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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 2006-09-11 Annual Report
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
Preliminary Final Report 22 pages ?Kb
Annual Report Classification · 95% confidence The document is titled 'Appendix 4E Preliminary Final Report to the Australian Stock Exchange' and includes detailed financial data such as income statement and balance sheet for the year ended 30 June 2006. It references the financial year ended 30 June 2006 and previous period 30 June 2005, indicating it is a full year report. The document contains comprehensive financial performance data, dividends information, net tangible asset backing, and commentary on results. It also mentions the annual report is lodged with the ASX and refers to it multiple times. The length of the document (15,000 characters) and the inclusion of detailed financial statements confirm it is a full financial report rather than a brief announcement or certification. Therefore, this document fits the definition of an Annual Report (10-K equivalent) or Preliminary Final Report, which is a full yearly report covering company activity and financial performance. Given the Australian context, Appendix 4E is a preliminary final report which is equivalent to an annual report filing. Hence, the correct classification is Annual Report (10-K).
2006-09-11 English
Annual Report 49 pages ?Kb
Annual Report Classification · 100% confidence The document is titled 'ANNUAL REPORT' for the year ended 30 June 2006 and contains detailed sections typical of an annual report, including Chair's Report, Investment Manager's Report, Corporate Governance Statement, Directors' Report, Auditor's Independence Declaration, Income Statement, Balance Sheet, Statement of Changes in Equity, Cash Flow Statement, Notes to the Financial Statements, Directors' Declaration, and Independent Audit Report. The content includes comprehensive financial performance data, management discussion, and outlook, consistent with a full annual report. The document length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement or summary. Therefore, the appropriate classification is Annual Report (10-K).
2006-09-11 English
Monthly NTA & Manager's Commentary 4 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'JULY 2006 NTA RELEASE' and provides detailed information on the Net Tangible Asset (NTA) backing of Fat Prophets Australia Fund Limited as of 31 July 2006. It includes performance commentary, portfolio positioning, and a detailed appendix with monthly NTA per share and performance since inception. The content is focused on the fund's monthly performance and asset valuation rather than a full annual or quarterly financial report. The document length is about 15,000 characters, which is substantial and contains detailed financial data specific to a monthly period. This aligns with a regular update of the Net Asset Value (NAV) primarily for an investment fund. Therefore, the document fits the category of a Net Asset Value (NAV) report rather than an annual report, interim report, or earnings release.
2006-08-14 English
Monthly NTA & Managers Commentary 5 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'JUNE 2006 NTA RELEASE' and provides detailed information about the Net Tangible Asset (NTA) backing of the Fat Prophets Australia Fund Limited as of 30 June 2006. It includes performance commentary, top holdings, portfolio positioning, and a detailed appendix with monthly NTA per share and performance since inception. The content focuses on the fund's asset valuation and performance metrics rather than a full annual or quarterly financial report. The document is a regular update on the Net Asset Value of the fund, which aligns with the definition of a Net Asset Value (NAV) report. It is not an announcement of a report publication, nor is it a regulatory filing or other category. Therefore, the appropriate classification is NAV.
2006-07-13 English
Monthly NTA and Managers Commentary 6 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'JUNE 2006 NTA RELEASE' and provides detailed information about the Net Tangible Asset (NTA) backing of the Fat Prophets Australia Fund Limited as of 31 May 2006. It includes performance commentary, top holdings, portfolio positioning, and detailed monthly NTA per share data since inception. The content is focused on the fund's net asset value and performance metrics rather than a full annual or quarterly financial report. This aligns with the definition of a Net Asset Value (NAV) update, which is a regular update of the NAV primarily for investment funds. The document is substantive and not merely an announcement or a brief summary, so it is not a Report Publication Announcement or Fund Information/Factsheet. Therefore, the appropriate classification is NAV.
2006-06-13 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 a director's change in relevant interests in securities, including the number of shares held before and after the change, the nature of the transaction (on-market trade), and the value of the transaction. The document is a formal notification to the ASX (Australian Securities Exchange) about insider trading activity by a director. This matches the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). The document length is 7298 characters, which is sufficient for a detailed insider trading report. Therefore, the correct classification is DIRS.
2006-05-17 English

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