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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 2019-03-25 Transaction in Own Shar…
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
Final share buy-back notice - Appendix 3F 2 pages 203.9KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3F Final share buy-back notice' and references a specific regulatory form related to share buy-backs. It details the type of buy-back (Employee Share Scheme Buy Back), number of shares bought back, and compliance statements. The document is short (1905 characters) and focuses on reporting the completion of a share buy-back transaction. This matches the description of 'Transaction in Own Shares' filings, which report company buybacks or sales of 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).
2019-03-25 English
Appendix 3B - ESOP 12 pages 381.1KB
Share Issue/Capital Change Classification · 100% confidence The document is titled 'Appendix 3B New issue announcement' and contains detailed information about the issuance of new fully paid ordinary shares under an employee share ownership plan. It includes sections on the class and number of securities issued, issue price, purpose of the issue, quotation of securities on ASX, and calculation of placement capacity under ASX rules 7.1 and 7.1A. The document is a formal announcement to the Australian Securities Exchange (ASX) regarding a new share issue and application for quotation of additional securities. It is not a financial report, earnings release, or management discussion, but a regulatory announcement about capital changes. Therefore, it fits the category of Share Issue/Capital Change (SHA). The document length is substantial (15,000 characters), indicating it is the announcement itself, not just a brief notice or report publication announcement.
2019-03-05 English
Announcement of ESOP buy-back - Appendix 3C 4 pages 444.5KB
Transaction in Own Shares Classification · 100% confidence The document is an official announcement filed with ASX Limited regarding a buy-back of shares under the company's Employee Share Ownership Plan (ESOP). It includes details such as the type of buy-back, number of shares, price offered, and compliance statements. The document is titled 'Appendix 3C Announcement of buy-back' and references ASX rules and forms. It does not contain financial statements or detailed financial analysis but is a formal notification of a share repurchase event. Therefore, it fits the category of 'Transaction in Own Shares' (POS), which covers reports of the company buying back its own shares.
2019-03-05 English
Half Yearly Report and Accounts 18 pages 1.1MB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Appendix 4D - Half-year report for period ended 31 December 2018' and includes detailed financial statements such as the Directors' Report, Consolidated Statement of Comprehensive Income, Statement of Financial Position, Statement of Changes in Equity, and Statement of Cash Flows. It also contains notes to the financial statements and an auditor's review report. The document covers a half-year period and provides comprehensive financial data and analysis, consistent with an interim or quarterly report. The presence of the auditor's review and detailed financial disclosures confirms it is a substantive financial report rather than a brief announcement or certification. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). H1 2019
2019-02-27 English
INV December 2018 Update 3 pages 270.1KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Reviewed Financial Results for H1 FY2019 (extract)' and contains detailed financial data for the half-year period ending December 2018, including income, expenses, operating profit, and cash at bank. It also includes management commentary on financial performance, market conditions, and business activities. The presence of actual financial statements and substantive financial analysis for a period shorter than a full fiscal year indicates this is an Interim / Quarterly Report. The document length is 7476 characters, which is sufficient to contain detailed financial data rather than just an announcement or summary. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). H1 2019
2019-02-27 English
Company Secretary Appointment/Resignation 1 page 44
Board/Management Information Classification · 100% confidence The document is a short announcement dated 12 February 2019, informing about a resignation and appointment of the Company Secretary. It does not contain financial data, report content, or regulatory certifications. It is clearly an announcement of changes in senior management positions, specifically the Company Secretary role. Therefore, it fits the category of Board/Management Information (MANG). The document length is very short (436 characters), consistent with a management change announcement rather than a full report or detailed filing.
2019-02-11 English

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