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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 2005-04-18 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
Information from ASX Circular - Commencement of OQ 2 pages ?Kb
Regulatory Filings Classification · 90% confidence The document is an announcement regarding the commencement of official quotation of Fat Prophets Australia Fund Limited on the Australian Stock Exchange. It provides details about the securities, listing date, ISIN, share registry, brokers, and other listing-related information. There is no financial report, management discussion, or detailed financial data. The document is a formal notice of the company's stock being listed and traded on the exchange, which fits the definition of a Delisting Announcement or Listing Announcement. Since the definitions do not explicitly include a listing announcement category, the closest relevant category is Delisting Announcement (DLST) for stock removal notices. However, this document is about listing commencement, not delisting. Given the absence of a precise category for listing commencement, the best fit is Regulatory Filings (RNS) as a general regulatory announcement about the company's securities listing.
2005-04-18 English
Admission to Official List 1 page ?Kb
Regulatory Filings Classification · 95% confidence The document is a market release announcing the admission of Fat Prophets Australia Fund Limited to the Official List of the Australian Stock Exchange. It specifies the commencement of official quotation of securities and provides details about the securities issued. There is no financial report, management discussion, or detailed financial data. The document is an announcement related to capital market listing rather than a report or detailed filing. Given the nature of the announcement about listing and securities, it fits best under Regulatory Filings (RNS) as a general regulatory announcement that does not fit other specific categories.
2005-04-18 English
Pre-Quotation Disclosure 2 pages ?Kb
Capital/Financing Update Classification · 95% confidence The document is a market release dated 19 April 2005 announcing the admission of Fat Prophets Australia Fund Limited to the Official List of the Australian Stock Exchange and the commencement of official quotation of its securities. It includes pre-quotation disclosure information such as distribution schedule, top holders, dividend reinvestment plan rules, option terms, pro forma balance sheet, and IFRS update. The document is short (1016 characters) and serves as an announcement related to the company's listing and capital structure rather than a full financial report or detailed filing. It does not contain financial statements or detailed analysis, nor is it a report or presentation. This fits best with a Capital/Financing Update (CAP) as it relates to the company's fundraising and capital market activities associated with listing and securities issuance.
2005-04-18 English
Distribution Schedule 1 page ?Kb
Major Shareholding Notification Classification · 95% confidence The document provides an analysis of holdings as of a specific date, listing security classes, holders, total units, and percentages. This type of information corresponds to a Major Shareholding Notification, which reports changes or summaries of significant share ownership levels. The document is short and focused solely on shareholding data, fitting the MRQ category.
2005-04-18 English
Dividend Reinvestment Plan Rules 5 pages ?Kb
Notice of Dividend Amount Classification · 90% confidence The document is titled 'Dividend Re-Investment Plan' and contains detailed rules and provisions about the operation of a dividend reinvestment plan for shareholders of Fat Prophets Australia Fund Limited. It outlines definitions, application procedures, acceptance, register maintenance, investment of dividends, variation or termination of participation, ASX listing, limitations, modification, costs, and statements to participants. There is no financial data, earnings information, or management discussion. It is not an announcement of dividend amount but rather the formal plan rules governing dividend reinvestment. This type of document fits best under the category of Notice of Dividend Amount (DIV) because it relates to dividend policy and shareholder dividend participation, specifically the reinvestment plan terms. However, since it is not a simple dividend amount announcement but the detailed plan rules, it is still most closely aligned with DIV as it pertains to dividend distribution mechanisms. Confidence is high given the document content and context.
2005-04-18 English
Option Terms 5 pages ?Kb
Share Issue/Capital Change Classification · 95% confidence The document is titled 'Option Terms' for Fat Prophets Australia Fund Limited and details the terms and conditions related to options issued by the company, including transferability, exercise, stapling restrictions, dividend entitlements, and definitions. It includes procedural and legal information about options, exercise notices, and references to the Corporations Act and ASX Listing Rules. There is no indication that this is a financial report, earnings release, or regulatory filing announcement. It is a detailed legal and procedural document related to capital instruments (options) issued by the company. This fits best under the category of Share Issue/Capital Change (SHA), as it relates to the terms governing options, which are a form of capital instrument and potential share issuance upon exercise.
2005-04-18 English

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