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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 2013-09-29 Director's Dealing
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 of Director's Interest Notice 2 pages 59.0KB
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 changes in a director's relevant interests in securities, including the number of shares held before and after the change, nature of the change (on-market sales and purchases), and compliance with closed period trading rules. The document is a formal notification of a director's personal share transactions, which aligns with the definition of Director's Dealing filings. The document length is 3273 characters, which is consistent with a detailed notice but not a full financial report or other types of filings. Therefore, the correct classification is Director's Dealing (DIRS).
2013-09-29 English
Settlement of InvestSMART Acquisition 1 page 182.8K
M&A Activity Classification · 95% confidence The document is a short announcement dated 30 September 2013 from Australasian Wealth Investments Limited regarding the settlement of an acquisition of InvestSMART from Fairfax Media Limited for a cash consideration. It describes the acquisition details and contact information but does not contain financial statements, detailed analysis, or regulatory certifications. The document length is only 1238 characters, indicating it is a brief announcement rather than a full report. There is no indication of it being a merger proxy statement or tender offer filing, so it is not a Merger & Acquisition (MA) filing. Instead, it is an announcement related to a merger or acquisition activity. According to the filing definitions, announcements and documents related to merger proposals or takeover bids are classified under M&A Activity (TAR). Therefore, the appropriate classification is TAR with high confidence.
2013-09-29 English
Ceasing to be a substantial holder 21 pages 256.9KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice under the Corporations Act 2001 Section 671B, titled 'Notice of ceasing to be a substantial holder.' It details changes in substantial shareholding interests, including the cessation of substantial holding by Macquarie Group Limited and its controlled bodies corporate. The document includes extensive annexures listing controlled entities. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category of Major Shareholding Notification (MRQ). The document is substantive and not merely an announcement or certification, and it does not fit other categories such as regulatory filings or director dealings. Therefore, the correct classification is MRQ with high confidence.
2013-09-26 English
Becoming a substantial holder 3 pages 93.1KB
Regulatory Filings
2013-09-26 English
Ceasing to be a substantial holder 3 pages 75.4KB
Regulatory Filings
2013-09-26 English
Change in substantial holding 2 pages 138.7KB
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, in Australasian Wealth Investments Limited. 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, earnings release, or management report, but a regulatory disclosure about shareholding changes.
2013-09-25 English

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