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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 2019-08-28 Annual Report
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
Preliminary Final Report 43 pages 870.0KB
Annual Report Classification · 100% confidence The document is titled 'Appendix 4E (ASX Listing Rule 4.3A) PRELIMINARY FINAL REPORT Year ended 30 June 2019' and references the InvestSMART Group Limited Audited Consolidated Financial Report and Directors’ Report for the year ended 30 June 2019. It contains detailed financial statements, directors' report, auditor's report, and notes to the financial statements. The content includes comprehensive financial data, analysis of operations, directors' details, and audit information, all typical of a full annual report. The document length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement or certification. Therefore, this document fits the definition of an Annual Report (10-K equivalent). FY 2019
2019-08-28 English
INV June 2019 Update 8 pages 530.5KB
Annual Report Classification · 95% confidence The document is titled 'Audited Financial results for FY2019 (extract)' and contains detailed financial data for the fiscal year ended 30 June 2019, including quarterly and annual figures, income, expenses, profit/loss, and cash at bank. It also includes extensive commentary on financial performance, business strategy, and key business metrics. The document is about 14,575 characters long, which is substantial and contains actual financial statements and analysis, not just an announcement or summary. The presence of audited results and detailed financial performance commentary indicates this is a comprehensive financial report for the full fiscal year. Therefore, this document fits the definition of an Annual Report (10-K) rather than a short earnings release or a report publication announcement. Hence, the correct classification is Annual Report (10-K). FY 2019
2019-08-28 English
Final share buy-back notice - Appendix 3F 2 pages 258.7KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3F Final share buy-back notice' and contains details about a share buy-back transaction, including the type of buy-back (Employee Share Scheme Buy Back), number of shares bought back, and compliance statements. It is a formal notice related to the company's repurchase of its own shares. The document length is 1909 characters, which is relatively short and focused on the buy-back event itself. This matches the description of a 'Transaction in Own Shares' filing, which reports the company buying back or selling its own shares. There is no indication that this is an announcement of a report or a certification, so it is not RPA or RNS. Therefore, the correct classification is POS (Transaction in Own Shares).
2019-08-20 English
Announcement of buy-back - Appendix 3C 4 pages 468.0KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Buy Back of Employee Share Ownership Plan Shares – Appendix 3C' and is an announcement to ASX Limited regarding the company's intention to buy back shares previously allotted under an Employee Share Ownership Plan (ESOP). It includes detailed information about the buy-back type, class of shares, number of shares, price, and compliance statements. The document is structured as an Appendix 3C form, which is a standard regulatory announcement format for buy-back disclosures in the Australian market. There is no financial data, earnings information, or management discussion present. The document is an official announcement of a share buy-back transaction, not a financial report or earnings release. Therefore, it fits the category of Transaction in Own Shares (POS). The document length is about 4800 characters, which is consistent with a detailed announcement rather than a full report.
2019-08-01 English
Correction to Announcement of buy-back - Appendix 3C 4 pages 469.5KB
Transaction in Own Shares Classification · 95% confidence The document is an Appendix 3C form, which is a standard ASX announcement format used to report buy-back of shares. It specifically corrects a previous announcement regarding the number of shares in a buy-back related to an Employee Share Ownership Plan. The document includes details about the buy-back type, number of shares, price, and compliance statements. It is not a full financial report, earnings release, or management discussion, but rather a formal announcement of a capital transaction (buy-back). Therefore, it fits the category of Transaction in Own Shares (POS). The document length is under 5,000 characters, but it contains substantive details about the buy-back, not just a notice of report publication, so it is not RPA or RNS. Hence, the best classification is POS with high confidence.
2019-08-01 English
Ceasing to be a substantial holder 2 pages 122.2KB
Regulatory Filings Classification · 90% confidence The document text is extremely short (541 characters) and contains fragmented, unclear tabular data with no coherent narrative or financial statements. There is no indication of a full report, financial data, or detailed disclosures. The content appears to be a brief snippet or partial data, possibly related to share transactions or ownership but not clearly so. Given the lack of substantive content and the short length, this document is best classified as a Regulatory Filing (RNS), which serves as a fallback category for miscellaneous filings that do not fit other specific categories.
2019-06-23 English

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