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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 2020-02-13 Investor Presentation
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
IOOF 1H20 Results Announcement Webcast Details 2 pages 77.7KB
Investor Presentation Classification · 95% confidence The document is a short announcement dated 14 February 2020 from IOOF Holdings Ltd about an upcoming webcast for the 2020 half year financial results presentation scheduled for 18 February 2020. It provides dial-in details, webcast links, and instructions for attending the event. The document does not contain any actual financial data or detailed financial statements. It is clearly an announcement of a future event (the webcast presentation of half year results) rather than the report itself. The document length is only 2161 characters, which is short and consistent with an announcement rather than a full interim or quarterly report. Therefore, according to the 'Menu vs Meal' rule, this document should be classified as an Investor Presentation (IP) announcement or possibly a Report Publication Announcement (RPA). However, since it is specifically about the webcast presentation of half year results and not just a notice of report publication, the best fit is Investor Presentation (IP).
2020-02-13 English
ANZ P&I Completion and 1H20 Guidance 2 pages 88.2KB
Capital/Financing Update Classification · 95% confidence The document is an announcement dated 3 February 2020 from IOOF Holdings Ltd regarding the completion of the acquisition of ANZ Pensions and Investments business and provides guidance for the half year ending 31 December 2019. It includes financial highlights such as Funds under Administration, Funds under Management, and Underlying Net Profit After Tax (UNPAT) for the acquired business, as well as revised cost synergies and expected earnings per share accretion. It also provides 1H20 guidance on UNPAT and mentions the date for the upcoming half year financial results announcement (18 February 2020). The document is a corporate announcement about a transaction completion and forward-looking guidance, not a full financial report or detailed earnings release. It does not contain comprehensive financial statements or detailed analysis typical of an Interim/Quarterly Report (IR) or Earnings Release (ER). It is also not a regulatory filing or certification. Therefore, the document best fits the category of Capital/Financing Update (CAP), as it relates to acquisition completion and financial guidance related to capital structure and business transformation.
2020-02-02 English
Change in substantial holding 9 pages 494.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604 Corporations Act 2001 Section 671B Notice of Change of Interests of Substantial Holder' and details changes in substantial shareholdings of Sumitomo Mitsui Trust Holdings, Inc. and its subsidiaries in IOOF Holdings Ltd. It includes voting power percentages, changes in relevant interests, and lists subsidiaries. The document is a formal notification of changes in significant share ownership levels, consistent with a Major Shareholding Notification filing. It does not contain financial statements, management discussion, or other report types. The length is sufficient and the content matches the definition of Major Shareholding Notification (MRQ).
2020-01-30 English
FUMA for the periods ended 31 December 2019 4 pages 157.4KB
Interim / Quarterly Report Classification · 95% confidence The document is a quarterly update on funds under management and net inflows for IOOF Holdings Ltd for the quarter ended 31 December 2019. It contains detailed financial data on net inflows and funds movement for the quarter and six-month period, including segment breakdowns. The document is 5671 characters long, which is sufficient to contain substantive financial data. It is not a brief announcement or a certification letter, nor is it a full annual report or interim report with comprehensive financial statements. The content focuses on quarterly financial performance metrics and fund flows, which aligns with an Interim / Quarterly Report (IR) rather than a simple earnings release or investor presentation. Therefore, the most appropriate classification is Interim / Quarterly Report (IR). Q2 2020
2020-01-29 English
Appendix 3G 12 pages 254.6KB
Share Issue/Capital Change Classification · 100% confidence The document is an Appendix 3G form submitted to the ASX, which is a notification of the issue, conversion, or payment up of equity securities. It details the issuance of unquoted securities under an employee incentive scheme, including the number of securities, recipients, and terms. The document is a regulatory announcement about capital changes, specifically the issuance of new securities, rather than a full financial report or earnings release. It fits the category of announcements regarding new share issues or capital changes.
2019-12-22 English
Change of Director's Interest Notice 3 pages 211.8KB
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 securities holdings by a company director, including performance rights and shares held before and after the change. The document is a formal notification of a director's personal share transactions, specifically the grant of performance rights following shareholder approval. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). The document length is 4694 characters, consistent with a detailed notice but not a full financial report. Therefore, the correct classification is DIRS with high confidence.
2019-12-22 English

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