Monday, 18 April 2016


RACQ to merge with Queensland Teachers' Mutual Bank to take on the big four
by Mark Ludlow  Updated Apr 18 2016 at 3:28 PM

Queensland's peak motoring club, RACQ, is planning a merger with the Queensland Teachers' Mutual Bank which they hope will allow the customer-owned company to eventually take on the big four banks.

In an Australian first, the motoring body will move to offer home loans to its 1.6 million members, alongside its insurance, travel and lifestyle products.

The merger with QT Mutual Bank, which has to be approved by 75 per cent of its members in July, will create a merged entity with assets worth $3.9 billion.

RACQ chief executive Ian Gillespie said while the big banks were copping a hiding in the public and a potential royal commission into the sector looming, he believed RACQ's strong reputation would help them drive into the banking market.

"That [the royal commission] is a matter for government to decide, but clearly there are issues out there that the community is concerned about," Mr Gillespie said in Brisbane on Monday.

"There's always a risk of getting tarred with the same brush but we believe we can get around that by making sure we highlight that we are different."

Mr Gillespie said he hoped the body would absorb other building societies over the next few years to take on the establishment in the financial services sector.

"Our strong brand, our extensive distribution network and our unrivalled access to Queensland households provides the perfect platform from which to build a large-scale, customer-owned, real alternative to traditional banks," he said.
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"Queenslanders like to do things a bit differently and this is a game changer for those looking to unshackle themselves from the big banks. Our business model is quite different. We're focused on delivering value to members, not maximising profits. We won't have the shareholder imperative that other banks have.

"Over time we hope to attract other large mutuals to come together with us to ultimately challenge the big four banks."

Aim to break dominance of big banks
Under the proposed move, QT Mutual will be merged into the RACQ, keeping its name initially before being taken over by the well-established RACQ brand.

It wants to break the dominance of the big four banks who control about 78 per cent of the market.

RACQ currently offers a range of person loans but it will move into full-scale personal banking, including mortgages, credit cards and financial advice to its 1.6 million members.

But the merged company will shy away from the riskier commercial lending.

QT Mutual Bank chief executive Steve Targett said the mutual currently offered one of the best variable home loan rates in the country, at about 0.25 per cent to 0.3 per cent cheaper than the big banks. He said it would become more competitive once the merger was complete.

He said the bank's balance sheet was in good health, with a BBB+ rating from Standard & Poor's, but an expansion would help the company survive in the current market.

"This is a far better option than an in-sector merger with another bank or credit union," Mr Targett said.

"We're well capitalised but our ability to invest adequately to get up our platforms up to the required standard, particularly in areas such as digital, are limited. The RACQ merger gives us that ability to grow and [provide] a much better offer for our members."

QT Mutual, which has been in operation since 1965, is hoping to leverage off RACQ's large reach throughout regional Queensland via its 100 branches and its digital platforms.

But Mr Targett is going to need to convince at least 12,000 of its 60,000 members to sign up to the merger with RACQ.

RACQ had been looking for a merger for the past four or five years, after feedback from members supported a move further into financial services, but only entered formal negotiations with QT Mutual Bank in November last year.

The QT Mutual Bank board and directors will remain in place, to be joined by some RACQ members including Mr Gillespie. There will be no forced redundancies from RACQ's 2000 staff and 1500 contractors or from QT Mutual Bank's 200 staff under the proposed merger.

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