WTL's Principal Activity is the provision of financial planning, investment advice and product sales and licensing services and product offerings; provision of a range of services directly to wholesale and retail clients through the Spring Financial Group brand, encompassing financial planning, accounting & tax services, mortgage finance services, and investment and asset management.
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vs Sector (1yr) | +21.66% |
vs ASX 200 (1yr) | +20.34% |
Date | Heading | Pages | File Size | Time |
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WT Financial Group Limited (WTL, formerly Spring FG Limited) is a diversified financial services group offering financial planning and investment advice; wealth management; insurance and superannuation; finance; and tax and accounting services. Its advice and product offerings include a specialisation in self-managed superannuation funds (SMSFs); and residential real estate investment.
No incorporation details available.
Head Office | Sydney NSW 2000 |
Website | www.wtfglimited.com |
Registry | BoardRoom |
Auditor | Rothsay Audit & Assurance Pty Ltd |
Date Listed | 9 Mar 2015 |
Date | Event |
---|---|
30/08/2022 | Report (Prelim) |
30/08/2022 | Report (Annual) |
27/02/2023 | Report (Interim) |
DPS and Yield calculations use the Pay Date.
See Upcoming Dividends for all ASX companies.
WTL directors must report any change in shareholding to the ASX within 5 business days.
See Director Transactions for all ASX companies.
The current holdings of WTL directors.
A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.
Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.
Name | Last Notice | Total Shares | Shares Held (%) |
---|---|---|---|
National Nominees Limited | 27/08/2021 | 16,581,000 | 5.91 |
Lead Out Train Pty Ltd | 27/08/2021 | 14,774,666 | 5.27 |
IFM Pty Limited | 27/08/2021 | 20,323,597 | 7.25 |
J P Morgan Nominees Australia Limited | 27/08/2021 | 45,333,333 | 16.16 |
Apostman Superannuation Pty Ltd | 27/08/2021 | 18,405,334 | 6.56 |
Christos Kelesis | 27/08/2021 | 21,938,646 | 7.82 |
KRC Investments Pty Ltd | 27/08/2021 | 35,371,540 | 12.61 |
Keith Robert Cullen | 21/03/2022 | 35,400,010 | 11.03 |
Equity Trustees Limited | 27/10/2021 | 14,918,000 | 5.32 |
Portfolio Services Pty Limited | 16/03/2022 | 20,564,308 | 6.40 |
Somers Limited | 16/03/2022 | 62,833,333 | 19.57 |
12 month transaction history compiled from ASX announcements.
Date | Name | Bought | Previous % | New % |
---|---|---|---|---|
21-03-22 | Keith Robert Cullen | 40,000 | 12.61 | 11.03 |
16-03-22 | Somers Limited | 17,500,000 | 16.16 | 19.57 |
16-03-22 | Portfolio Services Pty Limited | 13,391,666 | 5.03 | 6.40 |
20-07-21 | IFM Pty Limited | 4,333,333 | 5.02 | 6.80 |
19-07-21 | Lead Out Train Pty Ltd | 16,594,666 | -- | 5.92 |
19-07-21 | Apostman Superannuation Pty Ltd | 18,405,334 | -- | 6.57 |
19-07-21 | Somers Limited | 45,333,333 | -- | 16.16 |
12 month transaction history compiled from ASX announcements.
Date | Name | Sold | Previous % | New % |
---|---|---|---|---|
27-10-21 | Equity Trustees Limited | 2,841,000 | 6.33 | 5.32 |
20-07-21 | Equity Trustees Limited | 737,636 | 11.06 | 6.33 |
Date | Close | Change | %Chg | Open | High | Low | Volume | Turnover |
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Year | Closing Price | Last Trade |
---|---|---|
2021 | $0.064 | 30 June |
2020 | $0.029 | 30 June |
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