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Sustainability & Community

Our sustainability reporting reflect our climate-related disclosure obligations.

Soul Patts' sustainability reporting is focused on our climate-related disclosures, prepared in accordance with the Australian Sustainability Reporting Standard AASB S2 Climate-related Disclosures (AASB S2) and the Corporations Act 2001. These disclosures set out our approach to identifying, assessing and managing climate-related risks and opportunities across our investment portfolio and subsidiaries.

Our Board oversees this through the Board Audit Committee, which oversees our climate-related financial disclosures and external assurance program, and the Board Risk Committee, which oversees climate-related risks and opportunities and the effectiveness of our Risk Management Framework.

As a diversified investment house, our approach differs from that of an operating company. We do not manage the day-to-day operations of our investee companies, and responsibility for climate-related risk management sits with the management team and board of each entity. Our own assessment considers climate-related risks and opportunities across our corporate activities, subsidiaries and investment portfolio, informed by engagement with subsidiary management teams and scenario analysis across a range of possible climate futures.

Our full climate-related disclosures, including our governance framework, strategy, risk management approach, and metrics and targets, are set out in the Sustainability Report section of our Annual Report.

2026 Sustainability Report

Our climate-related disclosures are included within our 2026 Annual Report. Refer to the Sustainability Report section (from page 61) for our governance framework, strategy, risk management approach, and metrics and targets in relation to climate-related risks and opportunities.

Community

Soul Patts invests in the communities that matter to our people, primarily through the Soul Patts Foundation. In FY26, we simplified our approach to community investment, moving from three thematic pillars, mental health, communities and breaking down barriers for women, to a single overarching purpose: Strengthening Communities.

Following the Brickworks merger, the Foundation's corpus grew from $2.5 million to $12.5 million, with Pitt Capital Partners donating its advisory fees to the Foundation. This materially lifts our annual giving capacity for years to come. Our priority in FY26 was to establish the right purpose and governance, including a new employee nomination framework, to deploy the larger corpus responsibly. We expect grants to grow from FY27.

Our long-term partnership with the Royal Flying Doctor Service began with our founder, Lewy Pattinson, a devoted philanthropist who donated the first plane to the RFDS in 1940.

That legacy continues today: across FY25 and FY26, we donated $400,000 to the RFDS, funding 1,923 care visits and the GROW (Guiding Rural Outback Wellbeing) program. Grounded in trauma-informed and relational practice, GROW builds safety, belonging, responsibility and hope for young people in rural and remote communities who may be disengaged or at risk.

The Soul Patts Foundation, formerly the Milton Foundation, was established in 1988 to support disadvantaged community members.

In FY25/26, we contributed $400,000 to the Royal Flying Doctor Service, funding 1,923 care visits and the GROW program; $150,000 to the Black Dog Institute for a digital program addressing anxiety and reading difficulty in primary school children; $90,000 to Mawal for 20 First Nations scholarships with career development and mentoring; and $10,000 plus 550 volunteer hours (up from 120 in FY25) to Early Bird Cafe, supporting meals and kitchen equipment.

To donate or find out more, please reach out to info@soulpatts.com.au.