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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 2019-11-26 Declaration of Voting R…
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
Results of Meeting - 2019 AGM 2 pages 280.0KB
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an announcement dated 27 November 2019 regarding the results of the Annual General Meeting (AGM) of InvestSMART Group Limited. It references ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001, which pertain to the disclosure of voting results. The content includes detailed voting results for resolutions passed at the AGM, such as the adoption of the Remuneration Report and the re-election of a director. The document is relatively short (2363 characters) and focuses solely on the voting outcomes rather than the full AGM materials or presentations. Therefore, it fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA).
2019-11-26 English
Amendment to Managing Director's Employment Agreement 1
Board/Management Information Classification · 95% confidence The document is a short announcement dated 27 November 2019 from InvestSMART Group Limited regarding an amendment to the Managing Director's employment agreement. It references ASX Listing Rule 3.16.4, which relates to disclosure of material terms of employment agreements for directors and executives. The content focuses on employment terms such as remuneration, share ownership plans, and termination conditions. The document is brief (2604 characters) and does not contain financial statements, detailed management discussion, or other report content. It is an announcement about a change in senior management employment terms, not a full management report or remuneration report. Therefore, it fits best under Board/Management Information (MANG), which covers announcements of changes in the company's board or senior management, including employment agreements.
2019-11-26 English
Final share buy-back notice - Appendix 3F 2 pages 204.2KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3F Final share buy-back notice' and references ASX (Australian Securities Exchange) rules. It details the type of buy-back (Employee Share Scheme Buy Back), number of shares bought back, consideration paid, and compliance statements. The document is short (1907 characters) and focuses on reporting a share buy-back transaction. This matches the description of a 'Transaction in Own Shares' filing, which reports the company buying back its own shares. There is no indication that this is a full financial report or an announcement of a report publication. Therefore, the correct classification is POS (Transaction in Own Shares).
2019-10-31 English
Change of Director's Interest Notice 2 pages 232.5KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and contains detailed information about a director's change in shareholding, including the number of securities held before and after the change, the nature of the interest, and the date of change. It references ASX listing rules and the Corporations Act, indicating it is a regulatory disclosure related to insider trading or director dealings. The document is short (3450 characters) and focuses solely on the director's personal share transactions. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades).
2019-10-31 English
Becoming a substantial holder 5 pages 794.6KB
Regulatory Filings
2019-10-22 English
Change of Director's Interest Notice 2 pages 286.1KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rules and the Corporations Act. It details changes in securities holdings by a director, including number of securities held before and after the change, nature of the interest, and transaction details. This matches the description of a Director's Dealing report, which reports personal share transactions by company directors and executives (insider trades). The document is concise and focused solely on director share transactions, with no financial statements or broader company information. Therefore, it fits the 'Director's Dealing' category.
2019-10-22 English

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