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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 2012-11-21 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 79.1KB
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an announcement from Merricks Capital Special Opportunity Fund Limited regarding the results of their Annual General Meeting (AGM) held on 22 November 2012. It details the voting outcomes for resolutions such as the re-election of directors and adoption of the remuneration report. The document is relatively short (2057 characters) and focuses solely on the voting results rather than providing full AGM materials or presentations. Therefore, it fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA).
2012-11-21 English
Net Tangible Asset Backing 1 page 465.7KB
Net Asset Value Classification · 95% confidence The document is titled 'Merricks Capital Special Opportunity Fund Limited NTA Release as at 31 October 2012' and provides detailed information about the fund's net tangible asset backing, portfolio composition, asset allocation, and performance metrics. It includes specific financial data such as pre-tax and post-tax NTA per share, monthly returns, and portfolio weights. The document is focused on the fund's financial position at a specific date and is a regular update of the Net Asset Value (NAV) for an investment fund. The length is 3444 characters, which is concise but contains substantive financial data. There is no indication that this is an announcement of a report or a certification, nor is it a general regulatory filing or other category. Therefore, the document fits the definition of a Net Asset Value (NAV) report, which is a regular update of the NAV primarily for investment funds.
2012-11-13 English
Notice of Annual General Meeting/Proxy Form 6 pages 106.7KB
AGM Information Classification · 100% confidence The document is a Notice of Annual General Meeting (AGM) for Merricks Capital Special Opportunity Fund Limited. It includes details about the meeting date, agenda items such as re-election of directors, adoption of the remuneration report, proxy voting instructions, and explanatory notes. It does not contain the actual annual report or financial statements but refers to them as being laid before the meeting. The document is lengthy (15,000 characters) but is clearly a meeting notice and proxy solicitation document rather than a full annual report or other financial filing. Therefore, the appropriate classification is AGM Information (AGM-R).
2012-11-08 English
Final share buy-back notice - Appendix 3F 2 pages 86.7KB
Transaction in Own Shares Classification · 100% confidence The document is titled 'Appendix 3F Final share buy-back notice' and contains details about the company's on-market share buy-back, including number of shares bought back, total consideration paid, and price details. It also includes a compliance statement signed by a director/company secretary. The document is short (1523 characters) and is a formal notice to the ASX regarding share repurchase activity. This matches the definition of a 'Transaction in Own Shares' filing, which reports the company's buyback of its own shares. There is no indication that this is a full financial report or an announcement of a report publication. Therefore, the correct classification is POS (Transaction in Own Shares).
2012-10-24 English
Form 484 4 pages 3.0MB
Regulatory Filings
2012-10-24 English
Announcement of buy-back - Appendix 3C 3 pages 379.3KB
Transaction in Own Shares Classification · 95% confidence The document is titled 'Appendix 3C' and is an 'Announcement of buy-back (except minimum holding buy-back)' submitted to the ASX (Australian Securities Exchange). It details the type of buy-back (on-market), class of shares, voting rights, number of shares, broker name, buy-back period, and compliance statements. The document is a formal announcement regarding the company's intention and details of a share buy-back program. It does not contain financial statements or detailed financial analysis but rather provides information about a capital management activity involving share repurchases. According to the filing definitions, announcements about share repurchases or sales of own shares fall under 'Transaction in Own Shares' (POS). The document length is 3595 characters, which is consistent with an announcement rather than a full report. Therefore, the correct classification is POS with high confidence.
2012-10-14 English

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