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INSIGNIA FINANCIAL LTD — Investor Relations & Filings

Ticker · IFL ISIN · AU000000IFL2 LEI · 5493000NLB9VUM2IHC87 ASX Financial and insurance activities
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Filings indexed 2,636 across all filing types
Latest filing 2024-08-28 Director's Dealing
Country AU Australia
Listing ASX IFL

About INSIGNIA FINANCIAL LTD

https://www.insigniafinancial.com.au/

Insignia Financial Ltd is a wealth management organization providing financial advice, superannuation, and investment solutions. The company operates through integrated segments including financial advice, platforms, and asset management. It manages a diverse portfolio of brands such as MLC, Shadforth, and Bridges. Core activities involve the administration of retail and corporate superannuation funds, the provision of holistic financial planning services, and the management of investment portfolios across various asset classes. The firm focuses on delivering wealth management services to individual investors, corporate clients, and financial advisers, leveraging its scale to provide comprehensive platform technology and investment expertise.

Recent filings

Filing Released Lang Actions
Change of Director's Interest Notice 2 pages 233.2KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details a change in a director's relevant interests in securities, including the number of shares acquired and the nature of the indirect interest. The document is a formal notification of a director's personal share transactions. It does not contain financial performance data, management discussion, or other report content. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). The document length is 3434 characters, consistent with a short notice rather than a full report. Therefore, the correct classification is DIRS with high confidence.
2024-08-28 English
Change of Director's Interest Notice 2 pages 235.8KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details a change in a director's relevant interests in securities, including the number of shares held before and after the change, the nature of the interest, and the value of the transaction. The document is a formal notification of a director's personal share transactions, specifically an on-market trade. It does not contain financial statements, management discussion, or other report content. The document length is 3454 characters, which is consistent with a detailed insider trading notification rather than a full report or announcement. Therefore, the appropriate classification is Director's Dealing (DIRS).
2024-08-28 English
Change of Director's Interest Notice 3 pages 243.2KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and contains detailed information about changes in a director's relevant interests in securities, including dates, number of shares acquired, and nature of the transactions. It references ASX listing rules and the Corporations Act, indicating it is a regulatory disclosure related to insider trading or director share transactions. The document does not contain financial performance data, management discussion, or report content. It is a report of personal share transactions by a company director, which fits the definition of Director's Dealing filings.
2024-08-28 English
Preliminary Final Report 1 page 53.5KB
Regulatory Filings Classification · 95% confidence The document is titled 'Appendix 4E – Preliminary Final Report' under ASX Listing Rule 4.3A, which is a regulatory filing used in Australia to announce preliminary final results for a financial year. It covers the reporting period from 1 July 2023 to 30 June 2024, indicating it relates to a full fiscal year. The document includes key financial metrics such as total revenue, loss after tax, underlying net profit after tax, dividend details, and information on subsidiaries and associates. However, the document length is only 2722 characters, which is quite short and it explicitly states that additional detailed information and commentary are contained in the '2024 Annual Financial Report' which is a separate document. This suggests that this document is a summary announcement of preliminary final results rather than the full annual report itself. According to the 'MENU VS MEAL' rule, short documents announcing or summarizing reports without full financial statements should be classified as Regulatory Filings (RNS). Therefore, this document is best classified as a Regulatory Filing (RNS) rather than a full Annual Report (10-K).
2024-08-21 English
Insignia Financial Annual Financial Report 120 pages 2.9MB
Annual Report Classification · 100% confidence The document is titled 'Annual Financial Report 2024' and dated 30 June 2024, indicating it covers a full fiscal year. It includes a detailed table of contents with sections such as Directors' report, Operating and financial review, Financial report with consolidated financial statements, notes to financial statements, auditor's report, and directors' declaration. The content includes comprehensive financial data, strategic initiatives, and detailed business descriptions typical of a full annual report. The length of the document (15,000 characters) and the presence of substantive financial statements and analysis confirm it is the full annual report rather than an announcement or summary. Therefore, the document fits the definition of an Annual Report (10-K). FY 2024
2024-08-21 English
Insignia Financial FY24 Results Announcement 7 pages 302.9KB
Earnings Release Classification · 95% confidence The document is an ASX release dated 22 August 2024 announcing Insignia Financial's FY24 results. It contains detailed financial metrics for the full fiscal year 2024, including net revenue, operating expenses, EBITDA, UNPAT, statutory NPAT, and segment performance. The text includes management commentary on financial performance, business unit updates, strategic priorities, and dividend decisions. It also references the FY24 full year period and provides forward-looking statements and guidance for FY25. The document is comprehensive and contains substantive financial data and analysis for the full fiscal year, consistent with an Annual Report or Earnings Release. However, the level of detail and the full year scope, along with management discussion, aligns more with an Annual Report or Earnings Release. Since it is an initial announcement of the full year financial results with key highlights and management commentary but not a full statutory annual report document, it fits best as an Earnings Release (ER). The document length (over 14,000 characters) and detailed financial data support this classification rather than a brief announcement or a report publication announcement. FY 2024
2024-08-21 English

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