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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 2012-06-18 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 69.4KB
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 direct on-market acquisition of shares, including the number of shares held before and after the transaction, the date of change, and the value of the transaction. The content is focused on reporting a director's personal share transactions. There is no financial performance data, management discussion, or other report content. The document length is 3581 characters, which is relatively short and consistent with a director's dealing notice. Therefore, the document fits the definition of Director's Dealing (DIRS).
2012-06-18 English
Net Tangible Asset Backing 1 page 92.4KB
Net Asset Value Classification · 95% confidence The document is titled 'NTA Release as at 31 May 2012' and provides a summary of the Net Tangible Asset (NTA) backing, asset allocation, and invested portfolio of the Merricks Capital Special Opportunity Fund Limited. It includes specific financial metrics such as pre-tax and post-tax NTA per share, monthly returns, and portfolio holdings. The document is relatively short (2721 characters) and focuses on the fund's asset values and investment details rather than a full annual or interim report. This type of document is characteristic of a Net Asset Value (NAV) update, which regularly informs investors about the current value of the fund's assets. It is not an announcement of a report publication, nor is it a regulatory filing or other category. Therefore, the appropriate classification is NAV.
2012-06-13 English
Net Tangible Asset Backing 1 page 116.3KB
Regulatory Filings Classification · 80% confidence The document text is mostly garbled or corrupted and does not contain any recognizable keywords, regulatory headers, fiscal period dates, or document titles that would indicate a specific filing type. The length is 2778 characters, which is relatively short, and there is no clear indication that this is an announcement or a full report. Due to the lack of identifiable content and the inability to classify it into any specific category, the document should be classified under the fallback category Regulatory Filings (RNS).
2012-05-10 English
Net Tangible Asset Backing 1 page 92.4KB
Net Asset Value Classification · 95% confidence The document is titled 'NTA Release as at 31 March 2012' and provides a summary of the Net Tangible Asset (NTA) backing, asset allocation, and invested portfolio of the Merricks Capital Special Opportunity Fund Limited. It includes performance metrics, asset weights, and contact information for fund service providers. The document is concise (2729 characters) and primarily focuses on the fund's net asset value and portfolio composition rather than detailed financial statements or comprehensive analysis. This type of document is characteristic of a Net Asset Value (NAV) update, which regularly informs investors about the current value of the fund's assets and liabilities. It is not an annual or interim report, nor an announcement of a report publication. Therefore, the appropriate classification is NAV.
2012-04-15 English
Change of Director`s Interest Notice 2 pages 48.9KB
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 relevant interests in securities, including the number of shares held before and after the change, the nature of the change (on-market purchase), and other related information. This matches the definition of a Director's Dealing report, which involves reporting personal share transactions by company directors and executives. The document length is 3298 characters, which is consistent with a detailed notice rather than a brief announcement. There is no indication that this is an annual report, audit report, or any other type of filing. Therefore, the correct classification is Director's Dealing (DIRS).
2012-03-19 English
Change in substantial holding 3 pages 55.7KB
Regulatory Filings
2012-03-18 English

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