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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 2019-10-30 Regulatory Filings
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
ANZ P&I updated financial information 1 page 199.3K
Regulatory Filings Classification · 95% confidence The document is a short announcement referencing an external market announcement by ANZ regarding its FY19 financial results and includes a link to the ANZ announcement. It highlights updated financial information on the ANZ Pensions & Investments business to be acquired by IOOF, subject to regulatory approval. The document does not contain actual financial statements or detailed financial data itself, but rather points to another source for that information. The length is only 2142 characters, which is quite short and consistent with an announcement rather than a full report. Therefore, this fits the criteria for a Regulatory Filing (RNS) as a general regulatory announcement and update, not a full financial report or presentation.
2019-10-30 English
IOOF receives variation to AFSL to enable RE/RSE split 2 pages 108.1KB
Regulatory Filings Classification · 95% confidence The document is a short announcement dated 28 October 2019 from IOOF Holdings Ltd regarding the receipt of a variation to their Australian Financial Services Licence (AFSL) to enable a split of Responsible Entity (RE) and Registrable Superannuation Entity (RSE) functions. It discusses regulatory approvals, governance changes, and operational updates related to licensing conditions imposed by APRA and ASIC. The document does not contain financial statements, detailed financial data, or comprehensive report content. It is an update on regulatory/licensing status and governance changes rather than a full report or detailed financial disclosure. The length is only 2710 characters, which is short and typical for a regulatory or corporate announcement. Therefore, it fits best under Regulatory Filings (RNS), which is the fallback category for regulatory announcements and compliance updates that do not fit other specific categories.
2019-10-27 English
IOOF 2019 Annual General Meeting and Annual Report 146 pages 3.1MB
AGM Information Classification · 100% confidence The document is a detailed notice and explanatory notes for the 2019 Annual General Meeting (AGM) of IOOF Holdings Ltd. It includes information about the meeting date, location, agenda items such as receipt of financial statements and reports, election and re-election of directors, remuneration report, and grant of performance rights. It also provides instructions on voting procedures and proxy appointments. The document explicitly states it is a Notice of Annual General Meeting and includes proxy forms and explanatory notes, which are typical components of AGM materials. Although it references the Annual Report, the document itself is not the report but rather the meeting notice and related materials. Therefore, this document fits the category of AGM Information (AGM-R).
2019-10-27 English
Appendix 4G 11 pages 218.3KB
Regulatory Filings Classification · 95% confidence The document is titled 'Appendix 4G' and references ASX Listing Rules 4.7.3 and 4.10.3, which pertain to corporate governance disclosures required to be lodged with the ASX alongside the annual report. The content is a detailed key to disclosures against the ASX Corporate Governance Council Principles and Recommendations for the financial year ended 30 June 2019. It includes statements about the corporate governance statement being available on the company's website and approved by the board. The document is a formal regulatory filing to comply with ASX listing rules, providing governance disclosures but not the full annual report or financial statements themselves. It is not an annual report (10-K), nor a management report, nor a proxy statement, but a regulatory compliance filing specific to corporate governance disclosures. The document length (15,000 characters) and detailed governance content confirm it is not a brief announcement or certification. Therefore, the best fitting category is Regulatory Filings (RNS), as it is a regulatory compliance document that does not fit other specific categories like Annual Report or Governance Information (CGR) which typically are more comprehensive reports rather than a compliance appendix filing.
2019-10-27 English
Corporate Governance Statement 13 pages 230.2KB
Governance Information Classification · 95% confidence The document is titled 'IOOF Corporate Governance Statement' and discusses the company's corporate governance framework, board responsibilities, director independence, board skills matrix, and related governance practices. It references compliance with ASX Listing Rule 4.7.4 and the ASX Corporate Governance Principles and Recommendations. The content is focused on governance policies and board structure rather than financial results or operational performance. There is no indication that this is an Annual Report, Interim Report, or any financial statement. The document is not a brief announcement but a detailed governance statement. Therefore, it fits best under the category of Governance Information (CGR), which covers reports detailing the company's internal rules, board structure, and governance practices.
2019-10-27 English
FUMA for the quarter to 30 September 2019 3 pages 240.8KB
Interim / Quarterly Report Classification · 95% confidence The document is a quarterly update on Funds Under Management, Advice and Administration (FUMA) for IOOF Holdings Ltd as of 30 September 2019. It provides detailed financial data on net inflows and outflows by segment for the quarter, including portfolio administration, financial advice, and investment management. The document includes specific figures for the three-month period ending 30 September 2019 and commentary from the CEO on business performance and market conditions. There is no indication that this is a full annual report or an earnings release with key highlights only. The presence of substantive financial data and analysis for a period shorter than a full fiscal year aligns with the definition of an Interim / Quarterly Report (IR). The document is not merely an announcement or a certification, but contains actual financial data and management commentary for the quarter. Therefore, the appropriate classification is Interim / Quarterly Report (IR). Q1 2020
2019-10-23 English

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