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RAIZ INVEST LIMITED — Investor Relations & Filings

Ticker · RZI ISIN · AU0000010761 LEI · 549300SYT45TEQRK7018 ASX Financial and insurance activities
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Filings indexed 507 across all filing types
Latest filing 2026-05-24 Board/Management Inform…
Country AU Australia
Listing ASX RZI

About RAIZ INVEST LIMITED

https://raizinvest.com.au/

Raiz Invest Limited is a financial technology company specializing in a micro-investing platform that enables users to invest small amounts of money into diversified portfolios. The core service utilizes a "round-up" feature, which automatically invests the virtual spare change from daily credit or debit card transactions into selected Exchange Traded Funds (ETFs). Beyond micro-investing, the platform offers lump-sum investments, recurring deposit options, and specialized investment accounts, including superannuation products and carbon-offset portfolios. The company focuses on increasing financial inclusion and literacy by providing an accessible entry point for retail investors to build wealth through automated, disciplined saving habits and a simplified user interface.

Recent filings

Filing Released Lang Actions
Director Appointment/Resignation 2 pages 271.3KB
Board/Management Information Classification · 90% confidence The document is an ASX announcement titled “Appointment of Non-Executive Director,” detailing the appointment of a new board member. It clearly relates to changes in the company’s board of directors, matching the definition for Board/Management Information.
2026-05-24 English
Ceasing to be a substantial holder 2 pages 107.1KB
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 substantial shareholding interests, including dates, parties involved, and share quantities. This type of filing is a notification of changes in major share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory notice about shareholding changes.
2026-05-05 English
Ceasing to be a substantial holder from SXL 6 pages 343.2KB
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, Section 671B. It details changes in relevant interests and associations related to shareholding in Raiz Invest Limited. The form includes dates, names of entities, share disposal details, and annexures listing subsidiaries and associates. This type of filing is a notification of changes in significant share ownership levels, specifically ceasing to be a substantial holder. It is not a financial report, earnings release, or management information. 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.
2026-05-04 English
Ceasing to be a substantial holder from SGH 6 pages 369.4KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice of Ceasing to be a Substantial Holder filed under the Corporations Act 2001. It details the cessation of substantial shareholding by SGH Limited and its subsidiaries in Raiz Invest Limited, including dates, share quantities, and associated entities. The document is a regulatory notice about changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is lengthy (15,000 characters) and contains detailed information about shareholding changes, not just an announcement or a brief note. Therefore, it is classified as a Major Shareholding Notification (MRQ).
2026-05-04 English
Q3 FY26 Quarterly Business Update 4 pages 385.9KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Q3 FY26 Quarterly Business Update' and provides detailed financial and operational metrics for the quarter ending 31 March 2026. It includes key performance indicators such as active customers, funds under management (FUM), ARPU, and cash balance, along with commentary on business progress and product initiatives. The document contains substantive financial data and analysis for a period shorter than a full fiscal year (quarterly). It is not merely an announcement of a report or a certification. Therefore, it fits the definition of an Interim / Quarterly Report (IR). Q3 2026
2026-04-27 English
Notification regarding unquoted securities - RZI 7 pages 20.4KB
Share Issue/Capital Change Classification · 100% confidence The document is titled 'Appendix 3G - Notification of issue, conversion or payment up of unquoted equity securities' and details the issuance of unquoted securities under an employee incentive scheme. It includes specifics such as the number of securities issued, dates, and mentions of key management personnel receiving securities. The document is a formal notification related to securities issuance rather than a financial report, earnings release, or management discussion. It aligns with announcements about share issues or capital changes. Therefore, the document fits the category of Share Issue/Capital Change (SHA). The document length and content confirm it is not a brief announcement of a report but a substantive notification of capital changes.
2026-04-14 English

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