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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 2020-10-20 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
INV September 2020 Update 4 pages 230.2KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Business update – quarter ending 30 September 2020' and contains detailed unaudited consolidated financial data for the quarter ended 30 September 2020, including income, expenses, operating profit, and cash at bank. It also includes management commentary on financial performance, subscription growth, commissions income, operating expenses, and engagement metrics. The document is approximately 8,140 characters long, which is substantial and contains actual financial data and analysis for a quarterly period. This matches the definition of an Interim / Quarterly Report (IR), which must contain substantive financial data and analysis for a period shorter than a full fiscal year. The document is not merely an announcement or a certification, but a comprehensive quarterly business update with financial figures and management commentary. Therefore, the appropriate classification is IR (Interim / Quarterly Report). Q1 2021
2020-10-20 English
Daily share buy-back notice - Appendix 3E 2 pages 227.6KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3E Daily share buy-back notice' and contains detailed information about the company's on-market share buy-back activity, including number of shares bought back, prices paid, and compliance statements. It is a regulatory form related to share repurchase activity. The document length is relatively short (2585 characters) and it is not a report or announcement of a report but a specific notice about share buy-back transactions. This matches the description of 'Transaction in Own Shares' filings, which report the company's buying back or selling its own shares. Therefore, the appropriate classification is POS (Transaction in Own Shares).
2020-10-12 English
Daily share buy-back notice - Appendix 3E 2 pages 197.3KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3E Daily share buy-back notice' and contains detailed information about the company's on-market share buy-back activity, including the number of shares bought back, prices paid, and compliance statements. It is a regulatory form specifically reporting daily share repurchase activity to the ASX. The document length is short (2596 characters) and it is not an announcement of a report but the actual notice of share buy-back transactions. This matches the definition of 'Transaction in Own Shares' (POS) filings, which report company buyback activities. Therefore, the correct classification is POS with high confidence.
2020-10-11 English
INV Appendix 4G 2020 14 pages 316.9KB
Governance Information Classification · 95% confidence The document is titled 'Appendix 4G' and references ASX Listing Rules 4.7.3 and 4.10.3, which relate to corporate governance disclosures. It is described as a key to disclosures for the Corporate Governance Council Principles and Recommendations, serving as a verification tool for compliance with governance disclosure requirements. The document explicitly states it is not a substitute for the corporate governance statement itself but a separate form lodged alongside the annual report. The content is focused on governance practices and compliance with ASX listing rules rather than financial results or management changes. The document length is 15,000 characters, indicating it is a substantive filing rather than a brief announcement. Given these factors, the document fits best under Governance Information (CGR), which covers reports detailing the company's internal rules, board structure, and governance practices.
2020-10-11 English
Annual Report to shareholders 69 pages 2.0MB
Annual Report Classification · 100% confidence The document is titled 'InvestSMART Group Limited Annual Report 2020' and includes detailed sections typical of an annual report: Chairman and Managing Director's report, Corporate Governance Statement, Directors' Report, Auditor's Independence Declaration, Consolidated Financial Statements, Notes to the Financial Statements, Directors' Declaration, and Independent Audit Report. The document covers the financial year ended 30 June 2020 and contains comprehensive financial data and management discussion. It is not a brief announcement or a certification letter but a full annual report. Therefore, the appropriate classification is Annual Report (10-K). FY 2020
2020-10-11 English
Notice of Annual General Meeting/Proxy Form 30 pages 762.4KB
AGM Information Classification · 95% confidence The document is titled 'Notice of Annual General Meeting 2020 and Voting Form' and includes detailed information about the upcoming AGM, including date, time, participation instructions, resolutions to be voted on, voting exclusions, and proxy information. It also contains an Explanatory Memorandum related to the AGM. The document does not contain actual financial statements or detailed financial performance data but rather serves as a formal notice and information package for shareholders to prepare for the AGM. This matches the definition of AGM Information (AGM-R), which includes presentations and materials shared during the Annual General Meeting. The document length is substantial (15,000 characters), indicating it is not a brief announcement but the full notice and related materials for the AGM. Therefore, the correct classification is AGM-R with high confidence.
2020-10-11 English

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