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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 2009-02-15 Interim / Quarterly Rep…
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
Half Yearly Report and Accounts 21 pages ?Kb
Interim / Quarterly Report Classification · 100% confidence The document is titled as a 'Half-Year Report' and includes detailed financial data such as income statement, balance sheet, cash flow statement, notes to financial statements, and an independent review report. It covers the half-year period ended 31 December 2008, which is a period shorter than a full fiscal year. The document also references compliance with Listing Rule 4.2A, which pertains to half-year financial reporting for Australian listed companies. The presence of substantive financial data and analysis confirms this is a comprehensive interim financial report rather than a brief announcement or certification. Therefore, the document fits the definition of an Interim / Quarterly Report (IR).
2009-02-15 English
Net Tangible Asset Backing 3 pages ?Kb
Net Asset Value Classification · 100% confidence The document is titled 'January 2009 NTA Release' and provides detailed information on the Net Tangible Assets (NTA) of Fat Prophets Australia Fund Limited as of 30 January 2009. It includes performance commentary, top holdings, and investment insights. The content focuses on the fund's monthly net asset backing, performance analysis, and portfolio composition. There is no indication that this is a full annual or interim report, nor is it an announcement of a report publication. The document is a regular update of the Net Asset Value (NAV) for an investment fund, consistent with the definition of a NAV report. The length and detail confirm it is a substantive report, not a brief announcement or certification. Therefore, the appropriate classification is NAV (Net Asset Value).
2009-02-12 English
Change of Director`s Interest Notice 2 pages ?Kb
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 held before and after the change, the nature of the interest, and transaction details. This is a report of personal share transactions by a company director. The document length is 2855 characters, which is consistent with a detailed director's dealing notice rather than a brief announcement or other report type. Therefore, the document fits the definition of Director's Dealing (DIRS).
2009-01-26 English
Net Tangible Asset Backing 3 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'December 2008 NTA Release' and provides detailed information on the Net Tangible Assets (NTA) of the Fat Prophets Australia Fund Limited as of 31 December 2008. It includes performance commentary, portfolio holdings, and investment outlook. The content is focused on the fund's monthly net asset value and investment performance rather than a full annual or quarterly financial report. The document length is 9684 characters, which is substantial and contains substantive financial data and analysis specific to the fund's net asset value and performance for the month. This matches the definition of a Net Asset Value (NAV) update, which is a regular update primarily for investment funds on their NAV. There is no indication that this is an announcement of a report or a regulatory filing, nor is it a full annual or interim report. Therefore, the appropriate classification is NAV.
2009-01-13 English
Net Tangible Asset Backing 3 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'November 2008 NTA Release' and provides detailed information on the Net Tangible Assets (NTA) of the Fat Prophets Australia Fund Limited as of 28 November 2008. It includes performance commentary, portfolio holdings, and market analysis. The content focuses on the fund's monthly performance, asset backing, and investment positions rather than a full annual or quarterly financial report. The document length is 7299 characters, which is substantive and contains actual financial data and analysis, not just an announcement or certification. This aligns with the definition of a Net Asset Value (NAV) update, which is a regular update of the NAV primarily for investment funds. Therefore, the appropriate classification is NAV.
2008-12-14 English
Chairman`s Address to Shareholders 15 pages ?Kb
AGM Information Classification · 95% confidence The document is titled 'Fat Prophets Australia Fund Limited Annual General Meeting 2008' and contains detailed information typically presented at an AGM, including Chairman's address, financial highlights for the fiscal year ended 30 June 2008, dividend information, resolutions and proxy voting results, re-election of directors, and other business items. The content is consistent with materials shared during an Annual General Meeting rather than a full annual report or other filing types. The presence of proxy voting results and resolutions further supports this classification. The document length is about 4748 characters, which is sufficient for an AGM presentation but not a full annual report. Therefore, the document is best classified as AGM Information (AGM-R).
2008-11-27 English

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