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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 2021-09-09 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
Notice given in accordance with Corps Act s259C exemption 14 pages 209.1KB
Major Shareholding Notification Classification · 95% confidence The document is a notice given under the Corporations Act 2001 (Cth) subsection 259C(2) exemption, detailing aggregated percentages of voting shares controlled by associated entities of IOOF Holdings Ltd. It includes detailed tables of shareholdings, changes in voting shares, and nature of interests of controlled entities. The document is a formal regulatory notice about shareholding and voting control, not a financial report, earnings release, or management discussion. It is not an announcement of a report publication but a substantive regulatory filing about shareholding disclosures. This fits the definition of a Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels or aggregated voting shares. The document length is substantial and contains detailed data, confirming it is not a brief announcement or certification. Therefore, the correct classification is MRQ with high confidence.
2021-09-09 English
Ceasing to be a substantial holder for SDF 6 pages 119.8KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605 Corporations Act 2001 Section 671B Notice of ceasing to be a substantial holder' and contains detailed tables of share transactions by various entities related to IOOF Holdings Limited. It reports changes in relevant interests and voting securities, indicating changes in substantial shareholdings. There is no indication of financial statements, management commentary, or other report types. The document is a regulatory notice about shareholding changes, specifically a substantial holder ceasing to be one. This matches the definition of a Major Shareholding Notification (MRQ). The document length is substantial and contains detailed transaction data, confirming it is the notice itself, not a brief announcement or certification. Therefore, the correct classification is MRQ with high confidence.
2021-09-05 English
Change in substantial holding 17 pages 297.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references 'Corporations Law Section 671B' which pertains to notices of change of interests of substantial holders. It details changes in voting power, relevant interests, and associations related to a substantial shareholder, Franklin Resources, Inc. The content is focused on reporting changes in significant share ownership levels, including detailed annexures listing associates and addresses. There is no financial performance data, management discussion, or audit information. This type of filing corresponds to notifications about major shareholding changes, which aligns with the category 'Major Shareholding Notification' (MRQ). The document length is substantial and contains detailed information about shareholding changes, confirming it is not a brief announcement or a regulatory filing fallback.
2021-08-30 English
Becoming a substantial holder for SGR 7 pages 130.4KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603 Corporations Act 2001 Section 671B Notice of initial substantial holder' and details the substantial shareholding of IOOF Holdings Limited in The Star Entertainment Group Limited. It includes specific information about voting power, registered holders, and transactions related to share acquisitions and disposals. This type of filing is a notification of a major shareholding, indicating a change in significant ownership levels as required by regulatory authorities. It is not a financial report, management announcement, or other types of filings. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed shareholding data, confirming it is the actual notification, not just an announcement or reference to another report.
2021-08-29 English
Appendix 4E 16 pages 471.4KB
Annual Report Classification · 95% confidence The document is titled 'Appendix 4E' and is described as a 'Condensed Annual Financial Report' for the year ended 30 June 2021. It contains detailed financial results, including revenue, profit/loss, dividends, and strategic initiatives. The presence of comprehensive financial data and analysis for a full fiscal year indicates this is a formal annual financial report. Appendix 4E is a regulatory filing used in Australia for preliminary final reports, which are condensed annual reports. Given the detailed financial content and the reporting period, this document fits the definition of an Annual Report (10-K equivalent). It is not merely an announcement or a certification, but a substantive financial report covering the full fiscal year. FY 2021
2021-08-25 English
Annual Financial Report 128 pages 3.7MB
Annual Report Classification · 100% confidence The document is titled 'IOOF Group Annual Report 2021' and covers the financial year ended 30 June 2021. It includes detailed sections such as Operating and Financial Review, Directors' Report, Remuneration Report, Auditor's Report, Consolidated Financial Statements, and extensive notes to the financial statements. The content includes comprehensive financial data, management discussion, strategic initiatives, and detailed financial tables. The length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement or certification. The presence of audited financial statements and detailed notes confirms this is the official annual report covering the company's full financial performance for the fiscal year. Therefore, the document fits the definition of an Annual Report (10-K). FY 2021
2021-08-25 English

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