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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 2015-05-14 Proxy Solicitation & In…
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
Notice of Extraordinary General Meeting/Proxy Form 12 pages 385.3KB
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a Notice of Extraordinary General Meeting (EGM) for Australasian Wealth Investments Limited, detailing the meeting date, location, agenda items, voting instructions, and explanatory memorandum. The main business is the amendment of the Long Term Incentive Plan and issuance of shares under that plan. The document includes procedural details on voting, proxy appointments, and shareholder entitlements. There is no financial data, earnings information, or audit content. It is clearly a meeting notice and related explanatory materials, not a report or announcement of voting results. Therefore, the document fits the category of Proxy Solicitation & Information Statement (PSI), which covers materials sent to shareholders to provide information and request votes for meetings such as EGMs.
2015-05-14 English
Announcement of buy-back - Appendix 3C (Employee Share Plan) 3 pages 102.0KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3C' and is an announcement of a buy-back, specifically an employee share scheme buy-back. It details the type of buy-back, class of shares, voting rights, number of shares, and the reason for the buy-back. It also includes compliance statements and signatures. The content is focused on the company's share repurchase activity rather than financial results or management discussion. The document length is 4845 characters, which is sufficient to contain substantive information about the buy-back. This matches the definition of 'Transaction in Own Shares' (POS), which covers reports of the company buying back or selling its own shares (share repurchase/issuance).
2015-05-06 English
Change in substantial holding - PPT 9 pages 120.1KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and is a 'Notice of change of interests of substantial holder' under Corporations Law Section 671B. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited and subsidiaries, in Australasian Wealth Investments Limited. The document includes detailed annexures listing account codes and registration details related to the substantial holder's interests. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category 'Major Shareholding Notification' (Code: MRQ). The document is substantive and not merely an announcement or certification, and it focuses on shareholding changes rather than financial results or management changes.
2015-04-30 English
Change of Director's Interest Notice 2 pages 118.0KB
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. This matches the definition of a Director's Dealing report, which involves reporting personal share transactions by company directors and executives. The document length is 4209 characters, which is consistent with a detailed notice rather than a brief announcement. There is no indication that this is an annual report, earnings release, or any other type of filing. Therefore, the correct classification is Director's Dealing (DIRS).
2015-04-28 English
Change of Director's Interest Notice M Shepherd 2 pages 64.1KB
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 changes in securities holdings by a director, including number of shares held before and after the change, nature of interest, and dates. This is a report of personal share transactions by a company director, which fits the definition of Director's Dealing filings. The document length is 3250 characters, which is consistent with a detailed notice rather than a brief announcement. There is no indication that this is an annual report, audit report, or any other category. Therefore, the correct classification is Director's Dealing (DIRS).
2015-04-21 English
Quarterly Update March 2015 3 pages 79.4KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'AWI BUSINESS UPDATE – QUARTER ENDING 31 MARCH 2015' and contains unaudited consolidated financial results for the quarter and year to date ending 31 March 2015. It includes detailed financial performance tables, commentary on business metrics, and management discussion of operational results and outlook. The presence of quarterly financial data and analysis indicates this is a comprehensive interim financial report rather than a brief earnings release or announcement. The document length (5761 characters) supports it being a substantive report rather than a short announcement. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). Q3 2015
2015-04-16 English

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