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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 2022-02-23 Interim / Quarterly Rep…
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
Half Year Accounts 50 pages 824.1KB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Condensed Consolidated Interim Financial Report' for the half year ended 31 December 2021. It contains detailed financial statements such as the Statement of Comprehensive Income, Statement of Financial Position, Statement of Changes in Equity, and Statement of Cash Flows, along with notes to the financial statements. The presence of a Directors' Report, Auditor's Review Report, and detailed financial data for a half-year period clearly indicates this is a comprehensive interim financial report. The document length is substantial (15,000 characters), and it contains actual financial data and analysis, not just an announcement or certification. Therefore, it fits the definition of an Interim / Quarterly Report (IR). H1 2022
2022-02-23 English
1H22 Investor & Analyst Pack and Investor & Analyst Book 47 pages 927.0KB
Interim / Quarterly Report Classification · 95% confidence The document is an ASX release dated 24 February 2022 titled 'Insignia Financial Investor and Analyst Pack and Book'. It contains detailed financial information covering the half year ended 31 December 2021 (1H22) and comparative periods. The text mentions that the pack is a detailed template for presenting corporate financial information, including segment details and drivers of profitability. It also references the condensed consolidated interim financial report for the half year ended 31 December 2021 lodged with the ASX on the same date. The document includes extensive financial data tables and analysis for the half year period, indicating it is a comprehensive financial report for a period shorter than a full fiscal year. This matches the definition of an Interim / Quarterly Report (IR). The document is not merely an announcement of a report or a certification, but contains substantive financial data and analysis. Therefore, the correct classification is IR with high confidence. H1 2022
2022-02-23 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 31/12/2021. 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 amounts and payment details, fitting the definition of a Notice of Dividend Amount (DIV).
2022-02-23 English
Dividend Reinvestment Plan 25 pages 1.2MB
Notice of Dividend Amount Classification · 95% confidence The document is a detailed announcement and explanation of the introduction of a Dividend Reinvestment Plan (DRP) by Insignia Financial Ltd. It includes the terms, conditions, key dates, and rules of the DRP, as well as instructions for shareholders on how to participate. The content focuses on dividend reinvestment, dividend amounts, election dates, and the mechanics of the DRP. There are no financial statements, earnings data, or management discussion of financial results. The document is not a report of financial performance but rather an announcement and detailed explanation of a capital-related shareholder plan. Therefore, it fits best under the category of Notice of Dividend Amount (DIV), as it announces dividend details and the associated reinvestment plan.
2022-02-23 English
Analyst and Investor Pack Comparative Information 27 pages 648.1KB
Investor Presentation Classification · 95% confidence The document is an ASX release dated 11 February 2022 from Insignia Financial Ltd. It is titled 'Analyst and Investor Pack Comparative Information' and provides detailed historical comparative financial information for FY19 to FY21, including restatements and pro forma financial information related to the acquisition of MLC Wealth. The document includes detailed financial tables with NPAT, EPS, revenue, costs, and segment information. It also discusses changes in operating segments and accounting policies. The document is about 15,000 characters long, indicating it is a substantive financial report rather than a brief announcement. It is not a full Annual Report (10-K) but rather a detailed financial supplement or pack aimed at analysts and investors, providing comparative and pro forma financial data. This fits the description of an Investor Presentation (IP), which focuses on financials, strategy, and market position, often including detailed segment and pro forma data. It is not a simple earnings release (ER) as it contains extensive historical and segment data, nor is it a Regulatory Filing (RNS) or Report Publication Announcement (RPA) since it contains the actual financial data and analysis. Therefore, the best classification is Investor Presentation (IP).
2022-02-10 English
Details of Company Address 1 page 97.4KB
Regulatory Filings Classification · 95% confidence The document is a short notice about a change of the company's registered office and principal administrative office address. It does not contain financial data, management discussion, voting results, or any detailed report content. It is an announcement related to company administrative information, specifically a change in office address. This fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2022-02-09 English

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