Skip to main content
INSIGNIA FINANCIAL LTD logo

INSIGNIA FINANCIAL LTD — Investor Relations & Filings

Ticker · IFL ISIN · AU000000IFL2 LEI · 5493000NLB9VUM2IHC87 ASX Financial and insurance activities
Open in API
Filings indexed 2,636 across all filing types
Latest filing 2025-11-03 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
Change in substantial holding from MUFG 494 pages 3.5MB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, Section 671B, which pertains to notices of change of interests of substantial holders. The content details changes in voting power and relevant interests of Mitsubishi UFJ Financial Group, Inc. in Insignia Financial Ltd, including dates and particulars of share transactions. This is a regulatory filing notifying the market and company of changes in substantial shareholdings, consistent with the definition of Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a formal notice of shareholding changes as required by law.
2025-11-03 English
Change in substantial holding 10 pages 1.1MB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 under the Corporations Act 2001 Section 671B, which is a Notice of change of interests of a substantial holder. It details changes in voting power, relevant interests, and associations related to substantial shareholdings. The content is regulatory in nature, reporting changes in share ownership and voting rights, typical of a Major Shareholding Notification. It is not an annual report, earnings release, or any other financial report. The document is lengthy and detailed, but it is clearly a statutory notification of shareholding changes rather than a financial or management report. Therefore, the appropriate classification is Major Shareholding Notification (MRQ).
2025-10-30 English
Change in substantial holding 4 pages 1.5MB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power and relevant interests of a substantial shareholder in Insignia Financial Ltd, including dates and quantities of shares bought and sold. The document includes a signature from the company secretary and an annexure listing detailed transactions. There is no financial performance data, earnings information, or management discussion. The content is a formal regulatory notice about changes in substantial shareholdings, fitting the definition of a Major Shareholding Notification.
2025-10-29 English
Insignia Financial 1Q26 Quarterly Business Update 5 pages 234.1KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Insignia Financial 1Q26 Quarterly Business Update' and provides detailed financial and operational data for the quarter ended 30 September 2025. It includes specific figures on Funds Under Management and Administration (FUMA), net inflows/outflows, market movements, and business segment performance. The document also discusses strategic initiatives, custody transitions, and updates on a Scheme Implementation Deed related to a potential transaction. The length is over 11,000 characters, indicating it is a substantive report rather than a brief announcement. The content is consistent with a comprehensive quarterly financial report containing actual financial data and analysis for a period shorter than a full fiscal year. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). Q1 2026
2025-10-22 English
Notice of Annual General Meeting / Proxy Form 15 pages 1.1MB
AGM Information Classification · 100% confidence The document is an ASX release dated 17 October 2025 titled '2025 Notice of Annual General Meeting' for Insignia Financial Ltd. It includes a Chairman's letter inviting shareholders to the AGM, details about the meeting date, location, and agenda items such as receipt of financial statements, election of directors, remuneration report, grant of performance rights, and appointment of auditor. The document also contains proxy voting instructions and explanatory notes. It does not contain the actual financial statements or detailed financial data but rather serves as the official notice and meeting materials for the AGM. Therefore, this document is a Notice of Annual General Meeting and related materials, which fits the category AGM Information (AGM-R).
2025-10-16 English
Annual Report 139 pages 9.3MB
Annual Report Classification · 100% confidence The document is titled 'Insignia Financial Ltd - 2025 Annual Report' and is an ASX release attaching the 2025 Annual Report. It contains detailed sections typical of an annual report, including Chairman's letter, CEO's letter, financial results, business overview, sustainability, directors, and financial report. The document length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement. The content includes comprehensive financial data, strategic discussion, and governance information consistent with an annual report. Therefore, the document is classified as an Annual Report (10-K). FY 2025
2025-10-16 English

Browse filings by year

24 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.