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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 2018-10-18 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
INV Appendix 4G 2018 11 pages 154.3KB
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 that must accompany the annual report. It includes detailed disclosures about compliance with the ASX Corporate Governance Council Principles and Recommendations for the financial year ended 30 June 2018. The document is a corporate governance statement or key to disclosures, which is typically part of or accompanies the annual report but is not the full annual report itself. It is a regulatory filing required to be lodged with the ASX alongside the annual report. The document does not contain full financial statements or comprehensive company activity details but focuses on governance disclosures. Given the length (15,000 characters) and content, it is not a brief announcement or certification but a detailed governance disclosure. According to the filing definitions, this fits best under Governance Information (CGR), which covers reports detailing the company's internal rules, board structure, and governance practices. Therefore, the correct classification is CGR with high confidence.
2018-10-18 English
INV Annual report to Shareholders 2018 60 pages 989.9KB
Annual Report Classification · 100% confidence The document is titled 'Annual Report 2018' and contains detailed sections typical of an annual report, including Chairman and Managing Director's report, Corporate Governance Statement, Directors' Report, Auditor's Independence Declaration, and consolidated financial statements. It covers the full financial year ended 30 June 2018 and includes comprehensive financial data and analysis. The length of the document (15,000 characters) and the presence of substantive financial content confirm it is the full annual report, not just an announcement or summary. Therefore, the document fits the definition of an Annual Report (10-K). FY 2018
2018-10-18 English
INV Notice of General Meeting/Proxy Form 2018 19 pages 292.4KB
AGM Information Classification · 100% confidence The document is titled 'Notice of Annual General Meeting' and includes detailed information about the upcoming AGM, such as date, location, agenda items including financial statements and reports, directors' remuneration report, election and re-election of directors, amendments to company constitution, and voting exclusions. It also contains an explanatory memorandum to assist shareholders in voting decisions. The document does not contain the actual financial statements or reports but rather the notice and related information for the AGM. This fits the definition of AGM Information (AGM-R), which includes presentations and materials shared during the Annual General Meeting. The document length is substantial and contains detailed meeting information, not just a brief announcement or a proxy statement. Therefore, the correct classification is AGM Information (AGM-R).
2018-10-18 English
Change of Director's Interest Notice R Hodge 2 pages 108.8KB
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 a director's change in relevant interests in securities, including the number of securities held before and after the change, the nature of the interest, and the value of the transaction. The document is a formal notification of a director's personal share transactions. It does not contain financial statements, management discussion, or other report content. Therefore, it fits the category of Director's Dealing (DIRS). The document length is 3417 characters, consistent with a notice rather than a full report.
2018-09-06 English
Change of Director's Interest Notice K Moore 2 pages 74.4KB
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 a director's change in relevant interests in securities, including the number of securities held before and after the change, the nature of the interest, and the value of the transaction. This is a clear report of personal share transactions by a company director. The document length is 3473 characters, which is typical for such notices. There is no indication that this is a full financial report or an announcement of a report, but rather a specific insider trading disclosure. Therefore, the document fits the definition of Director's Dealing (DIRS).
2018-09-03 English
Change of Director's Interest Notice R. Hodge 2 pages 100.6KB
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 number of securities held before and after the change, nature of interest, and transaction details. This matches the definition of a Director's Dealing report, which involves personal share transactions by company directors and executives. The document length is 3408 characters, which is consistent with a detailed notice rather than a full report. Therefore, the correct classification is Director's Dealing (DIRS).
2018-09-02 English

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