Generation Development Group
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Generation Development Group (GDG) investor relations material

Generation Development Group Q4 2025 TU earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 TU earnings summary21 Jan, 2026

Executive summary

  • Achieved strong growth in the December quarter, continuing positive momentum from the start of FY26, with all business units benefiting from structural tailwinds in Australia's wealth, retirement, and advice sectors.

  • Strategic execution included investments in products and technology, a long-term alliance with Ironbark Asset Management, and the acquisition of Encore Advisory Group.

Financial highlights

  • Evidentia Group's Funds Under Management (FUM) reached $34.5 billion, up 36% year-over-year.

  • Generation Life reported record quarterly sales inflows of $393 million, up 57% year-over-year, and FUM of $5.2 billion, up 34% over the last twelve months.

  • Net inflows for Evidentia were $1.6 billion, with 100% client retention for tailored clients.

  • Generation Life maintained a monthly sales run rate above $100 million, with withdrawals for the quarter at $63 million (1.22% of closing FUM).

Outlook and guidance

  • Several contracted schemes for Evidentia are scheduled to commence in Q3, supporting expectations of strong inflows in the second half of FY26.

  • High growth rates are expected to be sustained through continued innovation and capital reinvestment.

How does Encore acquisition differentiate Evidentia?
When will Div 296 impact Generation Life sales?
What are the strategic implications of the UK pilot?
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Frequently asked questions

Generation Development Group Limited is an Australian financial services company that provides investment solutions primarily focused on long-term savings and wealth management. The company offers tax-effective investment bonds and related products that cater to individual investors, advisors, and institutions seeking diversified, flexible investment options. Through its subsidiary, Generation Life, the company develops and manages products that support financial planning, estate planning, and wealth transfer. The company is headquartered in Melbourne, Victoria, and its shares are listed on the ASX.

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