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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 2016-03-22 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
AWI Takes Leading Position in Australia's Fintech Sector 1
Capital/Financing Update Classification · 95% confidence The document is a company announcement dated 23 March 2016, describing AWI's acquisition of Eureka Report Pty Ltd. It discusses the transaction details, expected financial impact, and strategic benefits. There are no financial statements, detailed financial performance data, or regulatory form references. The document is an announcement of a capital transaction (acquisition) funded from cash reserves, highlighting revenue and earnings accretion projections. This fits the category of Capital/Financing Update (CAP), as it relates to company fundraising, financing activities, or capital structure changes through acquisition.
2016-03-22 English
Half Year Accounts 20 pages 1.0MB
Interim / Quarterly Report Classification · 95% confidence The document is titled as an Appendix 4D - Half-year report for the period ended 31 December 2015, which is a regulatory filing format used in Australia for interim financial reports. It contains detailed consolidated financial statements including the Directors' Report, Auditor's Independence Declaration, Consolidated Statement of Comprehensive Income, Statement of Financial Position, Statement of Changes in Equity, and Statement of Cash Flows. The document covers a half-year period and includes substantive financial data and analysis, not just an announcement or summary. Therefore, it fits the definition of an Interim / Quarterly Report (IR). The document length is substantial (15,000 characters), and it is not merely an announcement or certification, so it is not RPA or RNS. Hence, the correct classification is IR with high confidence. H1 2016
2016-02-23 English
AWI Quarterly Update December 2015 4 pages 555.5KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'AWI BUSINESS UPDATE – QUARTER ENDING 31 December 2015' and contains detailed financial performance data for the second quarter of FY2016, including income, expenses, operating profits, and cash at bank. It also includes commentary on financial performance, business metrics, and business improvement initiatives. The document is approximately 9,212 characters long, which is substantial and contains actual financial data and analysis for a quarterly period. This matches the definition of an Interim / Quarterly Report (IR), which requires comprehensive financial data for a period shorter than a full fiscal year. The document is not merely an announcement or a summary but includes substantive financial statements and management commentary. Therefore, the appropriate classification is Interim / Quarterly Report (IR). Q2 2016
2016-02-23 English
CEO and Managing Director Appointment 2 pages 374.1KB
Board/Management Information Classification · 100% confidence The document is a company announcement dated 24 February 2016 from Australasian Wealth Investments Limited (ASX code: AWI) regarding the appointment of a new CEO and Managing Director, Mr. Ron Hodge. It includes details about the executive's background, the chairman's statement, and an appendix summarizing the material terms of the CEO's remuneration arrangements. There are no financial statements, quarterly or annual results, or detailed financial data. The content focuses on management changes and executive appointments, which aligns with announcements about changes in the company's board or senior management. The document length is 3494 characters, which is relatively short and consistent with a management change announcement rather than a full report. Therefore, the appropriate classification is Board/Management Information (MANG).
2016-02-23 English
AWI Revision to Guidance 1 page 119.1KB
Capital/Financing Update Classification · 90% confidence The document is a business update from Australasian Wealth Investments Limited dated 17 December 2015. It discusses a revision to financial guidance for FY16, mentioning market conditions, revenue growth projections, and business restructuring. It does not contain detailed financial statements or comprehensive financial data typical of an Interim/Quarterly Report (IR) or Annual Report (10-K). The document is relatively short (2323 characters) and serves as an update on guidance rather than a full report. It is not a certification, legal proceeding, or management change announcement. The content fits best with a Capital/Financing Update (CAP) as it provides updated financial guidance and outlook information to investors and the market.
2015-12-16 English
AGM - Chairman's Comments and Presentation 12 pages 871.0KB
AGM Information Classification · 100% confidence The document is dated 26 November 2015 and is addressed to ASX Limited as a company announcement. It contains detailed comments by the Executive Chairman and a presentation by the Chief Operating Officer. The content focuses on the company's operational changes, investment strategy, business consolidation, financial services brands, and client growth. It explicitly references the Annual General Meeting (AGM) held on 26 November 2015 and includes a presentation to shareholders. The document is about the AGM event, including speeches and a presentation, rather than a full annual report or financial statements. The length is substantial (15,000 characters), and it includes detailed AGM-related content, not just an announcement of a report. Therefore, the document fits the category of AGM Information (AGM-R).
2015-11-25 English

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