Notes to the Financial Statements
8. Related parties and other Group entities
8.1 Equity interests in subsidiaries Details of the percentage of ordinary shares held in subsidiaries.
Ownership interest
2024 2023 % %
Principal activity
Parent entity
Country of incorporation
Name of entity Parent entity
Holding Company
ClearView Wealth Limited (CWL)
— Australia
Subsidiaries
Holding Company
ClearView Group Holdings Pty Limited (CGHPL) ClearView Life Assurance Limited (CLAL)
CWL Australia
100 100 100 100
Life Company CGHPL Australia
Responsible Entity
CWL Australia
— 100 100 100
ClearView Financial Management Limited (CFML) 1 ClearView Life Nominees Pty Limited (CLN) 2 ClearView Administration Services Pty Limited (CASPL) ClearView Employee Share Trust (CVEST)
Non operating CWL Australia Administration Service Entity CWL Australia
100 100 100 100
Trustee
CWL Australia
Interest in associates
Advice Company
— Australia
— 24.38
Centrepoint Alliance Limited 3
1 CFML was sold to Human Financial on 31 January 2024. See section 8.5 for detail. 2 CLN retired as the trustee of ClearView Retirement Plan (CRP) on 14 December 2023. See section 8.5 for detail. 3 CWL has fully divested the investment in Centrepoint Alliance Limited as at 30 June 2024. See section 8.2 for detail.
Ownership interest
2024 2023 % %
Principal activity
Parent entity
Country of incorporation
Name of entity
Controlled unit trusts CVW Index Fixed Interest Fund
Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia
97 47 56 94 93
97 42 55 93 92 28 33
CVW Schroder Equity Opportunities Fund
CVW Fixed Interest Fund
CVW Index International Shares Fund
CVW Money Market Fund
CVW First Sentier Investors Infrastructure Fund Wholesale Fund CLAL Australia
31 31
CVW Antipodes Global Fund
Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia
CVW Hyperion Australian Shares Fund
100 100
CVW Index Infrastructure and Property Fund Wholesale Fund CLAL Australia
92 94 93 44 52
90 95 92 42
CVW Index Emerging Markets Fund CVW Index Australian Shares Fund CVW Aoris International SRI Fund
Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia Wholesale Fund CLAL Australia
CVW Fairlight Global Fund
51
Non-controlled unit trusts CVW ClearBridge RARE Emerging Markets Fund 4 Wholesale Fund CLAL Australia
— 32
4 This fund was not controlled by the Company as at 30 June 2024 as CLAL was no longer a unitholder of this fund. In FY23, this fund was controlled by the Company.
162
ClearView Annual Report 2024
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