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NETWEALTH GROUP LIMITED — Investor Relations & Filings

Ticker · NWL ISIN · AU000000NWL7 ASX Financial and insurance activities
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Filings indexed 474 across all filing types
Latest filing 2026-04-30 Regulatory Filings
Country AU Australia
Listing ASX NWL

About NETWEALTH GROUP LIMITED

https://www.netwealth.com.au

Netwealth Group Limited specializes in the provision of a cloud-based wealth management platform that facilitates investment administration and portfolio management. The platform serves financial intermediaries and retail clients by offering a centralized ecosystem for managing superannuation, pensions, and non-custodial investment accounts. Key features include access to an extensive menu of managed funds, listed securities, and fixed-interest products, supported by robust reporting and analytical tools. The company emphasizes technological innovation to streamline back-office operations for advisers while providing investors with transparent, real-time access to their portfolios. Its service model integrates comprehensive compliance frameworks and automated administrative processes to support wealth accumulation and retirement planning.

Recent filings

Filing Released Lang Actions
ASX Disclosure pursuant to ASIC Deed Poll 4 pages 89.8KB
Regulatory Filings
2026-04-30 English
Application for quotation of securities - NWL 6 pages 18.3KB
Share Issue/Capital Change Classification · 92% confidence The document is an ASX Appendix 2A application for quotation of securities, detailing the issue of 4,000 new ordinary shares following exercise of options. This is a capital change announcement regarding new share issuance, which matches the "Share Issue/Capital Change" category (SHA).
2026-04-26 English
Notification regarding unquoted securities - NWL 6 pages 19.6KB
Share Issue/Capital Change Classification · 92% confidence The document is an ASX Appendix 3G notification detailing the issue of unquoted equity securities (performance rights) under an employee incentive scheme. It is announcing a new issue of securities rather than an internal management report, earnings release, or regulatory filing of another type. This matches the ‘Share Issue/Capital Change’ category (SHA).
2026-04-20 English
March 2026 Quarterly Business Update 5 pages 240.9KB
Interim / Quarterly Report Classification · 100% confidence The document is a 'Quarterly Business Update' from Netwealth Group Limited for the period ending March 2026. It contains detailed financial metrics, including Funds Under Administration (FUA) and Funds Under Management (FUM) statistics, net flows, and account growth, as well as management commentary on business performance and outlook. It is a comprehensive report for a period shorter than a full fiscal year containing substantive financial data, which aligns with the definition of an Interim/Quarterly Report (IR). Q3 2026
2026-04-15 English
Ceasing to be a substantial holder 7 pages 357.4KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice of ceasing to be a substantial holder under the Corporations Act 2001. It details changes in relevant interests and voting securities of a substantial holder, Pinnacle Investment Management Group Limited, in Netwealth Group Ltd. The form includes annexures listing associated entities and changes in shareholdings. This type of filing is a notification of changes in major shareholding levels, specifically the cessation of substantial holding status. It is not a financial report, earnings release, or management report, but a regulatory notification about share ownership changes. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and detail confirm it is the actual notice, not just an announcement or certification.
2026-03-25 English
Application for quotation of securities - NWL 7 pages 21.2KB
Share Issue/Capital Change Classification · 100% confidence The document is titled 'Appendix 2A - Application for quotation of securities' and is an official announcement by Netwealth Group Limited regarding the application for quotation of securities on the ASX. It details the securities issued as a result of options being exercised or convertible securities being converted, including the number of securities, issue dates, and other related information. This type of document is a formal application to list or quote new securities on the exchange, which corresponds to announcements about share issues or capital changes. It is not a financial report, earnings release, or management discussion, but rather a regulatory announcement about capital changes. Therefore, the appropriate classification is 'Share Issue/Capital Change' (SHA). The document length and content confirm it is not a mere announcement of a report but a substantive filing about securities quotation.
2026-02-26 English

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