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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 2010-09-01 Regulatory Filings
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
Liquidation of Portfolio Update 1 page ?Kb
Regulatory Filings Classification · 95% confidence The document is an ASX release dated 2 September 2010 from Merricks Capital Pty Limited regarding an update on the liquidation of the portfolio of FAT Prophets Australia Fund Limited. It provides a brief status update on the portfolio composition (97.2% cash and 2.8% equity positions). The document is short (764 characters) and serves as an announcement rather than a detailed financial report or analysis. It does not contain comprehensive financial statements or detailed management discussion. Therefore, it fits best as a Regulatory Filing (RNS), which is a general regulatory announcement category for miscellaneous filings that do not fit other specific categories.
2010-09-01 English
Liquidation of Portfolio 1 page ?Kb
Regulatory Filings Classification · 95% confidence The document is an ASX release titled 'Notice of liquidation of portfolio' from Merricks Capital Pty Limited, manager of FAT Prophets Australia Fund Limited. It announces that the majority of the portfolio has been liquidated and is now held as cash, with plans to finalize new investment objectives and strategy. The document is short (1071 characters) and serves as an announcement of a portfolio change rather than a detailed financial report or analysis. It does not contain financial statements, audit information, or detailed management discussion. Therefore, it fits best under the category of Regulatory Filings (RNS), which is the fallback for miscellaneous announcements that do not fit other specific categories.
2010-08-30 English
Appx 4E, Preliminary Final Statement and 2010 Annual Report 57 pages ?Kb
Annual Report Classification · 95% confidence The document is titled 'Appendix 4E Preliminary Final Report' and is addressed to the Australian Stock Exchange, indicating it is a formal financial report. It includes detailed financial results for the year ended 30 June 2010, such as revenue, profit/loss, dividends, net tangible asset backing, and a comprehensive annual report with financial statements, directors' report, auditor's report, and other detailed financial disclosures. The document also references an attached Annual Report and contains extensive financial data and analysis, including portfolio performance, capital management, and share price performance. The length of the document (15,000 characters) and the presence of full financial statements and detailed management discussion confirm it is a full annual report rather than a brief announcement or supplementary data. The Appendix 4E is a regulatory form used in Australia for preliminary final reports, which typically accompany or precede the full Annual Report. Given these factors, the document fits the definition of an Annual Report (10-K equivalent). FY 2010
2010-08-26 English
Company Secretary Appointment/Resignation 1 page ?K
Board/Management Information Classification · 100% confidence The document is an ASX release dated 13 August 2010, announcing the resignation of the Company Secretary and Public Officer of Merricks Capital Pty Limited. It is a management-related announcement about a change in senior company personnel. There is no financial data, report, or regulatory filing referenced beyond this personnel change. Therefore, it fits the category of Board/Management Information (MANG). The document length is short and focused solely on this announcement, confirming the classification.
2010-08-12 English
Company Secretary Appointment 1 page ?Kb
Board/Management Information Classification · 100% confidence The document is an ASX release dated 13 August 2010 announcing the appointment of a new Company Secretary and Public Officer. It is a management-related announcement about changes in company officers. There is no financial data, no report attached or referenced, and the document is short (705 characters). This fits the category of Board/Management Information (MANG).
2010-08-12 English
Details of Company Address 1 page ?Kb
Regulatory Filings Classification · 95% confidence The document is an ASX release dated 13 August 2010 announcing a change of the registered office address of Merricks Capital Pty Limited, the manager of FAT Prophets Australia Fund Limited. It is a brief announcement about a corporate administrative change and does not contain financial data, management changes, or other report types. It is not a report or detailed filing but a regulatory announcement. Therefore, it fits best under Regulatory Filings (RNS).
2010-08-12 English

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