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INSIGNIA FINANCIAL LTD — Investor Relations & Filings

Ticker · IFL ISIN · AU000000IFL2 LEI · 5493000NLB9VUM2IHC87 ASX Financial and insurance activities
Filings indexed 2,636 across all filing types
Latest filing 2023-08-24 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 221.3KB
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 changes 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 focused on reporting insider share transactions by a company director. It does not contain financial statements, management discussion, or other report content. The document length is 3590 characters, which is relatively short and consistent with a director's dealing notice. Therefore, the appropriate classification is Director's Dealing (DIRS).
2023-08-24 English
Appendix 4E Preliminary Final Report 2 pages 55.6KB
Regulatory Filings Classification · 95% confidence The document is titled 'Appendix 4E – Preliminary Final Report' under ASX Listing Rule 4.3A, which is a regulatory requirement for Australian listed companies to announce preliminary final results. It includes key financial metrics for the year ended 30 June 2023, dividend details, and notes on subsidiaries and associates. The document length is 3679 characters, which is relatively short and appears to be a summary announcement rather than a full annual report. It references the 2023 Annual Report and accompanying press releases for more detailed information, indicating this document is a preliminary announcement of financial results rather than the full report itself. According to the 'Menu vs Meal' rule, such a document is best classified as a Regulatory Filing (RNS) because it announces results and refers to the full report elsewhere, without containing comprehensive financial statements or detailed analysis itself.
2023-08-23 English
Insignia Financial Annual Financial Report 116 pages 2.4MB
Annual Report Classification · 100% confidence The document is titled 'Insignia Financial Group Annual Financial Report 2023' and contains a detailed table of contents including Directors' report, Operating and financial review, Remuneration report, Lead Auditor’s Independence Declaration, Financial report with consolidated financial statements, notes to financial statements, Directors’ Declaration, and Independent Auditor’s Report to the Shareholders. The content includes comprehensive financial data, strategic reviews, and detailed notes typical of a full annual report. The length is substantial (15,000 characters), indicating it is the full report rather than an announcement or summary. The presence of audited financial statements and detailed management discussion confirms this is the official yearly report covering company activity and full financial performance, consistent with an Annual Report (10-K equivalent). FY 2023
2023-08-23 English
Dividend/Distribution - IFL 5 pages 28.5KB
Notice of Dividend Amount Classification · 100% confidence The document is titled 'Notification of dividend / distribution' and contains detailed information about a dividend payment by Insignia Financial Ltd, including the dividend amount, ex-date, record date, payment date, and details about the Dividend Reinvestment Plan (DRP). It does not contain financial statements or analysis but is an announcement regarding the dividend payment. This matches the definition of a 'Notice of Dividend Amount' filing, which announces dividend amounts, payment dates, and related details for shareholders.
2023-08-23 English
Insignia Financial FY23 Results Announcement 6 pages 166.4KB
Earnings Release Classification · 95% confidence The document is titled 'Insignia Financial FY23 Results Announcement' and contains detailed financial results for the fiscal year ended 30 June 2023, including net profit after tax, underlying net profit, funds under management, dividends, and strategic updates. It includes comprehensive commentary from the CEO, business unit updates, integration milestones, strategy refresh, and outlook. The document is approximately 13,715 characters long, indicating it is a full report rather than a brief announcement. It also references a results presentation and webcast, which is typical for an earnings release. The content focuses on the full fiscal year results and includes financial performance metrics and strategic commentary, consistent with an Annual Report or Earnings Release. However, the document is titled as a 'Results Announcement' and contains key highlights and summary financial data rather than the full detailed financial statements and notes typical of a full Annual Report (10-K). Therefore, it fits best as an Earnings Release (ER), which is the initial announcement of quarterly or annual financial results with key highlights and management commentary. FY 2023
2023-08-23 English
IFL FY23 Financial Results Investor Presentation 43 pages 1.8MB
Investor Presentation Classification · 95% confidence The document is titled 'Insignia Financial FY23 Results Presentation' and dated 24 August 2023. It contains detailed financial results for fiscal year 2023, including NPAT, UNPAT, segment performance, net revenue, expenses, EBITDA, dividends, and key metrics. The content includes strategic updates, operational highlights, and financial summaries with comparative figures for FY22 and FY23. The document is approximately 15,000 characters long, indicating a comprehensive presentation rather than a brief announcement. The presence of detailed financial data, segment analysis, and strategic commentary aligns with the characteristics of an Investor Presentation (IP) rather than a formal Annual Report (10-K) or Earnings Release (ER). It is not a certification, proxy, or regulatory filing. Therefore, the document is best classified as an Investor Presentation (IP).
2023-08-23 English

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