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CHALLENGER LIMITED — Major Shareholding Notification 2005
Jan 11, 2005
64641_rns_2005-01-11_0f9b536c-f5aa-4fbd-9813-2e9fc8267e7e.pdf
Major Shareholding Notification
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Challenger Financial Services Group Limited
ACN 108 842 371
Sydney
Level 41, Aurora Place 88 Phillip Street Sydney NSW 2000 Australia www.challenger.com.au
telephone: 02 9994 7000 facsimile: 02 9994 7777
The Manager Companies Announcement Platform Australian Stock Exchange Limited 20 Bridge Street SYDNEY NSW 2000
By electronic lodgement
12 January 2005
Dear Sir
Re: Initial Substantial Holder Notice- ANZON AUSTRALIA LIMITED (AZA)
We enclose notice of Initial Substantial Holder in Anzon Australia Limited. This notice is given by Challenger Financial Services Group Limited and each of its subsidiaries named in Annexure 1 to this notice.
Yours faithfully
G A Browne Deputy Company Secretary
attach
นักปกระเทค
Level 41, 101 Collins Street
Melbourne VIC 3000
telephone 03 8616 1000
facsimile - 03 8616 1111
Level 9, 175 Eagle Street
Brisbane GLD 4000 fetephone 07 3218 8000
Brisbane
Level 2, 141 St Georges Terrace
Perth WA 6000 telephane 08 9480 2800 lacsimile 08 9322 9289
Perth
Adelaide
Level 9, T & G Building 82 King Street Adelaide SA 5000
telephone 08 8211 7777
facsimile 08 8212 1661
Form 603
Corporations Act 2001 Section 671B
Notice of initial substantial holder
| To Company Name/Scheme ACN/ARSN |
ANZON AUSTRALIA LIMITED 107 406 771 |
|---|---|
| 1. Details of substantial holder (1) Name ACN/ARSN (if applicable) |
Challenger Financial Services Group Limited 106 842 371 |
| The holder became a substantial holder on | 07101/2005 |
Details of voting power $2.$
The total number of votes attached to all the voting shares in the company or voting interests in the scheme that the substantial holder or an associate (2) had a relevant interest (3) in on the date the substantial holder became a substantial holder are as follows:
2.4% SECLITIBES ίД |
--------------------------------------- 3.53 securities |
sons votes 10 יש . |
- 161 JWP rou. . |
|---|---|---|---|
- ۲۶۰ ه $\cdots$ Paid 打球用语 |
-------------------------------------- ESE ADO 055. |
APD 200 8. H |
4.007 70 .u v. ----- ---------------------------- |
| _________ . |
-------------------------------------- | --------------------------------------- | ------------------- -------------------------------------- |
3. Details of relevant interests
The nature of the relevant interest the substantial holder or an associate had in the following voting securities on the date the substantial holder became a substantial holder are as follows:
Holder of relevant interest . |
. 4 I T relevant interest Nature di -------------------------------------- |
- - - SECUTECS Class and Inumber of |
|---|---|---|
| --------------------------------------- See. Annexure --------------------------------------- |
Saa. ° Annexure 4 ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, |
Annexure , 544 _________ . |
| -------------------------------------- . . |
------------- _________ |
4. Details of present registered holders
The persons registered as holders of the securities referred to in paragraph 3 above are as follows:
| Holder of relevant Interest |
Registered holder of securities |
Person entitted to be registered as holder (8) |
Class and number of securities |
|---|---|---|---|
See Annexure 2 |
See Annexure 2 | -------------------------------------- See Annexure 2 |
See Annexure 2 |
5. Consideration
The consideration paid for each relevant interest referred to in paragraph 3 above, and acquired in the four months prior to the day that the substantial holder became a substantial holder is as follows:
| Holder of relevant | Date of acquisition | Consideration (9) | Class and number | |
|---|---|---|---|---|
| interest | Cash | Non-cash | of securities . |
|
| See Annexure 2 | See Annexure 2 | See |
. | See Annexure 2 |
| Annexure 2 -------------------------------------- |
6. Associates
The reasons the persons named in paragraph 3 above are associates of the substantial holder are as follows:
| -------------------------------------- 100 BALL COLLIA ты -- -------------------------------------- |
_________ . a a participate service លេខភេរាល --------------------------------------- -------------------------------------- . |
|---|---|
| -------------------------------------- ANTIFICATION 586 |
. -------------------------------------- |
_______ |
7. Addresses
The addresses of persons named in this form are as follows:
| Name | Address |
|---|---|
| Challenger Financial Services Group | Level 41, Aurora Place, 88 Phillip Street, Sydney |
| Limited and each entity named in | |
| Annexure 1 | |
Signature
| print name | Gerard Browne | Deputy Company Secretary capacity |
|---|---|---|
| sign here | ₩ | date 12/01/2005 |
Annexure 1
This is page 1 of 3 pages of Annexure 1 referred to in Form 603 signed by me and dated 12/01/2005.
Ď
G.A. Browne Ally
Deputy Company Secretary
| Company/Scheme | ABN/ARSN |
|---|---|
| Challenger Financial Services Group Limited | 85 106 842 371) |
| Challenger Financial Services Group | 091 545 185¦ |
| Challenger Group Holdings Limited | 50 002 993 302 |
| eFinancial Capital Limited | 58 089 796 798 |
| Allfine Holdings Pty Ltd | 84 100 231 918 |
| Beston Financial Management Pty Limited | 64 081 985 088 |
| Beston Pacific Vineyard Management Limited | 35 079 882 161 |
| Bluezen Pty Ltd | 94 100 220 175 |
| Cescade Pty Limited | 76 096 097 399 |
| Challenger Beston Limited | 94 055 293 644 |
| Challenger Management Services Limited | 29 092 382 842 |
| Challenger Capital Markets Limited | 38 099 742 122 |
| Challenger Corporate Superannuation Pty Limited | 37 097 635 366 |
| Endowment Warrants Limited | 45 009 568 503 |
| Challenger Equity Lending Limited | 26 079 047 804 |
| Challenger Freeholds Limited | 26 009 568 487 |
| Challenger Group Pty Limited | 85 003 374 196 |
| Challenger Group Services Pty, Ltd. | 91 085 657 307 |
| Challenger Hedging Limited | 38 087 464 131 |
| Challenger International Nominees Limiled | 70 003 942 765 |
| Challenger IT Pty Ltd | 25 094 934 399 |
| Challenger Lending No.1 Pty. Limited | 70 085 447 865 |
| Challenger Life Limited | 60 006 381 193 |
| Challenger Life No.2 Limited | 44 072 486 938 |
| Challenger Managed Investments Limited | 94 002 835 592 |
| Challenger Margin Lending Limited | 47 091 338 822 |
| Challenger ML Nominees Pty Limited | 79 008 411 943 |
| Challenger Commercial Lending Limited | 65 000 033 143 |
| Challenger Portfolio Management Limited | 29 064 545 124 |
| Challenger Property Capital Limited | 36 078 326 128 |
| Challenger Property Finance Limited | 72 093 308 028 34 078 627 013 |
| Challenger Property Funds Management Limited Challenger Property Asset Management Pty Ltd |
90 077 569 021 |
| Challenger Property Nominees Pty Limited | 39 091 336 793 |
| Challenger Securities Limited | 28 009 568 496 |
| Challenger Superannuation Pty Ltd | 52 006 475 501 |
| Challenger Treasury Limited | 47 093 307 996 |
Annexure 1
This is page 2 of 3 pages of Annexure 1 referred to in Form 603 signed by me and dated 12/01/2005.
G.A. Browne ( Company Secretary
| CFSG Holdings No.1 Victoria Pty Limited | 107 728 030 |
|---|---|
| CFSG Holdings No.2 Victoria Pty Limited | 107 601 605 |
| Challenger Inventory Finance Pty Ltd | 095 085 466 |
| CPHIC Investments Pty Ltd | 093 340 526 |
| FXF Finance Pty Ltd | 080 419 521 |
| FXF Holdings Pty Ltd | 080 419 512 |
| FXF Investments Pty Ltd | 080 149 549 |
| Galaxy Investment Wrap Pty Ltd | 102 597 946 |
| Garrisons Pty Limited | 50 009 556 370 |
| Nortstar Lending Pty Ltd | 057 707 687 |
| Garrisons (Rosny) Pty Ltd | 085 645 860 |
| Howard Pacific Limited | 54 071 735 665 |
| HFH Staff Pty Limited | 33 080 225 985 |
| Interstar Home Loan Corporation Pty Limited | 058 891 302 |
| Interstar Mortgage Management Pty Limited | 082 014 702 |
| Interstar Wholesale Finance Pty Limited | 087 271 109 |
| Interstar Wholesale Finance Holdings Pty Limited | 087 284 240 |
| Interstar Securities (International) Pty Limited | 087 271 225 |
| Interstar Securitisation Management Pty Limited | 100 346 898 |
| Interstar Securities (NZ) Pty Ltd | 087 217 136 |
| Iroka Pty. Limited | 85 080 036 657 |
| Mawbury Pty Limited | 95 096 097 479 |
| Synergy Capital Management Limited | 19 062 264 108 |
| Talavera Herring Pty Limited | 34 086 068 984 |
| The Liberty Group Consortium Pty Ltd | 79 082 564 289 |
| TLGH Pty Limited | 85 092 927 467 |
| TLG Services Pty Limited | 20 092 500 608 |
| Challenger Wholesale Finance Holdings Pty Limited | 095 300 502 |
| Challenger Inventory Finance Servicing Pty Limited | 107 706 810 |
| Interstar Non-Conforming Finance Pty Ltd | 107 725 486 |
| Interstar Special Servicing Pty Ltd | 107 707 415 |
| Interstar Non-Conforming Finance Management Pty Ltd | 107 707 406 |
| PH Sydney Hotel Holdings Pty Ltd | 095 686 289 |
| PH Sydney Hotel Limited | 104 573 533 |
| Associated Planners Group Limited | 003 357 024 |
| Associated Planners Financial Services Limited | 060 778 216 |
| Associated Planners Asia Pty Limited | 102 866 893 |
| Associated Planners Strategic Finance Pty Limited | 003 688 060 |
| AP Advisers Strategies Pty Limited | 097 451 495 |
| AP Strategic Finance (WA) Pty Limited | 104 441 947 |
| Solar Risk Pty Limited | 092 265 373 |
| Bain Financial Group Pty Limited | 106 265 936 |
Annexure 1
This is page 3 of 3 pages of Annexure 1 referred to in Form 603 signed by me and dated 12/01/2005.
G. A. Browne )
Deputy Company Secretary
÷.
| Overseas Companies | |
|---|---|
| Challenger International (New Zealand) Limited | |
| Challenger Securities (New Zealand) Limited | |
| Challenger Beston Limited (New Zealand) | |
| Sabrand Limited | |
| Challenger Hungary International Capital and Management Limited Liability Company |
|
| Challenger REIT Number 1 Limited | |
| Challenger Milk Street LLC | |
| Challenger South Monaco LLC (US) | |
| Challenger Las Cimas LLC | |
| Challenger Life (UK) Limited | |
| Challenger Group Services (UK) Limited | |
| Interstar Home Loan Corporation NZ Limited | |
| Interstar Securities NZ Limited | |
| SEIZA Asset Management (Bermuda) Limited | |
| ZCM Australia Asset Holdings Limited |
ANNEXURE 2
$\mathbf{r}$
This is page 1 of 1 pages of Annexure 2 referred to in Form 603 signed by me and dated 12/01/2005.
| Gerard Browne Deputy Company Secretary |
||
|---|---|---|
| Holder of Relevant Interest | Registered Holder | Class and number of securities (Fully Pold Ordinary) |
| Chatenger Managed Investments Limited as Responsible Entity for Challenger Smaller Companies Fund |
护 Morgan on behaf of Challenger Managed Invostments Limited as Responsible Entity for Challenger Smaller Companies Fund |
0. |
| Challenger Portfolio Management Limited | National Nominees on behalf of Warakini Smaller Companies Fund |
Û |
| TOTAL as at. 14/12014 | 0 | |
| Trado Data | Nature of change Price (\$) |
Quantity Value (\$) |
| Challenger Smaller Companies Fund | ||
| 15/12/2004 17/12/2004 20/12/2004 21/12/2004 29/12/2004 30/12/2004 05/01/2005 07/01/2004 Sub-Total Warrikini Small Company Mandate 15/12/2004 17/12/2004 20/12/2004 21/12/2004 29/12/2004 30/12/2004 05/01/2005 07/01/2005 |
0.4000 S Buy 0.5504 \$ Buy 0.5500 \$ Buy 0.5386 \$ Buy 0.5400 \$ Buy 0.5400 \$ Buy 0.5498 \$ Buy Buy 0.5588 \$ ŝ Đuy 0.5504 S Ëшv 0.5500 \$ Buy 0.5386 \$ Buy 0.5400 \$ Đuy 0.5400 \$ Đuy 0.5498 \$ Buy 0.5588 \$ Buy |
1,065,000 2,664,500 678,663 1,233,036 251,309 456,925 363,830 675,511 91.704 49.520 127,159 68,666 -483,035 265,573 245,222 438,838 6,170,706 85,500 34,200 21,208 38,532 7,853 14,279 11,370 21,110 3,221 1,739 2,412 4,466 9.327 16,965 14,377 8,034 |
| Sub-Total | 196,450 | |
| Balance as at: 07/01/05 | 5,369,156 | |
| Number of units on issue | 125,000,000 | |
| Number of issued units held (%) | 5.10% | |
| Holder of Relevant Interest | Registered Holder | Class and number of securities (Fully Paid Ordinary) |
| Challenger Managed Investments Limited as Responsible Enlity for Challenger Smaller Companies Pund |
JP Morgan on behalf of Challenger Managed Investments Limited as Responsible Entity for Challenger Smaller Companies Fond |
6,170,706 |
|---|---|---|
| Chailengar Portfolio Management Limited | National Norrinees on behalf of Warakint Smaller Companies Fund |
198,450 |
| Balance as at: 07/01/04 | 5,369,156 |