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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 2015-09-07 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
Appendix 3B 13 pages 166.3KB
Capital/Financing Update Classification · 100% confidence The document is titled 'Appendix 3B' and is an announcement related to a new issue of securities, specifically ordinary shares. It includes detailed information about the number of shares issued, terms of the securities, issue price, purpose of the issue, and application for quotation of additional securities on the ASX (Australian Securities Exchange). The content is consistent with a formal announcement of a capital raising or share issuance event, including escrow details and shareholder approvals. There are no financial statements or management discussion of financial results, nor is this a report or presentation. The document is regulatory in nature, focused on capital issuance and quotation application. Therefore, the most appropriate classification is 'Capital/Financing Update' (CAP).
2015-09-07 English
Presentation to Shareholders - Results 21 pages 520.6KB
Annual Report Classification · 95% confidence The document is titled 'Australasian Wealth Investments FULL YEAR RESULTS (FY2015)' and is dated 31 August 2015. It contains detailed financial information including balance sheets, income statements, consolidated results, and normalised earnings for the fiscal year ending 30 June 2015. The document also includes strategic outlook, business and marketing strategies, growth metrics, and governance information. The length of the document (over 14,000 characters) and the presence of substantive financial data and analysis indicate it is a full annual financial report rather than a brief announcement or presentation. The content aligns with what is typically found in an Annual Report (10-K equivalent) covering the full fiscal year and comprehensive company performance. Therefore, the document should be classified as an Annual Report (10-K). FY 2015
2015-08-31 English
Director Appointment/Resignation 1 page 81.2KB
Board/Management Information Classification · 100% confidence The document is a formal announcement dated 31 August 2015 from Australasian Wealth Investments Limited to the ASX Limited. It announces the appointment of an executive director and the resignation of another director. There is no financial data, no mention of financial results, reports, or regulatory filings beyond the board changes. The content focuses solely on changes in the company's board of directors. Therefore, this document fits the category of Board/Management Information (MANG). The document length is short and it is not an announcement of a report publication, so it is not RPA or RNS.
2015-08-30 English
Final Director's Interest Notice 2 pages 95.0KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Z Final Director’s Interest Notice' and references ASX listing rule 3.19A.3 and section 205G of the Corporations Act. It details the director's relevant interests in securities, including holdings and voting rights, and the date the director ceased to be a director. This matches the description of a Director's Dealing report, which involves reporting personal share transactions or interests by company directors. The document length is 3152 characters, which is typical for such notices. There is no indication of financial results, management discussion, or other report types. Therefore, the document is best classified as a Director's Dealing report.
2015-08-30 English
Initial Director's Interest Notice 2 pages 101.1KB
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 and contracts, including shareholdings and contractual interests. This type of document is a formal notification of personal share transactions or interests by a company director. It does not contain financial statements or company performance data, nor is it an announcement of a report or a general regulatory filing. Therefore, it fits the definition of a Director's Dealing report.
2015-08-30 English
Appendix 4E, Audited Consolidated Financial Report 40 pages 703.3KB
Annual Report Classification · 95% confidence The document is titled 'Appendix 4E (ASX Listing Rule 4.3A) Preliminary Final Report Year ended 30 June 2015' and includes detailed financial statements, directors' report, auditor's report, and consolidated financial information for the full fiscal year ending June 30, 2015. It references the audited consolidated financial report and directors' report lodged with the Australian Securities Exchange. The content includes comprehensive financial data, management discussion, and audit information, consistent with a full annual report. The document length is substantial (15,000 characters), indicating it is the report itself, not just an announcement or certification. Therefore, the appropriate classification is Annual Report (10-K equivalent). FY 2015
2015-08-27 English

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