Duyuru • 3h
Zurich Financial Services Australia Limited completed the acquisition of ClearView Wealth Limited (ASX:CVW) from Crescent Capital Partners Management Pty Ltd., Sony Life Insurance Co., Ltd. ROC CVW Co-investment Trust, Roc Private Investment Fund managed by ROC Partners Pty Limited and others. Zurich Financial Services Australia Limited entered into a scheme implementation deed to acquire ClearView Wealth Limited (ASX:CVW) from Crescent Capital Partners Management Pty Ltd., Sony Life Insurance Co., Ltd. ROC CVW Co-investment Trust, Roc Private Investment Fund managed by ROC Partners Pty Limited and others for approximately AUD 410 million on February 24, 2026. A cash consideration valued at AUD 0.65 per share will be paid by Zurich Financial Services Australia Limited less the cash amount of any Permitted Dividend determined to be paid or declared by the ClearView Board prior to the implementation of the Scheme, plus the Ticking Fee (if applicable). The Scheme Consideration of AUD 0.65 per ClearView Share (excluding the Ticking Fee) implies an equity value for ClearView of approximately AUD 415 million. A Break Fee (payable by ClearView to Zurich) and a Reverse Break Fee (payable by Zurich to ClearView) will be payable under the Scheme Implementation Deed (SID) in certain, customary circumstances. The amount of the Break Fee and Reverse Break Fee (should either become payable) is an amount equal to 1% of the aggregate Scheme Consideration of AUD 0.65 per ClearView Share payable by Zurich in respect of all the ClearView Shares under the Scheme.
The transaction is subject to court approval, approval by Australian Competition and Consumer Commission, approval by Australian Prudential Regulation Authority, approval by ClearView shareholders, The Independent Expert concludes in the Independent Expert’s Report, and continues to conclude, that the Scheme is in the best interests of ClearView Shareholders, and if there being no superior proposal and if any delays in implementation could trigger a ticking fee if the transaction extends beyond September 30, 2026. The ClearView Directors unanimously recommend that ClearView Shareholders vote in favor of the Scheme at the Scheme Meeting. The scheme is expected to be effective by late August 2026. Australian Competition and Consumer Commission approved the transaction. As per the announcement dated June 23, 2026 the transaction is expected to close on August 20, 2026. As of July 22, 2026 the deal has been approved by the Australian Prudential Regulation Authority. As of July 27, 2026 the deal has been approved by the target shareholders. As of July 30, 2026 the deal has been approved by the Supreme Court of New South Wales.
Greenhill & Co. Australia Pty Limited acted as financial advisor for ClearView Wealth Limited. John Williamson-Noble, Chris Morse of Gilbert and Tobin acted as legal advisor for ClearView Wealth Limited. Meredith Paynter, Mark Vanderneut of King & Wood Mallesons acted as legal advisor for Zurich Financial Services Australia Limited. Computershare Investor Services Pty Limited acted as Share Registry to ClearView Wealth Limited.
Zurich Financial Services Australia Limited completed the acquisition of ClearView Wealth Limited (ASX:CVW) from Crescent Capital Partners Management Pty Ltd., Sony Life Insurance Co., Ltd. ROC CVW Co-investment Trust, Roc Private Investment Fund managed by ROC Partners Pty Limited and others on July 31, 2026. Upcoming Dividend • Jul 28
Upcoming dividend of AU$0.05 per share Eligible shareholders must have bought the stock before 04 August 2026. Payment date: 12 August 2026. The company last paid an ordinary dividend in August 2015. The average dividend yield among industry peers is 4.0%. Duyuru • Jul 24
ClearView Wealth Limited Announces Special Dividend, Payable on August 12, 2026 ClearView Wealth Limited announced special dividend of AUD 0.05000000 per security. Ex-Date is August 4, 2026. Record Date is August 5, 2026. Payment Date is August 12, 2026. Duyuru • May 15
ClearView Wealth Limited, Annual General Meeting, Nov 18, 2026 ClearView Wealth Limited, Annual General Meeting, Nov 18, 2026. Price Target Changed • Mar 02
Price target decreased by 14% to AU$0.77 Down from AU$0.90, the current price target is an average from 3 analysts. New target price is 23% above last closing price of AU$0.63. The company is forecast to post earnings per share of AU$0.054 for next year compared to AU$0.024 last year. Reported Earnings • Feb 28
First half 2026 earnings: EPS misses analyst expectations First half 2026 results: EPS: AU$0.014 (down from AU$0.029 in 1H 2025). Revenue: AU$230.4m (up 25% from 1H 2025). Net income: AU$8.54m (down 55% from 1H 2025). Profit margin: 3.7% (down from 10% in 1H 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Insurance industry in Australia. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. New Risk • Feb 26
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.1% Last year net profit margin: 3.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (375% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (1.1% net profit margin). Duyuru • Feb 24
Zurich Financial Services Australia Limited entered into a scheme implementation deed to acquire ClearView Wealth Limited (ASX:CVW) from Crescent Capital Partners Management Pty Ltd., Sony Life Insurance Co., Ltd. ROC CVW Co-investment Trust, Roc Private Investment Fund managed by ROC Partners Pty Limited and others for approximately AUD 410 million. Zurich Financial Services Australia Limited entered into a scheme implementation deed to acquire ClearView Wealth Limited (ASX:CVW) from Crescent Capital Partners Management Pty Ltd., Sony Life Insurance Co., Ltd. ROC CVW Co-investment Trust, Roc Private Investment Fund managed by ROC Partners Pty Limited and others for approximately AUD 410 million on February 24, 2026. A cash consideration valued at AUD 0.65 per share will be paid by Zurich Financial Services Australia Limited less the cash amount of any Permitted Dividend determined to be paid or declared by the ClearView Board prior to the implementation of the Scheme, plus the Ticking Fee (if applicable). The Scheme Consideration of AUD 0.65 per ClearView Share (excluding the Ticking Fee) implies an equity value for ClearView of approximately AUD 415 million. A Break Fee (payable by ClearView to Zurich) and a Reverse Break Fee (payable by Zurich to ClearView) will be payable under the Scheme Implementation Deed (SID) in certain, customary circumstances. The amount of the Break Fee and Reverse Break Fee (should either become payable) is an amount equal to 1% of the aggregate Scheme Consideration of AUD 0.65 per ClearView Share payable by Zurich in respect of all the ClearView Shares under the Scheme.
The transaction is subject to court approval, approval by Australian Competition and Consumer Commission, approval by Australian Prudential Regulation Authority, approval by ClearView shareholders, The Independent Expert concludes in the Independent Expert’s Report, and continues to conclude, that the Scheme is in the best interests of ClearView Shareholders, and if there being no superior proposal and if any delays in implementation could trigger a ticking fee if the transaction extends beyond September 30, 2026. The ClearView Directors unanimously recommend that ClearView Shareholders vote in favor of the Scheme at the Scheme Meeting. The scheme is expected to be effective by late August 2026.
Greenhill & Co. Australia Pty Limited acted as financial advisor for ClearView Wealth Limited. John Williamson-Noble, Chris Morse of Gilbert and Tobin acted as legal advisor for ClearView Wealth Limited. Meredith Paynter, Mark Vanderneut of King & Wood Mallesons acted as legal advisor for Zurich Financial Services Australia Limited. Computershare Investor Services Pty Limited acted as Share Registry to ClearView Wealth Limited. Duyuru • Feb 04
ClearView Wealth Limited to Report First Half, 2026 Results on Feb 26, 2026 ClearView Wealth Limited announced that they will report first half, 2026 results on Feb 26, 2026 Duyuru • Oct 08
ClearView Wealth Limited, Annual General Meeting, Nov 06, 2025 ClearView Wealth Limited, Annual General Meeting, Nov 06, 2025. Location: clearview wealth limited, level 15, 20 bond street, sydney nsw 2000, Australia Price Target Changed • Sep 02
Price target increased by 12% to AU$0.85 Up from AU$0.76, the current price target is an average from 3 analysts. New target price is 53% above last closing price of AU$0.56. The company is forecast to post earnings per share of AU$0.051 for next year compared to AU$0.024 last year. New Risk • Aug 29
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 389% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 29
Full year 2025 earnings: EPS and revenues miss analyst expectations Full year 2025 results: EPS: AU$0.024 (up from AU$0.011 in FY 2024). Revenue: AU$409.3m (up 1.3% from FY 2024). Net income: AU$15.8m (up 126% from FY 2024). Profit margin: 3.9% (up from 1.7% in FY 2024). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 76%. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, while revenues in the Insurance industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Duyuru • Jul 01
ClearView Wealth Limited to Report Fiscal Year 2025 Results on Aug 28, 2025 ClearView Wealth Limited announced that they will report fiscal year 2025 results on Aug 28, 2025 Recent Insider Transactions • Mar 11
MD, CEO & Executive Director recently bought AU$180k worth of stock On the 6th of March, Nadine Gooderick bought around 396k shares on-market at roughly AU$0.45 per share. This transaction increased Nadine's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Nadine's only on-market trade for the last 12 months. Major Estimate Revision • Mar 05
Consensus EPS estimates fall by 18%, revenue upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$407.2m to AU$413.0m. EPS estimate fell from AU$0.022 to AU$0.018 per share. Net income forecast to grow 42% next year vs 24% growth forecast for Insurance industry in Australia. Consensus price target up from AU$0.74 to AU$0.76. Share price rose 13% to AU$0.43 over the past week. Reported Earnings • Mar 03
First half 2025 earnings: EPS exceeds analyst expectations First half 2025 results: EPS: AU$0.029 (up from AU$0.017 in 1H 2024). Revenue: AU$184.9m (down 4.2% from 1H 2024). Net income: AU$19.1m (up 77% from 1H 2024). Profit margin: 10% (up from 5.6% in 1H 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, while revenues in the Insurance industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Duyuru • Feb 03
ClearView Wealth Limited to Report Q2, 2025 Results on Feb 27, 2025 ClearView Wealth Limited announced that they will report Q2, 2025 results Pre-Market on Feb 27, 2025 New Risk • Jan 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 293% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Profit margins are more than 30% lower than last year (1.7% net profit margin). Price Target Changed • Nov 12
Price target decreased by 14% to AU$0.69 Down from AU$0.80, the current price target is an average from 2 analysts. New target price is 106% above last closing price of AU$0.34. Stock is down 40% over the past year. The company is forecast to post earnings per share of AU$0.028 for next year compared to AU$0.011 last year. Duyuru • Oct 08
ClearView Wealth Limited, Annual General Meeting, Nov 07, 2024 ClearView Wealth Limited, Annual General Meeting, Nov 07, 2024. Location: at clearview wealth limited, level 15, 20 bond street, sydney nsw 2000 Australia Reported Earnings • Aug 24
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: AU$0.011 (down from AU$0.033 in FY 2023). Revenue: AU$401.9m (up 81% from FY 2023). Net income: AU$7.00m (down 67% from FY 2023). Profit margin: 1.7% (down from 9.4% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, while revenues in the Insurance industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Declared Dividend • Aug 24
Final dividend of AU$0.017 announced Shareholders will receive a dividend of AU$0.017. Ex-date: 4th September 2024 Payment date: 20th September 2024 Dividend yield will be 5.2%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (86% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 183% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Aug 01
ClearView Wealth Limited to Report Fiscal Year 2024 Results on Aug 22, 2024 ClearView Wealth Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 22, 2024 Upcoming Dividend • Feb 29
Upcoming dividend of AU$0.015 per share Eligible shareholders must have bought the stock before 07 March 2024. Payment date: 22 March 2024. Payout ratio is on the higher end at 86% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (3.5%). Reported Earnings • Feb 22
First half 2024 earnings released: EPS: AU$0.017 (vs AU$0.013 in 1H 2023) First half 2024 results: EPS: AU$0.017 (up from AU$0.013 in 1H 2023). Revenue: AU$185.3m (up 2.5% from 1H 2023). Net income: AU$10.8m (up 28% from 1H 2023). Profit margin: 5.8% (up from 4.7% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 14
ClearView Wealth Limited to Report First Half, 2024 Results on Feb 22, 2024 ClearView Wealth Limited announced that they will report first half, 2024 results on Feb 22, 2024 Duyuru • Nov 17
COG Financial Services Limited (ASX:COG) acquired 19.99% stake in Centrepoint Alliance Limited (ASX:CAF) from ClearView Wealth Limited (ASX:CVW) for AUD 13.05 million COG Financial Services Limited (ASX:COG) acquired 19.99% stake in Centrepoint Alliance Limited (ASX:CAF) from ClearView Wealth Limited (ASX:CVW) for AUD 13.05 million in November 16, 2023. COG Financial Services Limited (ASX:COG) will acquire 39.56 million shares of Centrepoint Alliance Limited. COG has utilized cash and debt to fund the acquisition of this interest.COG Financial Services Limited (ASX:COG) completed the acquisition of 19.99% stake in Centrepoint Alliance Limited (ASX:CAF) from ClearView Wealth Limited (ASX:CVW) in November 16, 2023. Duyuru • Oct 06
ClearView Wealth Limited, Annual General Meeting, Nov 09, 2023 ClearView Wealth Limited, Annual General Meeting, Nov 09, 2023, at 10:01 E. Australia Standard Time. Location: ClearView Wealth Limited Level 15, 20 Bond Street Sydney Nsw 2000 Australia Agenda: To receive and consider the Financial Report, the Directors' Report and the Auditor's Report for the year ended 30 June 2023; to consider adoption of Remuneration Report; to consider re-election of Geoffrey Black as a Director; to consider re-election of Jennifer Lyon as a Director; to consider election of Edward Fabrizio as a Director; to consider approval of Termination Benefits; to consider approval of the ClearView Wealth Limited Rights Plan; to consider appointment of Ernst & Young as Auditor. Upcoming Dividend • Aug 30
Upcoming dividend of AU$0.03 per share at 5.5% yield Eligible shareholders must have bought the stock before 06 September 2023. Payment date: 22 September 2023. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 5.5%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (3.4%). Duyuru • Aug 23
Clearview Wealth Limited Announces Ordinary Fully Paid Dividend for Twelve Months Ended June 30, 2023, Payable on September 22,2023 ClearView Wealth Limited announced ordinary fully paid dividend for twelve months ended June 30, 2023 of AUD 0.03000000. Ex Date September 6, 2023. Record Date September 7, 2023. Payment Date September 22,2023. Reported Earnings • Aug 23
Full year 2023 earnings released: EPS: AU$0.033 (vs AU$0.017 in FY 2022) Full year 2023 results: EPS: AU$0.033 (up from AU$0.017 in FY 2022). Revenue: AU$222.4m (up 113% from FY 2022). Net income: AU$20.9m (up 90% from FY 2022). Profit margin: 9.4% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year. Duyuru • Aug 15
ClearView Wealth Limited to Report Fiscal Year 2023 Results on Aug 23, 2023 ClearView Wealth Limited announced that they will report fiscal year 2023 results Pre-Market on Aug 23, 2023 Duyuru • Jun 28
ClearView Wealth Limited Appoints Edward Fabrizio as an Independent Non-Executive Director ClearView Wealth Limited appointed Edward Fabrizio as an independent Non-Executive Director, effective immediately. Mr. Fabrizio will also assume the role of Chair of the Board Audit Committee. Mr. Fabrizio is an experienced life insurance actuary having worked in the industry for over 30 years. He is a former Managing Director of General Reinsurance Life Australia and has also been the Appointed Actuary for various life insurance and reinsurance companies as well as a prior Director in KPMG's Actuarial practice. Mr. Fabrizio has also previously acted in the role of Non-Executive Director and Council Member of the Institute of Actuaries of Australia and has been operating his own actuarial consulting business since 2016. Reported Earnings • Feb 24
First half 2023 earnings released: EPS: AU$0.013 (vs AU$0.012 in 1H 2022) First half 2023 results: EPS: AU$0.013 (up from AU$0.012 in 1H 2022). Revenue: AU$180.8m (down 14% from 1H 2022). Net income: AU$8.45m (up 8.2% from 1H 2022). Profit margin: 4.7% (up from 3.7% in 1H 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Feb 02
ClearView Wealth Limited to Report First Half, 2023 Results on Feb 23, 2023 ClearView Wealth Limited announced that they will report first half, 2023 results on Feb 23, 2023 Duyuru • Dec 17
ClearView Wealth Limited Appoints Eloise Watson as Alternate Director for Non-Executive Director ClearView Wealth Limited announced that Ms. Eloise Watson has been appointed as alternate director for non-executive director Nathanial Thomson effective immediately. Board Change • Dec 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Jenny Lyon was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Nov 03
ClearView Abandons Plans to Attract A Takeover The board of Australia-based wealth manager, ClearView Wealth Limited (ASX:CVW) has decided not to offer the firm for a takeover. After a strategic review process, the board has decided not to accept any bids after several parties took part in a due diligence process. The firm reasoned that it has not received any proposal that offered appropriate value for control of the company. Duyuru • Oct 06
ClearView Wealth Limited, Annual General Meeting, Nov 10, 2022 ClearView Wealth Limited, Annual General Meeting, Nov 10, 2022, at 10:00 AUS Eastern Standard Time. Agenda: To receive and consider the Financial Report, the Directors' Report and the Auditor's Report for the year ended 30 June 2022; for the purposes of section 250R(2) of the Corporations Act and for all other purposes, the Remuneration Report for the year ended 30 June 2022, being part of the Directors' Report, be adopted. Upcoming Dividend • Aug 31
Upcoming dividend of AU$0.02 per share Eligible shareholders must have bought the stock before 07 September 2022. Payment date: 23 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (6.6%). Lower than average of industry peers (3.6%). Reported Earnings • Aug 24
Full year 2022 earnings released: EPS: AU$0.017 (vs AU$0.011 in FY 2021) Full year 2022 results: EPS: AU$0.017 (up from AU$0.011 in FY 2021). Revenue: AU$104.3m (down 82% from FY 2021). Net income: AU$11.0m (up 65% from FY 2021). Profit margin: 11% (up from 1.1% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 24
Clearview Wealth Limited Announces Final Fully Franked Dividend for the Fiscal Year 2022, Payment Date Is 23 September 2022 ClearView Wealth Limited announced final fiscal year 2022 fully franked dividend of 2 cents per share. Ex-dividend date is 7 September 2022. Record date is 8 September 2022. Payment date is 23 September 2022. Duyuru • Aug 18
ClearView Wealth Limited to Report Fiscal Year 2022 Results on Aug 24, 2022 ClearView Wealth Limited announced that they will report fiscal year 2022 results Pre-Market on Aug 24, 2022 Reported Earnings • Feb 27
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: AU$0.012 (down from AU$0.014 in 1H 2021). Revenue: AU$207.9m (down 15% from 1H 2021). Net income: AU$7.81m (down 11% from 1H 2021). Profit margin: 3.8% (up from 3.6% in 1H 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Sep 01
Upcoming dividend of AU$0.01 per share Eligible shareholders must have bought the stock before 08 September 2021. Payment date: 24 September 2021. Trailing yield: 1.9%. Lower than top quartile of Australian dividend payers (5.2%). Lower than average of industry peers (2.5%). Reported Earnings • Aug 26
Full year 2021 earnings released: EPS AU$0.011 (vs AU$0.021 in FY 2020) The company reported a decent full year result with improved revenues, although earnings and profit margins were weaker. Full year 2021 results: Revenue: AU$581.3m (up 103% from FY 2020). Net income: AU$6.68m (down 49% from FY 2020). Profit margin: 1.1% (down from 4.6% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings. Duyuru • May 11
Clearview Wealth Limited and Hub24 Complete Wrap Platform Development ClearView Wealth Limited completed a key milestone in its Wealth Management strategy, launching a new investment administration (wrap platform) solution in partnership with HUB24 and transitioning the custody and administration of $1.4 billion of funds under administration to HUB24. In March 2020, ClearView and HUB24 announced a joint project to develop the new platform. The project consisted of several deliverables including the creation of an Investor Directed Portfolio Service (IDPS) and superannuation and retirement income product, branded WealthSolutions2, featuring a range of ClearView managed portfolios. In October 2020, the trustee arrangements for one of ClearView's superannuation products, ClearView LifeSolutions Super, were also transferred across to the HUB24 Super Fund. Reported Earnings • Feb 25
First half 2021 earnings released: EPS AU$0.016 (vs AU$0.016 in 1H 2020) The company reported a mediocre first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: AU$291.3m (up 31% from 1H 2020). Net income: AU$9.66m (down 1.5% from 1H 2020). Profit margin: 3.3% (down from 4.4% in 1H 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings. Duyuru • Feb 25
ClearView Wealth Limited Revises Earnings Guidance for the Fiscal 2021 ClearView Wealth Limited revised earnings guidance for the fiscal 2021. The fiscal 2021 updated Underlying NPAT guidance of $21-$25 million. Group Underlying NPAT guidance of $20-24 million was previously provided. Is New 90 Day High Low • Feb 24
New 90-day high: AU$0.47 The company is up 17% from its price of AU$0.41 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Diversified Financial industry, which is down 8.0% over the same period. Duyuru • Jan 21
ClearView Wealth Limited to Report First Half, 2021 Results on Feb 24, 2021 ClearView Wealth Limited announced that they will report first half, 2021 results on Feb 24, 2021 Is New 90 Day High Low • Dec 04
New 90-day high: AU$0.45 The company is up 36% from its price of AU$0.33 on 04 September 2020. The Australian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Diversified Financial industry, which is up 17% over the same period. Is New 90 Day High Low • Nov 17
New 90-day high: AU$0.36 The company is up 11% from its price of AU$0.33 on 19 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Diversified Financial industry, which is up 21% over the same period. Duyuru • Aug 12
ClearView Wealth Limited to Report Fiscal Year 2020 Results on Aug 26, 2020 ClearView Wealth Limited announced that they will report fiscal year 2020 results at 9:00 AM, AUS Central Standard Time on Aug 26, 2020 
