CUA Profit Up, But Mortgage Lending Down

CUA, the largest Credit Union, reported an annual Group Net Profit after Tax (NPAT) of $55.87 million for the 12 months to 30 June 2017, an 8.1 per cent increase on last year’s result. But within that, their banking business achieved a full-year NPAT of $49.65 million, down 6.4 per cent from the FY16 result of $53.03 million. This was a reflection of intense home lending competition in the first half, with $2.81 billion in new loans settled during the year ($1.64bn originated in the second half), down 4.0 per cent, despite retail deposits up 5.2 per cent to a record $8.76 billion and 13,409 additional CUA banking members, taking total members to 453,122.

After curtailing investor mortgage lending earlier in the year, they subsequently opened the door again, with fixed rate investor lending to new-to-CUA investor loan applications, where the application was accompanied by an owner-occupied loan application. Now, taking this further, CUA has dropped fixed rate investor interest rates by between 10 and 20 basis points. As a result, the basic fixed rate investor loans range from 4.34 per cent to 4.74 per cent for one-year to five-year terms, respectively. On a comparison rate basis, this is 5.32 per cent for one-year basic fixed rates and 5.16 p.a. for five-year basic fixed rates.  They says this will apply to “all applicable CUA fixed rate investor home loans” approved from 19 September. Around 41% of mortgages came via the broker channel, similar to last year.

CUA Chief Executive Officer Rob Goudswaard said the result was underpinned by net member growth of 13,409 members for the year, CUA’s strongest growth in recent years and almost 70 per cent higher than member growth in the prior 12 months.

“Over the past year, we helped nearly 10,000 members to buy or refinance their home or an investment property. We also assisted more than 12,000 members with things like buying a new car, taking a holiday or undertaking a renovation, setting a new CUA record for personal loans,” he said.

The financial result also reflected higher net interest income, record levels of personal loans and the benefit of CUA’s diversified business, with strong CUA Health NPAT of $7.51 million helping to offset the impact of challenging market conditions on the banking business.

“Investing in sponsorships, like the Brisbane Heat cricket team, is helping lift awareness of CUA, with market awareness of CUA increasing more than 4 per cent off the back of the Big Bash League (BBL) season,” Mr Goudswaard said.

“Positive member growth and a strong financial position means we can continue to work towards our goal of being available to our members ‘anywhere, anytime’ by investing in innovation and improved digital experiences.

“Enhancing our digital channels and innovating are essential to attracting new members and evolving our service to respond to changing member preferences. But more than that, our digital journey is about building deeper, more personalised relationships with our CUA members by bringing a human, interactive approach to digital banking.”

CUA significantly lifted its investment in community initiatives by almost 50 per cent this year to $2.28 million, up from $1.54 million. The investment supported diverse national and local community organisations.

Mr Goudswaard said CUA had increased its commitment to Red Nose and their quest to save the lives of babies and children, and to the indigenous financial literacy work of the First Nations Foundation, signing on as Mission Partner to both organisations for the next three years. CUA rolled out the first round of its Mutual Good Community Grants, helping support local not-for-profit groups to make a positive social impact in communities. CUA team members also stepped up their contribution to community, with more than 500 days devoted to volunteering.

The community investment represents 2.8 per cent of CUA’s Net Profit before Tax & Community (NPBTC) of $80.22 million, consistent with the organisation’s promise to invest up to 3 per cent of NPBTC to community over the coming years.

Mr Goudswaard said CUA’s strong financial performance meant it was also well placed to continue to invest in innovation and digital opportunities, with the potential to deliver significant improvements to how members engage with CUA for their banking, health and insurance needs.

“This year, we made a significant investment in innovation by joining global banking innovation collaboration, Pivotus Ventures. This enables CUA to supplement our involvement with the Australian fintech and startup communities by tapping into international banking expertise, to explore and develop new digital banking opportunities. We are already planning for a pilot of the first digital initiative from the international collaboration during FY18 – an app which will be an Australian first in personalising members’ digital interactions with CUA.

“Looking ahead, our innovation and digital priorities will build on the investment we’ve already made in our technology systems this year, which has included bringing Apple Pay, Android Pay and Samsung Pay to members, and building a new mobile banking app which will go live in the coming months. We are also looking forward to bringing our members the benefits of real-time payments when the New Payments Platform goes live.”

Mr Goudswaard said CUA’s success this year reflected its commitment to working together with members to support their financial needs through changes in their lives. He noted that Hatch – the initiative launched by CUA in April for parents planning, expecting or raising a baby – was already driving member growth and positive feedback.

“As a member-owned organisation, CUA’s profits are reinvested back into our business so CUA can help even more Australians to buy their own home, or support them to achieve their other financial goals, in the year ahead. We will do this while continuing to invest in building stronger communities and making a positive impact on important social issues,” Mr Goudswaard said.

CUA’s banking operations (ADI)

CUA’s banking business (or ADI) achieved a full-year NPAT of $49.65 million, down 6.4 per cent from the FY16 result of $53.03 million.

CUA issued $2.81 billion in new loans for FY17. Lending volumes improved in the second half of the financial year, with $1.64 billion in new lending in the six months to 30 June 2017. This was up on the $1.17 billion in lending for the first half, when CUA was impacted by extremely competitive market conditions. The result also reflected an active refinancing market. While owner occupier and investor home loans accounted for $2.53 billion of the new lending, CUA’s personal loan performance was a standout with a record $256.58 million in personal loans issued over the period – a 37.9 per cent increase on FY16 personal lending of $186.1 million.

Mr Goudswaard said the ADI’s net interest income of $239.22 million was up 2.9 per cent on last year’s result, reflecting interest revenue flowing from the growing CUA loan book. Capital adequacy increased slightly from 14.24 per cent to 14.28 per cent over the year, reflecting CUA’s strong capital position.

CUA Health

CUA has continued to invest in the growth of its wholly-owned private health insurance subsidiary, with CUA one of the few organisations in Australia to offer integrated financial, health and insurance solutions. CUA Health improved NPAT for the year to $7.51 million. CUA Health recorded premium revenue of $143.59 million, up 5.8 per cent. The insurer returned $122.41 million in benefits for its policy holders, equivalent to 85 cents in the dollar.

The strong result reflected lower claims activity across the industry, a new CUA Health strategy for its investments which delivered higher returns, and the success of the new suite of hospital and extras cover launched in November.

The strong performance will support CUA Health’s continued rollout of new initiatives to benefit members including proactive health, wellness and disease management programs, as well as improved information and search tools to help members choose their medical specialist. The fund is exploring options to introduce loyalty discounts and enhanced product features for 2018, to return even more value to members.

Credicorp Insurance

Credicorp Insurance posted a half-year NPAT of $1.13 million, down 1.0 per cent for the year. This subsidiary now provides general insurance to more than 13,700 members. The result reflected the lower levels of new lending in the banking business, with Credicorp policies typically taken out by borrowers applying for a new home loan or personal loan.

 

CUA will temporarily pause accepting investor lending applications

Credit Union Australia (CUA) has said it will temporarily pause accepting investor lending applications until further notice, including applicants refinancing from other financial institutions.

The changes will temporarily apply to all applications for new investor loans, and will impact applicants who have lodged investor applications that do not yet have pre-approval, conditional approval or full approval.

Chief Operating Officer, Member Services, Andy Rigg said that CUA had seen a sharp increase in investor lending volumes in recent weeks, driven by CUA’s competitive loan offers and market conditions.

“We have been closely monitoring our year-on-year investor lending balance growth to ensure that we continue to lend prudently while remaining within the 10% regulatory growth benchmark,” he said.

“We have observed an increase in new investor applications, particularly in response to some of the actions taken by other lenders to slow their investor growth.

“In response to the continued growth in our investor lending and forward projections of this growth, we’ve taken the decision that we need to temporarily pause new investor lending.”

Those applicants impacted by the change are being contacted directly by CUA.

The decision is part of a coordinated strategy by CUA to manage investor lending growth and follows other recent changes that CUA has made to interest rates and loan-to-valuation ratios. CUA is one of a number of lenders that have recently taken similar steps to restrict new lending to investors.

Brokers write $339m in loans for CUA

From Australian Broker.

Credit Union Australia (CUA) has issued $1.06bn in mortgage lending for owner occupiers and investors in the six months prior to 31 December 2016.

Talking about the firm’s half yearly financial results released yesterday (8 March), Natasha Kelso, CUA national manager for broker, said that 32% of all mortgage lending during this period – around $339m – was via the broker channel.

This was down slightly from the share of broker-originated lending in the previous half yearly period which equated to around 40%, she said.

“It’s important to CUA that we provide new and existing members with a choice of channels in which to obtain a home loan. Brokers are an important part of that mix and CUA is exploring opportunities to increase our third-party relationships in 2017.”

The credit union’s focus on improving relationships with brokers throughout the latter half of 2016 included a national roadshow to educate brokers about CUA and its recent lending policy changes, she told Australian Broker.

“Following this roadshow, we’ve seen an increase in applications through the broker channel since November. This is now flowing through to higher volumes of new loans being settled in the first few months of 2017.”

CUA has also trialled a program to speed up the ‘time to yes’ for applications submitted through the broker channel, she said.

Furthermore, the credit union has also been progressively rolling out its new home loan origination platform to all CUE lenders and branches nationally since July.

“[This platform] is yet to be made available to the broker channel – this phase of the rollout is scheduled for early 2018, which will deliver a more streamlined, digital process for borrowers.”

CUA Reports Strong Loan Growth

Australia’s largest member-owned financial services provider CUA, posted an annual consolidated Net Profit after Tax (NPAT) of $51.66 million, up 5.8 per cent on last year’s result. The result was driven by member growth, up 7,935, taking total members to 439,713 across the banking and health insurance businesses, as well as strong growth in net interest income. Consolidated assets grew 7.6 per cent for the year to a record $12.90 billion. Their “Life rich banking” strategy appears to be working.

Capital adequacy and return on assets (ROA) remained steady against the previous corresponding period, while CUA’s return on equity (ROE) improved to 6.25 per cent.

Moody’s assigned a new A3 issuer rating to CUA in July 2015 and recently affirmed this rating in its review of operating conditions for the banking sector – this is the highest rating available to mutuals. This is a second rating for CUA, in addition to its BBB+ rating through S&P.

CUA’s banking business (or ADI) posted a full-year NPAT of $53.03 million, up 8.7 per cent on the previous year. The ADI results reflected strong performance across CUA’s core banking products and services, as well as commission and dividend income associated with CUA’s subsidiaries.

CUA recorded above-system home loan balance growth of 8.2 per cent amidst strong competition, soft economic conditions and regulatory restrictions. The continued high quality and low risk of CUA’s lending growth flowed through to the balance sheet, with only 6.5 per cent of CUA’s home loan portfolio having a Loan to Valuation Ratio (LVR) above 90 per cent.

While home loans remained the key driver of balance growth, the volume of personal loans issued during FY16 increased 14.7 per cent on the previous year to $186.1 million. Loans under management increased by $802.44 million, or 7.7 per cent, for the year.

Retail deposits up 7.1 per cent for the year to a record $8.33 billion.

The strong earnings result was driven by higher net interest income, up 10.3 per cent to $232.77 million and reflecting higher interest revenue from record lending in the previous year.

CUA Health posted a full-year NPAT of $1.08 million and continued to achieve strong growth in new customers. A total of 8,618 new policies were taken out during the year and 80,278 people were insured with CUA Health as at 30 June, up 9.7 per cent on the previous year. Whilst premium revenue rose 15.8 per cent to $135.76 million, the insurer returned almost 20 per cent more in benefits to policy-holders, at a total $122.96 million. Policy holders received around 89 cents in the dollar in benefits, higher than the industry average.

Credicorp Insurance posted a full-year NPAT of $1.15 million, an increase of $0.57 million on the previous year. This subsidiary now provides general insurance to 14,200 members.

CUA Chief Executive Officer Rob Goudswaard said “This result provides a strong platform to continue investing in communities, digital and member-facing initiatives to ensure CUA remains relevant to members’ changing needs, particularly during key life changes.”

“As a mutual, our members can be confident that all CUA investments are aimed at providing a better member experience and building stronger communities. That approach underpins our new Mutual Good community strategy, with increased funding to be directed to both new and existing CUA community initiatives.”

Under the Mutual Good strategy approved by the Board, CUA has started working towards increasing community investment to up to 3 per cent of NPBTC.

“We’ve also invested in an improved member experience this year, launching our first on-balance sheet CUA credit card, progressing the first phase of our streamlined loans application system and upgrades to mobile and online banking. We’re also making it easier for new members joining CUA to open a transaction account online in a few simple steps.”

Competition was another key focus for CUA and Mr Goudswaard said CUA would seek to continue working with government and industry groups to secure a competitive financial services landscape to benefit members and consumers more broadly. He hoped to see progress on implementing the recommendations from the Financial System Inquiry and the Senate Inquiry into co-operative, mutual and member-owned firms.

Mr Goudswaard said CUA’s focus on member-centric digital initiatives – including the new mobile banking app launched in August 2015 and a new CUA website in early 2016 – had driven increased use of CUA’s digital channels.

“We’re now exceeding 3 million logins and more than 1.5 million transactions using our digital channels each month – double the number of ATM transactions in a month. CUA now has more than 170,000 members using online or mobile banking and our mobile banking app has 15,500 more users than a year ago.”

 

Shoppers Switch to Smart Phones to Pay for Groceries, Takeaway – CUA

Customers using their Android phone for ‘tap and pay’ purchases are most likely to be buying their groceries or a takeaway meal, spending an average of $27 per transaction, according to new data to be released by CUA at a national conference in Melbourne. By way of background, CUA originally was formed as a credit union in Queensland in the 1940s with just 180 members. Since then, through the amalgamation of more than 160 credit unions, they have become Australia’s “largest customer-owned financial institution”, with more than 400,000 customers, over 900 employees and $9 billion in assets under management.

In July last year, customer-owned financial institution CUA became the first banking provider in the Asia-Pacific to roll out a free mobile app using HCE technology, which allowed customers to ‘tap and pay’ with any compatible Android phone. The mobile app – CUA redi2PAY – was developed by CUA’s payments provider Cuscal and works on any NFC-enabled Android phone running on KitKat 4.4 or later.

CUA Head of Customer Insights Chris Malcolm and Cuscal Head of EFT, Acquiring and Digital Colin Sultana will share insights into how customers are using their ‘mobile wallets’ as part of a case study on the redi2PAY implementation at the Australian Cards and Payments Summit taking place at the Melbourne Convention & Exhibition Centre today.

Mr Malcolm said groceries were the top retail category for redi2PAY transactions, followed by fast food, petrol stations, restaurants/ dining and alcohol purchases.

“Interestingly, the top five retail categories for redi2PAY mobile payments are the exact same retail categories where CUA customers make the highest number of Visa PayWave purchases using their debit card,” he said.

“It appears that CUA’s early adopters of mobile payments technology are literally swapping their debit card for their mobile phone, using it for the same kind of purchases as they would have made with a traditional plastic card.”

Customers using redi2PAY are also using it more frequently – the number of customers using redi2PAY more than 35 times per month was around three times higher in March than it was six months earlier in October. The number of customers using mobile payments semi-regularly (5 to 14 times per month) is up 63 per cent for the same period.

The data also shows:

  • Customers spend an average of $27 per transaction when using CUA redi2PAY – the same as the average amount for Visa PayWave purchases.
  • The number of redi2PAY transactions spikes towards the end of the week (Thursday to Saturday). Saturday has the highest number of redi2PAY transactions, while Sunday has the least. Visa PayWave transactions also peak on Saturday, while Monday has the lowest number of payments.
  • Most mobile payments occur between 12pm and 8pm, with a spike from 1-2pm. The trend is similar for Visa PayWave payments.
  • The number of redi2PAY transactions each month has increased by more than 16 per cent since September 2014.
  • December 2014 recorded the highest value of redi2PAY transactions for a single month, coinciding with the lead up to Christmas.

CUA and Cuscal have already been recognised in Australia and Asia as pioneers in mobile payments. A leading financial research company in Asia, IDC, recently named CUA redi2PAY as one of the top 25 mobile innovations in financial services for 2014-15.

“There is huge potential for this technology to fundamentally change how people pay for purchases,” Mr Malcolm said.

“People tend to take their smart phones everywhere they go and now, the need to also carry cash and cards in your wallets is becoming a thing of the past.”

He said approximately eight times more CUA customers now have a compatible Android phone which could be used for redi2PAY, compared to a relatively small group of customers who had the required technology when redi2PAY was launched 10 months ago.

“We’re seeing increased take-up of this HCE technology across the banking sector, as others follow our lead. The use of ‘mobile wallets’ will only continue to grow as customers become more familiar with the technology and its security features, and upgrade their Android devices to the latest models.”

TOP 10 RETAIL CATEGORIES – redi2PAY vs Visa PayWave

(1 September 2014 to 31 March 2015)

CUA redi2PAY CUA Visa PayWave
Category of retailer Transactions Category of retailer Transactions
1. Grocery stores 26% 1. Grocery stores 27%
2. Fast food outlets 17% 2. Fast food outlets 17%
3. Service stations 14% 3. Service stations 11%
4. Restaurants 10% 4. Restaurants 11%
5. Liquor outlets 4% 5. Liquor outlets 4%
6. Convenience food stores 4% 6. Convenience food stores 3%
7. Discount stores 3% 7. Discount stores 3%
8. Pharmacies 3% 8. Pharmacies 3%
9. Variety stores 3% 9. Hardware stores 3%
10. Hardware stores 2% 10. Bars/ pubs 2%