Heartland Group Holdings Limited logo

HGH financial statements with auditor’s review opinions

Half Year Results27 February 2023HGHFinancials

P. 2
Contents



Page

General 3

3

....3

4

5

.6

8

Consolidated Interim Statement of Cash 9

Notes to the Interim Financial Statements

1 Interim f11

Performance

2 Segmental 12

3 15

4 Operating 15

5 15

6 Impaired asset 16

7 Earnings per share 16

Financial Position

8 Finance 17

9 21

10 Share capital and 23

11 23

12 25

Risk Management

13 30

14 30

15 Liquidity 31

16 33

Other Disclosures

17 Structured 35

18 36

19 Contingent liabilities and ....37

20 37

38


P. 3

General Information


Heartland Group Holdings Limited (HGH) is incorporated in New Zealand and registered under the Companies Act 1993. The

shares in HGH are listed on the New Zealand Exchange (NZX) main board and the Australian Securities Exchange (ASX) under a

foreign exempt listing.


HGH's address for service is Level 3, 35 Teed Street, Newmarket, Auckland 1023.


Directors


All Directors of HGH reside in New Zealand with the exception of Ellen Frances Comerford and Geoffrey Edward Summerhayes

who reside in Australia. Communications to the Directors can be sent to Heartland Group Holdings Limited, Level 3, 35 Teed

Street, Newmarket, Auckland 1023.


On 20 February 2023 Geoff Ricketts has stepped down as Chairperson of HGH and remains as a director of HGH. The Board has

resolved on 23 February 2023 for Greg Tomlinson to assume the role of Chairperson.


There have been no other changes in the composition of the Board of Directors of HGH since 30 June 2022 to the six months

ended 31 December 2022.


Auditor


PricewaterhouseCoopers

PwC Tower, Level 27

15 Customs Street West

Auckland 1010

P.4
Directors’ Statements

The consolidated interim financial statements for HGH and its subsidiaries (together the Group) are dated 27 February 2023

and have been signed by a majority of the Directors.

G R Tomlinson (Chair) E F Comerford

J K Greenslade K Mitchell

G E Summerhayes


P. 5

Consolidated Interim Statement of Comprehensive Income

For the six months ended 31 December 2022







Unaudited

6 Months to

December 2022

Unaudited

6 Months to

December 2021

Audited

12 Months to

June 2022



$000's Note


Interest income

3

240,716 163,586 342,101

Interest expense

3

101,813 39,683 91,959

Net interest income 138,903 123,903 250,142




Operating lease income


2,696 2,588 5,284

Operating lease expense


1,862 1,545 3,383

Net operating lease income 834 1,043 1,901




Lending and credit fee income


6,397 4,565 9,639

Other (expense)/income


(1,966) 1,295 18,933

Net operating income 144,168 130,806 280,615




Operating expenses

4

63,450 57,292 116,753

Profit before impaired asset expense and income tax 80,718 73,514 163,862




Fair value (loss) on investments


(2,449) (93) (12,998)

Impaired asset expense

6

9,240 8,535 13,823

Profit before income tax 69,029 64,886 137,041




Income tax expense


20,367 17,370 41,916

Profit for the period 48,662 47,516 95,125


Other comprehensive income


Items that are or may be reclassified subsequently to profit or

loss, net of income tax:


Effective portion of change in fair value of derivative financial

instruments for cash flow hedging instruments

8,536 6,739 7,041

Movement in fair value reserve (752) (6,356) (712)

Movement in foreign currency translation reserve (9,736) (25) 2,340

Items that will not be reclassified to profit or loss, net of income

tax:


Movement in defined benefit reserve - - (171)

Net loss due to wind-up of superannuation scheme - - (473)

Other comprehensive income for the period, net of income tax (1,952) 358 8,025

Total comprehensive income for the period 46,710 47,874 103,150


Earnings per share


Basic earnings per share 7 7.30c 8.08c 16.13c

Diluted earnings per share 7 7.30c 8.08c 16.13c


Total comprehensive income for the period is attributable to the owners of the Group.


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.


P. 6

Consolidated Interim Statement of Changes in Equity


For the six months ended 31 December 2022





Share

Capital

Employee

Benefit

Reserve

Foreign

Currency

Translation

Reserve

Fair

Value

Reserve

Defined

Benefit

Reserve

Cash

Flow

Hedge

Reserve

Retained

Earnings

Total

Equity





$000's Note

Unaudited - December 2022




Balance as at 1 July 2022

599,185 4,646 (1,635) (1,034) - 7,959 199,586 808,707



Total comprehensive

income for the period





Profit for the period

- - - - - - 48,662 48,662

Other comprehensive (loss)/gain,

net of income tax


- - (9,736) (752) - 8,536 - (1,952)

Total comprehensive (loss)/

income for the period

- - (9,736) (752) - 8,536 48,662 46,710



Contributions by and

distributions to owners





Dividends paid 10

- - - - - - (32,610) (32,610)

Share based payments

- (263) - - - - - (263)

Vesting of share based payments

1,170 (1,170) - - - - - -

Share issuance

197,006 - - - - - - 197,006

Transaction costs associated with

share issuance


(3,695) - - - - - - (3,695)

Total transactions with owners 194,481 (1,433) - - - - (32,610) 160,438

Balance as at 31 December 2022

793,666 3,213 (11,371) (1,786) - 16,495 215,638 1,015,855



Unaudited - December 2021



Balance as at 1 July 2021

583,781 2,731 (3,975) (322) 171 918 178,388 761,692

Total comprehensive

income for the period





Profit for the period

- - - - - - 47,516 47,516

Other comprehensive (loss)/gain,

net of income tax


- - (25) (6,356) - 6,739 - 358

Total comprehensive (loss)/

income for the period

- - (25) (6,356) - 6,739 47,516 47,874



Contributions by and

distributions to owners





Dividends paid 10

- - - - - - (41,013) (41,013)

Dividend reinvestment plan 10

8,926 - - - - - - 8,926

Share based payments

- 698 - - - - - 698

Total transactions with owners 8,926 698 - - - - (41,013) (31,389)

Balance as at 31 December 2021

592,707 3,429 (4,000) (6,678) 171 7,657 184,891 778,177


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.



P. 7

Consolidated Interim Statement of Changes in Equity (Continued)


For the six months ended 31 December 2022





Share

Capital

Employee

Benefit

Reserve

Foreign

Currency

Translation

Reserve

Fair

Value

Reserve

Defined

Benefit

Reserve

Cash

Flow

Hedge

Reserve

Retained

Earnings

Total

Equity





$000's Note

Audited - June 2022



Balance as at 1 July 2021

583,781 2,731 (3,975) (322) 171 918 178,388 761,692

Total comprehensive

income for the year





Profit for the year

- - - - - - 95,125 95,125

Other comprehensive gain/ (loss),

net of income tax


- - 2,340 (712) (171) 7,041 (473) 8,025

Total comprehensive income/(loss) for

the year

- - 2,340 (712) (171) 7,041 94,652 103,150



Contributions by and

distributions to owners





Dividends paid 10

- - - - - - (73,454) (73,454)

Dividend reinvestment plan 10

15,404 - - - - - - 15,404

Share based payments

- 1,915 - - - - - 1,915

Total transactions with owners 15,404 1,915 - - - - (73,454) (56,135)

Balance as at 30 June 2022

599,185 4,646 (1,635) (1,034) - 7,959 199,586 808,707


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.


P. 8

Consolidated Interim Statement of Financial Position



As at 31 December 2022







Unaudited

December 2022

Unaudited

December 2021

Audited

June 2022

$000's

Note

Assets

Cash and cash equivalents 385,277 207,666 310,758

Investments 12 287,258 318,273 289,294

Derivative financial instruments 12 51,374 21,714 45,221

Finance receivables 8 4,234,966 3,526,234 4,146,821

Finance receivables - reverse mortgages 8 2,171,516 1,778,066 1,996,854

Investment properties 12 11,903 11,832 11,832

Operating lease vehicles 15,546 13,009 15,161

Right of use assets 12,775 14,843 14,145

Other assets 23,694 16,444 18,229

Intangible assets 223,061 74,531 218,874

Deferred tax asset 20,504 16,288 23,074

Total assets 7,437,874 5,998,900 7,090,263


Liabilities

Deposits 9 4,070,558 3,332,409 3,592,508

Other borrowings 9 2,258,511 1,822,465 2,578,213

Lease liabilities 14,798 16,980 16,240

Tax liabilities 3,308 5,619 22,044

Derivative financial instruments 12 10,406 3,548 6,341

Trade and other payables 64,438 39,702 66,210

Total liabilities 6,422,019 5,220,723 6,281,556


Equity

Share capital 10 793,666 592,707 599,185

Retained earnings and other reserves 222,189 185,470 209,522

Total equity 1,015,855 778,177 808,707


Total equity and liabilities 7,437,874 5,998,900 7,090,263



Total interest earning and discount bearing assets 6,982,869 5,735,324 6,667,260

Total interest and discount bearing liabilities 6,283,731 5,138,333 6,131,593


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.



P. 9

Consolidated Interim Statement of Cash Flows


For the six months ended 31 December 2022





Unaudited

6 Months to

December 2022

Unaudited

6 Months to

December 2021

Audited

12 Months to

June 2022



$000's

Note

Cash flows from operating activities

Interest received 155,508 116,664 222,894

Operating lease income received 2,197 1,807 3,913

Lending, credit fees and other income received 1,516 2,920 6,101

Operating inflows 159,221 121,391 232,908


Interest paid (88,759) (51,000) (100,467)

Payments to suppliers and employees (58,118) (38,641) (69,463)

Taxation paid (38,505) (20,988) (32,987)

Operating outflows (185,382) (110,629) (202,917)


Net cash flows from operating activities before changes in

operating assets and liabilities

(26,161) 10,762 29,991


Proceeds from sale of operating lease vehicles 1,643 3,023 4,481

Purchase of operating lease vehicles (3,245) (6,016) (10,758)

Net movement in finance receivables (182,656) (299,163) (693,512)

Net movement in deposits 472,606 149,107 407,484

Net cash flows from/(applied to) operating activities

1

262,187 (142,287) (262,314)


Cash flows from investing activities

Purchase of property, plant and equipment and intangible assets (7,744) (8,578) (9,809)

Decrease in investments 4,919 53,101 75,531

Deposit paid for the conditional acquisition of Challenger Bank

Limited

(3,936) - -

Purchase of equity investment (5,667) - -

Net movement of investment property (71) - -

Purchase of subsidiary, net of cash acquired (3,047) - (159,919)

Total cash (applied to)/from investing activities (15,546) 44,523 (94,197)


Net cash flows (applied to)/from investing activities (15,546) 44,523 (94,197)


Cash flows from financing activities

Net movement in wholesale funding - 111,117 468,139

Net movement from issue of unsubordinated notes - 45,265 77,243

Net issue of share capital 197,006 - -

Total cash provided from financing activities 197,006 156,382 545,382


Net decrease in wholesale funding (205,556) - -

Repayment of unsubordinated notes (125,577) - -

Dividends paid 10 (32,610) (32,087) (58,050)

Payment of lease liabilities (1,692) (1,198) (2,396)

Transaction costs associated with capital raising (3,693) - -

Total cash (applied to) financing activities (369,128) (33,285) (60,446)


Net cash flows (applied to)/from financing activities (172,122) 123,097 484,936


Net increase in cash held 74,519 25,333 128,425

Opening cash and cash equivalents 310,758 182,333 182,333

Closing cash and cash equivalents 385,277 207,666 310,758

1

Cash flows from operating activities do not include cash flows from wholesale funding which are included as part of financing activities.


P. 10




Consolidated Interim Statement of Cash Flows (Continued)



For the six months ended 31 December 2022




Reconciliation of profit after tax to net cash flows from operating activities







Unaudited

6 Months to

December 2022

Unaudited

6 Months to

December 2021

Audited

12 Months to

June 2022



$000's

Note

Profit for the period 48,662 47,516 95,125


Add/(less) non-cash items:

Depreciation and amortisation expense 5,177 5,624 10,691

Depreciation on lease vehicles 1,692 1,429 3,104

Capitalised net interest income and fee income (81,311) (53,178) (95,271)

Impaired asset expense 6 9,240 8,535 13,823

Investment fair value unrealised movement 2,449 93 12,998

Other non-cash items 1,325 (6,662) (30,408)

Total non-cash items (61,428) (44,159) (85,063)


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

Finance receivables (182,656) (299,163) (693,512)

Operating lease vehicles (1,602) (2,993) (6,277)

Other assets (3,440) (191) (207)

Current tax (18,736) (1,821) 14,604

Derivative financial instruments 5,696 (2,090) (23,214)

Deferred tax 2,570 (2,171) (8,957)

Deposits 472,606 149,107 407,484

Other liabilities 515 13,678 37,703

Total movements in operating assets and liabilities 274,953 (145,644) (272,376)



Net cash flows from/(applied to) operating activities

1

262,187 (142,287) (262,314)

1

Cash flows from operating activities do not include cash flows from wholesale funding which are included as part of financing activities.


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.


P. 11

Notes to the Interim Financial Statements


For the six months ended 31 December 2022


1 Interim financial statements preparation


Basis of preparation


The interim financial statements presented are the consolidated interim financial statements comprising Heartland Group

Holdings Limited (HGH) and its subsidiaries (the Group). They have been prepared in accordance with Generally Accepted

Accounting Practice in New Zealand (NZ GAAP) as defined in the Financial Reporting Act 2013. These consolidated interim

financial statements comply with NZ IAS 34 Interim Financial Reporting as appropriate for publicly accountable for-profit entities

and IAS 34 Interim Financial Reporting.


The consolidated interim financial statements do 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 consolidated financial statements for the year ended 30 June 2022.


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


6 month period ended 31 December 2022 Unaudited

6 month period ended 31 December 2021 Unaudited

12 month period ended 30 June 2022 Audited


The consolidated interim financial statements have been prepared on a going concern and historical cost basis, unless stated

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

reporting period.


Certain comparative balances have been reclassified to align with the presentation used in the current period. These

reclassifications have no impact on the overall financial performance or net assets for the comparative year/period.


Estimates and judgements


There have been no material changes to the use of estimates and judgements for the preparation of the interim financial

statements since the reporting date of the previous financial statements. The financial statements for the year ended 30

June 2022 contain detail on the estimates and judgements used.


In respect of the provision for expected credit loss on finance receivables, the Group has previously created an economic overlay

of $8.0 million as at 30 June 2022 to address economic uncertainty. The economic overlay of $8.0 million remains appropriate at

31 December 2022.


Significant events and transactions


On 20 October 2022 Heartland Group Holdings Limited entered into a conditional share purchase agreement for the purchase of

Challenger Bank Limited (Challenger Bank) from Challenger Limited for a consideration of approximately AU $36 million, subject

to adjustments for net assets delivered at completion. The share purchase agreement is subject to obtaining the requisite

regulatory approvals. A 10% deposit was paid to Challenger Limited on execution of the conditional share purchase agreement.


During the period Heartland Group Holdings Limited settled deferred consideration and payments relating to adjustments for net

assets delivered at completion in relation to the acquisition of StockCo Holdings 2 Pty Ltd (StockCo Australia) which amounted to

AU $2.85 million. A revised provisional goodwill of AU $126.94 million (NZ $136.08 million) was recognised (2022: AU $124.91

million (NZ $137.58 million)).


P. 12

Performance


2 Segmental analysis


Segment information is presented in respect of the Group's operating segments consistent with those used for the Group's

management and internal reporting structure.


Operating segments


The Group operates within New Zealand and Australia and comprises the following main operating segments:


Motor Motor vehicle finance.


Reverse mortgages Reverse mortgage lending in New Zealand.


Personal lending Transactional, home loans and personal loans to individuals.


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

small-to-medium sized 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 in New Zealand.


StockCo Australia Specialise in livestock finance within Australia. This segment was acquired through the acquisition of

StockCo Holdings 2 Pty Ltd and StockCo Australia Management Pty Ltd on 31 May 2022.


Australia Reverse mortgage lending and other financial services within Australia, excluding StockCo Australia.


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

and are included in Other. Liabilities are managed centrally and therefore are not allocated across the operating segments.


The Group's operating segments are different from the industry categories detailed in Note 14 Credit risk exposure. The operating

segments are primarily categorised by sales channel, whereas Note 14 Credit risk exposure categorises exposures are based on

credit risk concentrations.


P. 13

2 Segmental analysis (continued)



Reverse Personal StockCo

$000's

Motor Mortgages Lending Business Rural Australia Australia Other Total

Unaudited - December

2022



Net interest income 30,936 19,058 5,284 35,843 16,612 13,413 20,526 (2,769) 138,903

Net other

income/(expense)

1,734 1,444 594 1,542 336 2 2,594 (2,981) 5,265

Net operating

income/(expense)

32,670 20,502 5,878 37,385 16,948 13,415 23,120 (5,750) 144,168


Operating expenses 2,055 2,585 3,344 4,867 1,628 4,566 6,473 37,932 63,450

Profit/(loss) before

impaired asset expense

and income tax

30,615 17,917 2,534 32,518 15,320 8,849 16,647 (43,682) 80,718



Fair value (loss) on

investments

- - - - - - - (2,449) (2,449)

Impaired asset expense 3,341 - 1,580 4,092 162 39 26 - 9,240

Profit/(loss) before

income tax

27,274 17,917 954 28,426 15,158 8,810 16,621 (46,131) 69,029


Income tax

(benefit)/expense

- - - - - (11) - 20,378 20,367

Profit/(loss) for the

period

27,274 17,917 954 28,426 15,158 8,821 16,621 (66,509) 48,662

Total assets 1,457,970 808,701 361,870 1,386,602 674,009 374,484 1,370,816 1,003,422 7,437,874

Total liabilities 6,422,019





P. 14

2 Segmental analysis (continued)



Reverse Personal StockCo

$000's

Motor Mortgages Lending Business Rural Australia Australia Other

Total

Unaudited - December

2021



Net interest income 34,687 14,000 4,529 35,888 15,138 - 19,881 (220) 123,903

Net other income 1,703 1,289 726 1,408 365 - 1,143 269 6,903

Net operating income 36,390 15,289 5,255 37,296 15,503 - 21,024 49 130,806


Operating expenses 1,975 2,354 3,268 4,756 1,531 5,507 37,901 57,292

Profit/(loss) before

impaired asset expense

and income tax

34,415 12,935 1,987 32,540 13,972 - 15,517 (37,852) 73,514



Fair value (loss) on

investments

- - - - - - - (93) (93)

Impaired asset

expense/(benefit)

2,518 - 902 4,210 909 - (5) 1 8,535

Profit/(loss) before

income tax

31,897 12,935 1,085 28,330 13,063 - 15,522 (37,946) 64,886


Income tax expense - - - - - - - 17,370 17,370

Profit/(loss) for the

period

31,897 12,935 1,085 28,330 13,063 - 15,522 (55,316) 47,516


Total assets 1,344,866 648,865 272,803 1,294,601 583,026 - 1,185,598 669,141 5,998,900

Total liabilities 5,220,723


Audited - June 2022



Net interest income 69,730 29,957 10,287 70,602 29,460 1,889 38,662 (445) 250,142

Net other income 3,326 2,583 1,562 2,679 741 3 2,690 16,889 30,473

Net operating income 73,056 32,540 11,849 73,281 30,201 1,892 41,352 16,444 280,615


Operating expenses 3,792 4,485 6,419 9,358 3,038 1,692 11,286 76,683 116,753

Profit/(loss) before

impaired asset expense

and income tax

69,264 28,055 5,430 63,923 27,163 200 30,066 (60,239) 163,862



Fair value (loss) on

investments

- - - - - - - (12,998) (12,998)

Impaired asset

expense/(benefit)

1,481 - (877) 11,831 2,256 (291) (577) - 13,823

Profit/(loss) before

income tax

67,783 28,055 6,307 52,092 24,907 491 30,643 (73,237) 137,041


Income tax expense - - - - - - - 41,916 41,916

Profit/(loss) for the

period

67,783 28,055 6,307 52,092 24,907 491 30,643 (115,153) 95,125


Total assets 1,382,367 721,264 332,783 1,387,352 687,232 372,172 1,288,494 918,599 7,090,263

Total liabilities 6,281,556



P. 15

3 Net interest income


Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's

December 2022 December 2021 June 2022

Interest income

Cash and cash equivalents

3,525 149 811

Investments

2,399 2,782 5,156

Finance receivables

156,707 113,863 236,916

Finance receivables - reverse mortgages

78,085 46,792 99,218

Total interest income 240,716 163,586 342,101



Interest expense


Deposits

58,667 18,708 45,717

Other borrowings

50,374 20,524 46,110

Net interest (income)/expense on derivative financial instruments

(7,228) 451 132

Total interest expense 101,813 39,683 91,959



Net interest income 138,903 123,903 250,142




4 Operating expenses


Unaudited Unaudited Audited

6 Months to 6 Months to 12 Months to

$000's December 2022 December 2021 June 2022

Personnel expenses

33,682 30,884 61,152

Directors' fees

574 563 1,149

Superannuation

952 768 1,530

Depreciation - property, plant and equipment

948 1,388 2,459

Legal and professional fees

1,876 903 3,112

Advertising and public relations

1,785 2,185 4,510

Depreciation - right of use asset

1,278 1,154 2,310

Technology services

4,940 4,785 9,374

Telecommunications, stationery and postage

1,011 842 1,723

Customer acquisition costs

3,693 2,888 5,974

Amortisation of intangible assets

2,951 3,082 5,922

Other operating expenses

1


9,760 7,850 17,538

Total operating expenses 63,450 57,292 116,753

1

Other operating expenses include compensation of auditor which is disclosed in Note 5 - Compensation of auditor.




5 Compensation of auditor



Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's

December 2022 December 2021 June 2022

Fees paid to current auditor - PricewaterhouseCoopers

Audit and review of financial statements

1

275 - -

Other non-assurance services paid to auditor

2

111 - -

Total compensation paid to PricewaterhouseCoopers 386 - -

1

These relates to fees paid for both the audit of the annual financial statements and review of the interim financial statements.

2

Other non-assurance services paid to PricewaterhouseCoopers relates to actuarial services for reverse mortgages for the Group and tax

compliance services for a subsidiary of the Group.




P. 16

5 Compensation of auditor (continued)


Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's

December 2022 December 2021 June 2022

Fees paid to predecessor auditor - KPMG

Audit and review of financial statements

1

40 386 879

Other assurance services paid to auditor

2

- 51 103

Total compensation paid to KPMG 40 437 982

1

These relates to fees paid for both the audit of the annual financial statements and review of the interim financial statements for the

comparative periods.

2

Other assurance related services paid to KPMG comprise regulatory assurance services, trust deed reporting and registry audits.


6 Impaired asset expense


At each reporting date, the Group applies a three stage approach to measuring expected credit loss to finance receivables carried

at amortised cost. The following table details impairment charges of those finance receivables for the six months ended 31

December 2022.


Unaudited Unaudited Audited

6 Months to 6 Months to 12 Months to

$000's December 2022 December 2021 June 2022

Non-securitised

Individually impaired asset expense

5,292 6,266 10,783

Collectively impaired asset expense

5,421 3,300 6,466

Total non-securitised impaired asset expense 10,713 9,566 17,249



Securitised


Individually impaired asset expense

155 - -

Collectively impaired asset expense

(311) 392 (70)

Total securitised impaired asset expense (156) 392 (70)



Total


Individually impaired asset expense

5,447 6,266 10,783

Collectively impaired asset expense

5,110 3,692 6,396

Total impaired asset expense excluding recovery amounts previously

written off to the income statement 10,557 9,958 17,179

Recovery of amounts previously written off to the income statement

(1,317) (1,423) (3,356)

Total impaired asset expense

9,240 8,535 13,823




7 Earnings per share



Earnings

Per Share

Net Profit

After Tax

Weighted

Average No.

of Shares



Cents $000's 000's

Unaudited - December 2022

Basic earnings

7.30 48,662 666,186

Diluted earnings

7.30 48,662 666,186

Unaudited - December 2021


Basic earnings

8.08 47,516 588,190

Diluted earnings

8.08 47,516 588,190

Audited - June 2022


Basic earnings

16.13 95,125 589,771

Diluted earnings

16.13 95,125 589,771


P. 17

Financial Position


8 Finance receivables


(a) Finance receivables held at amortised cost


Unaudited Unaudited Audited

$000's

December 2022 December 2021 June 2022

Non-securitised

Neither at least 90 days past due nor impaired

3,570,689 3,203,046 3,404,451

At least 90 days past due

59,274 38,593 41,768

Individually impaired

69,000 63,965 66,183

Gross finance receivables 3,698,963 3,305,604 3,512,402

Less provision for impairment

(52,440)

(52,651)

(50,629)

Total non-securitised finance receivables 3,646,523 3,252,953 3,461,773


Securitised


Neither at least 90 days past due nor impaired

589,320 273,650 686,236

At least 90 days past due

- 263 -

Individually impaired

343 - 188

Gross finance receivables 589,663 273,913 686,424

Less provision for impairment

(1,220) (632) (1,376)

Total securitised finance receivables 588,443 273,281 685,048


Total


Neither at least 90 days past due nor impaired

4,160,009 3,476,696 4,090,687

At least 90 days past due

59,274 38,856 41,768

Individually impaired

69,343 63,965 66,371

Gross finance receivables 4,288,626 3,579,517 4,198,826

Less provision for impairment

(53,660) (53,283) (52,005)

Total finance receivables 4,234,966 3,526,234 4,146,821




P. 18

8 Finance receivables (continued)


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


Movement in provision for impairment losses


The following table details the movement from the opening balance to the closing balance of the provision for impairment losses

by class.



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Unaudited - December 2022


Non-securitised


Impairment allowance as at 30 June 2022 19,068 1,959 14,601 15,001 50,629

Changes in loss allowance

Transfer between stages (3,946) (1,976) 1,964 3,958 -

New and increased provision (net of provision releases)

2,828 2,314 4,237 1,334 10,713

Credit impairment charge (1,118) 338 6,201 5,292 10,713

Write-offs - - (6,782) (2,071) (8,853)

Effect of changes in foreign exchange rate (33) - (16) - (49)

Impairment allowance as at 31 December 2022 17,917 2,297 14,004 18,222 52,440


Securitised


Impairment allowance as at 30 June 2022 1,188 (1) 1 188 1,376

Changes in loss allowance

Transfer between stages (156) 1 - 155 -

New and increased provision (net of provision releases)

(169) 13 - - (156)

Credit impairment charge (325) 14 - 155 (156)

Write-offs - - - - -

Effect of changes in foreign exchange rate - - - - -

Impairment allowance as at 31 December 2022 863 13 1 343 1,220


Total


Impairment allowance as at 30 June 2022 20,256 1,958 14,602 15,189 52,005

Changes in loss allowance

Transfer between stages (4,102) (1,975) 1,964 4,113 -

New and increased provision (net of provision releases)

2,659 2,327 4,237 1,334 10,557

Credit impairment charge (1,443) 352 6,201 5,447 10,557

Write-offs - - (6,782) (2,071) (8,853)

Effect of changes in foreign exchange rate (33) - (16) - (49)

Impairment allowance as at 31 December 2022 18,780 2,310 14,005 18,565 53,660



P. 19

8 Finance receivables (continued)


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


Movement in provision for impairment losses (continued)



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Unaudited - December 2021


Non-securitised


Impairment allowance as at 30 June 2021 26,591 2,405 16,823 7,629 53,448

Changes in loss allowance

Transfer between stages (2,323) (1,102) 714 2,711 -

New and increased provision (net of provision releases) (1,149) 391 6,769 3,555 9,566

Credit impairment charge (3,472) (711) 7,483 6,266 9,566

Write-offs - - (9,109) (1,219) (10,328)

Effect of changes in foreign exchange rate (35) - - - (35)

Impairment allowance as at 31 December 2021 23,084 1,694 15,197 12,676 52,651


Securitised


Impairment allowance as at 30 June 2021 216 22 1 - 239

Changes in loss allowance

Transfer between stages (2) (27) 29 - -

New and increased provision (net of provision releases) 231 77 84

-

392

Credit impairment charge 229 50 113 - 392

Write-offs - - - - -

Effect of changes in foreign exchange rate - 1 - - 1

Impairment allowance as at 31 December 2021 445 73 114 - 632


Total


Impairment allowance as at 30 June 2021 26,807 2,427 16,824 7,629 53,687

Changes in loss allowance

Transfer between stages (2,325) (1,129) 743 2,711 -

New and increased provision (net of provision releases) (918) 468 6,853 3,555 9,958

Credit impairment charge (3,243) (661) 7,596 6,266 9,958

Write-offs - - (9,109) (1,219) (10,328)

Effect of changes in foreign exchange rate (35) 1 - - (34)

Impairment allowance as at 31 December 2021 23,529 1,767 15,311 12,676 53,283



P. 20

8 Finance receivables (continued)


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


Movement in provision for impairment losses (continued)



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Audited - 30 June 2022


Non-securitised


Impairment allowance as at 30 June 2021 26,591 2,405 16,823 7,629 53,448

Changes in loss allowance

Transfer between stages (3,903) (2,447) 1,074 5,276 -

New and increased provision (net of provision releases) (3,652) 1,998 13,396 5,507 17,249

Credit impairment charge (7,555) (449) 14,470 10,783 17,249

Write-offs - - (16,692) (3,411) (20,103)

Effect of changes in foreign exchange rate 32 3 - - 35

Acquisition of portfolio - - - - -

Impairment allowance as at 30 June 2022 19,068 1,959 14,601 15,001 50,629


Securitised


Impairment allowance as at 30 June 2021 216 22 1 - 239

Changes in loss allowance

Transfer between stages (6) (109) 115 - -

New and increased provision (net of provision releases) (14) 85 (141) - (70)

Credit impairment charge (20) (24) (26) - (70)

Write-offs - - 26 - 26

Effect of changes in foreign exchange rate - 1 - - 1

Acquisition of portfolio 992 - - 188 1,180

Impairment allowance as at 30 June 2022 1,188 (1) 1 188 1,376


Total


Impairment allowance as at 30 June 2021 26,807 2,427 16,824 7,629 53,687

Changes in loss allowance

Transfer between stages (3,909) (2,556) 1,189 5,276 -

New and increased provision (net of provision releases) (3,666) 2,083 13,255 5,507 17,179

Credit impairment charge (7,575) (473) 14,444 10,783 17,179

Write-offs - - (16,666) (3,411) (20,077)

Effect of changes in foreign exchange rate 32 4 - - 36

Acquisition of portfolio 992 - - 188 1,180

Impairment allowance as at 30 June 2022 20,256 1,958 14,602 15,189 52,005




P. 21

8 Finance receivables (continued)


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


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



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Unaudited - December 2022


Gross finance receivables as at 30 June 2022 3,967,917 118,424 46,114 66,371 4,198,826

Transfer between stages (106,785) 63,057 34,341 9,387 -

Additions 718,239 - - 7,928 726,167

Deletions (556,132) (47,720) (11,235) (12,427) (627,514)

Write-offs - - (6,782) (2,071) (8,853)

Gross finance receivables as at 31 December 2022 4,023,239 133,761 62,438 69,188 4,288,626

Unaudited - December 2021


Gross finance receivables as at 30 June 2021 3,092,653 165,793 45,564 38,143 3,342,153

Transfer between stages (48,097) (11,584) 20,313 39,368 -

Additions 897,124 - - 906 898,030

Deletions (594,443) (34,662) (8,000) (13,233) (650,338)

Write-offs - - (9,109) (1,219) (10,328)

Gross finance receivables as at 31 December 2021 3,347,237 119,547 48,768 63,965 3,579,517

Audited - June 2022


Gross finance receivables as at 30 June 2021 3,092,653 165,793 45,564 38,143 3,342,153

Transfer between stages (112,179) 25,532 31,253 55,394 -

Additions 2,433,553 - - 3,190 2,436,743

Deletions (1,446,110) (72,901) (14,037) (26,945) (1,559,993)

Write-offs - - (16,666) (3,411) (20,077)

Gross finance receivables as at 30 June 2022 3,967,917 118,424 46,114 66,371 4,198,826



(b) Finance receivables held at fair value


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Finance receivables - reverse mortgages 2,171,516 1,778,066 1,996,854

Total finance receivables - reverse mortgages 2,171,516 1,778,066 1,996,854




9 Borrowings


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Deposits 4,070,558 3,332,409 3,592,508

Total deposits 4,070,558 3,332,409 3,592,508


Unsubordinated notes 510,169 560,307 636,407

Securitised borrowings 1,541,163 1,152,521 1,559,108

Certificate of deposit 207,179 109,637 198,715

Bank borrowings - - 173,982

Money market borrowings - - 10,001

Total other borrowings 2,258,511 1,822,465 2,578,213



P. 22

9 Borrowings (continued)


Deposits and unsubordinated notes rank equally and are unsecured.


Unsubordinated notes


The Group has the following unsubordinated notes on issue at 31 December 2022. Australian (AU) borrowings are stated in

AU dollars.




Principal



Valuation



Issue Date



Maturity Date

Frequency of

Interest

Repayment

AU $75 million

AU $45 million

NZ $125 million

AU $45 million

AU $30 million

AU $115 million

AU $50 million

Amortised cost

Amortised cost

Amortised cost

Amortised cost

Amortised cost

Amortised cost

Amortised cost

21 January 2021

8 March 2021

12 April 2019

9 July 2021

16 August 2022

12 May 2022

5 October 2022

21 April 2023

21 April 2023

12 April 2024

9 July 2024

9 July 2024

13 May 2025

5 October 2027

Quarterly

Quarterly

Semi-annually

Quarterly

Quarterly

Quarterly

Quarterly


Securitised borrowings


At 31 December 2022 the Group had the following securitised borrowings outstanding:


Heartland Auto Receivables Warehouse Trust 2018 - 1 securitisation facility $400 million, drawn $191 million (December

2021: $400 million, drawn $235 million; June 2022: $400 million, drawn $268 million). Securitised borrowings held by

investors are secured over the assets of the Heartland Auto Receivables Warehouse Trust 2018-1 (predominantly motor

loans). The facility has a maturity date of 26 August 2024.


Seniors Warehouse Trust securitisation facility AU $600 million, drawn AU $563 million (December 2021: AU $600 million,

drawn AU $552 million; June 2022: AU $600 million, drawn AU $585 million). Notes issued to investors are secured over the

assets of Seniors Warehouse Trust (predominantly reverse mortgage loans). The facility has a maturity date of 30 September

2025.


Seniors Warehouse Trust No.2 securitisation facility AU $400 million, drawn AU $313 million (December 2021: AU $250

million, drawn AU $180 million; June 2022: AU $350 million, drawn AU $210 million). Notes issued to investors are secured

over the assets of Seniors Warehouse Trust No.2 (predominantly reverse mortgage loans). The facility has a maturity date of

1 July 2024.


Atlas 2020-1 Trust securitisation facility AU $127 million, drawn AU $127 million (December 2021: AU $136 million, drawn AU

$136 million; June 2022: AU $127 million, drawn AU $127 million). Loans issued to investors are secured over the assets of

Atlas 2020-1 Trust (predominantly reverse mortgage loans) and has a maturity date of 24 September 2050.


StockCo Securitisation Trust 2022-1 securitisation facility AU $300 million, drawn AU $253 million (December 2021: n/a; June

2022: AU $300 million, drawn AU $249 million). Loans issued to investors are secured over the assets of StockCo

Securitisation Trust 2022-1 (predominantly livestock loans). The facility has a maturity date of 27 May 2024.


P. 23

10 Share capital and dividends


Unaudited Unaudited Audited

December 2022 December 2021 June 2022

000's Number of Shares Number of Shares Number of Shares

Issued shares

Opening balance 592,904 585,904 585,904

Net shares issued during the period 112,417 - -

Dividend reinvestment plan - 3,930 7,000

Closing balance 705,321 589,834 592,904



HGH completed a capital raise during the six months to 31 December 2022, which comprised a share placement (Placement) and

a Share Purchase Plan (SPP). HGH issued 72,222,222 shares on 26 August 2022 under the Placement and 38,822,458 new shares

on 9 September 2022 under the SPP.


On 19 September 2022, HGH issued a further 2,250,625 shares under the Long Term Incentive Scheme of HGH (LTI Scheme), of

which 877,777 shares were acquired by HGH pursuant to a buyback offer to the participants to fund the tax liability arising for

those participants upon receipt of shares under the LTI Scheme.


The dividend reinvestment plan (DRP) was suspended during the period of the capital raise, consequently no new shares were

issued in relation to the DRP (2022: 3,930,116 new shares on 15 September 2021 and 3,069,339 new shares on 16 March 2022).


Dividends paid


6 Months to December 2022 12 Months to June 2022

Date Cents Date Cents

Declared Per Share $000's Declared Per Share $000's

Final dividend 26 August 2022 5.5 32,610 24 August 2021 7.0 41,013

Interim dividend - - - 22 February 2022 5.5 32,441

Total dividends paid 32,610 73,454



11 Related party transactions and balances


(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 the Group. This includes all executive staff, Directors and their close family members.


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

conditions such as interest rates and collateral along with the risks to the Group are comparable to transactions with other

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


All other transactions with KMPs and their related entities are made on terms equivalent to those that prevail in arm's length

transactions.


Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's December 2022 December 2021 June 2022

Transactions with key management personnel

Interest income 11 15 26

Interest expense (15) (24) (24)

Net transactions with key management personnel (4) (9) 2


Due from/(to) key management personnel

Lending 831 296 229

Deposits (1,325) (1,425) (508)

Net due (to) key management personnel (494) (1,129) (279)


P. 24

11 Related party transactions and balances (continued)



(b) Transactions with related parties


HGH is the ultimate parent company of the Group.


Entities within the Group have regular transactions with each other on agreed terms. The transactions include the provision of tax

and administrative services and customer operations. Banking facilities are provided by HBL to other Group entities on normal

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


Related party transactions between the Group eliminate on consolidation. Related party transactions outside of the Group are as

follows:


Unaudited Unaudited Audited

6 Months to 6 Months to 12 Months to

$000's December 2022 December 2021 June 2022

Southern Cross Building Society Staff Superannuation (SCBS)

Interest expense payable to SCBS

1 4 6

Management fees receivable from SCBS

- 5 10

Cash received from SCBS

- - 350


ASF Custodians Pty Limited


Audit fees

4 4 7


Heartland Trust (HT)

Dividend paid to HT 356 453 809




(c) Other balances with related parties


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Southern Cross Building Society Staff Superannuation

Deposits owing to SCBS 1 1,704 35


P. 25

12 Fair value


(a) Financial instruments measured at fair value


The following methods and assumptions were used to estimate the fair value of each class of financial asset and liability measured

at fair value on a recurring basis in the consolidated interim statement of financial position.


The Group has an established framework in performing valuations required for financial reporting purposes including Level 3 fair

values. The Group regularly reviews and calibrates significant unobservable inputs and valuation adjustments in accordance with

ence

obtained from these specialists to support the conclusion of these valuations. All significant valuations are reported to the

Group's Board Audit and Risk Committee for approval prior to its adoption in the financial statements.


Investments in debt securities


Investments in public sector securities and corporate bonds are classified as fair value through other comprehensive income

(FVOCI), with the fair value being based on quoted market prices (Level 1 under the fair value hierarchy) or modelled using

observable market inputs (Level 2 under the fair value hierarchy).


Investments valued under Level 2 of the fair value hierarchy are valued either based on quoted market prices or dealer quotes for

similar instruments, or discounted cash flows analysis.


Investments in equity securities


Investments in equity securities are classified as fair value through profit or loss (FVTPL) unless an irrevocable election is made by

the Group to measure at FVOCI. Investment in equity securities traded in liquid, active markets where prices are readily

observable are measured under Level 1 of the fair value hierarchy with no modelling or assumptions used in the valuation.

Investments in unlisted equity securities are measured under Level 3 of the fair value hierarchy with the fair value being based on

unobservable inputs using market accepted valuation techniques. Where appropriate, the Group may apply adjustments to the

above mentioned techniques to determine fair value of an equity security to reflect the underlying characteristics. These

adjustments are reflective of market participant considerations in valuing the said security.


Investment properties


Investment properties are initially recorded at their fair value, with subsequent changes in fair value recognised in profit or loss.

Fair value is determined by qualified independent valuers or other similar external evidence, adjusted for changes in market

conditions.


Investment properties are typically acquired through the enforcement of security over finance receivables and are held to earn

rental income or for capital appreciation (or both).


P. 26

12 Fair value (continued)


(a) Financial instruments measured at fair value


Finance receivables - reverse mortgages


Reverse mortgage loans are classified as FVTPL. On initial recognition the Group considers the transaction price to represent the

fair value of the loan.


For subsequent measurement the Group has considered if the fair value can be determined by reference to a relevant active

market or observable inputs, but has concluded relevant support is not currently available. In the absence of such market

evidence the Group has used valuation techniques (income approach) including actuarial assessments to consider the fair value.


When the Group enters into reverse mortgage loans the Group has se

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


Mortality and potential move into care;

Voluntary exits;

House price changes;

No negative equity guarantee; and

Interest rate margin.


At 31 December 2022, the Group does not consider any of the above expectations to have moved outside of the original

expectation range. Therefore, the Group 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. Fair value is not highly sensitive to the above

assumptions in the longer term due to the nature of the reverse mortgage loans. In particular, given conservative origination loan-

to-value ratio criteria, a material deterioration in house prices combined with a material increase in interest rates over a sustained

period of time would likely need to occur before any potential impact to fair value.


The Group continues to assess the existence of a relevant active market and movements in expectations on an on-going basis.


Derivative financial instruments


Interest rate and foreign currency related contracts are recognised in the financial statements at fair value. Fair values are

determined from observable market prices as at the reporting date (Level 1 under the fair value hierarchy), discounted cash flow

models or option pricing models as appropriate (Level 2 under the fair value hierarchy).


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

consolidated interim statement of financial position.


P. 27

12 Fair value (continued)


(a) Financial instruments measured at fair value (continued)



$000's Level 1 Level 2 Level 3 Total

Unaudited - December 2022


Assets

Investments 269,293 5,602 12,363 287,258

Investment properties - - 11,903 11,903

Derivative financial instruments - 51,374 - 51,374

Finance receivables - reverse mortgages - - 2,171,516 2,171,516

Total financial assets measured at fair value 269,293 56,976 2,195,782 2,522,051


Liabilities

Derivative financial instruments - 10,406 - 10,406

Total financial liabilities measured at fair value - 10,406 - 10,406



Unaudited - December 2021


Assets

Investments 229,453 61,745 22,459 313,657

Investment properties - - 11,832 11,832

Derivative financial instruments - 21,714 - 21,714

Finance receivables - reverse mortgages - - 1,778,066 1,778,066

Total financial assets measured at fair value 229,453 83,459 1,812,357 2,125,269


Liabilities

Derivative financial instruments - 3,548 - 3,548

Total financial liabilities measured at fair value - 3,548 - 3,548


Audited - June 2022


Assets

Investments 279,841 - 7,032 286,873

Investment properties - - 11,832 11,832

Derivative financial instruments - 45,221 - 45,221

Finance receivables - reverse mortgages - - 1,996,854 1,996,854

Total financial assets measured at fair value 279,841 45,221 2,015,718 2,340,780


Liabilities

Derivative financial instruments - 6,341 - 6,341

Total financial liabilities measured at fair value - 6,341 - 6,341



There were no executed trades on Harmoney Corp Limited (ASX:HMY) on the last business day of the financial period. In the

absence of a traded closing price a mid-point of the bid-


Equity investment in HMY amounting to $5.6 million was transferred out from Level 1 into Level 2 during the six months ended 31

December 2022. There were no other transfers between levels in the fair value hierarchy for the period (December 2021: nil; June

2022: $8.1 million of equity investments transferred out of Level 3 to Level 1).



P. 28

12 Fair value (continued)


(a) Financial instruments measured at fair value (continued)


The movement in Level 3 assets measured at fair value are below:


Finance Receivables Investment

$000's

- Reverse Mortgages Investments Properties Total

Unaudited - December 2022



As at 30 June 2022

1,996,854 7,032 11,832 2,015,718

New loans

285,356 - - 285,356

Repayments

(154,651) - - (154,651)

Capitalised Interest and fees

81,311 - - 81,311

Purchase of investments

- 5,494 - 5,494

Other

1


(37,354) (163) 71 (37,446)

As at 31 December 2022 2,171,516 12,363 11,903 2,195,782

Unaudited - December 2021




As at 30 June 2021

1,676,073 20,667 11,832 1,708,572

New loans

190,734 - - 190,734

Repayments

(127,057) - - (127,057)

Capitalised Interest and fees

49,718 - - 49,718

Purchase of investments

- 1,885 - 1,885

Fair value (loss) on investment

- (93) - (93)

Other

1


(11,402) - - (11,402)

As at 31 December 2021 1,778,066 22,459 11,832 1,812,357

Audited - June 2022



As at 30 June 2021

1,676,073 20,667 11,832 1,708,572

New loans

439,110 - - 439,110

Repayments

(257,319) - - (257,319)

Capitalised Interest and fees

106,966 - - 106,966

Purchase of investments

- 7,414 - 7,414

Fair value (loss) on investment

- (12,998) - (12,998)

Other

1


32,024 - - 32,024

Transfer out of Level 3

- (8,051) - (8,051)

As at 30 June 2022 1,996,854 7,032 11,832 2,015,718

1

This relates to foreign currency translation differences for the assets.



P. 29

12 Fair value (continued)


(b) Financial instruments not measured at fair value


The following table sets out financial instruments not measured at fair value, compares their carrying value against their fair value

and analyses them by level in the fair value hierarchy.


Unaudited Unaudited Audited

December 2022 December 2021 June 2022

Total Total Total

Fair Value Total Fair Carrying Total Fair Carrying Total Fair Carrying

$000's Hierarchy Value Value Value Value Value Value

Assets

Cash and cash equivalents Level 1 385,277 385,277 207,666 207,666 310,758 310,758

Investments

1

Level 2 - - 4,615 4,616 2,418 2,421

Finance receivables Level 3 4,166,431 4,234,966 3,563,778 3,526,234 4,073,977 4,146,821

Other financial assets Level 3 2,261 2,261 2,322 2,322 273 273

Total financial assets 4,553,969 4,622,504 3,778,381 3,740,838 4,387,426 4,460,273


Liabilities

Deposits Level 2 4,068,973 4,070,558 3,334,667 3,332,409 3,590,918 3,592,508

Other borrowings Level 2 2,258,511 2,258,511 1,822,465 1,822,465 2,578,213 2,578,213

Other financial liabilities

2

Level 3 53,016 53,016 30,690 30,690 55,538 55,538

Total financial liabilities 6,380,500 6,382,085 5,187,822 5,185,564 6,224,669 6,226,259

1

Included within Investments at 31 December 2021 and 30 June 2022 are bank deposits which are held to support the Group's contractual cash

flows. Such Investments are measured at amortised cost. There were no bank deposits within Investments at 31 December 2022.

2

Included within Other financial liabilities are $36.76 million of cash collateral received (December 2021: $16.32 million; June 2022: $32.34

million) against derivative assets as per credit support annexes (CSAs) agreements.



P. 30

Risk Management


13 Enterprise risk management program



since the reporting date of the previous statement.


14 Credit risk exposure


(a) Maximum exposure to credit risk at the relevant 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 consolidated interim statement of financial position.


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

On balance sheet:

Cash and cash equivalents 385,277 207,666 310,758

Investments 269,293 295,814 274,212

Finance receivables 4,234,966 3,526,234 4,146,821

Finance receivables - reverse mortgages 2,171,516 1,778,066 1,996,854

Derivative financial assets 51,374 21,714 45,221

Other financial assets 2,261 2,322 273

Total on balance sheet credit exposures 7,114,687 5,831,816 6,774,139


Off balance sheet:

Letters of credit, guarantee commitments and performance bonds 5,931 7,217 8,969

Undrawn facilities available to customers 457,195 365,623 416,561

Conditional commitments to fund at future dates 25,007 21,646 34,791

Total off balance sheet credit exposures 488,133 394,486 460,321


Total credit exposures 7,602,820 6,226,302 7,234,460



As at 31 December 2022 there were no undrawn lending commitments available to counterparties for whom drawn balances are

classified as individually impaired (December 2021: nil, June 2022: $0.003 million).


(b) Concentration of credit risk by geographic region


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

New Zealand 5,470,334 4,749,474 5,264,609

Australia 1,977,798 1,299,626 1,809,104

Rest of the world

1

208,348 230,485 212,752

7,656,480 6,279,585 7,286,465


Provision for impairment (53,660) (53,283) (52,005)

Total credit exposures 7,602,820 6,226,302 7,234,460

1

These overseas assets are primarily NZD-denominated investments in AA+ (Standard & Poor's) and higher rated securities issued by offshore

supranational agencies e.g. Kauri Bonds.



P. 31

14 Credit risk exposure (continued)


(c) Concentration of credit risk by industry sector


The Australian and New Zealand Standard Industrial Classification (ANZSIC) codes have been used as the basis for categorising

customer and investee industry sectors.


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Agriculture 1,130,473 667,835 1,120,678

Forestry and fishing 143,883 149,561 148,797

Mining 10,200 14,217 12,524

Manufacturing 80,501 85,737 78,432

Finance and insurance 875,385 701,269 784,948

Wholesale trade 42,665 35,543 41,986

Retail trade and accommodation 415,300 338,163 423,975

Households 3,786,246 3,233,026 3,555,566

Other business services 202,182 172,647 189,860

Construction 320,431 304,593 291,971

Rental, hiring and real estate services 211,581 180,689 199,388

Transport and storage 339,182 311,068 323,732

Other 98,451 85,237 114,608

7,656,480 6,279,585 7,286,465


Provision for impairment (53,660) (53,283) (52,005)

Total credit exposures 7,602,820 6,226,302 7,234,460



15 Liquidity risk


Liquidity risk is the risk that the Group is unable to meet its payment obligations as they fall due. The timing mismatch of cash

flows and the related liquidity risk in all banking operations is closely monitored by the Group.


Measurement of liquidity risk is designed to ensure that the Group has the ability to generate or obtain sufficient cash in a timely

manner and at a reasonable price to meet its financial commitments on a daily basis.


The Group holds the following liquid assets and committed funding sources for the purpose of managing liquidity risk:


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Cash and cash equivalents 385,277 207,666 310,758

Investments 269,293 295,814 274,212

Undrawn committed bank facilities 380,319 290,774 360,859

Total liquid assets and committed undrawn funding 1,034,889 794,254 945,829



Contractual liquidity profile of financial liabilities


The following tables present the Group's financial 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 interim statement of financial position.


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

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

other public borrowings include customer savings deposits and transactional accounts, which are at call. These accounts provide a

stable source of long term funding for the Group.


P. 32

15 Liquidity risk (continued)


Contractual liquidity profile of financial liabilities (continued)


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

$000's Demand Months Months Years Years Years Total

Unaudited - December 2022


Non-derivative financial liabilities

Deposits 800,321 2,369,117 837,546 86,351 35,931 - 4,129,266

Other borrowings - 374,628 34,242 1,046,738 911,570 150,405 2,517,583

Lease liabilities - 1,550 1,357 2,669 6,862 3,827 16,265

Other financial liabilities - 53,016 - - - - 53,016

Total non-derivative financial liabilities 800,321 2,798,311 873,145 1,135,758 954,363 154,232 6,716,130

Derivative financial liabilities

Inflows from derivatives - 2,121 2,268 3,221 1,965 - 9,575

Outflows from derivatives - 3,751 4,687 5,509 2,577 - 16,524

Total derivative financial liabilities - 1,630 2,419 2,288 612 - 6,949

Undrawn facilities available to customers 457,195 - - - - - 457,195


Unaudited - December 2021


Non-derivative financial liabilities

Deposits 847,180 1,776,648 568,895 105,741 54,417 - 3,352,881

Other borrowings - 231,215 938,328 384,597 158,088 172,881 1,885,109

Lease liabilities - 1,432 1,441 2,742 7,320 5,990 18,925

Other financial liabilities - 30,690 - - - - 30,690

Total non-derivative financial liabilities 847,180 2,039,985 1,508,664 493,080 219,825 178,871 5,287,605

Derivative financial liabilities

Inflows from derivatives - 13,951 4,065 6,936 5,303 - 30,255

Outflows from derivatives - 16,113 4,222 7,396 5,107 - 32,838

Total derivative financial liabilities - 2,162 157 460 (196) - 2,583

Undrawn facilities available to customers 365,623 - - - - - 365,623


Audited - June 2022


Non-derivative financial liabilities

Deposits 887,976 2,028,225 561,468 103,192 41,655 - 3,622,516

Other borrowings - 505,191 268,653 702,349 1,160,157 210,428 2,846,778

Lease liabilities - 1,575 1,525 2,616 6,985 4,911 17,612

Other financial liabilities - 55,538 - - - - 55,538

Total non-derivative financial liabilities 887,976 2,590,529 831,646 808,157 1,208,797 215,339 6,542,444

Derivative financial liabilities

Inflows from derivatives - 15,681 1,759 3,505 813 - 21,758

Outflows from derivatives - 14,800 3,227 6,621 839 - 25,487

Total derivative financial liabilities - (881) 1,468 3,116 26 - 3,729

Undrawn facilities available to customers 416,561 - - - - - 416,561


P. 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.


Non-

0-3 3-6 6-12 1-2 2+ Interest

$000's Months Months Months Years Years Bearing Total

Unaudited - December 2022


Financial assets

Cash and cash equivalents 380,787 - - - - 4,490 385,277

Investments 30,308 20,862 53,883 56,209 108,031 17,965 287,258

Finance receivables 1,850,327 283,962 452,114 682,875 891,995 73,693 4,234,966

Finance receivables - reverse mortgages 2,171,516 - - - - - 2,171,516

Derivative financial assets - - - - - 51,374 51,374

Other financial assets - - - - - 2,261 2,261

Total financial assets 4,432,938 304,824 505,997 739,084 1,000,026 149,783 7,132,652


Financial liabilities

Deposits 2,374,631 743,604 805,089 81,738 31,887 33,609 4,070,558

Other borrowings 1,982,576 107,343 - 120,374 36,489 11,729 2,258,511

Derivative financial liabilities - - - - - 10,406 10,406

Lease liabilities - - - - - 14,798 14,798

Other financial liabilities - - - - - 53,016 53,016

Total financial liabilities 4,357,207 850,947 805,089 202,112 68,376 123,558 6,407,289

Effect of derivatives held for risk

management

1,027,804 (49,932) (176,843) (354,844) (446,185) - -

Net financial assets/(liabilities) 1,103,535 (596,055) (475,935) 182,128 485,465 26,225 725,363

Unaudited - December 2021


Financial assets

Cash and cash equivalents 207,665 - - - - 1 207,666

Investments 22,884 1,101 - 120,826 151,003 22,459 318,273

Finance receivables 1,623,877 166,312 312,265 503,151 848,174 72,455 3,526,234

Finance receivables - reverse mortgages 1,778,066 - - - - - 1,778,066

Derivative financial assets - - - - - 21,714 21,714

Other financial assets - - - - - 2,322 2,322

Total financial assets 3,632,492 167,413 312,265 623,977 999,177 118,951 5,854,275


Financial liabilities

Deposits 1,870,753 730,076 561,848 102,537 50,654 16,541 3,332,409

Other borrowings 1,486,681 60,714 151,260 - 123,810 - 1,822,465

Derivative financial liabilities - - - - - 3,548 3,548

Lease liabilities - - - - - 16,980 16,980

Other financial liabilities - - - - - 30,690 30,690

Total financial liabilities 3,357,434 790,790 713,108 102,537 174,464 67,759 5,206,092

Effect of derivatives held for risk

management

669,798 (67,794) (8,974) (295,757) (297,273) - -

Net financial assets/(liabilities) 944,856 (691,171) (409,817) 225,683 527,440 51,192 648,183


P. 34

16 Interest rate risk (continued)


Contractual repricing analysis (continued)


Non-

0-3 3-6 6-12 1-2 2+ Interest

$000's Months Months Months Years Years Bearing Total

Audited - June 2022


Financial assets

Cash and cash equivalents 310,749 - - - - 9 310,758

Investments 1,568 854 51,144 91,974 128,672 15,082 289,294

Finance receivables 1,906,457 277,891 426,251 561,636 913,210 61,376 4,146,821

Finance receivables - reverse mortgages 1,996,854 - - - - - 1,996,854

Derivative financial assets - - - - - 45,221 45,221

Other financial assets - - - - - 273 273

Total financial assets 4,215,628 278,745 477,395 653,610 1,041,882 121,961 6,789,221


Financial liabilities

Deposits 2,190,337 684,378 546,718 99,196 38,325 33,554 3,592,508

Other borrowings 2,320,575 130,873 - 121,191 - 5,574 2,578,213

Derivative financial liabilities - - - - - 6,341 6,341

Lease liabilities - - - - - 16,240 16,240

Other financial liabilities - - - - - 55,538 55,538

Total financial liabilities 4,510,912 815,251 546,718 220,387 38,325 117,247 6,248,840

Effect of derivatives held for risk

management

986,194 (76,349) (127,004) (309,781) (473,060) - -

Net financial assets/(liabilities) 690,910 (612,855) (196,327) 123,442 530,497 4,714 540,381


P. 35

Other Disclosures


17 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

holding 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 Group controls the structured entity.


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


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

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


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Deposits 188,421 151,830 149,824



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


The Auto Warehouse securitises motor vehicle loan receivables as a source of funding.


The Group continues to recognise the securitised assets and associated borrowings in the consolidated interim statement of

financial position as the Group remains exposed to and has the ability to affect variable returns from those assets and liabilities.

Although the 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 Group have no recourse to those assets.


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Cash and cash equivalents 14,229 19,840 20,197

Finance receivables 213,958 273,289 312,239

Other borrowings (217,634) (275,787) (315,308)



(c) Seniors Warehouse Trust, Seniors Warehouse Trust No.2 (together the SW Trusts) and ASF Settlement Trust (ASF Trust)


SW Trusts and ASF Trust (collectively the Trusts) form part of ASF's reverse mortgage business and were set up by Australian

Seniors Finance Limited (ASF) as asset holding entities. The Trustee for the Trusts is ASF Custodians Pty Limited and the Trust

Manager is ASF. The reverse mortgage loans held by the Trusts are set aside for the benefit of the investors in the Trusts. The

balances of SW Trusts and ASF Trust are represented as follows:


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Cash and cash equivalents 27,120 29,509 26,003

Finance receivables - reverse mortgages 1,226,343 992,664 1,136,644

Other borrowings (979,331) (798,735) (902,155)



(d) Atlas 2020-1 Trust (Atlas Trust)


Atlas Trust was set up on 11 September 2020 as part of ASF's reverse mortgage business similar to the existing SW Trusts and ASF

Trust. The Trustee for the Trust is BNY Trust Company of Australia Limited and the Trust Manager is ASF. The balances of Atlas

Trust are represented as follows:


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Cash and cash equivalents 16,142 18,118 15,774

Finance receivables - reverse mortgages 136,535 136,537 138,950

Other borrowings (141,561) (148,453) (145,219)



P. 36



17 Structured entities (continued)


(e) StockCo Securitisation Trust 2022-1


The StockCo Securitisation Trust 2022-

for the Trust is AMAL Trustees Pty Limited and the Trust Manager is AMAL Management Services Pty Limited. The balances of

StockCo Securitisation Trust 2022-1 are represented as follows:


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Cash and cash equivalents 20,620 - 15,007

Finance receivables 353,708 - 354,901

Other borrowings (305,994) - (311,415)


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


Insurance business


Marac Insurance Limited (MIL), a subsidiary of Heartland Bank Limited (HBL), ceased writing insurance policies in 2020 with the

periodic policies expected to expire in 2025.


The Group's aggregate amount of insurance business comprises the total consolidated assets of MIL of $7.3 million (December

2021: $8.3 million; June 2022: $7.4 million), which represents 0.10% of the total consolidated assets of the Group (December

2021: 0.14%; June 2022: 0.11%).


Securitisation, funds management and other fiduciary activities


been no material changes


previous financial statements.


Risk management


The 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 Group. There has been no material changes to those policies and procedures since the

reporting date of the previous financial statements.


Provision of financial services and asset purchases


Over the accounting period, financial services provided by the 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.


P. 37

19 Contingent liabilities and commitments


The Group, in the ordinary course of business, will be subject to claims and proceedings against it whereby the validity of the

claim will only be confirmed by uncertain future events. In such circumstances, the contingent liabilities would become possible

obligations, or present obligations if known, where the transfer of economic benefit is uncertain or cannot be reliably measured.

Contingent Liabilities are not recognised, but are disclosed, unless they are deemed remote. Where some loss is considered

probable, provisions have been made on a case by case basis.


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


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Letters of credit, guarantee commitments and performance bonds 5,931 7,217 8,969

Total contingent liabilities 5,931 7,217 8,969


Undrawn facilities available to customers 457,195 365,623 416,561

Conditional commitments to fund at future dates 25,007 21,646 34,791

Total commitments 482,202 387,269 451,352



20 Events after reporting date


Severe weather events across the North Island of New Zealand


Subsequent to the reporting period, severe weather events, including flooding in Auckland and Cyclone Gabrielle, have impacted

regions across the North Island of New Zealand. These events have had a devastating effect on individuals and businesses,



In both events, HBL implemented a targeted call programme to customers in affected areas, or areas of high risk. This is an

ongoing process as the situation evolves and the nature and extent of the damage is understood by customers. HBL has been

working with customers to provide support as they need it. Support has included deferred loan repayments, interest only

payments, additional funding or other solutions determined on a case-by-case basis.


areas most heavily impacted by Cyclone Gabrielle is

limited. HBL will continue to support its Auckland-based customers, as well as its rural, livestock, forestry and transportation

customers on the East Coast, and in the months ahead. However, at the date the consolidated financial statements were signed,

the Group does not consider there to be a material risk to the business from either event.


Proposed unsecured notes issuance


HBL is considering making an offer of up to $75 million (with the right to accept oversubscriptions of up to an additional $50

and certain overseas institutional investors. The



Dividends


The Group approved a fully imputed final dividend of 5.5 cents per share on 27 February 2023.


There were no other events subsequent to the reporting period which would materially affect the consolidated financial

statements.

PricewaterhouseCoopers, 15 Customs Street West, Private Bag 92162, Auckland 1142, New Zealand
T: +64 9 355 8000, F: +64 9 355 8001, pwc.co.nz

Independent auditor’s review report

To the shareholders of Heartland Group Holdings Limited

Report on the consolidated interim financial statements

Our conclusion

We have reviewed the consolidated interim financial statements of Heartland Group Holdings Limited

(the “Company”) and its controlled entities (the “Group”), which comprise the consolidated interim

statement of financial position as at 31 December 2022, and the consolidated interim statement of

comprehensive income, the consolidated interim statement of changes in equity and the consolidated

interim statement of cash flows for the six months ended on that date, and other explanatory

information.

Based on our review, nothing has come to our attention that causes us to believe that these

accompanying consolidated interim financial statements of the Group do not present fairly, in all

material respects, the financial position of the Group as at 31 December 2022, and its financial

performance and cash flows for the period ended 31 December 2022 then ended, in accordance with

International Accounting Standard 34 Interim Financial Reporting (“IAS 34”) and New Zealand

Equivalent to International Accounting Standard 34 Interim Financial Reporting(“NZ IAS 34”).

Basis for conclusion

We conducted our review in accordance with the New Zealand Standard on Review Engagements

2410 (Revised) Review of Financial Statements Performed by the Independent Auditor of the Entity

(“NZ SRE 2410 (Revised)”). Our responsibilities are further described in the Auditor’s responsibilities

for the review of the consolidated interim financial statementssection of our report.

We are independent of the Group in accordance with the relevant ethical requirements in New

Zealand relating to the audit of the annual financial statements, and we have fulfilled our other ethical

responsibilities in accordance with these ethical requirements. In addition to our role as auditor, our

firm carries out other services for the Group. These services are actuarial services for reverse

mortgages for the Group and tax compliance services for a subsidiary of the Group. In addition, certain

partners and employees of our firm may deal with the Group on normal terms within the ordinary

course of trading activities of the Group. These matters have not impaired our independence.

Responsibilities of Directors for the consolidated interim financial statements

The Directors of the Company are responsible, on behalf of the Company, for the preparation and fair

presentation of these consolidated interim financial statements in accordance with IAS 34 and NZ IAS

34 and for such internal control as the Directors determine is necessary to enable the preparation and

fair presentation of the consolidated interim financial statements that are free from material

misstatement, whether due to fraud or error.

Auditor’s responsibilities for the review of the consolidated interimfinancial statements

Our responsibility is to express a conclusion on the consolidated interim financial statements based on

our review. NZ SRE 2410 (Revised) requires us to conclude whether anything has come to our

attention that causes us to believe that the consolidated interim financial statements, taken as a whole,

are not prepared in all material respects, in accordance with IAS 34 and NZ IAS 34.

A review of consolidated interim financial statements in accordance with NZ SRE 2410 (Revised) is a

limited assurance engagement. We perform procedures, primarily consisting of making enquiries,

primarily of persons responsible for financial and accounting matters, and applying analytical and other

review procedures. 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) and

International Standards on Auditing and consequently does not enable us to obtain assurance that we

PwC39
might identify in an audit. Accordingly, we do not express an audit opinion on these consolidated

interim financial statements.

Who we report to

This report is made solely to the Company’s shareholders, as a body. Our review work has been

undertaken so that we might state those matters which we are required to state to them in our review

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 shareholders, as a body, for our review procedures, for this

report, or for the conclusion we have formed.

The engagement partner on the review resulting in this independent auditor’s review report is Karen

Shires.

For and on behalf of:

Chartered Accountants Auckland

27 February 2023

---

Disclosure Statement


P. 2

Contents



Page

General 3

3

Guarantee 3

....3

3

4

5

Con.6

8

Consolidated Interim Statement of Cash 9

Notes to the Interim Financial Statements

1 Interim f11

Performance

2 Segmental 12

3 14

4 14

5 14

6 15

Financial Position

7 Finance 16

8 21

9 Share capital and 21

10 22

11 Fair 24

Risk Management

12 29

13 Credit risk 29

14 31

15 38

16 41

17 43

Other Disclosures

18 Structured 44

19 45

20 Insurance business, securitisation, funds management, other fiduciary 51

21 ....51

22 Events after reporting 52

53

Other Material 53

54

Independent assurance repor56












P. 3

General Information


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

for the six months ended 31 December 2022 in accordance with the Registered Bank Disclosure Statements (New Zealand

Incorporated Registered Banks) Order 2014 (as amended) (the Order). The financial statements of the Bank for the six months

ended 31 December 2022 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, 35 Teed Street, Newmarket, Auckland 1023.




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

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 Bank were guaranteed.


Auditor


PricewaterhouseCoopers

PwC Tower, Level 27

15 Customs Street West

Auckland 1010


Directors


All Directors of the Bank reside in New Zealand. Communications to the Directors can be sent to Heartland Bank Limited, Level 3,

35 Teed Street, Newmarket, Auckland 1023.


On 8 November 2022, Simon Tyler was appointed as Director.


There have been no other changes in the composition of the Board of Directors of the Bank since 30 June 2022 to the six months

ended 31 December 2022.

P.4
Directors’ Statements

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

1.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.

2.During the six months ended 31 December 2022:

a)the Bank has complied in all material respects with each Condition of Registration applicable during the period;

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 business risks, and that those systems were being properly applied.

This Disclosure Statement is dated 27 February 2023 and has been signed by a majority of the Directors.

B R Irvine (Chair) S M Ruha

J K Greenslade K Mitchell

E J Harvey S Tyler


P. 5

Consolidated Interim Statement of Comprehensive Income

For the six months ended 31 December 2022







Unaudited

6 Months to

December 2022

Unaudited

6 Months to

December 2021

Audited

12 Months to

June 2022



$000's Note


Interest income

3

170,581 132,072 275,770

Interest expense

3

63,118 28,057 66,205

Net interest income 107,463 104,015 209,565




Operating lease income


2,696 2,588 5,284

Operating lease expense


1,862 1,545 3,383

Net operating lease income 834 1,043 1,901




Lending and credit fee income


3,803 3,416 6,943

Other income


2,376 3,967 24,860

Net operating income 114,476 112,441 243,269




Operating expenses

4

53,126 48,154 96,203

Profit before impaired asset expense and income tax 61,350 64,287 147,066




Fair value (loss) on investment


- (315) (315)

Impaired asset expense

6

9,175 8,540 14,692

Profit before income tax 52,175 55,432 132,059




Income tax expense


14,689 14,449 36,068

Profit for the period 37,486 40,983 95,991


Other comprehensive income


Items that are or may be reclassified subsequently to profit or

loss, net of income tax:


Effective portion of change in fair value of derivative financial

instruments for cash flow hedging instruments

8,678 6,619 6,540

Movement in fair value reserve (579) (6,356) (712)

Items that will not be reclassified to profit or loss, net of income

tax:


Movement in defined benefit reserve - - (171)

Net loss due to wind-up of superannuation scheme - - (473)

Other comprehensive income for the period, net of income tax 8,099 263 5,184

Total comprehensive income for the period 45,585 41,246 101,175


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


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.


P. 6

Consolidated Interim Statement of Changes in Equity


For the six months ended 31 December 2022




Share

Capital

Fair

Value

Reserve

Defined

Benefit

Reserve

Cash Flow

Hedge

Reserve

Retained

Earnings

Total

Equity


$000's

Note

Unaudited - December 2022



Balance as at 1 July 2022 553,239 (1,034) - 7,446 147,852 707,503



Total comprehensive income for the period

Profit for the period - - - - 37,486 37,486

Other comprehensive (loss)/

income, net of income tax

- (579) - 8,678 - 8,099

Total comprehensive (loss)/

income for the period


- (579) - 8,678 37,486 45,585



Contributions by and distributions to owner


Dividend to Heartland Group Holdings Limited 9 - - - - (30,000) (30,000)

Total transactions with owner - - - - (30,000) (30,000)

Balance as at 31 December 2022 553,239 (1,613) - 16,124 155,338 723,088


Unaudited - December 2021




Balance as at 1 July 2021 553,239 (322) 171 906 87,834 641,828


Total comprehensive income for the period

Profit for the period - - - - 40,983 40,983

Other comprehensive (loss)/

income, net of income tax

- (6,356) - 6,619 - 263

Total comprehensive (loss)/

income for the period


- (6,356) - 6,619 40,983 41,246



Contributions by and distributions to owner


Dividend to Heartland Group Holdings Limited 9 - - - - - -

Total transactions with owner - - - - - -

Balance as at 31 December 2021 553,239 (6,678) 171 7,525 128,817 683,074


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.



P. 7

Consolidated Interim Statement of Changes in Equity (Continued)


For the six months ended 31 December 2022




Share

Capital

Fair

Value

Reserve

Defined

Benefit

Reserve

Cash Flow

Hedge

Reserve

Retained

Earnings

Total

Equity


$000's

Note

Audited - June 2022



Balance as at 1 July 2021 553,239 (322) 171 906 87,834 641,828


Total comprehensive income for the year

Profit for the year - - - - 95,991 95,991

Other comprehensive (loss)/

income, net of income tax

- (712) (171) 6,540 (473) 5,184

Total comprehensive (loss)/

income for the year


- (712) (171) 6,540 95,518 101,175



Contributions by and distributions to owner


Dividend to Heartland Group Holdings Limited 9 - - - - (35,500) (35,500)

Total transactions with owner - - - - (35,500) (35,500)

Balance as at 30 June 2022 553,239 (1,034) - 7,446 147,852 707,503


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.


P. 8

Consolidated Interim Statement of Financial Position



As at 31 December 2022







Unaudited

December 2022

Unaudited

December 2021

Audited

June 2022

$000's

Note

Assets

Cash and cash equivalents 296,551 137,937 221,469

Investments 11 270,923 297,316 275,714

Derivative financial instruments 11 50,729 21,540 44,487

Due from related parties 10 548 1,345 1,540

Finance receivables 7 3,852,536 3,470,003 3,762,231

Finance receivables - reverse mortgages 7 808,701 648,865 721,264

Investment properties 11 11,903 11,832 11,832

Operating lease vehicles 15,546 13,009 15,161

Right of use assets 12,602 14,609 13,660

Other assets 11,929 14,536 13,338

Intangible assets 61,704 57,353 58,418

Deferred tax asset 15,648 14,595 15,538

Total assets 5,409,320 4,702,940 5,154,652


Liabilities

Deposits 8 4,077,665 3,336,509 3,597,144

Other borrowings 8 518,644 622,336 749,478

Due to related parties 10 - 688 1,535

Lease liabilities 14,615 16,703 15,726

Tax liabilities 5,246 6,211 22,479

Derivative financial instruments 11 10,403 3,400 6,335

Trade and other payables 59,659 34,019 54,452

Total liabilities 4,686,232 4,019,866 4,447,149


Equity

Share capital 9 553,239 553,239 553,239

Retained earnings and other reserves 169,849 129,835 154,264

Total equity 723,088 683,074 707,503


Total equity and liabilities 5,409,320 4,702,940 5,154,652



Total interest earning and discount bearing assets 5,153,687 4,481,311 4,918,261

Total interest and discount bearing liabilities 4,561,011 3,942,304 4,312,180


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.



P. 9

Consolidated Interim Statement of Cash Flows


For the six months ended 31 December 2022





Unaudited

6 Months to

December 2022

Unaudited

6 Months to

December 2021

Audited

12 Months to

June 2022



$000's

Note

Cash flows from operating activities

Interest received 135,934 113,807 232,601

Operating lease income received 2,197 1,807 3,913

Lending, credit fees and other income received 6,989 4,881 11,740

Operating inflows 145,120 120,495 248,254


Interest paid (55,018) (36,697) (87,131)

Payments to suppliers and employees (40,384) (30,021) (47,169)

Taxation paid (34,571) (18,283) (26,616)

Operating outflows (129,973) (85,001) (160,916)


Net cash flows from operating activities before changes in

operating assets and liabilities

15,147 35,494 87,338


Proceeds from sale of operating lease vehicles 1,642 3,023 4,482

Purchase of operating lease vehicles (3,245) (6,016) (10,758)

Net movement in finance receivables (150,835) (292,843) (636,981)

Net movement in deposits 475,077 117,139 376,052

Net movement in related party balances (543) (3,721) (3,069)

Net cash flows from/(applied to) operating activities

1

337,243 (146,924) (182,936)


Cash flows from investing activities

Purchase of property, plant and equipment and intangible assets (6,539) (7,676) (11,889)

Net decrease in investments 4,791 54,988 82,946

Net movement of investment property (71) - -

Total cash (applied to)/from investing activities (1,819) 47,312 71,057


Net cash flows (applied to)/from investing activities (1,819) 47,312 71,057


Cash flows from financing activities

Net increase in wholesale funding - 125,740 258,127

Total cash provided from financing activities - 125,740 258,127


Net decrease in wholesale funding (79,006) - -

Repayment of unsubordinated notes (150,000) - -

Dividends paid 9 (30,000) - (35,500)

Payment of lease liabilities (1,336) (1,094) (2,182)

Total cash (applied to) financing activities (260,342) (1,094) (37,682)


Net cash flows (applied to)/from financing activities (260,342) 124,646 220,445


Net increase in cash held 75,082 25,034 108,566

Opening cash and cash equivalents 221,469 112,903 112,903

Closing cash and cash equivalents 296,551 137,937 221,469

1

Cash flows from operating activities do not include cash flows from wholesale funding which are included as part of financing activities.


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.



P. 10

Consolidated Interim Statement of Cash Flows (Continued)



For the six months ended 31 December 2022




Reconciliation of profit after tax to net cash flows from operating activities







Unaudited

6 Months to

December 2022

Unaudited

6 Months to

December 2021

Audited

12 Months to

June 2022



$000's

Note

Profit for the period 37,486 40,983 95,991


Add/(less) non-cash items:

Depreciation and amortisation expense 4,722 5,429 10,294

Depreciation on lease vehicles 1,692 1,429 3,103

Capitalised net interest income and fee income (31,231) (19,149) (41,863)

Impaired asset expense 6 9,175 8,540 14,692

Investment fair value unrealised movement - 315 315

Other non-cash items (2,040) (8,242) (17,490)

Total non-cash items (17,682) (11,678) (30,949)


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

Finance receivables (150,835) (292,843) (636,981)

Operating lease vehicles (1,602) (2,993) (6,276)

Other assets 1,991 (2,126) (1,780)

Current tax (17,233) (1,345) 14,923

Derivative financial instruments 5,926 (2,199) (23,002)

Deferred tax (110) (2,344) (3,287)

Deposits 475,077 117,139 376,052

Other liabilities 4,225 10,482 32,373

Total movements in operating assets and liabilities 317,439 (176,229) (247,978)



Net cash flows from/(applied to) operating activities

1

337,243 (146,924) (182,936)

1

Cash flows from operating activities do not include cash flows from wholesale funding which are included as part of financing activities.


The notes to the interim financial statements form an integral part of, and should be read in conjunction with, these

consolidated interim financial statements.


P. 11

Notes to the Interim Financial Statements


For the six months ended 31 December 2022


1 Interim financial statements preparation


Basis of preparation


The interim financial statements presented are the consolidated interim financial statements comprising Heartland Bank Limited

(the Bank or HBL) and its subsidiaries (the Banking Group). They have been prepared in accordance with Generally Accepted

Accounting Practice in New Zealand (NZ GAAP) as defined in the Financial Reporting Act 2013. These consolidated interim

financial statements comply with 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 2022.


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


6 month period ended 31 December 2022 Unaudited

6 month period ended 31 December 2021 Unaudited

12 month period ended 30 June 2022 Audited


The consolidated interim financial statements have been prepared on a going concern and historical cost basis, unless stated

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

reporting period.


Certain comparative balances have been reclassified to align with the presentation used in the current period. These

reclassifications have no impact on the overall financial performance or net assets for the comparative year/period.


Estimates and judgements


There have been no material changes to the use of estimates and judgements for the preparation of the interim financial

statements since the reporting date of the previous financial statements. T

ended 30 June 2022 contains detail on the estimates and judgements used.


In respect of the provision for expected credit loss on finance receivables, the Banking Group has previously created an economic

overlay of $8.0 million as at 30 June 2022 to address economic uncertainty. The economic overlay of $8.0 million remains

appropriate at 31 December 2022.


P. 12

Performance


2 Segmental analysis


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

Banking Group's management and internal reporting structure.


Operating segments


The Banking Group operates within New Zealand and comprises the following main operating segments:


Motor Motor vehicle finance.


Reverse mortgages Reverse mortgage lending in New Zealand.


Personal Lending Transactional, home loans and personal loans to individuals.


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

small-to-medium sized 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 in New Zealand.


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

included in Other. Liabilities are managed centrally and therefore are not allocated across the operating segments.


The Banking Group's operating segments are different from the industry categories detailed in Note 13 - Credit risk exposure. The

operating segments are primarily categorised by sales channel, whereas Note 13 - Credit risk exposure categorises exposures

based on credit risk concentrations.



Reverse Personal

$000's

Motor Mortgages Lending Business Rural Other Total

Unaudited - December 2022


Net interest income 30,936 19,058 5,213 35,843 16,612 (199) 107,463

Net other income 1,734 1,444 594 1,542 336 1,363 7,013

Net operating income 32,670 20,502 5,807 37,385 16,948 1,164 114,476


Operating expenses 2,055 2,585 3,344 4,867 1,628 38,647 53,126

Profit/(loss) before impaired asset

expense and income tax

30,615 17,917 2,463 32,518 15,320 (37,483) 61,350




Impaired asset expense 3,341 - 1,580 4,092 162 - 9,175

Profit/(loss) before income tax 27,274 17,917 883 28,426 15,158 (37,483) 52,175


Income tax expense - - - - - 14,689 14,689

Profit/(loss) for the period 27,274 17,917 883 28,426 15,158 (52,172) 37,486


Total assets 1,457,970 808,701 361,870 1,386,602 674,009 720,168 5,409,320

Total liabilities 4,686,232





P. 13

2 Segmental analysis (continued)


Reverse Personal

$000's

Motor Mortgages Lending Business Rural Other Total

Unaudited - December 2021


Net interest income 34,687 14,000 4,496 35,888 15,138 (195) 104,014

Net other income 1,703 1,289 726 1,408 365 2,936 8,427

Net operating income 36,390 15,289 5,222 37,296 15,503 2,741 112,441



Operating expenses 1,975 2,354 3,268 4,756 1,531 34,270 48,154

Profit/(loss) before impaired asset 34,415 12,935 1,954 32,540 13,972 (31,529) 64,287


Fair value (loss) on investment - - - - - (315) (315)

Impaired asset expense/(benefit) 2,518 - 902 4,210 909 1 8,540

Profit/(loss) before income tax 31,897 12,935 1,052 28,330 13,063 (31,845) 55,432


Income tax expense - - - - - 14,449 14,449

Profit/(loss) for the period 31,897 12,935 1,052 28,330 13,063 (46,294) 40,983


Total assets 1,344,865 648,865 272,803 1,294,601 583,026 558,780 4,702,940

Total liabilities 4,019,866


Audited - June 2022



Net interest income 69,730 29,957 10,218 70,602 29,460 (402) 209,565

Net other income 3,326 2,583 1,562 2,679 739 22,815 33,704

Net operating income 73,056 32,540 11,780 73,281 30,199 22,413 243,269



Operating expenses 3,792 4,485 6,417 9,358 3,038 69,113 96,203

Profit/(loss) before impaired asset 69,264 28,055 5,363 63,923 27,161 (46,700) 147,066


Fair value (loss) on investment - - - - - (315) (315)

Impaired asset expense/(benefit) 1,481 - (877) 11,831 2,257 - 14,692

Profit/(loss) before income tax 67,783 28,055 6,240 52,092 24,904 (47,015) 132,059


Income tax expense - - - - - 36,068 36,068

Profit/(loss) for the year 67,783 28,055 6,240 52,092 24,904 (83,083) 95,991


Total assets 1,382,367 721,264 332,783 1,387,352 687,232 643,654 5,154,652

Total liabilities 4,447,149



P. 14

3 Net interest income


Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's

December 2022 December 2021 June 2022

Interest income

Cash and cash equivalents

3,043 149 805

Investments

2,399 2,782 5,156

Finance receivables

135,407 111,277 230,514

Finance receivables - reverse mortgages

29,732 17,864 39,295

Total interest income 170,581 132,072 275,770



Interest expense


Deposits

56,864 18,741 45,387

Other borrowings

13,297 8,890 20,727

Net interest expense/(income) on derivative financial instruments

(7,043) 426 91

Total interest expense 63,118 28,057 66,205



Net interest income 107,463 104,015 209,565




4 Operating expenses



Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's

December 2022 December 2021 June 2022

Personnel expenses 31,983 27,375 53,826

Directors' fees

282 288 542

Superannuation

654 517 1,045

Depreciation - property, plant and equipment

871 1,331 2,342

Legal and professional fees

1,124 709 1,697

Advertising and public relations

1,081 1,596 2,814

Depreciation - right of use asset

1,059 1,062 2,122

Technology services

4,625 4,597 9,014

Telecommunications, stationery and postage

867 722 1,492

Customer acquisition costs

1,325 1,212 2,419

Amortisation of intangible assets

2,792 3,036 5,830

Other operating expenses

1


6,463 5,709 13,060

Total operating expenses 53,126 48,154 96,203

1

Other operating expenses include compensation of auditor which is disclosed in Note 5 - Compensation of auditor.



5 Compensation of auditor



Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's

December 2022 December 2021 June 2022

Fees paid to current auditor - PricewaterhouseCoopers

Audit and review of financial statements

1


180 - -

Other non-assurance services paid to auditor

2


15 - -

Total compensation to PricewaterhouseCoopers 195 - -

Fees paid to predecessor auditor - KPMG

Audit and review of financial statements

1


26 295 593

Other assurance services paid to auditor

3


-

10 20

Total compensation to KPMG 26 305 613

1

These relates to fees paid for both the audit of the annual financial statements and review of the interim financial statements.

2

Other non-assurance services paid to PricewaterhouseCoopers relates to actuarial services for reverse mortgages for the Banking Group.

3

Other assurance related services paid to KPMG comprise regulatory assurance services, trust deed reporting and registry audits.


P. 15

6 Impaired asset expense


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

receivables carried at amortised cost. The following table details impairment charges of those finance receivables for the six

months ended 31 December 2022.


Unaudited Unaudited Audited

6 Months to 6 Months to 12 Months to

$000's

December 2022 December 2021 June 2022

Non-securitised

Individually impaired asset expense

5,292 6,266 10,782

Collectively impaired asset expense

5,016 3,147 6,735

Total non-securitised impaired asset expense 10,308 9,413 17,517



Securitised


Collectively impaired asset expense

(154) 392 (70)

Total securitised impaired asset expense (154) 392 (70)



Total


Individually impaired asset expense

5,292 6,266 10,782

Collectively impaired asset expense

4,862 3,539 6,665

Total impaired asset expense excluding recovery of amounts previously

written off 10,154 9,805 17,447

Recovery of amounts previously written off to the income statement

(979) (1,265) (2,755)

Total impaired asset expense 9,175 8,540 14,692






P. 16

Financial Position


7 Finance receivables


(a) Finance receivables held at amortised cost


Unaudited Unaudited Audited

$000's

December 2022 December 2021 June 2022

Non-securitised

Neither at least 90 days past due nor impaired

3,562,670 3,145,180 3,391,832

At least 90 days past due

58,975 38,158 41,279

Individually impaired

69,000 63,965 66,183

Gross finance receivables 3,690,645 3,247,303 3,499,294

Less provision for impairment

(52,354) (50,582) (50,232)

Total non-securitised finance receivables 3,638,291 3,196,721 3,449,062


Securitised


Neither at least 90 days past due nor impaired

214,286 273,650 313,364

At least 90 days past due

- 263 -

Gross finance receivables 214,286 273,913 313,364

Less provision for impairment

(41) (631) (195)

Total securitised finance receivables 214,245 273,282 313,169


Total


Neither at least 90 days past due nor impaired

3,776,956 3,418,830 3,705,196

At least 90 days past due

58,975 38,421 41,279

Individually impaired

69,000 63,965 66,183

Gross finance receivables 3,904,931 3,521,216 3,812,658

Less provision for impairment

(52,395) (51,213) (50,427)

Total finance receivables 3,852,536 3,470,003 3,762,231



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



P. 17

7 Finance receivables (continued)


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


Movement in provision for impairment losses


The following table details the movement from the opening balance to the closing balance of the provision for impairment losses

by class.



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Unaudited - December 2022


Non-securitised


Impairment allowance as at 30 June 2022 19,005 1,865 14,361 15,001 50,232

Changes in loss allowance

Transfer between stages (3,933) (1,946) 1,921 3,958 -

New and increased provision (net of provision releases)

2,917 2,313 3,744 1,334 10,308

Credit impairment charge (1,016) 367 5,665 5,292 10,308

Write-offs - - (6,115) (2,071) (8,186)

Impairment allowance as at 31 December 2022 17,989 2,232 13,911 18,222 52,354


Securitised


Impairment allowance as at 30 June 2022 196 (2) 1 - 195

Changes in loss allowance

Transfer between stages (1) 1 - - -

New and increased provision (net of provision releases)

(167) 13 - - (154)

Credit impairment charge (168) 14 - - (154)

Write-offs - - - - -

Impairment allowance as at 31 December 2022 28 12 1 - 41


Total


Impairment allowance as at 30 June 2022 19,201 1,863 14,362 15,001 50,427

Changes in loss allowance

Transfer between stages (3,934) (1,945) 1,921 3,958 -

New and increased provision (net of provision releases)

2,750 2,326 3,744 1,334 10,154

Credit impairment charge (1,184) 381 5,665 5,292 10,154

Write-offs - - (6,115) (2,071) (8,186)

Impairment allowance as at 31 December 2022 18,017 2,244 13,912 18,222 52,395



P. 18

7 Finance receivables (continued)


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


Movement in provision for impairment losses (continued)



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Unaudited - December 2021


Non-securitised


Impairment allowance as at 30 June 2021 24,216 2,334 16,630 7,629 50,809

Changes in loss allowance

Transfer between stages (2,278) (1,086) 653 2,711 -

New and increased provision (net of provision releases) (623) 360 6,121 3,555

9,413

Credit impairment charge (2,901) (726) 6,774 6,266 9,413

Write-offs - - (8,421) (1,219) (9,640)

Impairment allowance as at 31 December 2021 21,315 1,608 14,983 12,676 50,582


Securitised


Impairment allowance as at 30 June 2021 216 22 1 - 239

Changes in loss allowance

Transfer between stages (2) (27) 29 - -

New and increased provision (net of provision releases) 231 77 84 - 392

Credit impairment charge 229 50 113 - 392

Write-offs - - - - -

Impairment allowance as at 31 December 2021 445 72 114 - 631


Total


Impairment allowance as at 30 June 2021 24,432 2,356 16,631 7,629 51,048

Changes in loss allowance

Transfer between stages (2,280) (1,113) 682 2,711 -

New and increased provision (net of provision releases) (392) 437 6,205 3,555

9,805

Credit impairment charge (2,672) (676) 6,887 6,266 9,805

Write-offs - - (8,421) (1,219) (9,640)

Impairment allowance as at 31 December 2021 21,760 1,680 15,097 12,676 51,213





P. 19

7 Finance receivables (continued)


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


Movement in provision for impairment losses (continued)



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Audited - 30 June 2022


Non-securitised


Impairment allowance as at 30 June 2021 24,216 2,334 16,630 7,629 50,809

Changes in loss allowance

Transfer between stages (3,800) (2,391) 916 5,275 -

New and increased provision (net of provision releases) (1,411) 1,922 11,499 5,507 17,517

Credit impairment charge (5,211) (469) 12,415 10,782 17,517

Write-offs - - (14,684) (3,410) (18,094)

Impairment allowance as at 30 June 2022 19,005 1,865 14,361 15,001 50,232


Securitised


Impairment allowance as at 30 June 2021 216 22 1 - 239

Changes in loss allowance

Transfer between stages (6) (109) 115 - -

New and increased provision (net of provision releases) (14) 85 (141) - (70)

Credit impairment charge (20) (24) (26) - (70)

Write-offs - - 26 - 26

Impairment allowance as at 30 June 2022 196 (2) 1 - 195


Total


Impairment allowance as at 30 June 2021 24,432 2,356 16,631 7,629 51,048

Changes in loss allowance

Transfer between stages (3,806) (2,500) 1,031 5,275 -

New and increased provision (net of provision releases) (1,425) 2,007 11,358 5,507 17,447

Credit impairment charge (5,231) (493) 12,389 10,782 17,447

Write-offs - - (14,658) (3,410) (18,068)

Impairment allowance as at 30 June 2022 19,201 1,863 14,362 15,001 50,427



P. 20

7 Finance receivables (continued)


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


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



Lifetime Lifetime

ECL ECL

12 - Month Not Credit Credit Specific

$000's ECL Impaired Impaired Provision Total

Unaudited - December 2022


Gross finance receivables as at 30 June 2022 3,583,335 117,515 45,625 66,183 3,812,658

Transfer between stages (106,391) 63,271 33,733 9,387 -

Additions 715,969 - - 7,928 723,897

Deletions (552,790) (47,544) (10,677) (12,427) (623,438)

Write-offs - - (6,115) (2,071) (8,186)

Gross finance receivables as at 31 December 2022 3,640,123 133,242 62,566 69,000 3,904,931


Unaudited - December 2021


Gross finance receivables as at 30 June 2021 3,016,571 164,728 45,199 38,143 3,264,641

Transfer between stages (46,346) (12,348) 19,326 39,368 -

Additions 896,211 - - 906 897,117

Deletions (575,509) (34,581) (7,579) (13,233) (630,902)

Write-offs - - (8,421) (1,219) (9,640)

Gross finance receivables as at 31 December 2021 3,290,927 117,799 48,525 63,965 3,521,216


Audited - June 2022


Gross finance receivables as at 30 June 2021 3,016,571 164,728 45,199 38,143 3,264,641

Transfer between stages (109,051) 24,871 28,786 55,394 -

Additions 2,059,181 - - 3,002 2,062,183

Deletions (1,383,366) (72,084) (13,702) (26,946) (1,496,098)

Write-offs - - (14,658) (3,410) (18,068)

Gross finance receivables as at 30 June 2022 3,583,335 117,515 45,625 66,183 3,812,658



(b) Finance receivables held at fair value


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Finance receivables - reverse mortgages 808,701 648,865 721,264

Total finance receivables - reverse mortgages 808,701 648,865 721,264


P. 21

8 Borrowings


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Deposits 4,077,665 3,336,509 3,597,144

Total borrowings related to deposits 4,077,665 3,336,509 3,597,144


Unsubordinated notes 120,374 277,959 272,983

Securitised borrowings 191,091 234,739 267,779

Certificate of deposit 207,179 109,638 198,715

Money market borrowings - - 10,001

Total other borrowings 518,644 622,336 749,478



Deposits and unsubordinated notes rank equally and are unsecured.


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




Principal



Valuation



Issue Date



Maturity Date

Frequency of

Interest

Repayment

$125 million Amortised cost 12 April 2019 12 April 2024 Half yearly


At 31 December 2022 the Banking Group had the following securitised borrowings outstanding:


Heartland Auto Receivables Warehouse Trust 2018 - 1 securitisation facility $400 million, drawn $191 million (December

2021: $400 million, drawn $235 million; June 2022: $400 million, drawn $268 million). Securitised borrowings held by

investors are secured over the motor loan assets of the Heartland Auto Receivables Warehouse Trust 2018-1. The facility has

a maturity date of 26 August 2024.


9 Share capital and dividends


Unaudited Unaudited Audited

December 2022 December 2021 June 2022

000's Number of Shares Number of Shares Number of Shares

Issued shares

Opening balance 565,430 565,430 565,430

Closing balance 565,430 565,430 565,430



There were no new shares issued during the period (December 2021: nil; June 2022: nil).


Dividends paid


6 Months to December 2022 12 Months to June 2022

Date Cents Date Cents

Declared Per Share $000's Declared Per Share $000's

Dividend to Heartland Group

Holdings Limited (HGH)

22 August 2022 - 30,000 21 February 2022 - 35,500

Total dividends paid 30,000 35,500


P. 22

10 Related party transactions and balances


(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 executive staff, Directors and their close family members.


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

conditions, such as interest rates and collateral along with the risks to the Bank are comparable to transactions with other

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


All other transactions with KMPs and their related entities are made on terms equivalent to those that prevail in arm's length

transactions.


Unaudited Unaudited Audited


6 Months to 6 Months to 12 Months to

$000's December 2022 December 2021 June 2022

Transactions with key management personnel

Interest income 11 15 26

Interest expense (15) (24) (24)

Net transactions with key management personnel (4) (9) 2


Due from/(to) key management personnel

Lending 831 296 229

Deposits (1,325) (1,425) (508)

Net due (to) key management personnel (494) (1,129) (279)



(b) Transactions 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 tax and administrative services and customer

operations. Banking facilities are provided by HBL to other Banking 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. Related party transactions outside of the

Banking Group are as follows:


Unaudited Unaudited Audited

6 Months to 6 Months to 12 Months to

$000's December 2022 December 2021 June 2022

Heartland Group Holdings Limited

Interest expense

71 32 68

Deposits/(withdrawals)

2,400 (32,000) (31,500)

Dividends paid to HGH

30,000 - 35,500

Management fees to HGH

5,361 4,298 8,327

Management fees from HGH

2,271 1,153 2,164





P. 23

10 Related party transactions and balances (continued)


(b) Transactions with related parties (continued)


Unaudited Unaudited Audited

6 Months to 6 Months to 12 Months to

$000's December 2022 December 2021 June 2022

Australian Seniors Finance Pty Limited (ASF)

Management fees to ASF

2 - -

Management fees from ASF

2,369 1,614 2,752


Southern Cross Building Society Staff Superannuation (SCBS)


Interest expense

1 4 6

Management fees from SCBS

- 5 10

Cash received from SCBS

- - 350



(c) Due from/to related parties


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Due from

Australian Seniors Finance Pty Limited

491 1,334 1,540

Heartland Group Holdings Limited

57 11 -

Total due from related parties 548 1,345 1,540


Due to


Heartland Group Holdings Limited

- 688 1,535

Total due to related parties - 688 1,535



(d) Other balances with related parties


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Heartland Group Holdings Limited

Deposits owing to HGH 7,108 4,100 4,636


Southern Cross Building Society Staff Superannuation

Deposits owing to SCBS 1 1,704 35


P. 24

11 Fair value


(a) Financial instruments measured at fair value


The following methods and assumptions were used to estimate the fair value of each class of financial asset and liability measured

at fair value on a recurring basis in the consolidated statement of financial position.


The Banking Group has an established framework in performing valuations required for financial reporting purposes including

Level 3 fair values. The Banking Group regularly reviews and calibrates significant unobservable inputs and valuation adjustments

tion specialists are engaged to measure fair values, the Banking

Group assesses the evidence obtained from these specialists to support the conclusion of these valuations. All significant

valuations are reported to the Banking Group's Board Audit and Risk Committee for approval prior to its adoption in the financial

statements.


Investments in debt securities


Investments in public sector securities and corporate bonds are classified at fair value through other comprehensive income

(FVOCI), with the fair value being based on quoted market prices (Level 1 under the fair value hierarchy).


Investments valued under Level 2 of the fair value hierarchy are valued either based on quoted market prices or dealer quotes for

similar instruments, or discounted cash flows analysis.


Investments in equity securities


Investments in equity securities are classified as fair value through profit or loss (FVTPL) unless an irrevocable election is made by

the Banking Group to measure at FVOCI. Investment in listed securities traded in liquid, active markets where prices are readily

observable are measured under Level 1 of the fair value hierarchy with no modelling or assumptions used in the valuation.

Investments in unlisted equity securities are measured under Level 3 of the fair value hierarchy with the fair value being based on

unobservable inputs using market accepted valuation techniques. Where appropriate, the Banking Group may apply adjustments

to the above-mentioned techniques to determine fair value of an equity security to reflect the underlying characteristics. These

adjustments are reflective of market participant considerations in valuing the said security.


Investment properties


Investment properties are initially recorded at their fair value, with subsequent changes in fair value recognised in profit or loss.

Fair values are determined by qualified independent valuers or other similar external evidence, adjusted for changes in market

conditions.


Investment properties have been acquired through the enforcement of security over finance receivables and are held to earn

rental income or for capital appreciation (or both).


Finance receivables - reverse mortgages


Reverse mortgage loans are classified at FVTPL. On initial recognition the Banking Group considers the transaction price to

represent the fair value of the loan.


For subsequent measurement the Banking Group has considered if the fair value can be determined by reference to a relevant

active market or observable inputs but has concluded relevant support is not currently available. In the absence of such market

evidence the Banking Group has used valuation techniques (income approach) including actuarial assessments to consider the fair

value.


When the Banking Group enters into reverse mortgage loans

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


Mortality and potential move into care;

Voluntary exits;

House price changes;

No negative equity guarantee; and

Interest rate margin.


P. 25

11 Fair value (continued)


(a) Financial instruments measured at fair value (continued)


Finance receivables - reverse mortgages (continued)


At 31 December 2022 the Banking Group does not consider any of the above expectations to have moved outside of the original

expectation range. Therefore, the Banking Group 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. Fair value is not highly sensitive to the

above assumptions in the longer term due to the nature and term of the reverse mortgage loans. In particular, given conservative

origination loan-to-value ratio criteria, a material deterioration in house prices combined with a material increase in interest rates

over a sustained period of time would likely need to occur before any potential impact to fair value.


The Banking Group continues to reassess the existence of a relevant active market and movements in expectations on an on-

going basis.


Derivative financial instruments


Interest rate and foreign currency related contracts are recognised in the financial statements at fair value. Fair values are

determined from observable market prices as at the reporting date, discounted cash flow models or option pricing models as

appropriate (Level 2 under the fair value hierarchy).


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

consolidated statement of financial position.



P. 26

11 Fair value (continued)


(a) Financial instruments measured at fair value (continued)



$000's Level 1 Level 2 Level 3 Total

Unaudited - December 2022


Assets

Investments 269,293 - 1,630 270,923

Investment properties - - 11,903 11,903

Derivative financial instruments - 50,729 - 50,729

Finance receivables - reverse mortgages - - 808,701 808,701

Total financial assets measured at fair value 269,293 50,729 822,234 1,142,256


Liabilities

Derivative financial instruments - 10,403 - 10,403

Total financial liabilities measured at fair value - 10,403 - 10,403



Unaudited - December 2021


Assets

Investments 229,452 61,745 1,503 292,700

Investment properties - - 11,832 11,832

Derivative financial instruments - 21,540 - 21,540

Finance receivables - reverse mortgages - - 648,865 648,865

Total financial assets measured at fair value 229,452 83,285 662,200 974,937


Liabilities

Derivative financial instruments - 3,400 - 3,400

Total financial liabilities measured at fair value - 3,400 - 3,400


Audited - June 2022


Assets

Investments 271,790 - 1,503 273,293

Investment properties - - 11,832 11,832

Derivative financial instruments - 44,487 - 44,487

Finance receivables - reverse mortgages - - 721,264 721,264

Total financial assets measured at fair value 271,790 44,487 734,599 1,050,876


Liabilities

Derivative financial instruments - 6,335 - 6,335

Total financial liabilities measured at fair value - 6,335 - 6,335



There were no transfers between any fair value hierarchy levels in the six months ended 31 December 2022 (December 2021: nil;

June 2022: nil).


P. 27

11 Fair value (continued)


(a) Financial instruments measured at fair value (continued)


The movement in Level 3 assets measured at fair value are below:


Finance Receivables Investment

$000's

- Reverse Mortgages Investments Properties Total

Unaudited - December 2022



As at 30 June 2022

721,264 1,503 11,832 734,599

New loans

107,071 - - 107,071

Repayments

(50,884) - - (50,884)

Capitalised interest and fees

31,231 - - 31,231

Purchase of investments

- 127 - 127

Fair value gain/(loss) on investments

- - - -

Other

19 - 71 90

As at 31 December 2022 808,701 1,630 11,903 822,234


Unaudited - December 2021




As at 30 June 2021

601,505 1,818 11,832 615,155

New loans

74,530 - - 74,530

Repayments

(46,330) - - (46,330)

Capitalised interest and fees

19,149 - - 19,149

Purchase of investments

- - - -

Fair value (loss) on investments

- (315) - (315)

Other

11 - - 11

As at 31 December 2021 648,865 1,503 11,832 662,200


Audited - June 2022




As at 30 June 2021

601,505 1,818 11,832 615,155

New loans

162,166 - - 162,166

Repayments

(83,629) - - (83,629)

Capitalised interest and fees

41,864 - - 41,864

Purchase of investments

- - - -

Fair value (loss) on investments

- (315) - (315)

Other

(642) - - (642)

As at 30 June 2022 721,264 1,503 11,832 734,599



P. 28

11 Fair value (continued)


(b) Financial instruments not measured at fair value


The following table sets out financial instruments not measured at fair value, compares their carrying value against their fair value

and analyses them by level in the fair value hierarchy.


Unaudited Unaudited Audited

December 2022 December 2021 June 2022

Total Total Total

Fair Value Total Fair Carrying Total Fair Carrying Total Fair Carrying

$000's Hierarchy Value Value Value Value Value Value

Assets

Cash and cash equivalents Level 1 296,551 296,551 137,937 137,937 221,469 221,469

Investments

1

Level 2 - - 4,615 4,616 2,418 2,421

Finance receivables Level 3 3,776,898 3,852,536 3,506,207 3,470,003 3,701,694 3,762,231

Due from related parties Level 3 548 548 1,345 1,345 1,540 1,540

Other financial assets Level 3 1,606 1,606 2,282 2,282 175 175

Total financial assets 4,075,603 4,151,241 3,652,386 3,616,183 3,927,296 3,987,836


Liabilities

Deposits Level 2 4,076,080 4,077,665 3,338,767 3,336,509 3,595,554 3,597,144

Other borrowings Level 2 518,644 518,644 622,336 622,336 749,478 749,478

Due to related parties

Level 3 - - 688 688 1,535 1,535

Other financial liabilities

2

Level 3 51,299 51,299 27,670 27,670 47,510 47,510

Total financial liabilities 4,646,023 4,647,608 3,989,461 3,987,203 4,394,077 4,395,667

1

Included within Investments at 31 December 2021 and 30 June 2022 are bank deposits which are held to support the Banking Group's

contractual cash flows. Such Investments are measured at amortised cost. There were no bank deposits within Investments at 31 December

2022.

2

Included within Other financial liabilities are $36.76 million of cash collateral received (December 2021: $16.32 million; June 2022: $32.34

million) against derivative assets as per the requirement of credit support annexes (CSAs) agreements.


P. 29

Risk Management


12 Enterprise risk management program


There have been no material changes in the Banking G

risk since the reporting date of the previous Disclosure Statement.


13 Credit risk exposure


(a) Maximum exposure to credit risk at the relevant 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 consolidated interim statement of financial position.


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

On balance sheet:

Cash and cash equivalents 296,551 137,937 221,469

Investments 269,293 295,813 274,211

Finance receivables 3,852,536 3,470,003 3,762,231

Finance receivables - reverse mortgages 808,701 648,865 721,264

Derivative financial assets 50,729 21,540 44,487

Due from related parties 548 1,345 1,540

Other financial assets 1,606 2,282 175

Total on balance sheet credit exposures 5,279,964 4,577,785 5,025,377


Off balance sheet:

Letters of credit, guarantee commitments and performance bonds 5,931 7,217 8,969

Undrawn facilities available to customers 310,389 254,174 272,735

Conditional commitments to fund at future dates 25,007 21,646 34,791

Total off balance sheet credit exposures 341,327 283,037 316,495


Total credit exposures 5,621,291 4,860,822 5,341,872



As at 31 December 2022 there were no undrawn lending commitments available to counterparties for whom drawn balances are

classified as individually impaired (December 2021: nil; June 2022: $0.003 million).


(b) Concentration of credit risk by geographic region


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

New Zealand 5,464,699 4,680,875 5,176,026

Australia 639 675 3,520

Rest of the world

1

208,348 230,485 212,753

5,673,686 4,912,035 5,392,299


Provision for impairment (52,395) (51,213) (50,427)

Total credit exposures 5,621,291 4,860,822 5,341,872

1

These overseas assets are primarily NZD-denominated investments in AA+ (Standard & Poor's) and higher rated securities issued by offshore

supranational agencies e.g. Kauri Bonds.




P. 30

13 Credit risk exposure (continued)


(c) Concentration of credit risk by industry sector


The Australian and New Zealand Standard Industrial Classification (ANZSIC) codes have been used as the basis for categorising

customer and investee industry sectors.


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Agriculture 755,096 667,835 747,618

Forestry and fishing 143,883 149,561 148,797

Mining 10,200 14,217 12,524

Manufacturing 80,501 85,737 78,432

Finance and insurance 786,562 594,370 685,938

Wholesale trade 42,665 35,543 41,986

Retail trade and accommodation 415,303 338,163 423,975

Households 2,268,703 1,972,869 2,134,097

Other business services 202,182 172,647 189,860

Construction 320,431 304,593 291,971

Rental, hiring and real estate services 211,581 180,689 199,388

Transport and storage 339,182 311,068 323,732

Other 97,397 84,743 113,981

5,673,686 4,912,035 5,392,299


Provision for impairment (52,395) (51,213) (50,427)

Total credit exposures 5,621,291 4,860,822 5,341,872


(d) Credit exposure to individual counterparties



credit exposure. Credit 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 are excluded.


The peak end-of-day aggregate concentration of credit exposure to individual counterparties has been calculated by determining

the maximum end-of-day aggregate amount of credit exposure over the relevant six-month period and then dividing the amount

pital as at 31 December 2022.

Unaudited

Unaudited Number of Exposures

Number of Exposures Peak End-of-Day over


As at December 2022

6 Months to December 2022

Exposures to banks

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

10% to less than 15% of CET1 capital 1 1

15% to less than 20% of CET1 capital - -

20% to less than 25% of CET1 capital 1 1

25% to less than 30% of CET1 capital 1 1

With a long-term credit rating of at least BBB- or Baa3, or its equivalent,

and at most BBB+ or Baa1, or its equivalent

- -


Exposures to non-banks

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

less than 15% of CET1 capital that do not have a long-term credit rating.

1 1


P. 31

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




$000's Corporate Residential All Other Total

Unaudited - December 2022

Neither at least 90 days past due nor impaired 2,420,633 1,120,175 1,044,849 4,585,657

At least 90 days past due 27,564 350 31,061 58,975

Individually impaired 68,646 - 354 69,000

Gross finance receivables 2,516,843 1,120,525 1,076,264 4,713,632

Provision for impairment (42,093) (123) (10,179) (52,395)

Total net finance receivables 2,474,750 1,120,402 1,066,085 4,661,237


Unaudited - December 2021

Neither at least 90 days past due nor impaired 2,115,876 874,682 1,077,137 4,067,695

At least 90 days past due 15,321 135 22,965 38,421

Individually impaired 63,757 9 199 63,965

Gross finance receivables 2,194,954 874,826 1,100,301 4,170,081

Provision for impairment (32,511) (88) (18,614) (51,213)

Total net finance receivables 2,162,443 874,738 1,081,687 4,118,868


Audited - June 2022

Neither at least 90 days past due nor impaired 2,377,755 1,006,977 1,041,728 4,426,460

At least 90 days past due 15,276 131 25,872 41,279

Individually impaired 65,970 - 213 66,183

Gross finance receivables 2,459,001 1,007,108 1,067,813 4,533,922

Provision for impairment (40,196) (115) (10,116) (50,427)

Total net finance receivables 2,418,805 1,006,993 1,057,697 4,483,495




P. 32

14 Asset quality (continued)


(b) Past due but not individually impaired




$000's Corporate Residential All Other Total

Unaudited - December 2022

Less than 30 days past due 3,515 164 1,956 5,635

At least 30 but less than 60 days past due 9,268 386 11,035 20,689

At least 60 but less than 90 days past due 6,231 - 5,842 12,073

At least 90 days past due 27,564 350 31,061 58,975

Total past due but not individually impaired 46,578 900 49,894 97,372


Unaudited - December 2021

Less than 30 days past due 6,120 356 5,365 11,841

At least 30 but less than 60 days past due 7,077 207 9,022 16,306

At least 60 but less than 90 days past due 2,999 - 4,455 7,454

At least 90 days past due 15,321 135 22,965 38,421

Total past due but not individually impaired 31,517 698 41,807 74,022


Audited - June 2022

Less than 30 days past due 4,147 171 3,249 7,567

At least 30 but less than 60 days past due 15,320 263 10,751 26,334

At least 60 but less than 90 days past due 4,621 85 5,071 9,777

At least 90 days past due 15,276 131 25,872 41,279

Total past due but not individually impaired 39,364 650 44,943 84,957




P. 33

14 Asset quality (continued)


(c) Individually impaired assets




$000's Corporate Residential All Other Total

Unaudited - December 2022


Opening 65,970 - 213 66,183

Additions 17,174 - 141 17,315

Deletions (12,427) - - (12,427)

Write-offs (2,071) - - (2,071)

Closing gross individually impaired assets 68,646 - 354 69,000

Less: provision for individually impaired assets 18,222 - - 18,222

Total net individually impaired assets 50,424 - 354 50,778


Unaudited - December 2021


Opening 37,561 9 573 38,143

Additions 40,274 - - 40,274

Deletions (12,717) - (374) (13,091)

Write-offs (1,361) - - (1,361)

Closing gross individually impaired assets 63,757 9 199 63,965

Less: provision for individually impaired assets 12,675 - 1 12,676

Total net individually impaired assets 51,082 9 198 51,289


Audited - June 2022


Opening 37,561 9 573 38,143

Additions 58,396 - - 58,396

Deletions (26,577) (9) (360) (26,946)

Write-offs (3,410) - - (3,410)

Closing gross individually impaired assets 65,970 - 213 66,183

Less: provision for individually impaired assets 15,001 - - 15,001

Total net individually impaired assets 50,969 - 213 51,182




P. 34

14 Asset quality (continued)


(d) Provision for impairment




Lifetime

ECL Lifetime

Total


12 Months Not Credit ECL Credit Specific

$000's

ECL Impaired Impaired Provision

Unaudited - December 2022




Corporate

Impairment allowance as at 30 June 2022 19,353 897 4,945 15,001 40,196

Changes in loss allowance

Transfer between stages (3,700) (995) 737 3,958 -

New and increased provision (net of provision releases) 1,363 1,267 1,469 1,334 5,433

Credit impairment charge (2,337) 272 2,206 5,292 5,433

Write-offs - - (1,465) (2,071) (3,536)

Impairment allowance as at 31 December 2022 17,016 1,169 5,686 18,222 42,093


Residential


Impairment allowance as at 30 June 2022 115 - - - 115

Changes in loss allowance

Transfer between stages - - - - -

New and increased provision (net of provision releases) 8 - - - 8

Credit impairment charge 8 - - - 8

Write-offs - - - - -

Impairment allowance as at 31 December 2022 123 - - - 123


All Other


Impairment allowance as at 30 June 2022 (267) 966 9,417 - 10,116

Changes in loss allowance

Transfer between stages (234) (950) 1,184 - -

New and increased provision (net of provision releases) 1,379 1,059 2,275 - 4,713

Credit impairment charge 1,145 109 3,459 - 4,713

Write-offs - - (4,650) - (4,650)

Impairment allowance as at 31 December 2022 878 1,075 8,226 - 10,179



P. 35

14 Asset quality (continued)


(d) Provision for impairment (continued)




Lifetime

ECL Lifetime

Total


12 Months Not Credit ECL Credit Specific

$000's

ECL Impaired Impaired Provision

Unaudited - December 2022




Total


Impairment allowance as at 30 June 2022 19,201 1,863 14,362 15,001 50,427

Changes in loss allowance

Transfer between stages (3,934) (1,945) 1,921 3,958 -

New and increased provision (net of provision releases) 2,750 2,326 3,744 1,334 10,154

Credit impairment charge (1,184) 381 5,665 5,292 10,154

Write-offs - - (6,115) (2,071) (8,186)

Impairment allowance as at 31 December 2022 18,017 2,244 13,912 18,222 52,395




Lifetime

ECL Lifetime


12 Months Not Credit ECL Credit Specific

$000's

ECL Impaired Impaired Provision Total

Unaudited - December 2021




Corporate

Impairment allowance as at 30 June 2021

16,586 1,218 4,844 7,629 30,277

Changes in loss allowance

Transfer between stages (2,196) (454) (60) 2,710 -

New and increased provision (net of provision releases) (137) 90 2,021 3,555 5,529

Credit impairment charge (2,333) (364) 1,961 6,265 5,529

Write-offs

- - (2,076) (1,219) (3,295)

Impairment allowance as at 31 December 2021 14,253 854 4,729 12,675 32,511


Residential

Impairment allowance as at 30 June 2021

88 - - - 88

Changes in loss allowance

Transfer between stages

- - - - -

New and increased provision (net of provision releases) - - - - -

Credit impairment charge - - - - -

Write-offs

- - - - -

Impairment allowance as at 31 December 2021 88 - - - 88



P. 36

14 Asset quality (continued)


(d) Provision for impairment (continued)




Lifetime

ECL Lifetime


12 Months Not Credit ECL Credit Specific

$000's

ECL Impaired Impaired Provision Total

Unaudited - December 2021




All Other

Impairment allowance as at 30 June 2021

7,758 1,138 11,787 - 20,683

Changes in loss allowance

Transfer between stages

(84) (659) 742 1 -

New and increased provision (net of provision releases) (256) 348 4,184 - 4,276

Credit impairment charge (340) (311) 4,926 1 4,276

Write-offs

- - (6,345) - (6,345)

Impairment allowance as at 31 December 2021 7,418 827 10,368 1 18,614


Total

Impairment allowance as at 30 June 2021

24,432 2,356 16,631 7,629 51,048

Changes in loss allowance

Transfer between stages

(2,280) (1,113) 682 2,711 -

New and increased provision (net of provision releases) (392) 437 6,205 3,555 9,805

Credit impairment charge (2,672) (676) 6,887 6,266 9,805

Write-offs

- - (8,421) (1,219) (9,640)

Impairment allowance as at 31 December 2021 21,760 1,680 15,097 12,676 51,213




Lifetime

ECL Lifetime


12 Months Not Credit ECL Credit Specific

$000's

ECL Impaired Impaired Provision Total

Audited - June 2022




Corporate

Impairment allowance as at 30 June 2021

16,586 1,218 4,844 7,629 30,277

Changes in loss allowance

Transfer between stages

(3,614) (1,060) (601) 5,275 -

New and increased provision (net of provision releases) 6,381 739 4,164 5,507 16,791

Credit impairment charge 2,767 (321) 3,563 10,782 16,791

Write-offs

- - (3,462) (3,410) (6,872)

Impairment allowance as at 30 June 2022 19,353 897 4,945 15,001 40,196




P. 37

14 Asset quality (continued)


(d) Provision for impairment (continued)




Lifetime

ECL Lifetime


12 Months Not Credit ECL Credit Specific

$000's

ECL Impaired Impaired Provision Total

Audited - June 2022




Residential

Impairment allowance as at 30 June 2021

88 - - - 88

Changes in loss allowance

Transfer between stages

- - - - -

New and increased provision (net of provision releases) 27 - - - 27

Credit impairment charge 27 - - - 27

Write-offs

- - - - -

Impairment allowance as at 30 June 2022 115 - - - 115


All Other

Impairment allowance as at 30 June 2021

7,758 1,138 11,787 - 20,683

Changes in loss allowance

Transfer between stages

(192) (1,440) 1,632 - -

New and increased provision (net of provision releases) (7,833) 1,268 7,194 - 629

Credit impairment charge (8,025) (172) 8,826 - 629

Recovery of amounts previously written off

- - - - -

Write-offs

- - (11,196) - (11,196)

Impairment allowance as at 30 June 2022 (267) 966 9,417 - 10,116


Total

Impairment allowance as at 30 June 2021

24,432 2,356 16,631 7,629 51,048

Changes in loss allowance

Transfer between stages

(3,806) (2,500) 1,031 5,275 -

New and increased provision (net of provision releases) (1,425) 2,007 11,358 5,507 17,447

Credit impairment charge (5,231) (493) 12,389 10,782 17,447

Write-offs

- - (14,658) (3,410) (18,068)

Impairment allowance as at 30 June 2022 19,201 1,863 14,362 15,001 50,427


P. 38

14 Asset quality (continued)


(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 2022, the Banking Group had $2.3 million assets under administration (December 2021: $1.0 million, June

2022: $1.0 million).


15 Liquidity risk


Liquidity risk is the risk that the Banking Group is unable to meet its payment obligations as they fall due. The timing mismatch of

cash flows and the related liquidity risk in all banking operations is closely monitored by the Banking Group.


Measurement of liquidity risk is designed to ensure that the Banking Group has the ability to generate or obtain sufficient cash in

a timely manner and at a reasonable price to meet its financial commitments on a daily basis.


The Banking Group holds the following liquid assets and committed funding sources for the purpose of managing liquidity risk:


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Cash and cash equivalents 296,551 137,937 221,469

Investments 269,293 295,813 274,211

Undrawn committed bank facilities 208,909 165,261 132,221

Total liquid assets and committed undrawn bank facilities 774,753 599,011 627,901



Contractual liquidity profile of financial liabilities


The following tables present the Banking Group's financial 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 actual cash flows. This occurs as a result of future

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

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

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


P. 39

15 Liquidity risk (continued)


Contractual liquidity profile of financial liabilities (continued)


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

$000's Demand Months Months Years Years Years Total

Unaudited - December 2022


Non-derivative financial liabilities

Deposits

807,429 2,369,117 837,546 86,351 35,931 - 4,136,374

Other borrowings

- 217,913 7,998 324,826 - - 550,737

Lease liabilities

- 1,346 1,356 2,669 6,862 3,827 16,060

Other financial liabilities

- 51,299 - - - - 51,299

Total non-derivative financial liabilities 807,429 2,639,675 846,900 413,846 42,793 3,827 4,754,470



Derivative financial liabilities


Inflows from derivatives

- 2,121 2,268 3,221 1,965 - 9,575

Outflows from derivatives

- 3,751 4,687 5,509 2,577 - 16,524

Total derivative financial liabilities - 1,630 2,419 2,288 612 - 6,949



Undrawn facilities available to customers

310,389 - - - - - 310,389


Unaudited - December 2021


Non-derivative financial liabilities

Deposits

851,280 1,776,648 568,895 105,741 54,417 - 3,356,981

Other borrowings

- 118,017 156,616 242,902 126,252 - 643,787

Due to related parties

- 688 - - - - 688

Lease liabilities

- 1,320 1,327 2,685 7,320 5,990 18,642

Other financial liabilities

- 27,670 - - - - 27,670

Total non-derivative financial liabilities 851,280 1,924,343 726,838 351,328 187,989 5,990 4,047,768



Derivative financial liabilities


Inflows from derivatives

- 3,277 4,065 6,936 5,303 - 19,581

Outflows from derivatives

- 5,206 4,222 7,396 5,107 - 21,931

Total derivative financial liabilities - 1,929 157 460 (196) - 2,350



Undrawn facilities available to customers

254,174 - - - - - 254,174




P. 40

15 Liquidity risk (continued)


Contractual liquidity profile of financial liabilities (continued)


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

$000's Demand Months Months Years Years Years Total

Audited - June 2022


Non-derivative financial liabilities

Deposits

892,612 2,028,225 561,468 103,192 41,655 - 3,627,152

Other borrowings

- 368,926 7,251 397,859 - - 774,036

Due to related parties

- 1,535 - - - - 1,535

Lease liabilities

- 1,282 1,292 2,615 6,985 4,911 17,085

Other financial liabilities

- 47,510 - - - - 47,510

Total non-derivatives financial liabilities 892,612 2,447,478 570,011 503,666 48,640 4,911 4,467,318



Derivative financial liabilities


Inflows from derivatives

- 5,007 1,759 3,505 813 - 11,084

Outflows from derivatives

- 3,893 3,227 6,621 839 - 14,580

Total derivative financial liabilities - (1,114) 1,468 3,116 26 - 3,496



Undrawn facilities available to customers

272,735 - - - - - 272,735










P. 41

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.


Non-

0-3 3-6 6-12 1-2 2+ Interest

$000's Months Months Months Years Years Bearing Total

Unaudited - December 2022


Financial assets

Cash and cash equivalents 296,541 - - - - 10 296,551

Investments 30,308 20,862 53,883 56,209 108,031 1,630 270,923

Finance receivables 1,655,587 180,941 371,333 680,717 890,574 73,384 3,852,536

Finance receivables - reverse mortgages 808,701 - - - - - 808,701

Due from related parties - - - - - 548 548

Derivative financial assets - - - - - 50,729 50,729

Other financial assets - - - - - 1,606 1,606

Total financial assets 2,791,137 201,803 425,216 736,926 998,605 127,907 5,281,594


Financial liabilities

Deposits 2,381,738 743,604 805,089 81,738 31,887 33,609 4,077,665

Other borrowings 98,147 107,343 - 120,374 - 1,689 327,553

Securitised borrowings 191,091 - - - - - 191,091

Derivative financial liabilities - - - - - 10,403 10,403

Lease liabilities - - - - - 14,615 14,615

Other financial liabilities - - - - - 51,299 51,299

Total financial liabilities 2,670,976 850,947 805,089 202,112 31,887 111,615 4,672,626

Effect of derivatives held for risk

management

1,011,804 (41,932) (176,843) (349,844) (443,185) - -

Net financial assets/(liabilities) 1,131,965 (691,076) (556,716) 184,970 523,533 16,292 608,968


Unaudited - December 2021


Financial assets

Cash and cash equivalents 137,936 - - - - 1 137,937

Investments 22,884 1,101 - 120,826 151,003 1,502 297,316

Finance receivables 1,592,561 163,419 307,064 495,447 840,205 71,307 3,470,003

Finance receivables - reverse mortgages 648,865 - - - - - 648,865

Due from related parties - - - - - 1,345 1,345

Derivative financial assets - - - - - 21,540 21,540

Other financial assets - - - - - 2,282 2,282

Total financial assets 2,402,246 164,520 307,064 616,273 991,208 97,977 4,579,288


Financial liabilities

Deposits 1,874,853 730,076 561,848 102,537 50,654 16,541 3,336,509

Other borrowings 286,552 60,714 151,260 - 123,810 - 622,336

Derivative financial liabilities - - - - - 3,400 3,400

Due to related parties - - - - - 688 688

Lease liabilities - - - - - 16,703 16,703

Other financial liabilities - - - - - 27,670 27,670

Total financial liabilities 2,161,405 790,790 713,108 102,537 174,464 65,002 4,007,306

Effect of derivatives held for risk

management

669,798 (67,794) (8,974) (295,757) (297,273) - -

Net financial assets/(liabilities) 910,639 (694,064) (415,018) 217,979 519,471 32,975 571,982




P. 42

16 Interest rate risk (continued)


Contractual repricing analysis (continued)


Non-

0-3 3-6 6-12 1-2 2+ Interest

$000's Months Months Months Years Years Bearing Total

Audited - June 2022


Financial assets

Cash and cash equivalents 221,460 - - - - 9 221,469

Investments 1,568 854 51,144 91,974 128,672 1,502 275,714

Finance receivables 1,730,148 178,756 323,766 558,256 910,399 60,906 3,762,231

Finance receivables - reverse mortgages 721,264 - - - - - 721,264

Due from related parties - - - - - 1,540 1,540

Derivative financial assets - - - - - 44,487 44,487

Other financial assets - - - - - 175 175

Total financial assets 2,674,440 179,610 374,910 650,230 1,039,071 108,619 5,026,880


Financial liabilities

Deposits 2,194,973 684,378 546,718 99,196 38,325 33,554 3,597,144

Other borrowings 548,488 78,911 - 121,191 - 888 749,478

Derivative financial liabilities - - - - - 6,335 6,335

Due to related parties - - - - - 1,535 1,535

Lease liabilities - - - - - 15,726 15,726

Other financial liabilities - - - - - 47,510 47,510

Total financial liabilities 2,743,461 763,289 546,718 220,387 38,325 105,548 4,417,728

Effect of derivatives held for risk

management

986,194 (76,349) (127,004) (309,781) (473,060) - -

Net financial assets/(liabilities) 917,173 (660,028) (298,812) 120,062 527,686 3,071 609,152


P. 43

17 Concentrations of funding


(a) Regulatory liquidity ratios


RBNZ requires banks to hold minimum amounts of liquid assets to help ensure that they are effectively managing their liquidity

one-

month or one-total funding. The Banking Group must maintain its

one-month and one-week mismatch ratios above zero on a daily basis. The below one-month and one-week mismatch ratios are

averaged over the quarter.


RBNZ requires banks to hold a minimum amount of funding from stable sources called core funding. The minimum amount of

core funding is 75% of a bank's total loans. The Banking Group must maintain its core funding ratio above the regulatory minimum

on a daily basis. The below measure of the core funding ratio is averaged over the quarter.


Unaudited

Average for the 3 Months

Ended 31 December 2022

Unaudited

Average for the 3 Months

Ended 30 September 2022

One-week mismatch ratio 7.97 8.29

One-month mismatch ratio 7.56 7.04

Core funding ratio 90.36 89.12


(b) Concentration of funding by industry


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Agriculture 120,145 102,123 113,848

Forestry and fishing 13,670 18,182 14,391

Mining 368 119 1,524

Manufacturing 18,105 14,645 18,643

Finance and insurance 927,300 842,073 960,175

Wholesale trade 6,281 10,354 5,854

Retail trade and accommodation 23,596 24,204 19,491

Households 3,142,298 2,474,259 2,754,452

Rental, hiring and real estate services 64,848 57,392 43,797

Construction 37,511 25,959 28,449

Other business services 76,177 61,446 66,731

Transport and storage 5,061 4,713 4,598

Other 40,575 45,417 41,686

4,475,935 3,680,886 4,073,639


Unsubordinated Notes 120,374 277,959 272,983

Total borrowings 4,596,309 3,958,845 4,346,622



(c) Concentration of funding by geographical area


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

New Zealand 4,463,943 3,866,286 4,241,026

Overseas 132,366 92,559 105,596

Total borrowings 4,596,309 3,958,845 4,346,622



P. 44

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

holding 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 Fund (Heartland PIE Fund)


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

Banking Group's deposits. Investments of Heartland PIE Fund are represented as follows:


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Deposits 188,421 151,830 149,824



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


The Auto Warehouse securitises motor loan receivables as a source of funding.


The Banking Group continues to recognise the securitised assets and associated borrowings in the consolidated statement of

financial position as the Banking Group 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 December 2022 December 2021 June 2022

Cash and cash equivalents 14,229 19,840 20,197

Finance receivables - motor 213,958 273,289 312,239

Other borrowings (217,634) (275,787) (315,308)


P. 45

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 2022.


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)" Part D of the Banking Prudential Requirements (BPR) documents: BPR100 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

annually by the Board.


P. 46

19 Capital adequacy (continued)


(a) Capital


Unaudited

$000's December 2022

Tier 1 Capital

CET1 capital

Paid-up ordinary shares issued by the Banking Group plus related share premium 553,239

Retained earnings (net of appropriations) 155,338

Accumulated other comprehensive income and other disclosed reserves 14,511

Less deductions from CET1 capital

Intangible assets (61,719)

Deferred tax asset (15,648)

Cash flow hedge reserve (16,124)

Total CET1 capital 629,597


AT1 capital -

Total Tier 1 capital 629,597


Tier 2 capital -

Total Tier 2 capital -


Total capital 629,597



(b) 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 BPR110 Capital Definitions transitional arrangements.


Ordinary shares


In accordance with BPR110, 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 in 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.


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.


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.



P. 47

19 Capital adequacy (continued)


(c) Credit risk


On balance sheet exposures

Total



Exposure

Minimum


After Credit Risk

Pillar 1


Risk Risk Weighted

Capital


Mitigation Weight Exposure

Requirement


$000's % $000's $000's

Unaudited - December 2022




Multilateral development banks 113,419 0% - -

Multilateral development banks 92,881 20% 18,576 1,486

Banks - Short term - Tier 1 - 20% - -

Banks - Short term - Tier 2 296,551 20% 59,310 4,745

Banks - Short term - Tier 3 - 20% - -

Banks - Long term - Tier 1 - 20% - -

Banks - Long term - Tier 2 48,329 50% 24,164 1,933

Banks - Long term - Tier 3 1 50% - -

Public sector entity (AA- and above) 14,665 20% 2,933 235

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

Public sector entity (BBB+, BBB, BBB-) - 100% - -

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

Corporates (A- and above) - 50% - -

Corporates (BBB- and above) - 100% - -

Corporate Exposures - BFGS 48,458 20% 9,692 775

Corporate Exposures - unrated 2,036,664 100% 2,036,664 162,933

Welcome Home Loans - loan to value ratio (LVR) <= 80%

1

1,387 35% 485 39

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

1

- 35% - -

Welcome Home Loans - LVR 90% >= 100%

1

- 50% - -

Welcome Home Loans - LVR > 100%

1

- 100% - -

Reverse Residential mortgages <= 60% LVR 805,100 50% 402,550 32,204

Reverse Residential mortgages 60 <= 80% LVR 3,601 80% 2,880 230

Reverse Residential mortgages > 80% LVR - 100% - -

Reverse Residential mortgages > 100% LVR - 100% - -

Non Property Investment Mortgage Loan <=80% LVR 307,740 35% 107,709 8,617

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

Non Property Investment Mortgage Loan 90 <= 100% LVR 538 75% 404 32

Non Property Investment Mortgage Loan > 100% LVR - 100% - -

Property Investment Mortgage Loan <= 80% LVR 1,686 40% 674 54

Property Investment Mortgage Loan 80 <= 90% LVR - 70% - -

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

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

Past due residential mortgages 350 100% 350 28

Other past due assets - provision >= 20% 42,548 100% 42,548 3,404

Other past due assets - provision < 20% 46,761 150% 70,141 5,611

Equity holdings - 300% - -

All other equity holdings 1,615 400% 6,460 517

Fixed Assets 6,551 100% 6,551 524

Leased Assets 12,602 100% 12,602 1,008

Other assets 1,399,918 100% 1,399,918 111,993

Not risk weighted assets 77,367 0% - -

Total on balance sheet exposures 5,358,732 4,204,611 336,368

1

The Home loans that

are guaranteed by the Crown.



P. 48

19 Capital adequacy (continued)


(c) Credit risk (continued)


Off balance sheet exposures

Minimum

Credit Credit Average Risk Pillar 1

Total Conversion Equivalent Risk Weighted Capital

Exposure Factor Amount Weight Exposure Requirement

$000's % $000's % $000's $000's

Unaudited - December 2022


Direct credit substitute 942 100% 942 100% 942 75

Performance-related contingency 4,988 50% 2,494 100% 2,494 200

Other commitments where original maturity is

more than one year

196,858 50% 98,429 100% 98,429 7,874

Other commitments where original maturity is

more than one year

33,189 50% 16,595 35% 5,808 465

Other commitments where original maturity is

less than or equal to one year

60,005 20% 12,001 100% 12,001 960

Other commitments where original maturity is

less than or equal to one year

44,918 20% 8,984 50% 4,492 359

Other commitments where original maturity is

less than or equal to one year

426 20% 85 35% 30 2

Counterparty credit risk

1


Interest rate contracts 1,335,876 n/a 45,566 33% 14,839 1,187

FX forward contracts - n/a - 0% - -


Credit valuation adjustment - - 13,724 1,098

Total off balance sheet exposures 1,677,202 185,096 152,759 12,220

1

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



(d) Additional mortgage information LVR range



On Balance Off Balance


Sheet Sheet Total

$000's

Exposures Exposures

1

Exposures

Unaudited - December 2022


Does not exceed 80% 1,119,514 78,533 1,198,047

Exceeds 80% and not 90% - - -

Exceeds 90% 888 - 888

Total exposures 1,120,402 78,533 1,198,935

1

Off balance sheet exposures means unutilised limits.




At 31 December 2022, there were no

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 BPR131. All new residential mortgages in respect of

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


P. 49

19 Capital adequacy (continued)


(e) Reconciliation of mortgage related amounts


Unaudited

$000's Note December 2022

Gross finance receivables - reverse mortgages 7(b) 808,701

Loans and advances - loans with residential mortgages


311,824

On balance sheet residential mortgage exposures subject to the standardised approach 14(a) 1,120,525

Less: collective provision for impairment

14(a)

(123)

On balance sheet residential mortgage exposures after collective provision 19(d) 1,120,402

Off balance sheet mortgage exposures subject to the standardised approach

19(d)

78,533

Total residential exposures subject to the standardised approach 19(d) 1,198,935



(f) Credit risk mitigation


As at 31 December 2022 the Banking Group had $1.4 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.


(g) Operational risk


Implied Risk Total Operational Risk

$000's Weight Exposure Capital Requirement

Unaudited - December 2022



Operational risk 288,949 23,116



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


(h) Market risk


Implied Risk Aggregate

$000's

Weighted Exposure Capital Charge

Unaudited - December 2022


Market risk end-of-period capital charge

Equity risk 1,615 129

Interest rate risk 140,542 11,243

Foreign currency risk 128 10

Market risk peak end-of-period capital charge

Equity risk 1,615 129

Interest rate risk 159,841 12,787

Foreign currency risk 292 23



PR140. Peak end-of-day capital charge disclosure

is derived by taking the highest month end market exposure over the six months ended 31 December 2022. Interest rate risk,

foreign exchange risk and equity risk are calculated monthly using the month end position. While the Banking Group views this

methodology as being materially correct, it is currently investigating the impact a daily aggregate market risk exposure would

have for future reporting periods.


P. 50

19 Capital adequacy (continued)


(i) Total capital requirement



Risk Weighted Exposure


Total Exposure After or Implied Risk

$000's

Credit Risk Mitigation Weighted Exposure Total Capital Requirement

Unaudited - December 2022






Total credit risk

On balance sheet 5,358,732 4,204,611 336,368

Off balance sheet 1,677,202 152,759 12,220

Operational risk n/a 288,949 23,116

Market risk n/a 142,285 11,382

Total 7,035,934 4,788,604 383,086



(j) Capital ratios


Unaudited Unaudited

% December 2022 December 2021

Capital ratios compared to minimum ratio requirements

Common Equity Tier 1 Capital expressed as a percentage of total risk weighted exposures 13.15% 13.98%

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 13.15% 13.98%

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


Total Capital expressed as a percentage of total risk weighted exposures 13.15% 13.98%

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


Buffer ratio

Buffer ratio 5.15% 5.98%

Buffer trigger ratio 2.50% 2.50%



(k) Solo capital adequacy


Unaudited Unaudited

% December 2022 December 2021

Capital ratios compared to minimum ratio requirements

Common Equity Tier 1 Capital expressed as a percentage of total risk weighted exposures 13.72% 14.80%

Tier 1 Capital expressed as a percentage of total risk weighted exposures 13.72% 14.80%

Total Capital expressed as a percentage of total risk weighted exposures 13.72% 14.80%



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

the Bank are consolidated with the Bank.


(l) 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 2022, the Banking Group has made an internal capital allocation of $9.4 million to cover these risks (December 2021:

$9.1 million; June 2022: $8.4 million).


P. 51

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


Insurance business


Marac Insurance Limited (MIL), a subsidiary of HBL, ceased writing insurance policies in 2020 with the periodic policies expected

to expire in 2025.


The Banking Group's aggregate amount of insurance business comprises the total consolidated assets of MIL of $7.3 million

(December 2021: $8.3 million; June 2022: $7.4 million), which represents 0.14% of the total consolidated assets of the Banking

Group (December 2021: 0.18%; June 2022: 0.14%).


Securitisation, funds management and other fiduciary activities


ial

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 have 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


The Banking Group, in the ordinary course of business, will be subject to claims and proceedings against it whereby the validity of

the claim will only be confirmed by uncertain future events. In such circumstances, the contingent liabilities would become

possible obligations, or present obligations if known, where the transfer of economic benefit is uncertain or cannot be reliably

measured. Contingent Liabilities are not recognised, but are disclosed, unless they are deemed remote. Where some loss is

considered probable and can be reliably estimated, provisions have been made on a case by case basis.


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


Unaudited Unaudited Audited

$000's December 2022 December 2021 June 2022

Letters of credit, guarantee commitments and performance bonds 5,931 7,217 8,969

Total contingent liabilities 5,931 7,217 8,969


Undrawn facilities available to customers 310,389 254,174 272,735

Conditional commitments to fund at future dates 25,007 21,646 34,791

Total commitments 335,396 275,820 307,526


P. 52

22 Events after reporting date


Severe weather events across the North Island of New Zealand


Subsequent to the reporting period, severe weather events, including flooding in Auckland and Cyclone Gabrielle, have impacted

regions across the North Island of New Zealand. These events have had a devastating effect on individuals and businesses,

particularly in Northland


In both events, the Bank implemented a targeted call programme to customers in affected areas, or areas of high risk. This is an

ongoing process as the situation evolves and the nature and extent of the damage is understood by customers. The Bank has

been working with customers to provide support as they need it. Support has included deferred loan repayments, interest only

payments, additional funding or other solutions determined on a case-by-case basis.


he areas most heavily impacted by Cyclone

Gabrielle is limited. The Bank will continue to support its Auckland-based customers, as well as its rural, livestock, forestry and

transportation customers on the East Coast, and in the months ahead. However, at the date the consolidated financial statements

were signed, the Bank does not consider there to be a material risk to the business from either event.


Proposed unsecured notes issuance


The Bank is considering making an offer of up to $75 million (with the right to accept oversubscriptions of up to an additional $50

and certain overseas institutional investors. The



Dividends


The Bank resolved to pay a cash dividend to its parent company HGH of $30 million on its ordinary shares on 27 February 2023.


There were no other events subsequent to the reporting period which would materially affect the consolidated financial

statements.


P. 53

Conditions of Registration


As at 31 December 2022, there have been no changes to the Conditions of Registration.


Other Material Matters


There are no 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.

PricewaterhouseCoopers, 15 Customs Street West, Private Bag 92162, Auckland 1142, New Zealand
T: +64 9 355 8000, F: +64 9 355 8001, pwc.co.nz

Independent auditor’s review report

To the shareholder of Heartland Bank Limited

Report on the Consolidated Interim Financial Statements and the

Supplementary Information (excluding the information relating to capital

adequacy and regulatory liquidity requirements disclosed in accordance with

Schedule 9)

Our conclusion

We have reviewed theconsolidated interim financial statements (the “Financial Statements”) for the six

month period ended 31 December 2022 of Heartland Bank Limited (the “Bank”) and the entities it

controlled at 31 December 2022 or from time to time during the period (together, the “Banking Group”)

as required by clause 25 of the Registered Bank Disclosure Statements (New Zealand Incorporated

Registered Banks) Order 2014 (as amended) (the “Order”) and the supplementary information disclosed

in accordance with Schedules 5, 7, 13, 16 and 18 of the Order (the “Supplementary Information”),

excluding the information relating to capital adequacy and regulatory liquidity requirements disclosed in

accordance with Schedule 9 of the Order contained in the half year disclosure statement (the

“Disclosure Statement”).

The Financial Statements comprise the consolidated interim statement of financial position as at 31

December 2022, the related consolidated interim statement of comprehensive income, consolidated

interim statement of changes in equity and consolidated interim statement of cash flows for the six

month period then ended and explanatory notes.

Based on our review, nothing has come to our attention that causes us to believe that the

accompanying:

Financial Statements have not been prepared, in all material respects, in accordance with New

Zealand Equivalent to International Accounting Standard 34 Interim Financial Reporting (“NZ IAS

34”) and International Accounting Standard 34 Interim Financial Reporting(“IAS 34”); and

Supplementary Information that is required to be disclosed in accordance with Schedules 5, 7, 13,

16 and 18 of the Order:

does not present fairly, in all material respects, the matters to which it relates; or

is not disclosed, in all material respects, in accordance with those schedules; or

has not been prepared, in all material respects, in accordance with any conditions of

registration relating to disclosure requirements imposed under section 74(4)(c) of the Banking

(Prudential Supervision) Act 1989.

Basis for conclusion

We conducted our review in accordance with the New Zealand Standard on Review Engagements

2410 (Revised) Review of Financial Statements Performed by the Independent Auditor of the Entity

(“NZ SRE 2410 (Revised)”).Our responsibilities are further described in the Auditor’s responsibilities

for the review of the Financial Statements and Supplementary Informationsection of our report.

We are independent of the Banking Group in accordance with the relevant ethical requirements in

New Zealand relating to the audit of the annual financial statements, and we have fulfilled our other

ethical responsibilities in accordance with these ethical requirements. In addition to our role as auditor,

our firm carried out an actuarial service in respect of reverse mortgages for the Banking Group. In

addition, certain partners and employees of our firm may deal with the Banking Group on normal terms

within the ordinary course of trading activities of the Banking Group. These matters have not impaired

our independence.

PwC55
Responsibilities of the Directors for the Disclosure Statement

The Directors are responsible, on behalf of the Bank, for the preparation and fair presentation of the

Financial Statements in accordance with clause 25 of the Order, NZ IAS 34 and IAS 34 and for such

internal control as the Directors determine is necessary to enable the preparation of the Financial

Statements that are free from material misstatement, whether due to fraud or error.

In addition, the Directors are responsible, on behalf of the Bank, for the preparation and fair

presentation of the Disclosure Statement which includes:

all of the information prescribed in Schedule 3 of the Order; and

the information prescribed in Schedules 5, 7, 13, 16 and 18 of the Order.

Auditor’s responsibilities for the review of the Financial Statements and Supplementary

Information

Our responsibility is to express a conclusion on the Financial Statements and Supplementary

Information based on our review. NZ SRE 2410 (Revised) requires us to conclude whether anything

has come to our attention that causes us to believe that the:

Financial Statements, taken as a whole, have not been prepared, in all material respects, in

accordance with NZ IAS 34 and IAS 34; and

Supplementary Information that is required to be disclosed in accordance with Schedules 5, 7, 13,

16 and 18 of the Order:

odoes not present fairly, in all material respects, the matters to which it relates; or

ois not disclosed, in all material respects, in accordance with those schedules; or

ohas not been prepared, in all material respects, in accordance with any conditions of

registration relating to disclosure requirements imposed under section 74(4)(c) of the

Banking (Prudential Supervision) Act 1989.

A review in accordance with NZ SRE 2410 (Revised) is a limited assurance engagement. We perform

procedures, consisting of making enquiries, primarily of persons responsible for financial and

accounting matters, and applying analytical and other review procedures. 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) and International Standards on Auditing and

consequently do not enable us to obtain assurance that we might identify in an audit. Accordingly, we

do not express an audit opinion on the Financial Statements and Supplementary Information.

Who we report to

This report is made solely to the Bank’s shareholder. Our review work has been undertaken so that we

might state those matters which we are required to state to them in our review 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 Bank’s shareholder for our review procedures, for this report, or for the conclusions we

have formed.

The engagement partner on the review resulting in this independent auditor’s review reportis Karen

Shires.

For and on behalf of:

Chartered Accountants Auckland

27 February 2023

PricewaterhouseCoopers, 15 Customs Street West, Private Bag 92162, Auckland 1142, New Zealand
T: +64 9 355 8000, F: +64 9 355 8001, pwc.co.nz

Independent Assurance Report

To the shareholder of Heartland Bank Limited

Limited assurance report on compliance with the information required on capital

adequacy and regulatory liquidity requirements

Our conclusion

We have undertaken a limited assurance engagement on Heartland Bank Limited’s (the “Bank”)

compliance, in all material respects, with clause 22 of the Registered Bank Disclosure Statements (New

Zealand Incorporated Registered Banks) Order 2014 (as amended)(the “Order”) which requires

information prescribed in Schedule 9 of the Order relating to capital adequacy and regulatory liquidity

requirements to be disclosed in its half year Disclosure Statement for the six month period ended 31

December 2022 (the “Disclosure Statement”).

Based on the procedures we have performed and the evidence we have obtained, nothing has come to

our attention that causes us to believe that the Bank’s information relating to capital adequacy and

regulatory liquidity requirements, included in the Disclosure Statement in compliance with clause 22 of the

Order and disclosed in notes 17(a) and 19, is not, in all material respects, disclosed in accordance with

Schedule 9 of the Order.

Basis for conclusion

We have conducted our engagement in accordance with Standard on Assurance Engagements (SAE)

3100 (Revised) Compliance Engagements (“SAE 3100 (Revised)”)issued by the New Zealand Auditing

and Assurance Standards Board.

We believe that the evidence we have obtained is sufficient and appropriate to provide a basis for our

conclusion.

Directors’ responsibilities

The Directors are responsible on behalf of the Bank for compliance with the Order, including clause 22 of

the Order which requires information relating to capital adequacy and regulatory liquidity requirements

prescribed in Schedule 9 of the Order to be included in the Disclosure Statement, for the identification of

risks that may threaten compliance with that clause, controls that would mitigate those risks and

monitoring ongoing compliance.

Our independence and quality management

We have complied with the independence and other ethical requirements of Professional and Ethical

Standard 1 International Code of Ethics for Assurance Practitioners (including International Independence

Standards) (New Zealand) issued by the New Zealand Auditing and Assurance Standards Board, which is

founded on the fundamental principles of integrity, objectivity, professional competence and due care,

confidentiality and professional behaviour.

We apply Professional and Ethical Standard 3 Quality Management for Firms that Perform Audits or

Reviews of Financial Statements, or Other Assurance or Related Services Engagements, which requires

our firm to design, implement and operate a system of quality management including policies or

procedures regarding compliance with ethical requirements, professional standards and applicable legal

and regulatory requirements.

We are independent of the Bank and the entities it controlled at 31 December 2022 or from time to time

during the period (together, the “Banking Group”). Our firm carried out an actuarial service in respect of

PwC57
reverse mortgages for the Banking Group. In addition, certain partners and employees of our firm may

deal with the Banking Group on normal terms within the ordinary course of trading activities of the Banking

Group. These matters have not impaired our independence.

Assurance practitioner’s responsibilities

Our responsibility is to express a limited assurance conclusion on whether the Bank’s information relating

to capital adequacy and regulatory liquidity requirements, included in the Disclosure Statement in

compliance with clause 22 of the Order is not, in all material respects, disclosed in accordance with

Schedule 9 of the Order. SAE 3100 (Revised) requires that we plan and perform our procedures to obtain

limited assurance about whether anything has come to our attention that causes us to believe that the

Bank’s information relating to capital adequacy and regulatory liquidity requirements, included in the

Disclosure Statement in compliance with clause 22 of the Order, is not, in all material respects, disclosed

in accordance with Schedule 9 of the Order.

In a limited assurance engagement, the assurance practitioner performs procedures, primarily consisting

of discussion and enquiries of management and others within the entity, as appropriate, and observation

and walk-throughs, and evaluates the evidence obtained. The procedures selected depend on our

judgement, including identifying areas where the risk of material non-compliance with clause 22 of the

Order in respect of the information relating to capital adequacy and regulatory liquidity requirements is

likely to arise.

Given the circumstances of the engagement we:

obtained an understanding of the process, models, data and internal controls implemented over the

preparation of the information relating to capital adequacy and regulatory liquidity requirements;

obtained an understanding of the Bank’s compliance framework and internal control environment to

ensure the information relating to capital adequacy and regulatory liquidity requirements is in

compliance with the Reserve Bank of New Zealand’s (the “RBNZ”) prudential requirements for banks;

obtained an understanding and assessed the impact of any matters of non-compliance with the

RBNZ’s prudential requirements for banks that relate to capital adequacy and regulatory liquidity

requirements and inspected relevant correspondence with the RBNZ;

performed analytical and other procedures on the information relating to capital adequacy and

regulatory liquidity requirements disclosed in accordance with Schedule 9 of the Order, and

considered its consistency with the interim consolidated financial statements; and

agreed the information relating to capital adequacy and regulatory liquidity requirements disclosed in

accordance with Schedule 9 of the Order to information extracted from the Bank’s models, accounting

records or other supporting documentation.

The procedures performed in a limited assurance engagement vary in nature and timing from, and are

less in extent than for, a reasonable assurance engagement and consequently the level of assurance

obtained in a limited assurance engagement is substantially lower than the assurance that would have

been obtained had a reasonable assurance engagement been performed. Accordingly, we do not express

a reasonable assurance opinion on compliance with the compliance requirements.

Inherent limitations

Because of the inherent limitations of an assurance engagement, together with the internal control

structure, it is possible that fraud, error or non-compliance with the compliance requirements may occur

and not be detected.

PwC58
A limited assurance engagement on the Bank's information relating to capital adequacy and regulatory

liquidity requirements prescribed in Schedule 9 of the Order to be included in the Disclosure Statement in

compliance with clause 22 of the Order does not provide assurance on whether compliance will continue

in the future.

Use of report

This report has been prepared for use by the Bank’s shareholder for the purpose of establishing that these

compliance requirements have been met.

Our report should not be used for any other purpose. To the fullest extent permitted by law, we do not

accept or assume responsibility for any reliance on this report to anyone other than the Bank’s

shareholder, or for any purpose other than that for which it was prepared.

The engagement partner on the engagement resulting in this independent assurance report is Karen

Shires.

Chartered AccountantsAuckland

27 February 2023

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