 60% LVR 572,566 50% 286,283 22,903

Reverse Residential mortgages 60 <= 80% LVR 10,558 80% 8,446 676

Reverse Residential mortgages > 80% LVR 2,322 100% 2,322 186

Reverse Residential mortgages > 100% LVR 499 100% 499 40

Non Property Investment Mortgage Loan <=80% LVR 13,389 35% 4,686 375

Non Property Investment Mortgage Loan 80 <= 90% LVR - 50% - -

Non Property Investment Mortgage Loan 90 <= 100% LVR 433 75% 325 26

Non Property Investment Mortgage Loan > 100% LVR 590 100% 590 47

Property Investment Mortgage Loan <= 80% LVR 6,331 40% 2,532 203

Property Investment Mortgage Loan 80 <= 90% LVR 1,005 70% 703 56

Property Investment Mortgage Loan 90 <= 100% LVR - 90% - -

Property Investment Mortgage Loan < 100% LVR - 100% - -

Past due residential mortgages 464 100% 464 37

Other past due assets - provision >= 20% 14,398 100% 14,398 1,152

Other past due assets - provision < 20% 18,250 150% 27,374 2,190

All other equity holdings 1,488 400% 5,950 476

Other assets 1,495,025 100% 1,495,025 119,602

Not risk weighted assets 68,074 0% - -

Total on balance sheet exposures 4,263,616 3,557,846 284,629

1

The LVR classification above is calculated in line with the Bank’s Pillar 1 Capital requirement which includes relief for Welcome Home loans that are

guaranteed by the Crown.

38

19 Capital adequacy (continued)

(ii) Off balance sheet exposures




Total

exposure

Credit

conversion

factor

Credit

equivalent

amount

Average

risk

weight

Risk

weighted

exposure

Minimum

Pillar 1 capital

requirement




$000’s % $000’s % $000’s $000’s

Unaudited - December 2019


Off balance sheet exposures

Direct credit substitute 408 100% 408 100% 408 33

Performance-related contingency 2,558 50% 1,279 100% 1,279 102

Other commitments where original maturity

is more than one year

145,336 50% 72,668 100% 72,668 5,813

Other commitments where original maturity

is more than one year

7,565 50% 3,783 50% 1,892 151

Other commitments where original maturity

is less than or equal to one year

2,569 20% 514 100% 514 41


Market related contracts:

1


Interest rate contracts (< 1 year) 781,178 n/a - 20% - -

Interest rate contracts (> 1 year) 2,721,317 0.5% 13,607 20% 2,721 218

FX forward contracts (< 1 year) 158,422 1.0% 1,584 20% 317 25

Total off balance sheet exposures 3,819,353 93,843 79,799 6,383


The credit equivalent amount for market related contracts was calculated using the current exposure method.


(c) Additional mortgage information – LVR range




On balance

sheet

exposures

Off balance

sheet

exposures

Total

exposures



$000's

Unaudited - December 2019

Does not exceed 80% 602,842 1,879 604,721

Exceeds 80% but not 90% 6,255 - 6,255

Exceeds 90% 2,044 - 2,044

Total exposures 611,141 1,879 613,020


1

Off balance sheet exposures means unutilised limits

At 31 December 2019 Nil Welcome Home loans whose credit risk is mitigated by the Crown is included in “Exceeds 90% residential

mortgages”. Other loans in the exceeds 90% LVR range is primarily business and rural lending where residential mortgage security

is only a part of the total security. For capital adequacy calculations only the value of the first mortgages over residential property

is included in the LVR calculation, in accordance with BS2A. All new residential mortgages in respect of non-property investments

lending have a loan-to-valuation ratio of less than or equal to 80%.


(d) Reconciliations of mortgage related amounts



Unaudited

$000's

NOTE

December

2019

Gross finance receivables - reverse mortgages 7(b) 586,003

Loans and advances - loans with residential mortgages 25,284

On balance sheet residential mortgage exposures subject to the standardised approach 14(a) 611,287

Less: collective provision for impairment (146)

Off balance sheet mortgage exposures subject to the standardised approach 1,879

Total residential exposures subject to the standardised approach 613,020

39

19 Capital adequacy (continued)

(e) Credit risk mitigation


As at 31 December 2019 the Banking Group had $2.928 million of Welcome Home Loans, whose credit risk was mitigated by the

Crown. Other than this the Banking Group does not have any exposures covered by eligible collateral, guarantees and credit

derivatives.


(f) Operational risk



Implied risk weighted

exposure

Total operational risk

capital requirement

$000's

Unaudited - December 2019

Operational risk 269,662 21,573


Operational risk is calculated based on the previous 12 quarters of the Banking Group.


(g) Market risk


Market risk is the risk that market interest rates or foreign exchange rates will change and impact on the Banking Group’s earnings

due to either mismatches between repricing dates of interest-bearing assets and liabilities and/or differences between customer

pricing and wholesale rates.




Implied risk weighted

exposure

Aggregate capital

charge

$000's

Unaudited - December 2019

Market risk end-of-period capital charge Equity rate risk only 1,488 119

Market risk peak end-of-day capital charge Equity rate risk only 1,488 119

Market risk end-of-period capital charge Interest rate risk only 141,539 11,323

Market risk peak end-of-day capital charge Interest rate risk only 141,539 11,323

Market risk end-of-period capital charge Foreign currency risk only 7,324 586

Market risk peak end-of-day capital charge Foreign currency risk only 10,056 804


Peak end of day aggregate capital charge at the end of the period is derived by following the risk methodology for measuring

capital requirements within Part 10 of the standardised approach. Peak-end-of-day aggregate capital charge is derived by

determining the maximum end of month capital charge over the reporting period. Based on the portfolio of the Banking Group’s

risk exposures, it is considered by management that the difference between end of month aggregate capital charge and end-of-day

aggregate capital charge is insignificant.


(h) Total capital requirements





Total exposure after

credit risk mitigation

Risk weighted exposure

or implied risk weighted

exposure

Total capital requirement




$000's


Unaudited - December 2019

Total credit risk

On balance sheet 4,263,616 3,557,846 284,629

Off balance sheet 3,819,353 79,799 6,383

Operational risk n/a 269,662 21,573

Market risk n/a 150,351 12,028

Total n/a 4,057,658 324,613


40

19 Capital adequacy (continued)

(i) Capital ratios


Unaudited Unaudited


December

2019

December

2018

Capital ratios compared to minimum ratio requirements

Common Equity Tier 1 capital expressed as a percentage of total risk weighted exposures 12.56% 13.25%

Minimum Common Equity Tier 1 capital as per Conditions of Registration 4.50% 4.50%


Tier 1 capital expressed as a percentage of total risk weighted exposures 12.56% 13.25%

Minimum Tier 1 capital as per Conditions of Registration 6.00% 6.00%


Total capital expressed as a percentage of total risk weighted exposures 12.56% 13.25%

Minimum Total capital as per Conditions of Registration 8.00% 8.00%


Buffer ratio 4.56%

5.25%

Buffer ratio requirement 2.50% 2.50%



(j) Solo capital adequacy


Unaudited Unaudited


December

2019

December

2018

Common Equity Tier 1 capital expressed as a percentage of total risk weighted exposures 12.62% 13.74%

Tier 1 capital expressed as a percentage of total risk weighted exposures 12.62% 13.74%

Total capital expressed as a percentage of total risk weighted exposures 12.62% 13.74%


For the purposes of calculating capital adequacy on a solo basis, subsidiaries which are both wholly owned and wholly funded by

the Bank are to be consolidated with the Bank. Therefore, capital adequacy on a solo basis is calculated based on the Bank and its

subsidiaries excluding Auto Warehouse.


(k) Capital for other material risks


In addition to the material risks included in the calculation of the capital ratios, the Banking Group has identified other material

risks to be included in the capital allocation (being strategic/business risk, regulatory and additional credit risk). As at 31 December

2019, the Banking Group has made an internal capital allocation of $7.0 million to cover these risks (2018: $48.2 million)

41

20 Insurance business, securitisation, funds management, other fiduciary activities

Insurance business


The Banking Group conducts insurance business through its subsidiary MARAC Insurance Limited (MIL).


The Banking Group's aggregate amount of insurance business comprises the total consolidated assets of MIL of $11.6 million,

which is 0.27% of the total consolidated assets of the Banking Group.


Since the reporting date of the previous disclosure statement the Banking Group has undertaken a strategic review of its insurance

business in line with its core banking business. The Bank has entered into a distribution agreement with DPL Insurance Limited

(DPL) to distribute DPL’s insurance products through the Banking Group’s network and has stopped writing insurance policies in

December 2019. The Banking Group will gradually exit from the insurance business as the existing written policies expire over time.


Securitisation, funds management and other fiduciary activities

Changes to the Banking Group’s involvement in securitisation activities are set out in Note 18(b). There have been no material

changes to the Banking Group’s involvement in funds management and other fiduciary activities, in either case since the reporting

date of the previous disclosure statement.

Risk management


The Banking Group has in place policies and procedures to ensure that the fiduciary activities identified above are conducted in an

appropriate manner. It is considered that these policies and procedures will ensure that any difficulties arising from these activities

will not impact adversely on the Banking Group. There has been no material changes to those policies and procedures since the

reporting date of the previous disclosure statement.


Provision of financial services and asset purchases


Over the accounting period, financial services provided by the Banking Group to entities which were involved in the activities above

(including trust, custodial, funds management and other fiduciary activities) were provided on arm's length terms and conditions

and at fair value.


Any assets purchased from such entities have been purchased on arm's length terms and conditions and at fair value.


21 Contingent liabilities and commitments

Contingent liabilities are possible obligations, whose existence will be confirmed only by uncertain future events, or present

obligations where the transfer of economic benefit is uncertain or cannot be reliably measured. Contingent liabilities are not

recognised, but are disclosed, unless they are remote. Where some loss is probable, provisions have been made.


There are no pending legal proceedings or arbitrations concerning any member of the Banking Group at the date of this Disclosure

Statement that may have a material adverse effect on the Bank or the Banking Group.

Contingent liabilities and credit related commitments arising in respect of the Banking Group's operations were:


Unaudited Unaudited Audited

$000's December 2019 December 2018 June 2019

Letters of credit, guarantee commitments and performance bonds

5,990 6,417 6,757

Total contingent liabilities 5,990 6,417 6,757


Undrawn facilities available to customers 134,743 78,535 102,285

Conditional commitments to fund at a future date

20,726 18,797 22,921

Total commitments 155,469 97,332 125,206



22 Events after the reporting date

There are no material events after the reporting date that are not already included in this Disclosure Statement.


42

CONDITIONS OF REGISTRATION

NON-COMPLIANCE WITH CONDITIONS OF REGISTRATION

As reported in the 30 June 2019 Disclosure Statement, the Bank had not been calculating its regulatory liquidity and capital ratios

in compliance with the Conditions of Registration. The Bank engaged an external consultant to undertake reviews of its

calculations which has identified some discrepancies with the calculation of the Banks regulatory liquidity and capital ratios. The

reviews are largely complete and further updates will be provided if necessary. The Bank has remained above all RBNZ ratio

requirements at all times.

Condition of Registration 1

In December 2019, the Bank disclosed to the RBNZ that the independent review of regulatory capital ratios identified that the Bank

has incorrectly calculated market risk and operational risk across a number of areas. Further the review identified that in respect

of credit risk there were a number of incorrect calculations. Together this resulted in the regulatory capital ratios being up to 24

basis points lower than originally reported. As a result of the errors the Bank was not compliant with BS2A in prior periods before

31 December 2018. The calculation errors have now been corrected and are reflected in the regulatory capital reported for the six

months ended 31 December 2019. At all times the Bank remained above all RBNZ ratio requirements.

Condition of Registration 11

In November 2019, the Bank disclosed to the RBNZ that the independent review of regulatory liquidity ratios identified that the

Bank has incorrectly calculated its One-week mismatch ratio, One-month mismatch ratio and One-year core funding ratio across a

number of areas with the ratios being up to 15, 42 and 140 basis points respectively lower than previously reported. As a result of

the errors the Bank was non-compliant with condition of registration 11 in prior periods. To the extent the Bank is able to correct

the calculation errors this has been reflected in the regulatory liquidity ratios from 30 November 2019. There remains some areas

of non-compliance which the Bank is consulting with the RBNZ in respect of.

CHANGES TO CONDITIONS OF REGISTRATION

There are no changes to the conditions of registration since the reporting date for the previous disclosure statement.

43

CREDIT RATINGS

As at the date of signing this Disclosure Statement, the Bank's credit rating issued by Fitch Australia Pty Ltd (Fitch Ratings) was BBB

stable. This BBB credit rating was issued on 14 October 2015 and is applicable to long term unsecured obligations payable in New

Zealand, in New Zealand dollars. This BBB stable credit rating was affirmed by Fitch Ratings on 24 October 2019.

The following is a summary of the descriptions of the ratings categories for rating agencies for the rating of long-term senior

unsecured obligations:

Fitch Ratings Standard &

Poor’s

Moody’s

Investors

Service

Description of Grade

AAA AAA AAA Ability to repay principal and interest is extremely strong. This is the

highest investment category.

AA AA Aa Very strong ability to repay principal and interest in a timely

manner.

A A A Strong ability to repay principal and interest although somewhat

susceptible to adverse changes in economic, business or financial

conditions.

BBB BBB Baa Adequate ability to repay principal and interest. More vulnerable to

adverse changes.

BB BB Ba Significant uncertainties exist which could affect the payment of

principal and interest on a timely basis.

B B B Greater vulnerability and therefore greater likelihood of default.

CCC CCC Caa Likelihood of default considered high. Timely repayment of

principal and interest is dependent on favourable financial

conditions.

CC – C CC – C Ca - C Highest risk of default.

RD to D D - Obligations currently in default.


Credit ratings from Fitch Ratings and Standard & Poor’s may be modified by the addition of a plus or minus sign to show relative

status within the major rating categories. Moody’s Investors Service apply numerical modifiers 1, 2, and 3 to show relative standing

within the major rating categories, with 1 indicating the higher end and 3 the lower end of the rating category.

OTHER MATERIAL MATTERS

Changes to the Capital Adequacy Framework for Registered Banks in New Zealand

The Reserve Bank of New Zealand (RBNZ) released a consultation paper in December 2018 in relation to proposed changes to the

Capital Adequacy Framework for Registered Banks in New Zealand (the Framework). On 5 December 2019, the RBNZ released its

final decision on the revised Framework.

The revised Framework requires Heartland Bank Limited (Heartland Bank), as a standardised registered bank, to increase its Total

Capital ratio to 16% over a seven year transitional period. Heartland Bank’s Total Capital ratio was 12.56% as at 31 December 2019.

This means the revised Framework requires Heartland to increase its Total Capital ratio by 3.44% over the transitional period. This

equates to an increase of 0.49% per year, based on Heartland Bank’s financial position as at 31 December 2019.

The Bank does not expect the revised Framework to result in any changes to the underlying business model or its approach to

raising equity, given:

• the quantum of the capital requirement;

• that some of the capital requirement may be satisfied through hybrid capital instruments rather than common equity;

• the length of the transitional period;

• The Bank’s existing capital position.


The corporate structure of Heartland Group Holdings Limited (HGH), the ultimate parent company provides the Banking Group

with flexibility to mitigate the impact of the revised Framework. Various capital raising options available include using HGH’s

dividend reinvestment plan, or raise debt and use the proceeds to subscribe for new capital in the Bank.

The Bank will continue to assess the options available to it to meet the requirements of the revised Framework over the

transitional period.

There are no other material matters relating to the business or affairs of the Bank or the Banking Group that are not already

contained elsewhere in this Disclosure Statement which would, if disclosed in this Disclosure Statement, materially affect the

decision of a person to subscribe for debt securities of which the bank or any member of the Banking Group is the issuer.

© 2020 KPMG, a New Zealand partnership and a member firm of the KPMG network of
independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a

Swiss entity.

Independent Review Report

To the shareholder of Heartland Bank Limited

Report on the consolidated half year disclosure statement of Heartland Bank Limited (the “Bank”) and

its controlled entities (the “Banking Group”)

Conclusion

Based on our review of the consolidated interim

financial statements and supplementary information

of the Bank and the Banking Group on pages 5 to

41, nothing has come to our attention that causes

us to believe that:

i.the consolidated interim financial

statements do not present fairly in all

material respects the Banking Group’s

financial position as at 31 December 2019

and its financial performance and cash

flows for the 6 month period ended on

that date;

ii.the consolidated interim financial

statements (excluding the supplementary

information disclosed in accordance with

Schedules 5, 7, 9, 13, 16 and 18 of the

Registered Bank Disclosure Statements

(New Zealand Incorporated Registered

Banks) Order 2014 (as amended) (the

“Order”)), have not been prepared, in all

material respects, in accordance with NZ

IAS 34 Interim Financial Reporting (“NZ

IAS 34”);

iii.the supplementary information, does not

fairly state, in all material respects, the

matters to which it relates in accordance

with Schedules 5, 7, 9, 13, 16 and 18 of

the Order; and

iv.the supplementary information relating to

capital adequacy and regulatory liquidity

requirements, has not been prepared, in all

material respects, in accordance with the

Registered Banks conditions of

registration, Capital Adequacy Framework

(Standardised Approach) (BS2A) and

disclosed in accordance with Schedule 9

of the Order.

We have completed a review of the accompanying

consolidated half year disclosure statement which

comprises:

— the consolidated interim financial statements

formed of:

-the consolidated interim s tatement of

financial position as at 31 December 2019;

-the consolidated interim statements of

comprehensive income, changes in equity

and cash flows for the 6 month period then

ended; and

-notes to the interim financial statements,

including a summary of significant

accounting policies and other explanatory

information.

— the supplementary information prescribed in

Schedules 5, 7, 9, 13, 16 and 18 of the Order.

45
Emphasis of matter

We draw attention to the conditions of registration on page 42 of the consolidated interim financial statements

which reference the Banking Group’s identification of adjustments to the capital and liquidity ratios, as required

under conditions of registration 1 and 11. Our opinion is not modified in respect of this matter.

Basis for conclusion

A review of the consolidated half year disclosure statement in accordance with NZ SRE 2410 Review of

Financial Statements Performed by the Independent Auditor of the Entity (“NZ SRE 2410”) is a limited

assurance engagement. The auditor performs procedures, consisting of making enquiries, primarily of persons

responsible for financial and accounting matters, and applying analytical and other review procedures.

As the auditor of Heartland Bank Limited, NZ SRE 2410 requires that we comply with the ethical requirements

relevant to the audit of the annual financial statements.

Our firm has also provided other services to the Banking Group in relation to an assessment of the Banking

Group’s compliance with the quantitative requirements of BS13. Subject to certain restrictions, partners and

employees of our firm may also deal with the Banking Group on normal terms within the ordinary course of

trading activities of the business of the Banking Group. These matters have not impaired our independence as

reviewer of the Banking Group. The firm has no other relationship with, or interest in, the Banking Group.

Use of this i ndependent r eview r eport

This independent review report is made solely to the shareholder as a body. Our review work has been

undertaken so that we might state to the shareholder those matters we are required to state to them in the

independent r eview report and for no other purpose. To the fullest extent permitted by law, we do not accept or

assume responsibility to anyone other than the shareholder as a body for our review work, this independent

review report, or any of the opinions we have formed.

Responsibilities of the Directors for the consolidated half year

disclosure statement

The Directors, on behalf of the Banking Group, are responsible for:

— the preparation and fair presentation of the consolidated half year disclosure statement in accordance with

NZ IAS 34 and Schedules 3, 5, 7, 13, 16 and 18 of the Order;

— the preparation and fair presentation of the supplementary information in regards to capital adequacy and

regulatory liquidity requirements in accordance with the Registered Banks conditions of registration, Capital

Adequacy Framework (Standardised Approach) (BS2A) and Schedule 9 of the Order;

— implementing necessary internal control to enable the preparation of a consolidated half year disclosure

statement that is fairly presented and free from material misstatement, whether due to fraud or error; and

— assessing the ability to continue as a going concern. This includes disclosing, as applicable, matters related

to going concern and using the going concern basis of accounting unless they either intend to liquidate or to

cease operations, or have no realistic alternative but to do so.

46
Auditor’s responsibilities for the review of the consolidated half year

disclosure statement

Our responsibility is to express a conclusion on the consolidated half year disclosure statement based on our

review. We conducted our review in accordance with NZ SRE 2410. NZ SRE 2410 requires us to conclude

whether anything has come to our attention that causes us to believe that:

— the consolidated interim financial statements do not present fairly in all material respects the Banking

Group’s financial position as at 31 December 2019 and its financial performance and cash flows for the 6

month period ended on that date;

— the consolidated interim financial statements do not, in all material respects, comply with NZ IAS 34;

— the supplementary information does not fairly state, in all material respects, the matters to which it relates

in accordance with Schedules 5, 7, 13, 16 and 18 of the Order; and

— the supplementary information relating to capital adequacy and regulatory liquidity requirements is not

prepared, in all material respects, in accordance with the Registered Banks Conditions of Registration,

Capital Adequacy Framework (Standardised Approach) (BS2A) and disclosed in accordance with Schedule 9

of the Order.

The procedures performed in a review are substantially less than those performed in an audit conducted in

accordance with International Standards on Auditing (New Zealand). Accordingly we do not express an audit

opinion on the consolidated half year disclosure statement.

KPMG

Auckland

28 February 2020

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