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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 2018-06-14 Capital/Financing Update
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
Guidance Update and $100m FUM Milestone 1 page 185.
Capital/Financing Update Classification · 95% confidence The document is a short announcement dated 15 June 2018 from InvestSMART Group Ltd, providing an update on guidance for operating profits and funds under management (FUM) for FY2018, as well as announcing the milestone of reaching $100 million in FUM. It mentions the upcoming listing of an Active ETF (INIF) and provides commentary from the Chairman. The document is brief (1980 characters) and does not contain detailed financial statements or comprehensive financial analysis. It is an update on company guidance and a milestone announcement rather than a full financial report or earnings release. Therefore, it fits best under Capital/Financing Update (CAP), which covers updates on company fundraising, financing activities, or capital structure changes, including fund milestones and guidance updates related to funds under management.
2018-06-14 English
Option to acquire The Term Deposit Shop 2 pages 199.4KB
Capital/Financing Update Classification · 95% confidence The document is an announcement dated 12 June 2018 from InvestSMART regarding the acquisition option to purchase The Term Deposit Shop Pty Ltd. It details the terms of the option, including deposit, exercise price, exercise date, and revenue share. The content focuses on a capital transaction involving an option to acquire shares and related business benefits. There is no financial report, earnings data, or regulatory certification. The document is a corporate announcement about a financing/acquisition-related option, fitting the Capital/Financing Update category rather than a full merger filing or earnings release. The document length is 4076 characters, which is consistent with an announcement rather than a full report. Therefore, the best classification is Capital/Financing Update (CAP).
2018-06-11 English
INV Final ESOP share buy-back notice - Appendix 3F 4 pages 121.0KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3F Final share buy-back notice' and includes detailed information about a share buy-back transaction, including the number of shares bought back, consideration paid, compliance statements, and cancellation of shares. It also contains an ASIC Form 484 related to changes in company details and share structure due to the buy-back. The content is focused on reporting the completion of a share buy-back and related corporate actions, not on financial results or management commentary. The document length is 4036 characters, which is relatively short and focused on a specific corporate action. This fits the definition of a 'Transaction in Own Shares' filing, which reports the company's buy-back of its own shares. Therefore, the appropriate classification is POS (Transaction in Own Shares).
2018-05-20 English
Announcement of buy-back - Appendix 3C 6 pages 293.3KB
Regulatory Filings
2018-05-01 English
INV Business Update March 2018 3 pages 333.1KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Business Update – Quarter ending 31 March 2018' and contains unaudited consolidated accounts for the quarter ended 31 March 2018, including detailed financial data such as commissions income, funds management fees, subscription income, operating expenses, and cash at bank. It also includes commentary on financial performance, marketing key performance indicators, and updates on funds under management and client growth. The document is approximately 7,154 characters long, which is sufficient to contain substantive financial data and analysis. The content is consistent with a quarterly financial report providing comprehensive financial results and business updates for a period shorter than a full fiscal year. Therefore, this document fits the definition of an Interim / Quarterly Report (IR). Q3 2018
2018-04-25 English
Response to ASX Query - Director's Interest Notice 4 pages 183.9KB
Regulatory Filings Classification · 100% confidence The document is a letter from ASX Compliance Pty Limited to InvestSMART Group Limited regarding a breach of ASX Listing Rules related to the late lodgement of an Appendix 3Y - Change of Director's Interest Notice. The letter references specific listing rules (3.19A and 3.19B) and requests explanations and compliance measures from the company. The content is regulatory in nature, focusing on compliance and disclosure obligations rather than financial results or reports. It is not a financial report, earnings release, or management discussion. It is also not a report publication announcement but a regulatory compliance communication. Therefore, the document fits best under Regulatory Filings (RNS).
2018-04-03 English

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