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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 2013-10-30 Major Shareholding Noti…
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 in substantial holding from MQG 21 pages 244.9KB
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 Section 671B. It details changes in voting power and relevant interests of a substantial shareholder, Macquarie Group Limited, including annexures listing controlled bodies corporate. 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 is lengthy and contains detailed shareholding information, not just an announcement or certification, confirming it is a substantive filing of shareholding changes.
2013-10-30 English
Change of Director's Interest Notice 2 pages 278.8KB
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 number of securities disposed and acquired, dates, and consideration. The document is short (3334 characters) and focuses solely on a director's personal share transactions. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). There is no indication this is a full financial report, announcement of a report, or other filing type. Therefore, the correct classification is DIRS with high confidence.
2013-10-28 English
Change in substantial holding 2 pages 137.8KB
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 relevant interests of a substantial shareholder, Andrew Barnes, including dates and share quantities. This type of filing is a notification of changes in significant share ownership levels, which matches the definition of Major Shareholding Notification (MRQ). The document is not a financial report, management announcement, or other types of filings. Therefore, the correct classification is MRQ.
2013-10-28 English
Result of Rights Issue & Shortfall Placement 1 page
Capital/Financing Update Classification · 95% confidence The document is a notice from Australasian Wealth Investments Limited regarding the completion of a non-renounceable rights issue, detailing the shortfall and the placement of the shortfall shares with sophisticated investors. It includes specific numbers of shares issued, shortfall shares, pricing, and an allotment timetable. This is an update on the company's capital raising activity and changes in share issuance rather than a full financial report or earnings release. The document length is short (1787 characters) and it is an announcement of a financing event related to share capital. Therefore, it fits best under the category of Capital/Financing Update (CAP).
2013-10-27 English
Becoming a substantial holder - correction to AWK from CTN 2 pages 86.3KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of Initial Substantial Holder filed under the Corporations Act 2001 Section 671B. It details the substantial shareholding of Contango Asset Management Limited in Australasian Wealth Investments Limited, including voting power, relevant interests, registered holders, consideration paid, and addresses. This type of filing is a notification of a major shareholding level crossing a threshold, which matches the definition of Major Shareholding Notification (MRQ). The document length is 3336 characters, which is consistent with a detailed notification rather than a brief announcement or other report types. There is no indication of financial statements, management discussion, or other report content. Therefore, the correct classification is MRQ with high confidence.
2013-10-20 English
Acquisition of Online Financial Services Business 1
Capital/Financing Update Classification · 95% confidence The document is a company announcement regarding the acquisition of an additional online financial business. It details the terms of the acquisition, including cash consideration, share issuance, due diligence conditions, and expected completion date. There are no financial statements, quarterly or annual results, or detailed financial analysis included. The document is an update on a capital transaction and financing activity related to the acquisition and potential use of proceeds from a rights issue. It is not a full financial report, earnings release, or regulatory filing about financial results. Therefore, the document fits best under the category of Capital/Financing Update (CAP). The document length is 2373 characters, which is consistent with an announcement rather than a full report.
2013-10-20 English

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