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Count (CUP) investor relations material

Count Trading update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Trading update summary29 Oct, 2026

Strategic equity partnership

  • Binding agreement for a 30% stake in Brisbane-based Apiary, which generated $3.5m revenue in FY2026; completion expected 1 December 2026, subject to customary conditions including ACCC approval.

  • Apiary principals Scott McDonald and Craig Dobbs will retain 70% and plan to grow the business, including through tuck-in acquisitions; partnership offers capital and strategic support, with scope to expand financial planning across its accounting client base.

FY2027 Q1 trading

  • Unaudited, pre-tax statutory revenue was $52.1m, up 23.2% YoY from $42.3m in FY2026 Q1.

  • Underlying EBITA was $12.7m, up 66.6% YoY; underlying EBITA margin rose to 24.5% from 18.1%.

  • Performance reflected FY2026 carry-over work in the Equity Partnership segment and strong actuarial consulting revenue.

  • FUM reached $6.7bn at 30 September 2026, up 31.3% YoY, reflecting client growth, net inflows and market movements.

  • Oracle Group, rebranded Count Wealth, integration progressed as planned; targeted annualised cost synergies increased to $1.25m within 24 months post-completion. Four FY2027 acquisitions completed to date, including Count Wealth and Tailored Lifetime Solutions.

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Frequently asked questions

Count Limited is an Australian company providing financial advisory, accounting, and wealth management services. The company supports a network of professional accounting firms and financial advisors, offering them access to a range of tools, resources, and support services to assist with client financial planning, investment management, and tax advisory needs. Count Limited’s platform is designed to help advisors deliver comprehensive financial solutions tailored to individual and business clients. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.