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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 2021-04-13 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
Ceasing to be a substantial holder 5 pages 268.9KB
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 details changes in substantial shareholding interests of Sumitomo Mitsui Trust Holdings, Inc. and its subsidiaries in IOOF Holdings Ltd. It includes dates of changes, nature of changes, and lists subsidiaries. This matches the description of a Major Shareholding Notification, which reports changes in significant share ownership levels crossing thresholds. The document is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement unrelated to shareholding. Therefore, the correct classification is Major Shareholding Notification (MRQ).
2021-04-13 English
Becoming a substantial holder 2 pages 114.9KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 filed under the Corporations Act 2001, titled 'Notice of initial substantial holder.' It details the substantial shareholding interests, voting power, relevant interests, registered holders, consideration paid, and associates related to the substantial holder. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not a financial report, management information, or any other type of report but a regulatory notification about shareholding thresholds being crossed.
2021-04-13 English
Change in substantial holding 9 pages 222.5KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 under the Corporations Act 2001, titled 'Notice of Change of Interests of Substantial Holder' for IOOF Holdings Ltd. It details changes in voting power and relevant interests of a substantial shareholder, Sumitomo Mitsui Trust Holdings, Inc., including annexures listing changes in shareholdings and associated entities. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category 'Major Shareholding Notification' (MRQ). The document is not an annual report, earnings release, or any other financial report, but a regulatory disclosure of shareholding changes.
2021-02-28 English
Appendix4D 12 pages 219.7KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Appendix 4D Interim Financial Report IOOF HOLDINGS LTD' and references the six months ended 31 December 2020, indicating it is a half-year financial report. It contains detailed financial data including revenue, net profit after tax, dividends, and reconciliations of underlying net profit after tax (UNPAT). The document also discusses strategic initiatives, acquisitions, and key performance indicators, all typical of an interim or quarterly report. The length is substantial (15,000 characters) and contains actual financial statements and substantive financial analysis, not just an announcement or summary. Therefore, it fits the definition of an Interim / Quarterly Report (IR). H1 2021
2021-02-23 English
Half Yearly Report 42 pages 871.4KB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'IOOF Holdings Ltd 31 December 2020 Condensed consolidated interim financial report' and contains detailed financial statements and analysis for the six months ended 31 December 2020. It includes sections such as Operating and financial review, Directors' report, Signed reports, and Financial statements, which are typical components of an interim or quarterly report. The document length is 15,000 characters, indicating it is a full report rather than a brief announcement. The presence of condensed consolidated financial statements and detailed management discussion confirms it is an Interim / Quarterly Report (IR). H1 2021
2021-02-23 English
1H21 Results Announcement 5 pages 124.1KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'IOOF 1H21 financial results Transformation delivers scale, strength and economic diversity' and provides detailed financial results for the six months ended 31 December 2020 (1H21). It includes underlying net profit after tax, gross margin, statutory net profit, funds under management, dividend details, CEO comments, strategic updates, and outlook for FY21. The document contains substantive financial data and analysis for a half-year period, which aligns with an Interim / Quarterly Report. It is not merely an announcement or a brief summary, but a comprehensive report of the half-year financial performance. Therefore, the appropriate classification is Interim / Quarterly Report (IR). H1 2021
2021-02-23 English

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