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ANZBGL NZ Branch DS 31 March 2025

Regulatory7 May 2025ANZFinancials

Australia and New Zealand Banking Group Limited
9/833 Collins Street Docklands Victoria 3008 Australia

ABN 11 005 357 522

8 May 2025


Market Announcements Office

ASX Limited

Level 4

20 Bridge Street

SYDNEY NSW 2000


Australia and New Zealand Banking Group Limited –

ANZBGL New Zealand Branch Registered Bank Disclosure Statement


Australia and New Zealand Banking Group Limited (ANZBGL) today released its ANZBGL New Zealand Branch

Registered Bank Disclosure Statement for the six months ended 31 March 2025.


It has been approved for distribution by ANZBGL’s Board of Directors.


Yours faithfully


Simon Pordage

Company Secretary

Australia and New Zealand Banking Group Limited


Australia and New Zealand Banking
Group Limited - ANZBGL New Zealand

Registered Bank Disclosure Statement

For the six months ended 31 March 2025





Contents



Glossary

2



Disclosure statement


Interim financial statements 3

Condensed consolidated interim financial statements 4

Notes to the condensed consolidated interim financial statements 8


Limited assurance report 23


Registered bank disclosures 24


Directors' and New Zealand Chief Executive Officer's statement 34


Limited assurance reports 35












Glossary

In this Registered Bank Disclosure Statement (Disclosure Statement) unless the context otherwise requires:

Bank means ANZ Bank New Zealand Limited.

Banking Group means the Bank and all its controlled entities.

Immediate Parent Company means ANZ Funds Pty. Ltd., which is the immediate parent company of ANZ Holdings (New Zealand) Limited.

Ultimate Non-Bank Holding Company, ANZGHL means ANZ Group Holdings Limited.

ANZ Group means the worldwide operations of ANZGHL including its controlled entities.

Ultimate Parent Bank means Australia and New Zealand Banking Group Limited.

Overseas Banking Group means the worldwide operations of the Ultimate Parent Bank including its controlled entities.

New Zealand business means all business, operations, or undertakings conducted in or from New Zealand identified and treated as if it were

conducted by a company formed and registered in New Zealand.

NZ Branch means the New Zealand business of the Ultimate Parent Bank.

ANZBGL New Zealand, We or Our means the New Zealand business of the Overseas Banking Group.

ANZ New Zealand means the New Zealand business of the ANZ Group.

Registered Office is Level 10, 171 Featherston Street, Wellington, New Zealand, which is also ANZBGL New Zealand's address for service.

RBNZ means the Reserve Bank of New Zealand.

APRA means the Australian Prudential Regulation Authority.

the Order means the Registered Bank Disclosure Statements (Overseas Incorporated Registered Banks) Order 2014.

Any term or expression which is defined in, or in the manner prescribed by, the Order shall have the meaning given in or prescribed by the

Order.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand



3


Interim Financial

Statements



Contents


Condensed Consolidated Interim Financial Statements 4

Income Statement 4

Statement of Comprehensive Income 4

Balance Sheet 5

Cash Flow Statement 6

Statement of Changes in Equity 7


Notes to the Condensed Consolidated Interim Financial Statements 8


Basis of preparation




1. About our interim financial statements 8


Financial performance


2. Other operating income 9




3. Segment reporting 10


Financial and non-financial assets



4. Net loans and advances 11



5. Allowance for expected credit losses 12


Financial and non-financial liabilities



6. Deposits and other borrowings 15



7. Debt issuances 15


Financial instrument disclosures




8. Credit risk 16



9. Fair value of financial assets and financial liabilities 18


Equity




10. Shareholders’ equity 20


Other disclosures




11. Commitments and contingent liabilities 22




Limited assurance report 23










Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



4 Condensed consolidated interim financial statements

Income Statement




2025 2024

For the six months ended 31 March Note NZ$m NZ$m

Interest income 5,542 5,918

Interest expense (3,346) (3,776)

Net interest income 2,196 2,142

Other operating income 2 509 223

Operating income

2,705 2,365

Operating expenses (894) (858)

Profit before credit impairment and income tax 1,811 1,507

Credit impairment release/(charge) 5 5 (33)

Profit before income tax 1,816 1,474

Income tax expense (514) (419)

Profit for the period 1,302 1,055

Comprising:

Profit attributable to shareholders of the Ultimate Parent Bank 1,281 1,041

Profit attributable to non-controlling interests

21 14




Statement of Comprehensive Income


2025 2024

For the six months ended 31 March


NZ$m NZ$m

Profit for the period 1,302 1,055


Other comprehensive income


Items that will not be reclassified subsequently to profit or loss 11 4


Items that may be reclassified subsequently to profit or loss

Reserve movements:

Unrealised gains recognised directly in equity 8 48

Realised gains transferred to the income statement

(2) (3)


Income tax attributable to the above items (5) (14)

Total comprehensive income for the period 1,314 1,090

Comprising total comprehensive income attributable to:

Shareholders of the Ultimate Parent Bank 1,293 1,076

Non-controlling interests

21 14


The notes appearing on pages 8 to 22 form an integral part of these interim financial statements.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited




Condensed consolidated interim financial statements 5

Balance Sheet



31 Mar 25 30 Sep 24

As at Note NZ$m NZ$m

Assets



Cash and cash equivalents 11,145 11,634

Settlement balances receivable 687 574

Collateral paid 742 1,041

Trading securities 5,774 5,576

Derivative financial instruments 8,871 10,173

Investment securities 14,882 13,295

Net loans and advances 4 153,912 151,963

Deferred tax assets 401 419

Goodwill and other intangible assets 3,097 3,094

Premises and equipment 319 363

Other assets 1,326 1,334

Total assets 201,156 199,466


Liabilities

Settlement balances payable 3,391 5,346

Collateral received 951 525

Deposits and other borrowings 6 151,367 145,323

Derivative financial instruments 8,149 11,150

Current tax liabilities 100 256

Payables and other liabilities 1,947 2,457

Employee entitlements 116 121

Other provisions 210 212

Debt issuances 7 17,735 17,549

Total liabilities 183,966 182,939

Net assets 17,190 16,527


Shareholders' equity

Share capital 10 14,555 14,555

Reserves 10 28 24

Retained earnings 10 1,782 1,123

Equity attributable to shareholders of the Ultimate Parent Bank


16,365 15,702

Non-controlling interests


825 825

Total shareholders' equity


17,190 16,527




The notes appearing on pages 8 to 22 form an integral part of these interim financial statements.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



6 Condensed consolidated interim financial statements

Cash Flow Statement



2025 2024

For the six months ended 31 March


NZ$m NZ$m

Profit after income tax 1,302 1,055


Adjustments to reconcile to net cash provided by/(used in) operating activities:

Depreciation and amortisation 51 55

Loss on sale and impairment of premises and equipment and lease remeasurements

- 1

Net derivatives/foreign exchange adjustment

(455) (256)

Other non-cash movements (61) (12)

Net (increase)/decrease in operating assets:

Collateral paid 299 92

Trading securities

(198) 138

Net loans and advances

(1,949) (1,540)

Other assets (87) (352)

Net increase/(decrease) in operating liabilities:

Deposits and other borrowings (excluding items included in financing activities) 6,497 3,522

Settlement balances payable

(1,955) 657

Collateral received

426 (497)

Other liabilities (639) 430

Total adjustments

1,929 2,238

Net cash provided by operating activities

1

3,231 3,293

Cash flows from investing activities

Investment securities:

Purchases (2,594) (1,495)

Proceeds from sale or maturity 1,090 1,320

Other assets

(20) (19)

Net cash used in investing activities (1,524) (194)

Cash flows from financing activities

Deposits and other borrowings (excluding borrowings from Immediate Parent and Ultimate Parent Bank)

2

(534) (29)

Debt issuances:

3


Issue proceeds 1,689 887

Redemptions

(2,636) (3,250)

Borrowings from Immediate Parent and Ultimate Parent Bank:

4


Change in short term borrowings (39) (30)

Proceeds from issue of perpetual preference shares - 271

Repayment of lease liabilities

(25) (25)

Dividends paid (651) (1,099)

Net cash used in financing activities (2,196) (3,275)

Net change in cash and cash equivalents (489) (176)

Cash and cash equivalents at beginning of period 11,634 13,094

Cash and cash equivalents at end of period

11,145 12,918

1.

Net cash provided by operating activities includes income taxes paid of NZ$657 million (March 2024: NZ$536 million).

2.

Movement in deposits and other borrowings include repayments of repurchase transactions entered into with the RBNZ under the Term Lending Facility of NZ$34 million (March 2024: NZ$29 million)

and NZ$500 million under the Funding for Lending Programme (March 2024: nil).

3.

Movement in debt issuances (Note 7 Debt issuances) also includes a NZ$1,168 million increase ( March 2024: NZ$16 million decrease) from the effect of foreign exchange rates and a NZ$35 million

decrease (March 2024: NZ$350 million increase) from changes in fair value hedging instruments.

4.

Movement in borrowings from Immediate Parent and Ultimate Parent Bank (Note 6 Deposit and other borrowings) also includes a NZ$118 million increase (March 2024: NZ$9 million increase) from the

effect of foreign exchange rates and a NZ$2 million increase (March 2024: NZ$21 million increase) from changes in fair value hedging instruments.


The notes appearing on pages 8 to 22 form an integral part of these interim financial statements.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited




Condensed consolidated interim financial statements 7

Statement of Changes in Equity


Share capital

and initial head

office account Reserves

Retained

earnings

Equity

attributable to

shareholders

of the Ultimate

Parent Bank

Non-

controlling

interests

Total

shareholders'

equity


NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

As at 1 October 2023 11,055 (93) 5,173 16,135 550 16,685

Profit or loss for the period - - 1,041 1,041 14 1,055

Other comprehensive income for the period - 32 3 35 - 35

Total comprehensive income for the period - 32 1,044 1,076 14 1,090

Transactions with equity holders in their capacity as

equity owners:


Ordinary shares dividend paid - - (1,085) (1,085) - (1,085)

Perpetual preference shares issued (net of issue costs) - - (4) (4) 275 271

Perpetual preference shares dividends paid - - - -

(14) (14)

As at 31 March 2024 11,055 (61) 5,128 16,122 825 16,947


As at 1 October 2024 14,555 24 1,123 15,702 825 16,527

Profit or loss for the period - - 1,281 1,281 21 1,302

Other comprehensive income for the period - 4 8 12 - 12

Total comprehensive income for the period - 4 1,289 1,293 21 1,314

Transactions with equity holders in their capacity as

equity owners:


Ordinary shares dividend paid - - (630) (630) - (630)

Perpetual preference shares dividends paid - - - - (21) (21)

As at 31 March 2025 14,555 28 1,782 16,365 825 17,190


The notes appearing on pages 8 to 22 form an integral part of these interim financial statements.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



8 Notes to the condensed consolidated interim financial statements


Notes to the Condensed Consolidated

Interim Financial Statements

1. About our interim financial statements

These condensed consolidated interim financial statements for ANZBGL New Zealand have been prepared in accordance with the requirements of the

Order and should be read in conjunction with ANZBGL New Zealand’s financial statements for the year ended 30 September 2024.

On 7 May 2025, the Directors resolved to authorise the issue of these interim financial statements.

Basis of preparation

These condensed consolidated interim financial statements comply with:

• New Zealand Generally Accepted Accounting Practice (NZ GAAP), as defined in the Financial Reporting Act 2013;

• NZ IAS 34 Interim Financial Reporting and other applicable Financial Reporting Standards, as appropriate for publicly accountable for-profit

entities; and

• IAS 34 Interim Financial Reporting.

The condensed consolidated interim financial statements of ANZBGL New Zealand comprise the financial statements of the NZ Branch and all of the New

Zealand businesses of all the subsidiaries of the Ultimate Parent Bank.

We present the condensed consolidated interim financial statements of ANZBGL New Zealand in New Zealand dollars and have rounded values to the

nearest million dollars (NZ$m), unless otherwise stated.

The accounting policies adopted by ANZBGL New Zealand are consistent with those adopted and disclosed in the previous full year financial statements.

Basis of measurement and presentation

The financial information has been prepared in accordance with the historical cost basis - except for the following assets and liabilities which we have

stated at their fair value:

• derivative financial instruments and in the case of fair value hedging, a fair value adjustment made to the underlying hedged item;

• financial instruments held for trading;

• financial assets and financial liabilities designated at fair value through profit or loss (FVTPL); and

• financial assets at fair value through other comprehensive income (FVOCI).




In the process of applying ANZBGL New Zealand’s accounting policies, management has made a number of judgements and applied

estimates and assumptions about past and future events. Discussion of the critical accounting estimates and judgements, which include

complex or subjective decisions or assessments, are provided in the previous full year financial statements. Such estimates and judgements

are reviewed on an ongoing basis.

The global economy continues to face challenges associated with inflation and interest rate uncertainties, continuing trade and geopolitical

tensions, and impacts from climate change, which contribute to an elevated level of estimation uncertainty involved in the preparation of these

interim financial statements.

ANZBGL New Zealand made various accounting estimates in these interim financial statements based on forecasts of economic conditions

which reflect expectations and assumptions at 31 March 2025 about future events considered reasonable in the circumstances. Thus, there

is a considerable degree of judgement involved in preparing these estimates. Actual economic conditions are likely to be different from those

forecast since anticipated events frequently do not occur as expected, and the effect of these differences may significantly impact accounting

estimates included in these interim financial statements. The significant accounting estimates impacted by these forecasts and associated

uncertainties are predominantly related to expected credit losses and recoverable amounts of non-financial assets.

In light of the uncertainties above the assumptions and judgements made in relation to significant accounting estimates are discussed further

in the relevant notes in these interim financial statements and/or in the relevant notes in the previous full year financial statements. Readers

should consider these disclosures in light of the uncertainties described above.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



Notes to the condensed consolidated interim financial statements 9

2. Other operating income


2025 2024

For the six months ended 31 March


NZ$m NZ$m

Fee and commission income

Lending fees 10 10

Non-lending fees

361 370

Commissions

14 14

Funds management income

122 122

Fee and commission income

507 516

Fee and commission expense (264) (261)

Net fee and commission income 243 255

Other income

Net trading gains 99 122

Gain on sale of investment securities designated at FVOCI

2 1

Fair value gain/(loss) on hedging activities and financial liabilities designated at fair value

161 (162)

Net foreign exchange earnings and other financial instruments income 262 (39)

Adjustment to gain on sale of UDC Finance Ltd - 2

Other

4 5

Other income

266 (32)

Other operating income 509 223

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



10 Notes to the condensed consolidated interim financial statements

3. Segment reporting

Description of segments

ANZBGL New Zealand is organised into three major business segments for segment reporting purposes - Personal, Business & Agri and Institutional.

Centralised back office and corporate functions support these segments. These segments are consistent with internal reporting provided to the chief

operating decision maker, being the Bank’s Chief Executive Officer.

Personal

Personal provides a full range of banking and wealth management services to consumer and private banking customers. We deliver our services via our

internet and app-based digital solutions and a network of branches, mortgage specialists, private bankers and contact centres.

Business & Agri

Business & Agri provides a full range of banking services through our digital, branch and contact centre channels, and traditional relationship banking and

sophisticated financial solutions through dedicated managers. These cover privately owned small, medium and large enterprises, the agricultural business

segment, government and government related entities.

Institutional

The Institutional division services governments, global institutional and corporate customers via the following business units:

• Transaction Banking provides customers with working capital and liquidity solutions including documentary trade, supply chain financing, commodity

financing as well as cash management solutions, deposits, payments and clearing.

• Corporate Finance provides customers with loan products, loan syndication, specialised loan structuring and execution, project and export finance,

debt structuring and acquisition finance, and sustainable finance solutions.

• Markets provides customers with risk management services in foreign exchange, interest rates, credit, commodities, and debt capital markets in

addition to managing ANZBGL New Zealand’s interest rate exposure and high quality liquid asset portfolio.

Other

Other includes treasury and back office support functions, none of which constitutes a separately reportable segment.

Operating segments

Personal Business & Agri Institutional Other Total


2025 2024 2025 2024 2025 2024 2025 2024 2025 2024

For the six months ended 31 March NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Net interest income 1,273 1,170 478 515 373 379 72 78 2,196 2,142

Net fee and commission income

- Lending fees 4 4 - - 6 6 - - 10 10

- Non-lending fees 227 228 114 118 24 26 (4) (2) 361 370

- Commissions 13 13 - - - - 1 1 14 14

- Funds management income 122 122 - - - - - - 122 122

- Fee and commission expense (173) (168) (91) (93) - - - - (264) (261)

Net fee and commission income 193 199 23 25 30 32 (3) (1) 243 255

Other income - 1 (1) - 107 129 160 (162) 266 (32)

Other operating income 193 200 22 25 137 161 157 (163) 509 223

Operating income 1,466 1,370 500 540 510 540 229 (85) 2,705 2,365

Operating expenses (608) (591) (146) (134) (127) (122) (13) (11) (894) (858)

Profit before credit impairment

and income tax

858 779 354 406 383 418 216 (96) 1,811 1,507

Credit impairment release/(charge) (20) (22) 25 18 - (29) - - 5 (33)

Profit/(loss) before income tax 838 757 379 424 383 389 216 (96) 1,816 1,474

Income tax benefit/(expense) (235) (212) (106) (119) (107) (109) (66) 21 (514) (419)

Non-controlling interests - - - - - - (21) (14) (21) (14)

Profit/(loss) after income tax

1

603 545 273 305 276 280 129 (89) 1,281 1,041

1.

Attributable to shareholders of the Ultimate Parent Bank.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



Notes to the condensed consolidated interim financial statements 11

3. Segment reporting (continued)

Operating segments (continued)

Personal Business & Agri Institutional Other Total

31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24

As at NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Financial position

Goodwill 1,042 1,042 695 695 1,269 1,269 - - 3,006 3,006

Net loans and advances

112,818 110,447 23,636 23,952 17,458 17,564 - - 153,912 151,963

Customer deposits

94,401 91,814 19,183 17,996 27,312 26,353 - - 140,896 136,163


Other segment


The Other segment profit/(loss) after income tax comprises:




2025 2024

For the six months ended 31 March NZ$m NZ$m

Personal and Business & Agri central functions (2) 2

Group Centre 15 26

Economic hedges 116 (117)

Total 129 (89)



4. Net loans and advances

31 Mar 25 30 Sep 24




NZ$m NZ$m

Overdrafts 1,113 1,091

Credit cards 1,238 1,243

Term loans - housing 113,396 111,104

Term loans - non-housing

1

38,336 38,755

Gross subtotal 154,083 152,193

Unearned income (25) (21)

Capitalised brokerage and other origination costs 566 516

Gross loans and advances 154,624 152,688

Allowance for expected credit losses (refer to Note 5) (712) (725)

Net loans and advances 153,912 151,963

1.

Includes reverse repurchase agreements (with 90 days or more to maturity) designated at FVTPL of NZ$316 million (September 2024: nil).

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



12 Notes to the condensed consolidated interim financial statements

5. Allowance for expected credit losses

This note should be read in conjunction with the estimates, assumptions and judgements included in Note 1 About our interim financial statements.


31 Mar 25 30 Sep 24


Collectively

assessed

Individually

assessed Total

Collectively

assessed

Individually

assessed Total


NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Net loans and advances at amortised cost 651 61 712 661 64 725

Off-balance sheet commitments 124 2 126 133 3 136

Total 775 63 838 794 67 861


The following tables present the movement in the allowance for expected credit losses (ECL) for the period.


Net loans and advances - at amortised cost

Allowance for ECL is included in Net loans and advances.


Stage 3


Stage 1 Stage 2

Collectively

assessed

Individually

assessed Total


NZ$m NZ$m NZ$m NZ$m NZ$m

As at 1 October 2024 187 370 104 64 725

Transfer between stages 56 (57) - 1 -

New and increased provisions (net of releases) (78) 69 - 38 29

Write-backs - - - (20) (20)

Bad debts written-off (excluding recoveries) - - - (23) (23)

Discount unwind reversal - - - 1 1

As at 31 March 2025 165 382 104 61 712


Off-balance sheet commitments - undrawn and contingent facilities

Allowance for ECL is included in Other provisions.



Stage 3


Stage 1 Stage 2

Collectively

assessed

Individually

assessed Total


NZ$m NZ$m NZ$m NZ$m NZ$m

As at 1 October 2024 74 56 3 3 136

Transfer between stages 5 (5) - - -

New and increased provisions (net of releases) (10) 1 - (1) (10)

As at 31 March 2025 69 52 3 2 126


Credit impairment charge – income statement

Credit impairment charge analysis


2025 2024

For the six months ended 31 March NZ$m NZ$m

New and increased provisions (net of releases)

1


- Collectively assessed (19) 30

- Individually assessed 38 40

Write-backs (20) (31)

Recoveries of amounts previously written-off (4) (6)

Total credit impairment charge/(release) (5) 33

1.

Includes the impact of transfers between collectively assessed and individually assessed.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



Notes to the condensed consolidated interim financial statements 13


5. Allowance for expected credit losses


(continued)


Collectively assessed allowance for ECL

The collectively assessed allowance for ECL decreased by NZ$19 million, attributable to NZ$49 million from an improvement in base case

economic assumptions, partially offset by a NZ$24 million net increase in management temporary adjustments for increased uncertainty

and economic volatility and NZ$6 million from a deterioration in credit risk profile and other portfolio changes.

In estimating collectively assessed ECL, ANZBGL New Zealand makes judgements and assumptions in relation to:


the selection of an estimation technique or modelling methodology; and


the selection of inputs for those models, and the interdependencies between those inputs.

The judgements and associated assumptions have been made within the context of the uncertainty of how various factors might impact the

global economy, and reflect historical experience and other factors that are considered relevant, including expectations of future events that

are believed to be reasonable under the circumstances. ANZBGL New Zealand’s ECL estimates are inherently uncertain and, as a result,

actual results may differ from these estimates.


The key judgements and assumptions in estimating collectively assessed ECL are presented below.

Base case economic forecast assumptions

Continuing uncertainties described above increase the risk of the economic forecast resulting in an understatement or overstatement of the

ECL balance.

The economic drivers of the base case economic forecasts, reflective of our view of future macroeconomic conditions used at 31 March

2025 are set out below. For the years following the near term forecasts below, the ECL models apply simplified assumptions for the economic

conditions to calculate lifetime loss.

Actual calendar year Forecast calendar year

2024 2025 2026

New Zealand

GDP (annual % change) -0.5 1.0 3.1

Unemployment rate (annual average) 4.7 5.2 4.7

Residential property prices (annual % change) -1.1 6.0 5.0

Consumer price index (annual average % change) 2.9 2.6 1.9

The base case economic forecasts have been updated to reflect economic recovery and a return to growth, and house prices are expected

to increase following a period of stabilisation.

Probability weightings

Probability weightings for each scenario are determined by management considering the risks and uncertainties surrounding the base case

economic scenario including the uncertainties described above.

Scenario weightings remain the same as those applied in September 2024.

The assigned probability weightings are subject to a high degree of inherent uncertainty and therefore the actual outcomes may be

significantly different to those projected. ANZBGL New Zealand considers these weightings to provide estimates of the possible loss

outcomes and taking into account short and long term inter-relationships within ANZBGL New Zealand’s credit portfolios. The weightings

applied are set out below:

31 Mar 25 30 Sep 24

Base 50.0% 50.0%

Upside 3.75% 3.75%

Downside 33.75% 33.75%

Severe downside 12.5% 12.5%

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



14 Notes to the condensed consolidated interim financial statements


5. Allowance for expected credit losses


(continued)

ECL - Sensitivity analysis

Given current economic uncertainties and the judgement applied to factors used in determining the expected default of borrowers in future

periods, expected credit losses reported by ANZBGL New Zealand should be considered as a best estimate within a range of possible

estimates.

The table below illustrates the sensitivity of collectively assessed ECL to key factors used in determining it as at 31 March 2025:



ECL

NZ$m

Impact

on ECL

NZ$m

If 1% of Stage 1 facilities were included in Stage 2 783 8

If 1% of Stage 2 facilities were included in Stage 1 774 (1)




100% upside scenario 282 (493)

100% base scenario 369 (406)

100% downside scenario 722 (53)

100% severe downside scenario 1,917 1,142

Individually assessed allowance for ECL

In estimating individually assessed ECL, ANZBGL New Zealand makes judgements and assumptions in relation to expected repayments, the

realisable value of collateral, business prospects for the customer, competing claims and the likely cost and duration of the work-out

process. Judgements and assumptions in respect of these matters have been updated to reflect amongst other things, the uncertainties

described above and in Note 1 About our interim financial statements.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



Notes to the condensed consolidated interim financial statements 15

6. Deposits and other borrowings

31 Mar 25 30 Sep 24


NZ$m NZ$m

Term deposits 59,881 59,308

On demand and short term deposits 64,070 60,983

Deposits not bearing interest 16,945 15,872

Total customer deposits 140,896 136,163

Certificates of deposit 1,334 1,174

Commercial paper 2,124 1,419

Securities sold under repurchase agreements 4,115 3,750

Borrowings from Ultimate Parent Bank and Immediate Parent Company

1

2,898 2,817

Deposits and other borrowings 151,367 145,323

1.

Includes borrowings from the Immediate Parent Company of NZ$1,766 million which is subordinated to the A$800 million perpetual subordinated debt issued by ANZ Holdings (New Zealand) Limited.




7. Debt issuances

ANZBGL New Zealand uses a variety of funding programmes to issue unsubordinated debt (including senior debt and covered bonds) and subordinated

debt. The difference between unsubordinated debt and subordinated debt is that, in a winding up of the issuer, holders of unsubordinated debt rank in

priority to holders of subordinated debt. Subordinated debt will be repaid only after the repayment of claims of depositors and other creditors (including

holders of unsubordinated debt) of that issuer.


31 Mar 25 30 Sep 24


NZ$m NZ$m

Senior debt 12,172 12,349

Covered bonds 2,347 2,156

Total unsubordinated debt 14,519 14,505

Subordinated debt 3,216 3,044

Total debt issued 17,735 17,549


The Bank has guaranteed the payment of interest and principal of covered bonds issued by its subsidiary ANZ New Zealand (Int’l) Limited. This obligation

is guaranteed by ANZNZ Covered Bond Trust Limited (the Covered Bond Guarantor), solely in its capacity as trustee of ANZNZ Covered Bond Trust. The

ANZNZ Covered Bond Trust is a member of the Banking Group. The Covered Bond Guarantor is not a member of the Banking Group and has no credit

ratings applicable to its long term senior unsecured obligations. The covered bonds have been assigned a long term rating of Aaa and AAA by Moody’s

Investors Service and Fitch Ratings respectively. Refer to page 26 for the amount of assets of the ANZNZ Covered Bond Trust pledged as security for

covered bonds.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



16 Notes to the condensed consolidated interim financial statements

8. C redit risk

This note should be read in conjunction with the estimates, assumptions and judgements included in Note 1 About our interim financial statements and

Note 5 Allowance for expected credit losses.

Maximum exposure to credit risk

For financial assets recognised on the balance sheet, the maximum exposure to credit risk is the carrying amount. In certain circumstances there may be

differences between the carrying amounts reported on the balance sheet and the amounts reported in the tables below. Principally, these differences

arise in respect of financial assets that are subject to risks other than credit risk, such as equity instruments which are primarily subject to market risk, or

bank notes and coins.

For undrawn facilities, this maximum exposure to credit risk is the full amount of the committed facilities. For contingent exposures, the maximum exposure

to credit risk is the maximum amount ANZBGL New Zealand would have to pay if the instrument is called upon.

The table below shows our maximum exposure to credit risk of on-balance sheet and off-balance sheet positions before taking account of any collateral

held or other credit enhancements.

Reported Excluded

1


Maximum exposure

to credit risk


31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24


NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

On-balance sheet positions

Net loans and advances 153,912 151,963 - - 153,912 151,963


Other financial assets:

Cash and cash equivalents 11,145 11,634 122 130 11,023 11,504

Settlement balances receivable

687 574 - - 687 574

Collateral paid

742 1,041 - - 742 1,041

Trading securities

5,774 5,576 - - 5,774 5,576

Derivative financial instruments

8,871 10,173 - - 8,871 10,173

Investment securities

14,882 13,295 - - 14,882 13,295

Other financial assets

2

1,076 1,113 - - 1,076 1,113

Total other financial assets

43,177 43,406 122 130 43,055 43,276

Subtotal 197,089 195,369 122 130 196,967 195,239

Off-balance sheet positions

Undrawn and contingent facilities

3

31,234 28,453 - - 31,234 28,453

Total

228,323 223,822 122 130 228,201 223,692

1.

Coins, notes and cash at bank within cash and cash equivalents were excluded as they do not have credit risk exposure.

2.

Other financial assets mainly comprise accrued interest and acceptances.

3.

Undrawn and contingent facilities include guarantees, letters of credit and performance related contingencies, net of collectively assessed and individually assessed allowance for expected credit

losses.


Credit quality

We use ANZBGL New Zealand’s internal customer credit rating (CCR) to manage the credit quality of financial assets. To enable wider comparisons,

ANZBGL New Zealand’s CCRs are mapped to external rating agency scales as follows:

Credit quality

description


Internal CCR


ANZBGL New Zealand customer requirements

Moody’s

Rating

S&P Global

Ratings

Strong CCR 0+ to 4- Demonstrated superior stability in their operating and financial

performance over the long-term, and whose earnings capacity is not

significantly vulnerable to foreseeable events.

Aaa – Baa3 AAA – BBB-

Satisfactory CCR 5+ to 6- Demonstrated sound operational and financial stability over the

medium to long-term even though some may be susceptible to

cyclical trends or variability in earnings.

Ba1 – B1 BB+ – B+

Weak CCR 7+ to 8= Demonstrated some operational and financial instability, with

variability and uncertainty in profitability and liquidity projected to

continue over the short and possibly medium term.

B2 – Caa B - CCC

Defaulted CCR 8- to 10 When doubt arises as to the collectability of a credit facility, the

financial instrument (or ‘the facility’) is classified as defaulted.

N/A N/A

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



Notes to the condensed consolidated interim financial statements 17

8. C redit risk (continued)

Net loans and advances Stage 3

Stage 1 Stage 2

Collectively

assessed

Individually

assessed Total

As at 31 March 2025

NZ$m NZ$m NZ$m NZ$m NZ$m

Strong 76,147 1,343 - - 77,490

Satisfactory 60,084 5,951 - - 66,035

Weak 5,330 3,121 - - 8,451

Defaulted - - 1,449 342 1,791

Gross loans and advances at amortised cost 141,561 10,415 1,449 342 153,767

Allowance for ECL (165) (382) (104) (61) (712)

Net loans and advances at amortised cost 141,396 10,033 1,345 281 153,055

Coverage ratio 0.12% 3.67% 7.18% 17.84% 0.46%

Loans and advances at FVTPL 316

Unearned income (25)

Capitalised brokerage and other origination costs 566

Net carrying amount 153,912


As at 30 September 2024

Strong 73,720 1,550 - - 75,270

Satisfactory 59,983 6,912 - - 66,895

Weak 4,924 3,477 - - 8,401

Defaulted - - 1,257 370 1,627

Gross loans and advances at amortised cost 138,627 11,939 1,257 370 152,193

Allowance for ECL (187) (370) (104) (64) (725)

Net loans and advances at amortised cost 138,440 11,569 1,153 306 151,468

Coverage ratio 0.13% 3.10% 8.27% 17.30% 0.48%

Unearned income (21)

Capitalised brokerage and other origination costs 516

Net carrying amount 151,963


Off-balance sheet commitments - undrawn and contingent facilities Stage 3

Stage 1 Stage 2

Collectively

assessed

Individually

assessed Total

As at 31 March 2025

NZ$m NZ$m NZ$m NZ$m NZ$m

Strong 25,271 196 - - 25,467

Satisfactory 4,139 1,214 - - 5,353

Weak 216 291 - - 507

Defaulted - - 18 15 33

Gross undrawn and contingent facilities 29,626 1,701 18 15 31,360

Allowance for ECL included in Other provisions (69) (52) (3) (2) (126)

Net undrawn and contingent facilities 29,557 1,649 15 13 31,234

Coverage ratio 0.23% 3.06% 16.67% 13.33% 0.40%



As at 30 September 2024

Strong 23,450 196 - - 23,646

Satisfactory 3,530 1,087 - - 4,617

Weak 30 260 - - 290

Defaulted - - 26 10 36

Gross undrawn and contingent facilities 27,010 1,543 26 10 28,589

Allowance for ECL included in Other provisions (74) (56) (3) (3) (136)

Net undrawn and contingent facilities 26,936 1,487 23 7 28,453

Coverage ratio 0.27% 3.63% 11.54% 30.00% 0.48%

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



18 Notes to the condensed consolidated interim financial statements

9. F air value of financial assets and financial liabilities

Classification of financial assets and financial liabilities

ANZBGL New Zealand recognises and measures financial instruments at either fair value or amortised cost, with a significant number of financial

instruments on the balance sheet at fair value.

Fair value is the best estimate of the price that would be received to sell an asset, or paid to transfer a liability, in an orderly transaction between market

participants at the measurement date.

The following tables set out the classification of financial assets and liabilities according to their measurement bases together with their carrying amounts

as recognised on the balance sheet.


31 Mar 25 30 Sep 24


At amortised

cost

At fair

value Total

At amortised

cost

At fair

value Total


Note NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Financial assets

Cash and cash equivalents

1

9,771 1,374 11,145 10,590 1,044 11,634

Settlement balances receivable

687 - 687 574 - 574

Collateral paid

742 - 742 1,041 - 1,041

Trading securities

- 5,774 5,774 - 5,576 5,576

Derivative financial instruments

- 8,871 8,871 - 10,173 10,173

Investment securities

- 14,882 14,882 - 13,295 13,295

Net loans and advances 4

153,596 316 153,912 151,963 - 151,963

Other financial assets

1,076 - 1,076 1,113 - 1,113

Total

165,872 31,217 197,089 165,281 30,088 195,369

Financial liabilities

Settlement balances payable 3,391 - 3,391 5,346 - 5,346

Collateral received

951 - 951 525 - 525

Deposits and other borrowings 6

147,322 4,045 151,367 142,882 2,441 145,323

Derivative financial instruments

- 8,149 8,149 - 11,150 11,150

Debt issuances 7

17,735 - 17,735 17,549 - 17,549

Other financial liabilities

1,278 353 1,631 1,733 372 2,105

Total

170,677 12,547 183,224 168,035 13,963 181,998

1.

Comparative amounts have been adjusted to reflect the classification of certain securities purchased under agreements to resell in less than 90 days included in cash and cash equivalents.


Financial assets and financial liabilities measured at f air value

The fair valuation of financial assets and financial liabilities is generally determined at the individual instrument level.

If ANZBGL New Zealand holds offsetting risk positions, then the portfolio exception in NZ IFRS 13 Fair Value Measurement (NZ IFRS 13) is used to measure

the fair value of such groups of financial assets and financial liabilities. ANZBGL New Zealand measures the portfolio based on the price that would be

received to sell a net long position (an asset) for a particular risk exposure, or to transfer a net short position (a liability) for a particular risk exposure.


Fair value designation

ANZBGL New Zealand designates certain loans and advances and deposits and other borrowings as FVTPL where they are managed on a fair value basis

to align the measurement with how the financial instruments are managed.

Fair value approach and valuation techniques

We use valuation techniques to estimate the fair value of assets and liabilities for recognition, measurement and disclosure purposes where no quoted

price in an active market exists for that asset or liability. This includes the following:

Asset or liability F

air value approach

Financial instruments classified as:

- Derivative financial assets and financial liabilities

(including trading and non-trading)

- Repurchase agreements <90 days

- Net loans and advances

- Deposits and other borrowings

- Debt issuances

Discounted cash flow (DCF) techniques are used whereby contractual future cash flows of the

instrument are discounted using wholesale market interest rates, or market borrowing rates for

debt or loans with similar maturities or yield curves appropriate for the remaining term to

maturity.

Other financial instruments held for trading:

- Securities sold short

Valuation techniques are used that incorporate observable market inputs for financial

instruments with similar credit risk, maturity and yield characteristics.

Financial instruments classified as:

- Trading securities

- Investment securities

Valuation techniques use comparable multiples (such as price-to-book ratios) or DCF

techniques incorporating, to the extent possible, observable inputs from instruments with

similar characteristics.

There were no significant changes to valuation approaches during the current or prior periods.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



Notes to the condensed consolidated interim financial statements 19

9. F air value of financial assets and financial liabilities (continued)

Fair value hierarchy

ANZBGL New Zealand categorises financial assets and financial liabilities carried at fair value into a fair value hierarchy as required by NZ IFRS 13 based on

the observability of inputs used to measure the fair value:

• Level 1 – valuations based on quoted prices (unadjusted) in active markets for identical assets or liabilities;

• Level 2 – valuations using inputs other than quoted prices included within Level 1 that are observable for a similar asset or liability, either directly or

indirectly; and

• Level 3 – valuations where significant unobservable inputs are used to measure the fair value of the asset or liability.

The following table presents assets and liabilities carried at fair value in accordance with the fair value hierarchy:


Fair value measurements


Quoted price in active

markets (Level 1)

Using observable inputs

(Level 2)

Using unobservable

inputs (Level 3) Total


31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24 31 Mar 25 30 Sep 24


NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Financial assets



Cash and cash equivalents

1

- - 1,374 1,044 - - 1,374 1,044

Trading securities

2

4,506 4,653 1,268 923 - - 5,774 5,576

Derivative financial instruments

4 3 8,866 10,169 1 1 8,871 10,173

Investment securities

2

12,330 12,184 2,547 1,106 5 5 14,882 13,295

Net loans and advances

- - 316 - - - 316 -

Total

16,840 16,840 14,371 13,242 6 6 31,217 30,088

Financial liabilities

Deposits and other borrowings - - 4,045 2,441 - - 4,045 2,441

Derivative financial instruments

10 70 8,139 11,079 - 1 8,149 11,150

Other financial liabilities

321 358 32 14 - - 353 372

Total

331 428 12,216 13,534 - 1 12,547 13,963

1.

Comparative amounts have been adjusted to reflect the classification of certain securities purchased under agreements to resell in less than 90 days included in cash and cash equivalents.

2.

During the six months ended 31 March 2025, NZ$1,013 million of assets were transferred from Level 1 to Level 2 (September 2024: no assets were transferred from Level 1 to Level 2) and $128

million of assets were transferred from Level 2 to Level 1 for ANZBGL New Zealand (September 2024: NZ$2,390 million transferred from Level 2 to Level 1) due to a change in the observability of

market price and/or valuation inputs. There were no other material transfers between Level 1, Level 2 and Level 3 during the period. Transfers into and out of levels are measured at the beginning of

the reporting period in which the transfer occurred.


Financial assets and financial liabilities not measured at fair value

The financial assets and financial liabilities listed below are measured at amortised cost on ANZBGL New Zealand’s balance sheet. While this is the value at

which we expect the assets will be realised and the liabilities settled, ANZBGL New Zealand provides an estimate of the fair value of the financial assets

and financial liabilities at balance date in the table below.

Fair values of financial asset and financial liabilities carried at amortised cost not included in the table below approximate their carrying values. These

financial assets and financial liabilities are either short term in nature or are floating rate instruments that are re-priced to market interest rates on or near

the end of the reporting period.


Carrying amount in the balance sheet


Fair value


31 Mar 25 30 Sep 24


31 Mar 25 30 Sep 24


At amortised

cost

At fair

value Total

At amortised

cost

At fair

value Total Total Total


NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m


NZ$m NZ$m

Financial assets



Net loans and advances 153,596 316 153,912 151,963 - 151,963


154,409 152,340

Total

153,596 316 153,912 151,963 - 151,963


154,409 152,340

Financial liabilities



Deposits and other borrowings 147,322 4,045 151,367 142,882 2,441 145,323


151,587 145,593

Debt issuances

17,735 - 17,735 17,549 - 17,549


17,935 17,692

Total

165,057 4,045 169,102 160,431 2,441 162,872


169,522 163,285

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



20 Notes to the condensed consolidated interim financial statements

10. Shareholders’ equity

Shareholders’ equity

31 Mar 25 30 Sep 24


NZ$m NZ$m

Share capital and initial head office account 14,555 14,555

Reserves

FVOCI reserve (33) (28)

Cash flow hedge reserve 61 52

Total reserves 28 24

Retained earnings

1

1,782 1,123

Equity attributable to shareholders of the Ultimate Parent Bank 16,365 15,702

Non-controlling interests 825 825

Total shareholders' equity 17,190 16,527

1.

On 31 March 2025, NZ Branch approved a NZ$150 million repatriation of retained earnings to the Ultimate Parent Bank. As at 7 May 2025, no payment has yet been made.



Share capital

The table below details the movement in shares and share capital for the period.



31 Mar 25 30 Sep 24

Number of shares NZ$m Number of shares NZ$m

Ordinary shares 378,155,112 1,450 378,155,112 1,450

Redeemable preference shares

Balance at start of period 11,527,618,950 13,094 8,354,563,940 9,594

Redeemable preference shares issued - - 3,173,100,000 3,500

Uncalled redeemable preference shares redeemed - - (44,990) -

Total redeemable preference shares at end of period 11,527,618,950 13,094 11,527,618,950 13,094

Total share capital 11,905,774,062 14,544 11,905,774,062 14,544

NZ Branch initial head office account - 11 - 11

Total share capital and initial head office account 11,905,774,062 14,555 11,905,774,062 14,555

Redeemable preference shares

All redeemable preference shares (RPS) were issued by ANZ Holdings (New Zealand) Limited to the Immediate Parent Company. RPS are redeemable by

ANZ Holdings (New Zealand) Limited providing notice in writing to holders of the redeemable preference shares. Dividends are payable at the discretion of

the Directors of ANZ Holdings (New Zealand) Limited and are non-cumulative.

There are nine classes of RPS, relating to issues in 1988, 2005, 2007, 2008, 2009, 2014, 2015, 2018 and 2024. ANZ Holdings (New Zealand) Limited

did not pay any dividends on RPS during the periods ended 31 March 2025 and 31 March 2024.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



Notes to the condensed consolidated interim financial statements 21

10. Shareholders’ equity (continued)

Non-controlling interests

The Bank has issued perpetual preference shares (PPS). The PPS are considered non-controlling interests to ANZBGL New Zealand.


Profit attributable to

non-controlling interest

Equity attributable to

non-controlling interest

Dividends paid to

non-controlling interests

31 Mar 25 31 Mar 24 31 Mar 25 30 Sep 24 31 Mar 25 31 Mar 24


NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Perpetual preference shares 21 14 825 825 21 14

Total 21 14 825 825 21 14


PPS do not carry any voting rights. They are classified as equity instruments as there is no contractual obligation for the Bank to either deliver cash or

another financial instrument or to exchange financial instruments on a potentially unfavourable basis.

In the event of liquidation, holders of PPS are entitled to an amount equal to the issue price of the PPS. Holders of PPS rank behind the claims of all

depositors and other creditors of the Bank (other than creditors that rank equally with the PPS), equally with the rights of other holders of PPS and other

equal ranking securities and obligations, and in priority to the rights of holders of ordinary shares.

Holders of PPS are entitled to receive dividends that are discretionary, non-cumulative and subject to conditions. If a PPS dividend is not paid, there are

certain restrictions on the ability of the Bank to pay a dividend on its ordinary shares. Holders of the PPS have no other rights to participate in the profits or

property of the Bank.

Holders of PPS have no right to require that the PPS be redeemed.

The Bank has two classes of PPS that are quoted on the NZX Debt Market: PPS issued in 2022 and PPS issued in 2024.

The key terms of the PPS are as follows:

2022 PPS 2024 PPS

Issue date 18 July 2022 19 March 2024

Issue amount NZ$550 million NZ$275 million

First optional redemption date 18 July 2028 19 March 2030

Final maturity date Perpetual Perpetual

Dividend amount

6.95% per annum until 18 July 2028 (after which it

changes to a floating rate equal to the New Zealand 3-

month bank bill rate plus 3.25%), multiplied by one

minus the New Zealand company tax rate (where the

PPS dividend is fully imputed).


7.60% per annum until 19 March 2030 (after which it

changes to a floating rate equal to the New Zealand 3-

month bank bill rate plus 3.25%), multiplied by one

minus the New Zealand company tax rate (where the

PPS dividend is fully imputed).

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



22 Notes to the condensed consolidated interim financial statements

11. Commitments and contingent liabilities

Credit related commitments and contingencies


31 Mar 25 30 Sep 24


NZ$m NZ$m

Contract amount of:

Undrawn facilities 28,447 25,759

Guarantees and letters of credit 1,319 1,232

Performance related contingencies 1,594 1,598

Total 31,360 28,589


ANZBGL New Zealand guarantees the performance of customers by issuing standby letters of credit and guarantees to third parties, including its Ultimate

Parent Bank. The risk involved is essentially the same as the credit risk involved in extending loan facilities to customers, therefore these transactions are

subjected to the same credit origination, portfolio management and collateral requirements for customers applying for loans. As the facilities may expire

without being drawn upon, the notional amounts do not necessarily reflect future cash requirements.

Other contingent liabilities

There are outstanding court proceedings, claims and possible claims for and against ANZBGL New Zealand. Where relevant, expert legal advice has been

obtained and, in the light of such advice, provisions and/or disclosures as deemed appropriate have been made. In some instances we have not disclosed

the estimated financial impact of the individual items either because it is not practicable to do so or because such disclosure may prejudice seriously the

interests of ANZBGL New Zealand.

Regulatory and customer exposures

ANZBGL New Zealand regularly engages with its regulators. The nature of these regulatory interactions can be wide ranging and include regulatory

investigations, surveillance and reviews, reportable situations, formal and informal inquiries and regulatory supervisory activities in New Zealand and

globally. ANZBGL New Zealand also receives notices and requests for information from its regulators from time to time as part of both industry-wide and

ANZBGL New Zealand-specific reviews and makes disclosures to its regulators at its own instigation.

The nature of these interactions can be wide ranging and, for example, may relate to matters including responsible lending practices, regulated lending

requirements, product suitability and distribution, interest and fees and the entitlement to charge them, customer remediation, wealth advice, insurance

distribution, pricing, competition, conduct in financial markets and financial transactions, capital market transactions, anti- money laundering and counter-

terrorism financing obligations, privacy obligations and information security, business continuity management, reporting and disclosure obligations and

product disclosure documentation.

The possible exposures associated with the Bank’s regulatory interactions may include civil enforcement actions, criminal proceedings, fines and penalties,

imposition of capital or liquidity requirements, customer remediation, the requirement to conduct independent reviews, sanctions or the exercise of other

regulatory powers.

There may also be exposures to customers, investors or third parties which are additional to any regulatory exposures. These could include class actions

or claims for compensation or other remedies.

The outcomes and total costs associated with these possible regulatory, customer and other exposures remain uncertain.

Loan information litigation

The Bank is defending an opt-out representative proceeding where the plaintiffs are alleging breaches of disclosure requirements under consumer credit

legislation in respect of variation letters sent to certain loan customers. T he High Court ruled the relevant class was customers who entered into a home

loan or personal loan with the Bank between 6 June 2015 and 28 May 2016 and requested a variation to that loan during that period. In July 2024, the

Court of Appeal, among other things, confirmed the class and granted the plaintiff’s application for a common fund order with immediate effect. The Bank

applied to the Supreme Court for leave to appeal the Court of Appeal’s decision as it relates to common fund orders, but the Supreme Court declined to

hear arguments on the issue. The matter has been referred back to the High Court. The parties are in discussion regarding notification of the claim to

class members and next steps.

Warranties and indemnities

The Bank has provided warranties, indemnities and other commitments in various contracts for the disposal of businesses and assets and other

commercial transactions, covering a range of matters and risks. It is exposed to potential claims under those warranties, indemnities and commitments,

some of which are currently active. The outcomes and total costs associated with these exposures remain uncertain.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand
Limited assurance report

23

Independent Auditor’s Review Report

To the Directors of Australia and New Zealand Banking Group Limited

Report on the condensed consolidated interim financial statements

Conclusion

We have completed a review of the accompanying condensed consolidated interim financial statements (interim financial statements) which

comprises:

•the consolidated balance sheet as at 31 March 2025;

•the consolidated income statement, statement of comprehensive income, changes in equity and cash flows for the six month period then ended;

an

d

•no

tes, including a summary of material accounting policies and other explanatory information.

Based on our review of the interim financial statements of the New Zealand business of Australia and New Zealand Banking Group Limited and its

subsidiaries (together, ANZBGL New Zealand) on pages 4 to 22, nothing has come to our attention that causes us to believe that the interim financial

statements have not been prepared, in all material respects, in accordance with NZ IAS 34 Interim Financial Reporting (NZ IAS 34) and IAS 34 Interim

Financial Reporting (IAS 34).

Basis for conclusion

We conducted our review of the interim financial statements in accordance with NZ SRE 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 section of our

report.

We are independent of ANZBGL New Zealand in accordance with the relevant ethical requirements in New Zealand relating to the audit of the annual

disclosure statement and we have fulfilled our other ethical responsibilities in accordance with these ethical requirements.

O

ur firm has provided other services to ANZBGL New Zealand in relation to reviews of regulatory returns, internal controls reports, prospectus

assurance or reviews, agreed upon procedures engagements and other assurance engagements. Subject to certain restrictions, partners and

employees of our firm may also deal with ANZBGL New Zealand on normal terms within the ordinary course of trading activities of the business of

ANZBGL New Zealand. These matters have not impaired our independence as auditor of ANZBGL New Zealand. The firm has no other relationship

with, or interest in, ANZBGL New Zealand.

Use of this review report

This review report is made solely to the Directors of Australia and New Zealand Banking Group Limited. Our review work has been undertaken so that

we might state to the Directors of Australia and New Zealand Banking Group Limited those matters we are required to state to them in this 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 Directors

of Australia and New Zealand Banking Group Limited for our review work, this review report, or any of the conclusions we have formed.

Responsibilities of Directors

The Directors, on behalf of ANZBGL New Zealand are responsible for:

•the preparation and fair presentation of ANZBGL New Zealand interim financial statements in accordance with NZ IAS 34 and IAS 34; and

•implementing necessary internal control to enable the preparation of interim financial statements that are fairly presented and free from material

misstatement, whether due to fraud or error.

Auditor’s responsibilities

Our responsibility is to express a conclusion on the 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 interim financial

statements do not present fairly and comply with NZ IAS 34 and IAS 34, in all material respects, ANZBGL New Zealand’s financial position as at 31

March 2025 and its financial performance and cash flows for the six months ended on that date.

A review of the interim financial statements prepared in accordance with NZ SRE 2410 (Revised) is a limited assurance engagement. The auditor

performs procedures, consisting of making enquiries, primarily of persons responsible for financial and accounting matters, and applying analytical and

other review procedures.

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 consequently does not enable us to obtain assurance that we might identify in an audit. Accordingly, we do not

express an audit opinion on the interim financial statements.

The engagement partner on the review resulting in this independent auditor’s review report is Jamie Munro.

For and on behalf of:

KP

MG

Auckland

7 May 2025

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand
24


Registered Bank Disclosures

This section contains the disclosures required by the Registered Bank Disclosure Statements

(Overseas Incorporated Registered Banks) Order 2014.

Section Order reference Page

B1. General disclosures Schedule 3 25

B2. Additional financial disclosures Schedule 5 26

B3. Asset quality Schedule 7 31

B4. Credit and market risk exposures and capital adequacy Schedule 9 33

B5. Insurance business Schedule 12 33

Directors’ and New Zealand Chief Executive Officer’s statement 34

Limited assurance reports 35

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited




Registered bank disclosures 25

B1. General disclosures

Guarantees

No material obligations of the NZ Branch are guaranteed as at 7 May 2025.

Changes in the Ultimate Parent Bank’s Board of Directors

Jane Halton, AO PSM retired as an independent non-executive director on 31 March 2025. As at 7 May 2025, there have been no other changes to the

Directors of the Ultimate Parent Bank since 30 September 2024, the balance date of the last full year disclosure statement.

Auditors

KPMG, 18 Viaduct Harbour Avenue, Auckland, New Zealand.

Pending proceedings or arbitration

A description of any pending legal proceedings or arbitration concerning any member of ANZBGL New Zealand that may have a material adverse effect

on the NZ Branch or ANZBGL New Zealand is included in Note 11 Commitments and contingent liabilities.

Credit rating

The Ultimate Parent Bank has credit ratings that apply to its long-term senior unsecured obligations payable in New Zealand in New Zealand dollars.

As at 7 May 2025, the Ultimate Parent Bank’s credit ratings are:

Rating agency Credit rating Qualification

S&P Global Ratings

AA- Outlook Stable

Fitch Ratings AA- Outlook Stable

Moody’s Investors Service Aa2 Outlook Stable


Other material matters

RBNZ capital requirements

RBNZ has revised the capital adequacy requirements applying to New Zealand locally incorporated registered banks. As a result, the Banking Group is

materially increasing the level of capital it holds over the transition period from October 2021 to July 2028. In March 2025, RBNZ announced that it intends

to conduct a reassessment of key capital settings, with any changes expected to be advised ahead of next year’s (1 July 2026) scheduled increase.

Whilst the outcomes of the future assessment are unknown, at this stage the existing key requirements for the Banking Group still being implemented are:

• The Banking Group’s total capital requirement will progressively increase to 18% of risk weighted assets (RWA), including tier 1 capital of at least 16%

of RWA. Up to 2.5% of the tier 1 capital requirement can be made up of additional tier 1 (AT1) capital, with the remainder of the tier 1 requirement

made up of common equity tier 1 (CET1) capital. AT1 capital must consist of perpetual preference shares, which may be redeemable. The total

capital requirement can also include tier 2 capital of up to 2% of RWA. Tier 2 capital must consist of long-term subordinated debt.

• The capital requirement will include a CET1 prudential capital buffer of 9% of RWA. This will include: a 2% domestic systemically important bank

capital buffer; a 1.5% 'early-set' counter-cyclical capital buffer, which can be temporarily reduced to 0% following a financial crisis, or temporarily

increased; and a 5.5% capital conservation buffer.

• Contingent capital instruments will no longer be treated as eligible regulatory capital. As at 31 March 2025, the Bank had NZ$938 million of AT1

instruments that will progressively lose eligible regulatory capital treatment over the transition period to July 2028.

Financial statements of the Ultimate Parent Bank and Overseas Banking Group

Copies of the most recent publicly available financial statements of the Ultimate Parent Bank and Overseas Banking Group will be provided immediately,

free of charge, to any person requesting a copy where request is made at the Registered Office. The most recent publicly available financial statements

for the Ultimate Parent Bank and Overseas Banking Group can also be accessed at the website anz.com/shareholder/centre/.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



26 Registered bank disclosures

B2. Additional financial disclosures

Additional information on the balance sheet

As at 31 March 2025


NZ$m

Total interest earning and discount bearing assets 186,340

Total interest and discount bearing liabilities 155,451

Total amounts due from related entities 6,225

Total amounts due to related entities 9,452

Total liabilities of the NZ Branch less amounts due to related entities 4


Assets charged as security for liabilities

The following disclosure excludes the amounts presented as collateral paid and received on the balance sheet that relate to derivative liabilities and

derivative assets respectively. The terms and conditions of those collateral agreements are included in the standard Credit Support Annex that forms part

of the International Swaps and Derivatives Association Master Agreement under which most of our derivatives are executed.

Assets charged as security for liabilities include the following types of instruments:

• securities provided as collateral for repurchase transactions. These transactions are governed by standard industry agreements;

• specified residential mortgages provided as security for notes and bonds issued to investors as part of ANZBGL New Zealand’s covered bond

programmes; and

• collateral provided to RBNZ under the Term Lending Facility and Funding for Lending Programme.

The carrying amounts of assets pledged as security are as follows:

As at 31 March 2025


NZ$m

Securities sold under agreements to repurchase 1,311

Residential mortgages pledged as security for repurchase agreements with RBNZ 2,955

Total assets of the ANZNZ Covered Bond Trust pledged as security for covered bonds 9,229


Additional information on the income statement

The amounts of net trading gains or losses and other fair value adjustments are included in Note 2 Other operating income. ANZBGL New Zealand does

not have any material credit risk adjustments on financial assets designated at FVTPL. Other operating income for the purposes of the Order comprises

net fee and commission income, and all other items of other income (all in Note 2 Other operating income).

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited




Registered bank disclosures 27

B2. Additional financial disclosures (continued)

Additional information on concentrations of credit risk

Analysis of financial assets by industry is based on Australian and New Zealand Standard Industrial Classification (ANZSIC) codes. The significant

categories shown are the level one New Zealand Standard Industry Output Categories (NZSIOC), except that Agriculture is shown separately as required

by the Order.

Composition of financial instruments that give rise to credit risk by industry group are presented below:


Loans and

advances

Other

financial

assets

Off-balance

sheet credit

related

commitments Total

As at 31 March 2025 NZ$m NZ$m NZ$m NZ$m

New Zealand residents

Agriculture 14,981 78 1,185 16,244

Forestry and fishing, agriculture services 516 6 104 626

Mining 99 2 211 312

Manufacturing 2,429 253 1,773 4,455

Electricity, gas, water and waste services 670 197 3,681 4,548

Construction 1,020 5 961 1,986

Wholesale trade 1,581 72 1,382 3,035

Retail trade and accommodation 2,793 15 703 3,511

Transport, postal and warehousing 1,067 32 667 1,766

Finance and insurance services 1,223 13,640 1,327 16,190

Rental, hiring & real estate services 36,991 1,929 1,970 40,890

Professional, scientific, technical, administrative and support services 1,100 15 533 1,648

Public administration and safety 239 13,314 883 14,436

Health care and social assistance 927 7 235 1,169

Households 85,074 406 14,049 99,529

All other New Zealand residents

1

1,185 81 1,422 2,688

Subtotal 151,895 30,052 31,086 213,033

Overseas

Finance and insurance services 50 12,985 274 13,309

Households 1,542 7 - 1,549

All other non-New Zealand residents 596 11 - 607

Subtotal 2,188 13,003 274 15,465

Gross subtotal 154,083 43,055 31,360 228,498

Allowance for ECL (712) - (126) (838)

Subtotal 153,371 43,055 31,234 227,660

Unearned income (25) - - (25)

Capitalised brokerage and other origination costs 566 - - 566

Maximum exposure to credit risk 153,912 43,055 31,234 228,201

1.

All other New Zealand residents includes exposures to information media and telecommunications, education and training; arts and recreation services; and other services.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



28 Registered bank disclosures

B2. Additional financial disclosures (continued)

Additional information on concentrations of funding

Analysis of funding liabilities by industry is based on ANZSIC codes. The significant categories shown are the level one NZSIOC.

As at 31 March 2025


NZ$m

Funding composition

Customer deposits 140,896

Wholesale funding

Debt issuances 17,735

Certificates of deposit and commercial paper 3,458

Other borrowings 7,013

Total wholesale funding 28,206

Total deposits and wholesale funding 169,102


Customer deposits by industry - New Zealand residents

Agriculture, forestry and fishing 4,694

Mining 309

Manufacturing 2,960

Construction 3,223

Wholesale trade 2,324

Retail trade and accommodation 2,406

Transport, postal and warehousing 1,540

Financial and insurance services 14,000

Rental, hiring and real estate services 3,771

Professional, scientific, technical, administrative and support services 7,018

Public administration and safety 1,805

Health care and social assistance 1,524

Arts, recreation and other services 2,330

Households 78,968

All other New Zealand residents

1

3,034

Subtotal 129,906

Customer deposits by industry - overseas

Households 9,979

All other non-New Zealand residents 1,011

Subtotal 10,990

Total customer deposits 140,896

Wholesale funding (financial and insurance services industry)

New Zealand 6,032

Overseas 22,174

Total wholesale funding 28,206

Total deposits and wholesale funding 169,102


Concentrations of funding by geography

New Zealand 135,938

Australia 4,855

United States 10,940

Europe 9,537

Other countries 7,832

Total deposits and wholesale funding 169,102

1.

All other New Zealand residents includes electricity, gas, water and waste services; information media and telecommunications; and education and training.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited




Registered bank disclosures 29

B2. Additional financial disclosures (continued)

Additional information on interest rate sensitivity

The following table represents the interest rate sensitivity of ANZBGL New Zealand's assets, liabilities and off-balance sheet instruments by showing the

periods in which these instruments may reprice, that is, when interest rates applicable to each asset or liability can be changed.


Total

Up to

3 months

Over 3 to

6 months

Over 6 to

12 months

Over 1 to

2 years

Over

2 years

Not bearing

interest

1


As at 31 March 2025 NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Assets

Cash and cash equivalents 11,145 10,925 - - - - 220

Settlement balances receivable 687 - - - - - 687

Collateral paid 742 742 - - - - -

Trading securities 5,774 314 413 293 1,139 3,615 -

Derivative financial instruments 8,871 - - - - - 8,871

Investment securities 14,882 - - 98 1,424 13,355 5

Net loans and advances 153,912 74,817 21,325 36,934 17,194 3,752 (110)

Other financial assets 1,076 - - - - - 1,076

Total financial assets 197,089 86,798 21,738 37,325 19,757 20,722 10,749

Liabilities

Settlement balances payable 3,391 1,799 - - - - 1,592

Collateral received 951 951 - - - - -

Deposits and other borrowings 151,367 95,440 18,923 13,447 3,771 2,841 16,945

Derivative financial instruments 8,149 - - - - - 8,149

Debt issuances 17,735 811 419 (3) 4,616 11,892 -

Lease liabilities 191 12 12 22 40 105 -

Other financial liabilities 1,440 353 - - - - 1,087

Total financial liabilities 183,224 99,366 19,354 13,466 8,427 14,838 27,773

Hedging instruments - 5,923 2,467 (12,678) (1,682) 5,970 -

Interest sensitivity gap 13,865 (6,645) 4,851 11,181 9,648 11,854 (17,024)

1.

Excludes non-coupon bearing discounted financial assets and financial liabilities which are shown as repricing on their maturity date.


Additional information on liquidity risk

Maturity analysis of financial liabilities

The table below provides residual contractual maturity analysis of financial liabilities at 31 March 2025 within relevant maturity groupings. All outstanding

debt issuances are profiled on the earliest date on which ANZBGL New Zealand may be required to pay. The amounts represent principal and interest

cash flows – so they may differ from equivalent amounts reported on the balance sheet.


On demand

Less than

3 months

3 to 12

months

1 to 5

years

After

5 years Total

As at 31 March 2025 NZ$m NZ$m NZ$m NZ$m NZ$m NZ$m

Settlement balances payable 2,662 753 - - - 3,415

Collateral received - 951 - - - 951

Deposits and other borrowings 81,018 31,141 34,039 6,451 9,944 162,593

Derivative financial liabilities (trading) - 8,088 - - - 8,088

Debt issuances

1

- 65 989 19,148 - 20,202

Lease liabilities - 14 39 124 41 218

Other financial liabilities - 125 6 157 288 576

Derivative financial instruments (balance sheet management)

- gross inflows - 1,475 3,658 7,922 922 13,977

- gross outflows - (1,577) (3,765) (8,178) (923) (14,443)

1.

Any callable wholesale debt instruments have been included at their next call date.

At 31 March 2025, NZ$31,360 million of its credit related commitments and contingent liabilities mature in less than 1 year, based on the earliest date on

which ANZBGL New Zealand may be required to pay.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



30 Registered bank disclosures

B2. Additional financial disclosures (continued)

Liquidity portfolio management

ANZBGL New Zealand holds a diversified portfolio of cash and high quality liquid securities primarily to support liquidity risk management. The size of

ANZBGL New Zealand’s liquidity portfolio is determined with consideration of the amount required to meet the requirements of its internal and regulatory

liquidity scenario metrics.

As at 31 March 2025

NZ$m

Central and local government bonds 11,804

Government treasury bills 621

Certificates of deposit 172

Other bonds 7,650

Securities eligible to be accepted as collateral in repurchase transactions 20,247

Cash and balances with central banks 9,601

Total liquidity portfolio 29,848

Assets held in ANZBGL New Zealand’s liquidity portfolio are all denominated in New Zealand dollars and include balances held with RBNZ and securities

issued by the New Zealand Government, supranational agencies, highly rated banks, state owned enterprises, local authorities (including through a funding

authority) and highly rated corporates.

The Bank also held unencumbered internal residential mortgage backed securities (RMBS) which would be accepted as collateral by RBNZ in repurchase

transactions. These holdings would entitle the Bank to enter into repurchase transactions with RBNZ with a value of NZ$11,137 million at 31 March 2025

(September 2024: NZ$10,480 million).

RBNZ Term Lending Facility (TLF) and Funding for Lending Programme (FLP)

• Between May 2020 and July 2021, RBNZ made funds available under the TLF to promote lending to businesses. The TLF is a five-year secured

funding facility for New Zealand banks at a fixed rate of 0.25%.

• Between December 2020 and December 2022, RBNZ made funds available under the FLP to lower the cost of borrowing for New Zealand

businesses and households. The FLP is a three-year secured funding facility for New Zealand banks at a floating rate of the New Zealand Official Cash

Rate (OCR).

As at 31 March 2025, the Bank had drawn NZ$194 million (September 2024: NZ$228 million) under the TLF and NZ$2,000 million under the FLP

(September 2024: NZ$2,500 million). These amounts are included in securities sold under repurchase agreements in Note 6 Deposits and other

borrowings.


Overseas Banking Group profitability and size


31 Mar 25

Net profit for the six months ended 31 March 2025 (AUDm) 3,684

Net profit after tax for the 12 months ended 31 March 2025 as a percentage of average total assets 0.55%

Total assets (AUDm) 1,302,971

Percentage change in total assets in the 12 months to 31 March 2025 19.52%



Reconciliation of mortgage related amounts

As at 31 March 2025 Note NZ$m

Term loans - housing

1

4 113,396

Less: housing loans made to corporate customers (1,408)

On-balance sheet residential mortgage exposures (per LVR analysis) B4 111,988

Add: off-balance sheet residential mortgage exposures (per LVR analysis) B4 9,964

Total residential mortgage exposures (per LVR analysis) B4 121,952

1.

Term loans – housing includes loans secured over residential property for owner-occupier, residential property investment and business purposes.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited




Registered bank disclosures 31

B3. Asset quality

This section should be read in conjunction with the estimates, assumptions and judgements included in Note 1 About our interim financial statements,

Note 5 Allowance for expected credit losses and Note 8 Credit risk.

Movements in components of loss allowance – total


Stage 3


Stage 1 Stage 2

Collectively

assessed

Individually

assessed Total

Net loans and advances at amortised cost NZ$m NZ$m NZ$m NZ$m NZ$m

As at 1 October 2024 187 370 104 64 725

Transfer between stages 56 (57) - 1 -

New and increased provisions (net of releases) (78) 69 - 38 29

Write-backs - - - (20) (20)

Recoveries of amounts previously written off - - - (4) (4)

Credit impairment charge/(release) (22) 12 - 15 5

Bad debts written-off (excluding recoveries) - - - (23) (23)

Add back recoveries of amounts previously written off - - - 4 4

Discount unwind reversal - - - 1 1

As at 31 March 2025 165 382 104 61 712


Off-balance sheet credit related commitments


As at 1 October 2024 74 56 3 3 136

Transfer between stages 5 (5) - - -

New and increased provisions (net of releases) (10) 1 - (1) (10)

Credit impairment charge/(release) (5) (4) - (1) (10)

As at 31 March 2025 69 52 3 2 126


Impacts of changes in gross financial assets on loss allowances




Gross loans and advances at amortised cost


As at 1 October 2024 138,627 11,939 1,257 370 152,193

Net transfers into each stage 437 14 387 10 848

Amounts drawn from new or existing facilities 22,028 761 37 159 22,985

Additions 22,465 775 424 169 23,833

Net transfers out of each stage (319) (528) - (1) (848)

Amounts repaid (19,212) (1,771) (232) (173) (21,388)

Deletions (19,531) (2,299) (232) (174) (22,236)

Amounts written off - - - (23) (23)

As at 31 March 2025 141,561 10,415 1,449 342 153,767

Loss allowance as at 31 March 2025 165 382 104 61 712



Off-balance sheet credit related commitments


As at 1 October 2024 27,010 1,543 26 10 28,589

Net transfers into each stage - 208 3 2 213

New and increased facilities and drawn amounts repaid 6,771 164 2 5 6,942

Additions 6,771 372 5 7 7,155

Net transfers out of each stage (206) - (7) - (213)

Reduced facilities and amounts drawn (3,949) (214) (6) (2) (4,171)

Deletions (4,155) (214) (13) (2) (4,384)

As at 31 March 2025 29,626 1,701 18 15 31,360

Loss allowance as at 31 March 2025 69 52 3 2 126

Explanation of how changes in the gross carrying amounts of gross loans and advances contributed to changes in loss allowance

Overall, loss allowances are 0.45% of gross balances as at 31 March 2025, down from 0.48% as at 30 September 2024. The NZ$23 million (2.7%)

decrease in loss allowances was driven by a decrease in the proportion of gross balances in Stage 2 and changes in the forward-looking economic

scenarios as described in Note 5 Allowance for expected credit losses, partially offset by an increase in management temporary adjustments.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited



32 Registered bank disclosures

B3. Asset quality (continued)

Past due assets and other asset quality information

Total

As at 31 March 2025


NZ$m

Past due assets

Less than 30 days past due 1,215

At least 30 days but less than 60 days past due 641

At least 60 days but less than 90 days past due 307

At least 90 days past due 1,113

Total past due but not individually impaired 3,276


Other asset quality information


Undrawn facilities with individually impaired customers 15

Other assets under administration 3


Asset quality for financial assets designated at fair value

ANZBGL New Zealand has no financial assets designated at FVTPL where changes in fair value are attributable to the credit risk of the financial asset.

Overseas Banking Group asset quality

As at 31 Mar 25

Individually impaired assets (AUDm) 1,100

Individually impaired assets as a percentage of total assets 0.1%

Individual credit impairment allowance (AUDm) 364

Individual credit impairment allowance as a percentage of individually impaired assets 33.1%

Collective credit impairment allowance (AUDm) 4,280

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand unaudited




Registered bank disclosures 33

B4. Credit and market risk exposures and capital adequacy

APRA Basel III capital ratios



Overseas Banking Group

Ultimate Parent Bank

(Extended Licensed Entity)

As at

31 Mar 25 31 Mar 24 31 Mar 25 31 Mar 24

Common equity tier 1 capital 11.8% 13.5% 12.0% 13.3%

Tier 1 capital 13.4% 15.4% 13.9% 15.6%

Total capital 20.4% 21.9% 22.1% 23.2%

The Ultimate Parent Bank and the Overseas Banking Group are required to hold minimum capital as determined by APRA’s capital framework, which is at

least equal to that specified under the internationally agreed Basel III framework.

APRA has authorised the Ultimate Parent Bank and the Overseas Banking Group to use:

• the Internal Ratings Based (IRB) methodology for calculation of credit risk weighted assets. Where the Overseas Banking Group is not accredited to

use the IRB methodology the Overseas Banking Group applies the standardised approach.

• the Standardised Measurement Approach (SMA) for the operational risk weighted asset equivalent.

The Overseas Banking Group exceeded the minimum capital requirements set by APRA as at 31 March 2025 and for the comparative prior periods.

The Overseas Banking Group is required to publicly disclose Pillar 3 financial information as at 31 March 2025. The Overseas Banking Group’s Pillar 3

disclosure document for the quarter ended 31 March 2025, in accordance with APS 330: Public Disclosure of Prudential Information, discloses capital

adequacy ratios and other prudential information. This document can be accessed at the website anz.com.

Market risk

ANZBGL New Zealand’s aggregate market risk exposures below have been calculated in accordance with the RBNZ document BPR140: Market Risk. The

peak end-of-day market risk exposures are for the six months ended 31 March 2025.


Implied risk

weighted exposure


Notional capital

charge


Period end Peak Period end Peak

As at 31 March 2025 NZ$m NZ$m NZ$m NZ$m

Interest rate risk 5,944 6,436 476 515

Foreign currency risk 46 95 4 8

Equity risk 5 5 - -


Additional mortgage information

As required by RBNZ, LVRs are calculated as the current exposure secured by a residential mortgage divided by ANZBGL New Zealand's valuation of the

security property at origination of the exposure. Off-balance sheet exposures include undrawn and partially drawn residential mortgage loans as well as

commitments to lend. Commitments to lend are formal offers for housing lending which have been accepted by the customer.


On-balance

sheet

Off-balance

sheet Total

As at 31 March 2025 NZ$m NZ$m NZ$m

LVR range

Does not exceed 60% 56,812 7,426 64,238

Exceeds 60% and not 70% 20,708 1,138 21,846

Exceeds 70% and not 80% 25,609 1,108 26,717

Does not exceed 80% 103,129 9,672 112,801

Exceeds 80% and not 90% 7,432 182 7,614

Exceeds 90% 1,427 110 1,537

Total 111,988 9,964 121,952



B5. Insurance business

As at 31 March 2025, ANZBGL New Zealand does not conduct any insurance business.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand
34

Directors' and New Zealand Chief Executive Officer's Statement

As at the date on which this Disclosure Statement is signed, after due enquiry, each Director of the Ultimate Parent Bank and the Chief Executive Officer –

NZ Branch believes that:

•The Disclosure Statement contains all the information that is required by the Registered Bank Disclosure Statements (Overseas Incorporated

Registered Banks) Order 2014; and

•The Disclosure Statement is not false or misleading.

Over the six months ended 31 March 2025, after due enquiry, each Director of the Ultimate Parent Bank and the Chief Executive Officer – NZ Branch

believes that:

•The Ultimate Parent Bank has complied in all material respects with each condition of registration that applied during that period

1

; and

•The NZ Branch and the Bank had systems in place to monitor and control adequately the material risks of Relevant Members of ANZBGL New Zealand

including credit risk, concentration of credit risk, interest rate risk, currency risk, equity risk, liquidity risk and other business risks, and that those

systems were being properly applied.

1.

In accordance with the Order, Australia and New Zealand Banking Group Limited – ANZBGL New Zealand has complied in all material respects with each of its conditions of registration that applied

during the period if RBNZ has not published any information about a breach on its website, and has not notified Australia and New Zealand Banking Group Limited – ANZBGL New Zealand of any

material breach.

Si

gned by the Chief Executive Officer – NZ Branch

Ch

ris O‘Neale

Chief Executive Officer – NZ Branch

7 May 2025

Si

gned on behalf of all the Directors of the Ultimate Parent Bank

An

tonia Watson

Responsible Person

7 May 2025

on

behalf of the Directors of the Ultimate Parent Bank:

John Cincotta

Shayne Elliott

Richard Gibb

Graham Hodges

Holly Kramer

Christine O’Reilly

Paul O’Sullivan

Jeff Smith

Scott St John

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand
Limited assurance report

35

Independent Auditor’s Review Report

To the Directors of Australia and New Zealand Banking Group Limited

Report on the Registered Bank Disclosures in sections B2, B3 and B5 of the Disclosure Statement

Conclusion

We have completed a review of the accompanying registered bank disclosures of the New Zealand business of Australia and New Zealand Banking

Group Limited and its subsidiaries (together, ANZBGL New Zealand) in sections B2, B3 and B5 on pages 26 to 33 of the Disclosure Statement as at

and for the six months ended 31 March 2025, which comprise the information that is required to be disclosed in accordance with Schedules 5, 7, 12

and 14 of Registered Bank Disclosure Statements (Overseas Incorporated Registered Banks) Order 2014 (as amended) (the Order).

Based on our review, nothing has come to our attention that causes us to believe that the accompanying registered bank disclosures in sections B2,

B3 and B5 of the Disclosure Statement:

•does not present fairly, in all material respects, the matters to which they relate; or

•is not disclosed, in all material respects, in accordance with those Schedules.

Basis for conclusion

We conducted our review of the registered bank disclosures in sections B2, B3 and B5 in accordance with NZ SRE 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 section of our report.

We are independent of ANZBGL New Zealand in accordance with the relevant ethical requirements in New Zealand relating to the audit of the annual

disclosure statement and we have fulfilled our other ethical responsibilities in accordance with these ethical requirements.

Our firm has provided services to ANZBGL New Zealand in relation to reviews of regulatory returns, internal controls reports, prospectus assurance or

reviews, agreed-upon procedures engagements and other assurance engagements. Subject to certain restrictions, partners and employees of our

firm may also deal with ANZBGL New Zealand on normal terms within the ordinary course of trading activities of the business of ANZBGL New

Zealand. These matters have not impaired our independence as auditor of ANZBGL New Zealand. The firm has no other relationship with, or interest

in, ANZBGL New Zealand.

Use of this review report

This review report is made solely to the Directors of Australia and New Zealand Banking Group Limited. Our review work has been undertaken so that

we might state to the Directors of Australia and New Zealand Banking Group Limited those matters we are required to state to them in this 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 Directors

of Australia and New Zealand Banking Group Limited for our review work, this review report, or any of the conclusions we have formed.

Responsibilities of Directors

The Directors, on behalf of ANZBGL New Zealand are responsible for:

•the preparation and fair presentation of ANZBGL New Zealand registered bank disclosures in sections B1, B2, B3 and B5 of the Disclosure

Statement in accordance with Schedules 3, 5, 7, 12 and 14 of the Order; and

•implementing necessary internal control to enable the preparation of the registered bank disclosures in sections B1, B2, B3 and B5 of the

Disclosure Statement that are fairly presented and free from material misstatement, whether due to fraud or error.

Auditor’s responsibilities

Our responsibility is to express a conclusion on the registered bank disclosures in sections B2, B3 and B5 of the Disclosure Statement, 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 registered bank

disclosures in sections B2, B3 and B5 of the Disclosure Statement:

•does not present fairly, in all material respects, the matters to which they relate, in accordance with Schedules 5, 7, 12 and 14 of the Order; or

•if applicable, have 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 (the New Zealand business of Australia and New Zealand

Banking Group Limited does not have any such conditions).

A review of the registered bank disclosures in sections B2, B3 and B5 of the Disclosure Statement prepared in accordance with NZ SRE 2410

(Revised) is a limited assurance engagement. The auditor performs procedures, consisting of making enquiries, primarily of persons responsible for

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

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 consequently does not enable us to obtain assurance that we might identify in an audit. Accordingly, we do not

express an audit opinion on the registered bank disclosures in sections B2, B3 and B5 of the Disclosure Statement.

KP

MG

Auckland

7 May 2025

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand
36 Limited assurance report

Independent Limited Assurance Report

To the Directors of Australia and New Zealand Banking Group Limited

Report on the information relating to credit and market risk exposures and capital adequacy

Conclusion

Our limited assurance conclusion has been formed on the basis of the matters outlined in this report.

Based on our limited assurance engagement, which is not a reasonable assurance engagement or audit, nothing has come to our attention that

would lead us to believe that the information relating to the credit and market risk exposures and capital adequacy of the New Zealand business of

Australia and New Zealand Banking Group Limited and its subsidiaries (together, ANZBGL New Zealand), disclosed in section B4 on page 33 of the

Disclosure Statement, is not, in all material respects, disclosed in accordance with Schedule 9 of the Registered Bank Disclosure Statements

(Overseas Incorporated Registered Banks) Order 2014 (as amended) (the Order).

Information subject to assurance

We have reviewed the information relating to the credit and market risk exposures and capital adequacy, as disclosed in section B4 of the Disclosure

Statement as at and for the six months ended 31 March 2025.

Criteria

The information relating to the credit and market risk exposures and capital adequacy comprises the information that is required to be disclosed in

accordance with Schedule 9 of the Order.

Standards we followed

We conducted our limited assurance engagement in accordance with Standard on Assurance Engagements 3100 (Revised) Compliance

Engagements (SAE 3100 (Revised)) issued by the New Zealand Auditing and Accounting Standards Board. We believe that the evidence we have

obtained is sufficient and appropriate to provide a basis for our limited conclusion. In accordance with the SAE 3100 (Revised), we have:

•used our professional judgement to plan and perform the engagement to obtain limited assurance that the information relating to credit an

d

market risk exposures and capital adequacy, is free from material misstatement and non-compliance, whether due to fraud or error;

•considered relevant internal controls when designing our assurance procedures, however we do not express a conclusion on the effectiveness of

these controls;

•ensured that the engagement team possesses the appropriate knowledge, skills and professional competencies

;

•obtained an understanding of the process, models, data and internal controls implemented over the preparation of the information relating to credit

and market risk exposures and capital adequacy;

•performed inquiry and analytical review procedures over the credit and market risk exposures and capital adequacy;

•obtained an understanding of ANZBGL New Zealand’s compliance framework and internal control environment over the information relating to credi

t

a

nd market risk exposures and capital adequacy, including ANZBGL New Zealand’s assessment of any matters of non-compliance with the Reserve

Bank of New Zealand’s Prudential Requirements; and

•agreed the information relating to credit and market risk exposures and capital adequacy, extracted from ANZBGL New Zealand’s models, accountin

g

r

ecords or other supporting documentation to the Disclosure Statement.

How to interpret limited assurance and material misstatement and non-compliance

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 judgment, including identifying areas where the risk of material misstatement and non-compliance with Schedule 9 of the Order.

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. 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.

Misstatements, including omissions, within the information relating to credit and market risk exposures and capital adequacy and non-compliance are

considered material if, individually or in aggregate, they it could reasonably be expected to influence the relevant decisions of the intended users taken

on the basis of the information relating to credit and market risk exposures and capital adequacy.

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 compliance requirements may occur and not be detected.

A limited assurance engagement as at and for the six months ended 31 M

arch 2025 does not provide assurance on whether compliance with

Schedule 9 of the Order will continue in the future.

Use of this assurance report

Our report is made solely for Australia and New Zealand Banking Group Limited’s Directors. Our assurance work has been undertaken so that we

might state to Australia and New Zealand Banking Group Limited’s Directors those matters we are required to state to them in the assurance report

and for no other purpose.

Our report should not be regarded as suitable to be used or relied on by anyone other than Australia and New Zealand Banking Group Limited and

Australia and New Zealand Banking Group Limited’s Directors for any purpose or in any context. Any other person who obtains access to our report or a

copy thereof and chooses to rely on our report (or any part thereof) will do so at its own risk.

Australia and New Zealand Banking Group Limited - ANZBGL New Zealand
Limited assurance report

37

To the fullest extent permitted by law, none of KPMG, any entities directly or indirectly controlled by KPMG, or any of their respective members or

employees accept or assume any responsibility and deny all liability to anyone other than Australia and New Zealand Banking Group Limited and Australia

and New Zealand Banking Group Limited’s Directors for our work, for this independent assurance report, and/or for the opinions or conclusions we have

reached.

Our conclusion is not modified in respect of this matter.

Responsibilities of Directors

The Directors of Australia and New Zealand Banking Group Limited are responsible for the disclosure of the information relating to credit and market

risk exposures and capital adequacy in accordance with Schedule 9 of the Order, which Directors have determined meets the disclosure

requirements under the Order. This responsibility includes such internal control as the Directors determine is necessary to enable compliance and to

monitor ongoing compliance and to enable the disclosure of the information relating to credit and market risk exposures and capital adequacy that is

free from material misstatement and non-compliance whether due to fraud or error.

Our responsibility

Our responsibility is to express a conclusion to Australia and New Zealand Banking Group Limited on whether anything has come to our attention that

would lead us to believe that, in all material respects the information relating to credit and market risk exposures and capital adequacy has not been

disclosed in accordance with Schedule 9 of the Order as at and for the six months ended 31 March 2025.

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) (PES 1) issued by the New Zealand Auditing and Assurance

Standards Board, which is founded on fundamental principles of integrity, objectivity, professional competence and due care, confidentiality and

professional behaviour.

The firm applies Professional and Ethical Standard 3 Quality Management for Firms that Perform Audits or Reviews of Financial Statements, or Other

Assurance or Related Services Engagements (PES 3), which requires the firm to design, implement and operate a system of quality control including

policies or procedures regarding compliance with ethical requirements, professional standards and applicable legal and regulatory requirements.

Our firm has provided services to ANZBGL New Zealand in relation to reviews of regulatory returns, internal controls reports, prospectus assurance or

reviews, agreed-upon procedures engagements and other assurance engagements. Subject to certain restrictions, partners and employees of our

firm may also deal with ANZBGL New Zealand on normal terms within the ordinary course of trading activities of the business of ANZBGL New

Zealand. These matters have not impaired our independence as auditor of ANZBGL New Zealand. The firm has no other relationship with, or interest

in, ANZBGL New Zealand.

KP

MG

Auckland

7 May 2025


















































anz.co.nz

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