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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 2011-11-24 AGM Information
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
Managers Presentation to Shareholders 13 pages 480.8KB
AGM Information Classification · 95% confidence The document is titled 'Merricks Capital Special Opportunity Fund AGM Content' and contains sections such as 'Managers Perspective', 'Managers General Market Outlook', 'Investment Mandate', 'Investment Portfolio', and detailed discussions of key investments. The content is structured as a presentation with strategic investment examples and outlooks, typical of materials shared during an Annual General Meeting (AGM). There is no indication of full financial statements or comprehensive annual reporting, but rather a focus on investment strategy, portfolio updates, and outlook, which aligns with AGM presentation materials. The document length (12,249 characters) supports a detailed presentation rather than a brief announcement. Therefore, the document fits best under the category AGM Information (AGM-R).
2011-11-24 English
Results of Meeting 1 page 63.6KB
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an announcement of the results of the Annual General Meeting (AGM) for Merricks Capital Special Opportunity Fund Limited held on 25 November 2011. It details the voting outcomes on various resolutions such as the re-election of a director, adoption of the remuneration report, and appointment of auditor. The document is short (1858 characters) and does not contain the full AGM materials or presentations, but rather the official voting results. Therefore, it fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA).
2011-11-24 English
Ceasing to be a substantial holder 3 pages 23.2KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice of ceasing to be a substantial holder under Corporations Law Section 671B. It details changes in relevant interests of a substantial shareholder, including dates, nature of changes, and securities affected. This type of filing is a notification about changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management information, but a regulatory disclosure about shareholding changes.
2011-11-21 English
Net Tangible Asset Backing 1 page 95.4KB
Net Asset Value Classification · 95% confidence The document is titled 'NTA Release as at 31 October 2011' and provides a summary of the Net Tangible Asset (NTA) backing of the Merricks Capital Special Opportunity Fund Limited. It includes performance metrics, asset allocation, invested portfolio details, and fund service provider information. The document is relatively short (2730 characters) and focuses on the fund's net asset value and portfolio composition rather than comprehensive financial statements or detailed management discussion. This type of document is characteristic of a Net Asset Value (NAV) update, which is a regular update primarily for investment funds providing the NAV and related portfolio information. It is not an annual or interim report, nor an announcement of a report publication. Therefore, the appropriate classification is NAV.
2011-11-10 English
Change of Director`s Interest Notice 2 pages 96.7KB
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 acquired and disposed, dates of changes, and nature of the transactions. This type of document is a regulatory filing specifically reporting personal share transactions by company directors. It matches the definition of 'Director's Dealing' filings, which report insider trades by directors and executives. The document length is 3726 characters, which is consistent with a detailed notice rather than a brief announcement. Therefore, the correct classification is 'DIRS' (Director's Dealing).
2011-11-08 English
Notice of Annual General Meeting 6 pages 79.6KB
AGM Information Classification · 100% confidence The document is titled 'NOTICE OF ANNUAL GENERAL MEETING' and details the agenda for the AGM of Merricks Capital Special Opportunity Fund Limited. It includes items such as the Chairman's Address, consideration of the Financial Statements for the year ended 30 June 2011, re-election of a director, adoption of the Remuneration Report, and appointment of an auditor. The document also contains procedural information about voting and proxies, as well as an explanatory memorandum related to the AGM resolutions. There is no actual financial data or full report content included, only notice and explanatory information for the meeting. This matches the definition of AGM Information (AGM-R), which covers presentations and materials shared during the Annual General Meeting. The document is over 10,000 characters, so it is not a brief announcement but a full notice and explanatory memorandum for the AGM.
2011-10-30 English

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