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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 2017-03-15 Director's Dealing
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
Change of Director's Interest Notice 2 pages 78.4KB
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 change (on-market trade), and other related information. This type of document is a report of personal share transactions by company directors and executives, commonly known as insider trades. It does not contain financial performance data, management discussion, or other report types. Therefore, it fits the definition of 'Director's Dealing' (DIRS). The document length is 3399 characters, which is typical for such notices and not a report publication announcement or regulatory filing. Hence, the classification is DIRS with high confidence.
2017-03-15 English
Change of Director's Interest Notice 2 pages 78.9KB
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 shareholding, including the number of securities held before and after the change, the nature of the transaction (on-market trade), and dates. There is no financial performance data, earnings information, or report content. The document is a formal notification of a director's personal share transactions, which fits the definition of 'Director's Dealing' filings. The document length is 3518 characters, consistent with a short notice rather than a full report. Therefore, the correct classification is DIRS (Director's Dealing).
2017-03-05 English
Half Yearly Report and Accounts 19 pages 687.7KB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Appendix 4D - Half-year report for period ended 31 December 2016' and includes detailed financial statements such as the Consolidated Statement of Comprehensive Income, Statement of Financial Position, Statement of Changes in Equity, and Statement of Cash Flows for the half-year period. It also contains a Directors' Report and an Auditor's Independence Declaration. The document references compliance with AASB 134 'Interim Financial Reporting' and IAS 34 'Interim Financial Reporting', which are standards for interim/quarterly reports. The length of the document (15,000 characters) and the presence of substantive financial data confirm it is a full interim financial report rather than a brief announcement or certification. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). H1 2017
2017-02-14 English
INV Business Update 3 pages 564.4KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'InvestSMART Business Update – Quarter Ending 31 December 2016' and contains detailed financial performance data for the quarter and half year ending December 2016. It includes reviewed consolidated accounts, income statements, operating expenses, profit before tax, and cash at bank figures. The document also provides commentary on financial performance, key metrics, and growth in funds under management. The presence of actual financial data and analysis for a period shorter than a full fiscal year (quarter and half year) indicates this is a comprehensive interim or quarterly financial report. The document length is over 6,000 characters and contains substantive financial data, so it is not merely an announcement or summary. Therefore, the appropriate classification is Interim / Quarterly Report (IR). H1 2017
2017-02-14 English
EGM Presentation 8 pages 594.8KB
Investor Presentation Classification · 95% confidence The document is titled 'SHAREHOLDER PRESENTATION' and is described as a presentation to shareholders at an Extraordinary General Meeting (EGM). It contains business updates, growth metrics, and future goals, typical of a presentation format. There is no detailed financial report or regulatory filing content. The document length is 4710 characters, which is consistent with a presentation rather than a full report. Therefore, this document fits the category of an Investor Presentation (IP).
2016-05-17 English
Results of Meeting 1 page 347.7KB
Declaration of Voting Results & Voting Rights Announcements Classification · 95% confidence The document is a short announcement dated 18 May 2016 reporting the results of an Extraordinary General Meeting (EGM) of Australasian Wealth Investments Limited. It details the voting results on a resolution to change the company name, including proxy votes and the outcome. The document is brief (810 characters) and focuses solely on the voting results of a shareholder meeting. This matches the definition of 'Declaration of Voting Results & Voting Rights Announcements (DVA)', which covers official results from shareholder votes at any general meeting. It is not a full report, financial statement, or presentation, nor is it a notice of a meeting or a proxy solicitation. Therefore, the correct classification is DVA with high confidence.
2016-05-17 English

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