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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 2022-09-12 Major Shareholding Noti…
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
Corporations Act Subsection 259C(2) Exemption Notice 11 pages 215.2KB
Major Shareholding Notification Classification · 100% confidence The document is a notice given under the Corporations Act 2001 (Cth) subsection 259C(2) exemption, related to aggregated percentage of voting shares and net economic exposure of associated entities in Insignia Financial Ltd. It includes detailed tables of shareholdings, changes in shareholdings, and nature of interests of controlled entities. The document is addressed to the ASX Market Announcements Office and references previous notices and shareholding changes. It is not a financial report, earnings release, or management discussion, but a regulatory notice about shareholding disclosures and exemptions under the Corporations Act. This fits the category of Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels and related disclosures.
2022-09-12 English
Becoming a substantial holder 22 pages 853.7KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001 Section 671B, which pertains to the notice of initial substantial holder. The content details the substantial holder's name, voting power, relevant interests, registered holders, consideration paid, associates, and addresses. It includes detailed transaction data related to shareholdings and acquisitions. This type of filing is a notification of a major shareholding or change in significant share ownership levels, consistent with the definition of Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure of shareholding interests. Therefore, the correct classification is MRQ with high confidence.
2022-09-11 English
Appendix 4E 2 pages 141.4KB
Regulatory Filings Classification · 95% confidence The document is titled 'Appendix 4E – Annual Financial Report' under ASX Listing Rule 4.3A, which is a regulatory filing used in Australia to announce preliminary final results. It contains key financial metrics for the year ended 30 June 2022, including revenue, profit, dividends, and details of subsidiaries and associates. The document is 3486 characters long, which is relatively short and includes summary financial data but not full financial statements or detailed analysis. It also references the full 2022 Annual Report and accompanying press releases for more detailed information, indicating this document is a summary announcement rather than the full annual report itself. According to the 'Menu vs Meal' rule, since this document is short and refers to the full annual report elsewhere, it should be classified as a Regulatory Filing (RNS) rather than the full Annual Report (10-K).
2022-08-24 English
Insignia Financial Annual Financial Report 125 pages 2.2MB
Regulatory Filings
2022-08-24 English
Dividend/Distribution - IFL 5 pages 28.6KB
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 specifies the dividend relates to a six-month period ending 30/6/2022. The content is focused on announcing the dividend amount and payment details to shareholders. There are no financial statements or comprehensive financial performance data present, so it is not an Annual Report or Interim Report. The document is clearly an announcement of dividend details, fitting the definition of a Notice of Dividend Amount (DIV). The document length (6242 characters) supports it being a full announcement rather than a brief mention or a report publication announcement.
2022-08-24 English
Insignia Financial FY22 Results Announcement 4 pages 151.0KB
Annual Report Classification · 95% confidence The document is an ASX release dated 25 August 2022 reporting the financial results for the year ended 30 June 2022 (FY22). It includes detailed financial performance metrics such as underlying net profit after tax (UNPAT), statutory net profit, gross margin, net flows, synergy realization, business unit overviews, remediation programs, and outlook commentary. The document is comprehensive and contains substantive financial data and analysis for a full fiscal year. It is not merely an announcement of a report or a certification. The content aligns with the characteristics of an Annual Report or a full-year financial report. Given the detailed financial results and strategic commentary, the document fits best into the Annual Report (10-K) category, which covers official yearly reports with full financial performance and company activity. FY 2022
2022-08-24 English

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