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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 2013-08-14 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
Capital Raising & Investment Management Contract 2 pages 196.8KB
Capital/Financing Update Classification · 95% confidence The document is an announcement dated 15 August 2013 from Australasian Wealth Investments Limited to the ASX. It details a capital raising event involving a conditional placement and an entitlement offer, including timelines and shareholder approval requirements. It also discusses the termination and acquisition of an Investment Management Contract, subject to shareholder vote at an upcoming Annual General Meeting. The document does not contain financial statements or detailed financial analysis but rather informs about financing activities and corporate actions requiring shareholder approval. The length is 3499 characters, which is relatively short and consistent with an announcement rather than a full report. Therefore, this document fits best under the category of Capital/Financing Update (CAP).
2013-08-14 English
Acquisition of InvestSMART 1 page 7.5KB
M&A Activity Classification · 95% confidence The document is a short announcement dated 13 August 2013 from Australasian Wealth Investments Limited regarding the acquisition of InvestSmart. It mentions a binding agreement to buy InvestSmart, the cash consideration amount, dependency on a capital raising process, and a break fee if the transaction does not complete. The document also notes that further details on the capital raising will be issued shortly. There are no financial statements, detailed financial analysis, or comprehensive report content. The document is clearly an announcement about a merger/acquisition activity, specifically an acquisition announcement. Therefore, the appropriate classification is related to M&A activity.
2013-08-12 English
FXJ: Agreement to Sell InvestSMART Business 1 page
Capital/Financing Update Classification · 95% confidence The document is an announcement of an agreement to sell a business unit (InvestSMART) by Fairfax Media Limited. It details the terms of the sale, including the purchase price, conditions for completion, and related commercial arrangements. There is no financial report, audit, or regulatory filing content. The document is a corporate announcement about a transaction related to the company's business operations, specifically a sale agreement. This fits best under the category of Capital/Financing Update (CAP), which covers updates on company fundraising, financing activities, or capital structure changes, including asset sales.
2013-08-12 English
Trading Halt 2 pages 214.1KB
Capital/Financing Update Classification · 95% confidence The document is a market release dated 13 August 2013 from Australasian Wealth Investments Limited requesting a trading halt pending the release of an announcement regarding a proposed capital raising. The text explicitly states the purpose is to allow the company to finalize and announce details about a capital raising. There is no financial data or report content, only a request for trading halt related to capital raising activities. This fits the category of Capital/Financing Update (CAP). The document length is short and it is not an announcement of a report publication but a direct market release about trading halt for capital raising.
2013-08-12 English
Net Tangible Asset Backing 1 page 183.3KB
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 July 2013). It also includes some background information about the company and recent changes. The document length is only 1042 characters, which is quite short and does not contain detailed financial statements or comprehensive analysis. It is primarily an update on the Net Tangible Asset Value (NTA) per share, which is a typical characteristic of a Net Asset Value (NAV) update. Therefore, the document fits best under the Net Asset Value (NAV) category.
2013-08-06 English
Net Tangible Asset Backing 1 page 183.7KB
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 30 June 2013. It also mentions a change in the registered address and some background on the company's recent activities. The document length is only 1141 characters, which is quite brief and does not contain detailed financial statements or comprehensive analysis. It primarily provides a snapshot of the Net Tangible Asset Value (NTA) and some corporate updates. Given the content and brevity, this fits the definition of a Net Asset Value (NAV) update, which is typically a regular update of the NAV primarily for investment funds. Therefore, the appropriate classification is NAV with high confidence.
2013-07-08 English

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