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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 2013-11-27 Declaration of Voting R…
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
Results of Meeting 2 pages 201.9KB
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'RESULTS OF THE MEETING OF MEMBERS' and details the voting outcomes for various resolutions at the Annual General Meeting (AGM) of Australasian Wealth Investments Limited. It includes specific vote counts and percentages for each resolution, which is typical for a declaration of voting results. The document references the AGM date and resolutions but does not contain the full AGM materials or presentations. The length is 3913 characters, which is relatively short and consistent with a voting results announcement rather than a full report. Therefore, this document is best classified as a Declaration of Voting Results & Voting Rights Announcements (DVA).
2013-11-27 English
Change in substantial holding from MQG 21 pages 260.5KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the 'Corporations Act 2001 Section 671B', which pertains to notices of change of interests of substantial holders. The content details changes in voting power, relevant interests, and associations of a substantial shareholder (Macquarie Group Limited) in a company. It includes detailed tables of shareholdings and controlled bodies corporate. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is substantive and not merely an announcement or certification, and it does not fit other categories such as financial reports or management information. Therefore, the correct classification is MRQ with high confidence.
2013-11-17 English
Net Tangible Asset Backing 1 page 185.2KB
Net Asset Value Classification · 95% confidence The document is a short announcement from Australasian Wealth Investments Limited providing the unaudited Net Tangible Asset Value per share as of a specific date (31 October 2013). It mentions the company's recent change in management and investment strategy but does not contain detailed financial statements or comprehensive financial analysis. The document length is only 1086 characters, which is quite brief and does not constitute a full financial report. The content focuses on reporting the Net Tangible Asset Value, which is a regular update relevant to investment funds. Therefore, this document fits best under the category of Net Asset Value (NAV) updates rather than a full annual or interim report or other categories.
2013-11-11 English
Change in substantial holding from MQG 21 pages 260.7KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the 'Corporations Act 2001 Section 671B', which pertains to notices of change of interests of substantial holders. The content details changes in voting power, relevant interests, and associations of a substantial shareholder (Macquarie Group Limited) in a company. It includes detailed tables of shareholdings and controlled bodies corporate. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is substantive and not merely an announcement or certification, and it does not fit other categories such as financial reports or management information. Therefore, the correct classification is MRQ with high confidence.
2013-11-10 English
Change in substantial holding from CTN 2 pages 83.5KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and shareholdings of a substantial holder, Contango Asset Management Limited, in Australasian Wealth Investments Limited. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category Major Shareholding Notification (MRQ). The document length is under 5,000 characters and contains detailed shareholding changes, not just an announcement or certification, so it is not a report publication or regulatory filing. Therefore, the correct classification is MRQ with high confidence.
2013-11-06 English
Administration of Company AGM 1 page 182.5KB
AGM Information Classification · 95% confidence The document is a short announcement related to the Annual General Meeting (AGM) of Australasian Wealth Investments Limited. It confirms the appointment of acting chairmen during the meeting and references resolutions under the Notice of Meeting. The content is focused on procedural details for the AGM rather than the full AGM materials or presentations. The document length is only 824 characters, indicating it is a brief announcement rather than the full AGM report or presentation. Therefore, it fits best under AGM Information (AGM-R) as it relates to the AGM but is not a full report or voting results.
2013-11-04 English

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