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INVESTSMART GROUP LIMITED — Investor Relations & Filings

Ticker · INV ISIN · AU000000INV5 ASX Financial and insurance activities
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Filings indexed 972 across all filing types
Latest filing 2026-04-21 Interim / Quarterly Rep…
Country AU Australia
Listing ASX INV

About INVESTSMART GROUP LIMITED

https://www.investsmart.com.au

InvestSmart Group Limited provides digital wealth management services and financial technology solutions. The company offers a suite of investment tools, research, and portfolio management services designed for self-directed investors. Its core offerings include automated investment portfolios, primarily focused on exchange-traded funds (ETFs), and subscription-based financial content through brands such as Intelligent Investor and Eureka Report. The platform integrates data-driven portfolio tracking, performance reporting, and investment research to assist users in managing their wealth. The company emphasizes low-cost investment strategies and provides educational resources to support informed financial decision-making. Its services cater to individuals seeking transparent, technology-led wealth management and independent investment analysis.

Recent filings

Filing Released Lang Actions
March 2026 Business Update 5 pages 1.5MB
Interim / Quarterly Report Classification · 95% confidence The document is a quarterly business update from InvestSMART Group Ltd for the period ending 31 March 2026. It contains detailed financial tables (Operating Income, Operating Expenses, Operating Profit/Loss, and Cash at bank) comparing the current quarter to the previous one. While it provides a business update, the inclusion of substantive, unaudited financial statements for the quarter qualifies it as an Interim/Quarterly Report (IR) rather than just an Earnings Release (ER) or a simple announcement. Q3 2026
2026-04-21 English
Notification of buy-back - INV 5 pages 15.3KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3C - Notification of buy-back' and contains detailed information about a buy-back program by INVESTSMART GROUP LIMITED. It specifies the type of buy-back (on-market), the maximum number of securities to be bought back, broker details, dates for the buy-back period, and other relevant buy-back conditions. The document is a formal announcement of the company's intention and plan to repurchase its own shares. It does not contain financial statements or performance data but focuses solely on the share repurchase activity. According to the filing definitions, this matches the description of 'Transaction in Own Shares' (POS), which covers reports of the company buying back or selling its own shares (share repurchase/issuance). The document length is 3181 characters, which is consistent with an announcement rather than a full report. Therefore, the correct classification is POS with high confidence.
2026-04-01 English
Update - Notification of buy-back - INV 6 pages 17.9KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3C - Notification of buy-back' and contains detailed information about a company's on-market buy-back program, including total securities bought back, prices paid, dates, broker information, and final buy-back notification details. It is a regulatory announcement specifically about the company's repurchase of its own shares. The content matches the description of a 'Transaction in Own Shares' filing, which reports the company's buy-back activities. The document length is about 4931 characters, which is sufficient to contain substantive details rather than just an announcement of a report. Therefore, the correct classification is POS (Transaction in Own Shares).
2026-03-30 English
Change of Director's Interest Notice 2 pages 256.3KB
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 a director's acquisition of securities, including dates, number of securities, and transaction type (on-market trade). The content is focused on reporting a director's personal share transactions. The document length is 3420 characters, which is relatively short but contains detailed transaction data. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). Therefore, the correct classification is DIRS.
2026-02-22 English
Half Yearly Report and Accounts 20 pages 3.7MB
Interim / Quarterly Report Classification · 95% confidence The document contains detailed financial data including revenues, profits, and net tangible assets for the half-year ended 31 December 2025 and 2024, indicating it is a financial report for a period shorter than a full fiscal year. It also includes a declaration of independence by the lead auditor for the review of the half-year, which is typical in interim or quarterly reports. The document length is substantial (15,000 characters), and it contains actual financial statements and analysis rather than just an announcement or certification. Therefore, this document fits the definition of an Interim / Quarterly Report (IR).
2026-02-17 English
Investor Presentation 16 pages 3.2MB
Interim / Quarterly Report Classification · 95% confidence The document contains detailed financial data including operating income, expenses, profit/loss figures, and cash at bank for periods labeled HY2025 and HY2026, indicating half-year or interim financial results. The length of the document is substantial (15,000 characters), and it includes substantive financial tables and analysis rather than just an announcement or a link to a report. There is no indication that this is a full annual report (10-K) or an earnings release (ER) which typically are shorter and more summary in nature. The presence of detailed financial statements and analysis for a period shorter than a full fiscal year aligns with the definition of an Interim / Quarterly Report (IR).
2026-02-17 English

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