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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 2007-05-01 Major Shareholding Noti…
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 in substantial holding 3 pages ?Kb
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of a substantial holder under the Corporations Act 2001, Section 671B. It details changes in voting power and relevant interests of a substantial shareholder in a company. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory disclosure about shareholding changes.
2007-05-01 English
Form 484 - Notice of Share Cancellation 3 pages ?Kb
Share Issue/Capital Change Classification · 95% confidence The document is a Notice of Share Cancellation detailing the buy-back and cancellation of 110,000 ordinary shares by Fat Prophets Australia Fund Ltd. It includes specifics about the share buy-back, updated issued capital, and references to Form 484 under the Corporations Act 2001. The document is short (under 5,000 characters) and primarily serves as an official announcement of a share capital change rather than a full financial report or detailed analysis. It does not contain financial statements or management discussion. Therefore, it fits best under the category of Share Issue/Capital Change (SHA), which covers announcements regarding new share issues, stock splits, or other capital changes such as share cancellations and buy-backs.
2007-04-22 English
Change of Director's Interest Notice 2 pages ?Kb
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y' and is a 'Change of Director's Interest Notice' under ASX listing rule 3.19A.2. It details changes in securities holdings by a director, including the number of shares acquired and disposed, dates, and nature of the transactions. This type of document reports personal share transactions by company directors and executives, which aligns with the definition of 'Director's Dealing' filings. The document does not contain financial statements or company-wide financial performance data, so it is not an Annual Report or Earnings Release. It is not an announcement of a report but a direct report of insider transactions. Therefore, the correct classification is 'DIRS' (Director's Dealing).
2007-04-18 English
Appendix 3B 7 pages ?Kb
Capital/Financing Update Classification · 95% confidence The document is titled 'Appendix 3B' and is described as a 'New issue announcement, application for quotation of additional securities and agreement.' It details the issuance of ordinary shares, issue price, purpose of the issue, and related information for securities quotation on the ASX (Australian Securities Exchange). This type of document is a formal announcement related to capital raising activities and securities issuance, specifically an announcement of a new share issue and application for quotation of those shares. It is not a full financial report, earnings release, or management discussion. It fits the category of Capital/Financing Update (CAP) as it provides detailed information about new securities issued and related capital structure changes.
2007-04-17 English
Monthly NTA & Managers Commentary 4 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'March 2007 NTA Release' and provides detailed information on the Net Tangible Asset (NTA) backing of the Fat Prophets Australia Fund Limited as of 30 March 2007. It includes performance commentary, portfolio positioning, top holdings, and a month-by-month table of NTA per share and performance since inception. The content is focused on the fund's financial performance and asset valuation for a specific month, which aligns with a regular update of the Net Asset Value (NAV) for an investment fund. The document is about 15,000 characters long and contains substantive financial data and analysis, not merely an announcement or a brief summary. Therefore, it fits the definition of a Net Asset Value (NAV) report rather than a simple announcement or other filing types.
2007-04-12 English
Change of Director's Interest Notice 2 pages ?Kb
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y' and references Rule 3.19A.2, which pertains to the 'Change of Director's Interest Notice'. It details changes in securities holdings by a director, including dates, number of securities acquired or disposed, and nature of the transactions. This is a clear report of personal share transactions by a company director. There is no financial performance data, earnings information, or management discussion. The content matches the definition of Director's Dealing filings, which report insider trades by directors and executives.
2007-04-11 English

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