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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 2006-01-29 Director's Dealing
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
Final Director's Interest Notice 2 pages ?Kb
Director's Dealing Classification · 100% confidence The document is titled 'Final Director's Interest Notice' and references ASX listing rule 3.19A.3 and section 205G of the Corporations Act. It details the cessation of a director and the director's relevant interests in securities, with no securities held or contracts applicable. This matches the description of a Director's Dealing report, which involves reporting personal share transactions or interests by company directors. The document length is short and focused solely on director interests, not financial results or other report types.
2006-01-29 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 and section 205G of the Corporations Act. It details the change in securities holdings of a director, Andrew John Brown, including the number of securities held before and after the change, the nature of the transaction (on-market trade), and the value of the transaction. This type of document reports personal share transactions by company directors and executives, which matches the definition of 'Director's Dealing'. The document length is 6644 characters, which is sufficient to contain detailed transaction information, not just an announcement or certification. Therefore, the correct classification is 'DIRS' (Director's Dealing).
2006-01-26 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 securities held before and after the change, the nature of the interest, and the transaction type (on-market trade). This is a clear report of personal share transactions by a company director. There is no financial performance data, no mention of financial results, or other report types. The document fits the definition of 'Director's Dealing' filings, which report personal share transactions by company directors and executives (insider trades). The document length (6971 characters) supports it being a full notice rather than a brief announcement. Therefore, the correct classification is DIRS with high confidence.
2006-01-17 English
Net Tangible Asset Backing 4 pages ?Kb
Net Asset Value Classification · 95% confidence The document is titled 'DECEMBER 2005 NTA RELEASE' and dated 13 January 2006. It provides detailed information on the Net Tangible Asset (NTA) backing of the Fat Prophets Australia Fund Limited as of 30 December 2005, including monthly performance data since inception, performance commentary, top holdings, portfolio positioning, and company commentary. The content focuses on the fund's asset valuation and performance metrics rather than a full annual or quarterly financial report. The document length is about 15,000 characters, indicating it is a substantive report rather than a brief announcement. The nature of the content aligns with a regular update of the Net Asset Value (NAV) for an investment fund. Therefore, the most appropriate classification is 'Net Asset Value (NAV)' report.
2006-01-12 English
Director Resignation & Director Appointment 1 page
Board/Management Information Classification · 100% confidence The document announces the resignation of a director and company secretary, and the appointment of a new director and company secretary. It focuses on changes in the company's board and senior management personnel. There are no financial statements, regulatory certifications, or other report types mentioned. This fits the definition of Board/Management Information (MANG). The document length is short and content is clearly about management changes, so confidence is high.
2005-12-22 English
Initial Director's Interest Notice 2 pages ?Kb
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3X' and is an 'Initial Director's Interest Notice' under ASX listing rule 3.19A.1. It details the director's relevant interests in securities, including holdings and contracts. This type of document reports personal share transactions or holdings by company directors. It does not contain financial statements, earnings data, or management discussion. Therefore, it fits the category of Director's Dealing filings.
2005-12-22 English

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