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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 2017-12-12 Board/Management Inform…
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
Appointment of Mr Andrew Ward as Chief Financial Officer 1
Board/Management Information Classification · 100% confidence The document is a short announcement dated 13 December 2017, addressed to the Australian Securities Exchange, regarding the appointment of Mr. Andrew Ward as Chief Financial Officer of InvestSMART Group Limited. It is a clear notification of a change in senior management. The document length is only 743 characters, indicating it is a brief announcement rather than a detailed report. There are no financial statements, regulatory certifications, or other report types mentioned. Therefore, this fits the category of Board/Management Information (MANG).
2017-12-12 English
Announcement of ESOP buy-back - Appendix 3C 4 pages 206.4KB
Transaction in Own Shares Classification · 100% confidence The document is an Appendix 3C announcement filed with the Australian Securities Exchange (ASX) regarding a buy-back of shares related to an Employee Share Ownership Plan (ESOP). It details the type of buy-back, the class of shares, the number of shares involved, and compliance with relevant regulations. The document is an official announcement of a share buy-back transaction, not a full financial report or earnings release. It fits the category of a Transaction in Own Shares (POS) filing, which covers company buy-back or sale of its own shares. The document length is about 5141 characters, which is consistent with a detailed announcement rather than a brief notice or a full report. Therefore, the correct classification is POS (Transaction in Own Shares).
2017-12-04 English
Kevin Moore Initial Director's Interest Notice 2 pages 69.5KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3X Initial Director’s Interest Notice' and references ASX listing rule 3.19A.1 and section 205G of the Corporations Act. It details the director's relevant interests in securities, including shares held directly and indirectly, and notes the date of appointment of the director. There is no financial performance data, earnings information, or report publication. The content is focused on disclosure of a director's personal shareholdings and interests, which aligns with the definition of Director's Dealing filings. The document length is short and specific to director interests, not a general regulatory announcement or report publication. Therefore, the correct classification is Director's Dealing (DIRS).
2017-11-30 English
Appointment of Mr Kevin Moore Director effect 1 DEC 17 1
Board/Management Information Classification · 95% confidence The document is a formal announcement dated 28 November 2017 addressed to the Australian Securities Exchange. It announces the appointment of Mr. Kevin Moore as a director of InvestSMART Group Limited. The content focuses on the introduction of a new board member, his background, and the company's current status and growth prospects. There is no financial data, report, or regulatory filing referenced beyond the appointment. The document is clearly about a change in the company's board of directors, which fits the category of Board/Management Information (MANG). The document length is short (2894 characters), and it is not an announcement of a report publication or a certification. Therefore, the correct classification is MANG with high confidence.
2017-11-28 English
Chairman's Address to Shareholders at AGM commencing 11.00AM 13 pages 665.4KB
AGM Information Classification · 95% confidence The document is dated 22 November 2017 and is titled as comments by the Chairman and a presentation by the Managing Director at the Annual General Meeting (AGM) of InvestSMART Group Limited. The content includes Chairman's remarks, a presentation overview, and strategic business updates typically shared at an AGM. There is no detailed financial statement or comprehensive annual report data, but rather commentary and presentation materials related to the AGM event. This matches the description of 'AGM Information' filings, which include presentations and materials shared during the AGM. The document length (7924 characters) supports it being a full AGM communication rather than a brief announcement or a full annual report. Therefore, the appropriate classification is AGM Information (AGM-R).
2017-11-21 English
Results of Meeting 1 page 126.6KB
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'RESULTS OF THE ANNUAL GENERAL MEETING OF INVESTSMART GROUP LIMITED' and provides detailed voting results for resolutions passed at the AGM, including adoption of the remuneration report, re-election of a director, and approval of a new constitution. It does not contain the full AGM materials or presentations, nor is it a proxy solicitation or a report publication announcement. The content is specifically the official results of shareholder votes at the AGM. Therefore, it fits the category 'Declaration of Voting Results & Voting Rights Announcements' (DVA). The document length is short and focused solely on voting results, confirming this classification.
2017-11-21 English

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