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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 2020-06-24 Governance Information
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
Revised Securities Trading Policy 6 pages 152.3KB
Governance Information Classification · 95% confidence The document is titled 'REVISED SECURITIES TRADING AND PREVENTION OF INSIDER TRADING POLICY' and contains detailed information about insider trading restrictions, blackout periods, approval processes for trading, consequences of insider trading, and definitions of price sensitive information. It is a policy document outlining internal rules and procedures related to securities trading by restricted persons within the company. There is no financial data, earnings information, or report publication mentioned. The content focuses on governance and compliance related to insider trading and securities trading policies. Therefore, the document fits best under Governance Information (CGR), which covers reports detailing the company's internal rules, board structure, and governance practices.
2020-06-24 English
Announcement of buy-back - Appendix 3C 3 pages 217.5KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3C Announcement of buy-back' and contains detailed information about a share buy-back program by InvestSMART Group Limited. It includes specifics such as the type of buy-back, class of shares, number of shares, price, and compliance statements. The document is structured as a formal announcement to the ASX (Australian Securities Exchange) regarding the company's intention and details of buying back its own shares. This matches the definition of a 'Transaction in Own Shares' filing, which reports on the company buying back or selling its own shares. The document length is 4026 characters, which is consistent with a detailed announcement rather than a brief notice or a full financial report. Therefore, the appropriate classification is POS (Transaction in Own Shares).
2020-06-16 English
Change of Director's Interest Notice 2 pages 224.0KB
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 the change in securities holdings of a director, including the number of securities held before and after the change, the nature of the interest, and the date of change. This is a clear report of personal share transactions by a company director. The document length is 3444 characters, which is consistent with a detailed director's dealing notice rather than a brief announcement or a full report. Therefore, the document fits the definition of 'Director's Dealing' (DIRS).
2020-06-09 English
Change of Director's Interest Notice 2 pages 224.7KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and contains detailed information about changes in a director's relevant interests in securities, including dates, number of securities acquired, disposed, and values. It references ASX listing rules and the Corporations Act, indicating it is a regulatory disclosure related to insider trading or director share transactions. The document length is 3600 characters, which is relatively short and focused solely on director dealings. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives. There is no indication that this is an annual report, audit report, or any other type of filing. Therefore, the correct classification is DIRS.
2020-06-02 English
Change in substantial holding 4 pages 1.2MB
Regulatory Filings
2020-06-02 English
Change of Director's Interest Notice 2 pages 236.6KB
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 director, including dates, number of securities acquired, and nature of interest. This is a report of personal share transactions by a company director, which fits the definition of Director's Dealing filings. The document length is 3535 characters, which is consistent with a detailed notice rather than a brief announcement. There is no indication that this is an annual report, audit report, or any other type of filing. Therefore, the correct classification is Director's Dealing (DIRS).
2020-05-28 English

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