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CHALLENGER LIMITED Major Shareholding Notification 2007
64641_rns_2007-04-29_8d7cf52a-f72b-4f02-895c-8a226e19222d.pdf
Major Shareholding Notification
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Sydney
Level 15, 255 Pitt Street Sydney NSW 2000 Australia $GPO$ $Sox$ $3698$ Sydney NSW 2001 www.challenger.com.au
Telephone 02 9994 7000 Facsimile 02 9994 7777
30 April 2007
The Manager Company Announcements Office Australian Stock Exchange Limited 20 Bridge Street
SYDNEY NSW 2000
By electronic lodgement
Dear Sir
Re: Notice of initial substantial holder ~ Challenger Kenedix Japan Trust (CKT)
We enclose notice of initial substantial holder in Challenger Kenedix Japan Trust. This notice is given by Challenger Financial Services Group Limited and each of its subsidiaries named in Annexure 1 to this notice.
Yours faithfully
Syanne Koppenharing
Suzie Koppenkastrop Company Secretary
attach
Level 10, 101 Collins Street PO Box 297, Flinders Lane, Melbourne VIC 3000 Telephone 03 8616-1800 Facsimile 03 8616-1899
Level 9, CUA Building 175 Eagle Street GPO Box 3234, Brisbane QLD 4001 Telephone 07 3218 8000 Facsimi Welbourne Brisbane Starth Adamide
.
Challenger Financial Services Group Limited ABN 86-100-842-371 Challenger Group Services Pty Limited ABN-91-086-657-307
Challenger Life No.2 Limited ABN 44-072-486-938 AFSL 2346?0 - Challenger Commercial Lending Limite Challenger Managed Investments Limited ABN 94 002 835 592 AFSL 234588 RSE Lic. No. LO202967 Challenger Listed Investments Limited ABN 94 056 283 644 AFSL 236 887 C# Investment Trust 1 ARSN 114 139 703 C# Investment Trust 2 ARSN 114 138 632
Chatlenger Wine Trust ARSN 092 980 080 Chatkonger Diversified Property Trust 1 ARSN 121 464 606 Chatlenger Diversified Property Trust 2 ARSN 121 484 713 Challenger Management Services Limited ABN 29 032 382 842 AFSL 234 678 3469/CGB45/0705
Form 603 Corporations Act 2001
Section 671B
Notice of initial substantial holder
| To Company Name/Scheme | Challenger Listed Investments Limited in its capacity as responsible entity of the Challenger Kenedix Japan Trust | |
|---|---|---|
| ACN/ARSN | ARSN: 124 068 971 | |
| 1. Details of substantial holder (1) | ||
| Name | Challenger Financial Services Group Limited (and the entities listed in Annexure 1) | |
| ACN/ARSN (if applicable) | ACN: 106 842 371 | |
| The holder became a substantial holder on | 24 / April / 2007 |
2. Details of voting power
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:
| Class of securities (4" |
Number of securities | Person's votes (5) | Voting power (6) |
|---|---|---|---|
| units oaid ir di li |
.504.961 | .504.961 | 15% |
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 | Nature of relevant interest (7) | Class and number of securities |
|---|---|---|
| Challenger Financial Services Group ILimited (and the entities listed in Annexure 1) |
[Challenger Property Nominees Pty Ltd (CPNPL) ATF the Challenger Japan Listed Property Holding Trust has a relevant Interest as the registered holder of partially paid units. Challenger Financial Services Group Limited (CFSGL) is taken to have a relevant interest under sections 608(3)(a) and (b) of the Corporations Act because it controls its subsidiary CPNPL and has voling power of at least 20% in CPNPL and the entities listed in Annexure 1 which are also controlled entities of CFSGL are ltaken to have a relevant interest either under section 608(3)(b) of the Corporations Act by virtue] of controlling CPNPL or are taken under 608(3)(a)] of the Corporations Act to have the same relevant interest as any body corporate in which CFSGL (or other of its associates) has voting power of loreater than 20%. |
7,504,961 partly paid units |
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 | Registered holder of | Person entitled to be | -------------------- Class and number |
|---|---|---|---|
| interest | Securities | registered as holder (8) | of securities |
| lentity named in Annexure 1 | Challenger Financial Services Challenger Property Nominees Pty Limited Challenger Freendy Nominees - Group Limited and each other ATF the Challenger Japan Listed Property Japan Listed Property Holding Holding Trust |
Trust | 7,504,961 partly paid lunils |
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 Interest |
Date of acquisition | Consideration (9) | Class and number of securities |
|
|---|---|---|---|---|
| Cash | Non-cash | |||
| Challenger Financial Services Group Limited and each other entity named in $\left 28\right>$ February / 2007 Annexure |
15150.00 | 1100 partly paid units |
| Challenger | Financial Services Group |
||
|---|---|---|---|
| Limited and each other entity named in [24 / April / 2007] | \$11,257,291.50 | $[7,504,861$ partly paid | |
| (Annexure 1 | lunits |
6. Associates
The reasons the persons named in paragraph 3 above are associates of the substantial holder are as follows:
| Name and ACN/ARSN (if applicable) | Nature of association |
|---|---|
| See Annexure 1 | Bodles corporate controlled by CFSG which also controls CPNPL (the registered holder of partly paid units in the Challenger Kenedix Japan Trust). |
7. Addresses
The addresses of persons named in this form are as follows:
| Name | . ____ Address _____ |
|---|---|
| Challenger Financial Services Group | LEVEL 15, 255 PITT STREET, SYDNEY, NSW 2000 |
| Limited and each entity named in | ------ |
| lAnnexure 1 | |
| _________ | |
| ________ |
***************************************
Signature
| orint name | Suzie Koeppenkastrop | capacity Secretary | ||
|---|---|---|---|---|
| sign here | SVA and | Gparenta | date | 41207 |
| an an an an an an Aonaich a' an am an air air a bha an air air an an an an a | . | |||
| wstwwychodziech chronocerum w przydatka o dodów od pozorzenie o chronocerum przy |
Annexure 1
This is page 1 of 3 pages of Annexure 1 referred to in Form 603 signed by me and dated $\approx$ 0/ April /2007
Suzie Koeppenkastrop
Suzie Koeppenkastrop
Company Secretary
| Company/Scheme | ABN/ARSN |
|---|---|
| Challenger Financial Services Group Limited | 85 106 842 371 |
| Allfine Holdings Pty Ltd | 84 100 231 918 |
| Associated Planners Financial Services Pty Limited | 38 097 451 495 |
| Associated Planners Strategic Finance Pty Limited | 86 003 688 060 |
| 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 |
| CFSG Holdings No. 2 Victoria Pty Limited | 107 601 605 |
| Challenger Capital Markets Limited | 38 099 742 122 |
| Challenger Commercial Lending Limited | 65 000 033 143 |
| Challenger Corporate Superannuation Pty Limited | 37 097 635 366 |
| Challenger Diversified Property Development Pty Limited | 121 624 833 |
| Challenger Equity Lending Limited | 26 079 047 804 |
| Challenger Financial Services Group | 091 545 185 |
| Challenger Freeholds Limited | 26 009 568 487 |
| Challenger Funds Management (Nominees) Pty Limited | 008 579 020 |
| Challenger Group Holdings Limited | 50 002 993 302 |
| 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 Limited | 70 003 942 765 |
| Challenger Inventory Finance Pty Ltd | 095 085 466 |
| Challenger Inventory Finance Servicing Pty Limited | 36 107 706 810 |
| Challenger Lending No. 1 Pty Limited | 70 085 447 865 |
| Challenger Life Holdings Pty Limited | 85 080 036 657 |
| Challenger Life No. 2 Limited | 44 072 486 938 |
| Challenger Life Pty Limited Challenger Listed Investments Limited |
60 006 381 193 |
| Challenger Managed Investments Limited | 94 055 293 644 |
| Challenger Managed Investments (International) Pty Ltd | 94 002 835 592 |
| Challenger Management Services Limited | 120 871 212 29 092 382 842 |
| Challenger Margin Lending Limited | 47 091 338 822 |
| Challenger ML Nominees Pty Limited | 79 008 411 943 |
| Challenger Portfolio Management Limited | 29 064 545 124 |
| Challenger Property Asset Management Pty Ltd | 90 077 569 021 |
| Challenger Property Capital Limited | 36 078 326 128 |
| Challenger Property Finance Limited | 72 093 308 028 |
| Challenger Property Funds Management Limited | 34 078 627 013 |
| Challenger Property Nominees Pty Limited | 39 091 336 793 |
This is page 2 of 3 pages of Annexure 1 referred to in Form 603 signed by me and dated 30 / April /2007
para Kappakestys ა.
Suzie Koeppenkastrop
Company Secretary
| Company/Scheme | ABN/ARSN |
|---|---|
| Challenger Strategic Capital Pty Limited | 116 411 388 |
| Challenger Superannuation Pty Ltd | 52 006 475 501 |
| Challenger Treasury Limited | 47 093 307 996 |
| Challenger US Infrastructure Holdings Pty Ltd | 117 401 519 |
| Challenger Wealth Management Pty Limited | 107 728 030 |
| Challenger Wholesale Finance Holdings Pty Limited | 57 095 300 502 |
| CPHIC Investment Pty Ltd | 95 093 340 526 |
| CSPP1 Investment Company 1 Pty Limited | 120 463 023 |
| eFinancial Capital Limited | 58 089 796 798 |
| Endowment Warrants Limited | 45 009 568 503 |
| 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 |
| Genesys Group Limited | 003 357 024 |
| Genesys Wealth Advisers Limited | 060 778 216 |
| Genesys Wealth Advisers (WA) Pty Limited | 84 104 441 947 |
| HFH Staff Pty Limited | 33 080 225 985 |
| Howard Pacific Pty Limited | 54 071 735 665 |
| Inexus Australian Holdings Company Limited | 115 840 661 |
| Interstar Home Loan Corporation Pty Limited | 058 891 302 |
| Interstart Mortgage Management Pty Limited | 17 082 014 702 |
| Interstar Non-Conforming Finance Management Pty Ltd | 107 707 406 |
| Interstar Non-Conforming Finance Pty Ltd | 32 107 725 486 |
| Interstar Securities (International) Pty Limited | 087 271 225 |
| Interstar Securities (NZ) Pty Ltd | 087.217 136 |
| Interstar Securitisation Management Pty Limited | 56 100 346 898 |
| Interstar Special Servicing Pty Ltd | 77 107 707 415 |
| Interstar Wholesale Finance Holdings Pty Limited | 087 284 240 |
| Interstar Wholesale Finance Pty Limited | 72 087 271 109 |
| Mawbury Pty Limited Northstar Lending Pty Ltd |
95 096 097 479 |
| Solar Risk Pty Limited | 057 707 687 |
| Synergy Capital Management Limited | 26 092 265 373 19 062 264 108 |
| Talavera Herring Pty Limited | 34 086 068 984 |
| The Liberty Group Consortium Pty Ltd | 79 082 564 289 |
| TLG Services Pty Limited | 20 092 500 608 |
| TLGH Pty Limited | 85 092 927 467 |
This is page 3 of 3 pages of Annexure 1 referred to in Form 603 signed by me and dated 30 / April /2007
Suzie Koeppenkastrop
Suzie Koeppenkastrop
Company Secretary
| Overseas Companies |
|---|
| Challenger International (New Zealand) Limited |
| Challenger Securities (New Zealand) Limited |
| 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 |
| ZCM Australia Asset Holdings Limited |