Announcement • Jun 10
InvestSMART Group Limited Announces Company Secretary Changes InvestSMART Group Limited announced that Catherine Teo resigned as the Company Secretary of the Company, effective June 26, 2026. Ms Belinda Barnes accepted an offer of appointment as the Company Secretary, effective June 10, 2026. Ms Belinda Barnes accepted an offer of appointment as the Company Secretary, effective 10 June 2026. Belinda Barnes is a senior corporate and commercial lawyer with over 18 years' experience in top-tier private practice and senior in-house roles. She has particular expertise in corporate governance, funds management, M&A and technology and commercial contracting, and has advised boards and executive teams across the financial services, technology and energy sectors, including many listed companies. The Company confirms that Ms Barnes will be responsible for communication between the Company and the ASX for the purposes of ASX Listing Rule 12.6. Reported Earnings • Feb 21
First half 2026 earnings released: AU$0.004 loss per share (vs AU$0.003 loss in 1H 2025) First half 2026 results: AU$0.004 loss per share (further deteriorated from AU$0.003 loss in 1H 2025). Revenue: AU$5.10m (up 6.2% from 1H 2025). Net loss: AU$468.8k (loss widened 35% from 1H 2025). Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. Announcement • Jan 23
InvestSMART Group Limited to Report First Half, 2026 Results on Feb 18, 2026 InvestSMART Group Limited announced that they will report first half, 2026 results on Feb 18, 2026 Announcement • Oct 15
InvestSMART Group Limited, Annual General Meeting, Nov 20, 2025 InvestSMART Group Limited, Annual General Meeting, Nov 20, 2025. Location: mills oakley, level 7, 151 clarence street, sydney nsw 2000 Australia Reported Earnings • Aug 28
Full year 2025 earnings released Full year 2025 results: Revenue: AU$9.98m (flat on FY 2024). Net income: AU$200.4k (up AU$964.7k from FY 2024). Profit margin: 2.0% (up from net loss in FY 2024). Reported Earnings • Feb 25
First half 2025 earnings released: AU$0.003 loss per share (vs AU$0.005 loss in 1H 2024) First half 2025 results: AU$0.003 loss per share (improved from AU$0.005 loss in 1H 2024). Revenue: AU$4.80m (down 1.4% from 1H 2024). Net loss: AU$348.6k (loss narrowed 43% from 1H 2024). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings. Announcement • Oct 08
InvestSMART Group Limited, Annual General Meeting, Nov 08, 2024 InvestSMART Group Limited, Annual General Meeting, Nov 08, 2024. Location: at the offices of bdo located at, level 11, 1 margaret st, sydney nsw 2000, sydney Australia Announcement • Sep 13
InvestSMART Group Limited Announces Resignation of Effie Zahos as Chief Content Officer, Effective 28 September 2024 InvestSMART Group Limited announced Ms Effie Zahos will be stepping down as Chief Content Officer with effect from 28 September 2024 in order to focus on her media role. Ms Zahos was a director of the Company from 2020 to 2023 and has been Chief Content Officer of InvestSMART since the beginning of 2024. Reported Earnings • Aug 29
Full year 2024 earnings released Full year 2024 results: Revenue: AU$9.73m (down 4.5% from FY 2023). Net loss: AU$764.3k (loss narrowed 22% from FY 2023). New Risk • Jun 28
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: AU$14.3m (US$9.50m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Market cap is less than US$10m (AU$14.3m market cap, or US$9.50m). Minor Risk Shareholders have been diluted in the past year (26% increase in shares outstanding). Board Change • May 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. MD, CEO & Executive Director Ron Hodge was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Mar 26
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. MD, CEO & Executive Director Ron Hodge was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. New Risk • Feb 09
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: AU$15.0m (US$9.75m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Market cap is less than US$10m (AU$15.0m market cap, or US$9.75m). Minor Risk Shareholders have been diluted in the past year (28% increase in shares outstanding). Board Change • Dec 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. Independent Non-executive Director Effie Zahos was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Oct 20
InvestSMART Group Limited, Annual General Meeting, Nov 22, 2023 InvestSMART Group Limited, Annual General Meeting, Nov 22, 2023, at 10:30 AUS Eastern Standard Time. Location: BDO Australia Level 11, 1 Margaret St, Sydney New South Wales Australia Agenda: To consider and receive the financial report, the Directors' report and the auditor's report for the year ended 30 June 2023; to consider directors' Remuneration Report; to consider and re-elected of mr Michael shepherd AO as Director; to consider and approval to issue new EDSP shares to Mr Ron Hodge; and to consider other matter also. Reported Earnings • Aug 18
Full year 2023 earnings released Full year 2023 results: Revenue: AU$10.1m (up 6.8% from FY 2022). Net loss: AU$974.6k (loss widened 32% from FY 2022). New Risk • Aug 12
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: AU$14.7m (US$9.53m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Market cap is less than US$10m (AU$14.7m market cap, or US$9.53m). Reported Earnings • Feb 23
First half 2023 earnings released: AU$0.004 loss per share (vs AU$0.006 loss in 1H 2022) First half 2023 results: AU$0.004 loss per share (improved from AU$0.006 loss in 1H 2022). Revenue: AU$5.00m (up 8.3% from 1H 2022). Net loss: AU$484.3k (loss narrowed 32% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 11
InvestSMART Group Limited, Annual General Meeting, Nov 23, 2022 InvestSMART Group Limited, Annual General Meeting, Nov 23, 2022, at 10:00 AUS Eastern Standard Time. Location: at the offices of Australian Institute of Company Directors, Clarence Room, Level 3 18 Jamison Street Sydney New South Wales Australia Agenda: To consider and receive the financial report, the directors' report and the auditors' report for the year ended 30 June 2022; to consider re- election of Mr. Paul Clitheroe AM; to consider approval for issuing EDSP shares; to consider approval for issuing new EDSP shares to Mr. Ron Hodge; and to consider other matters, if any. Reported Earnings • Aug 25
Full year 2022 earnings released: AU$0.007 loss per share (vs AU$0 in FY 2021) Full year 2022 results: AU$0.007 loss per share (down from AU$0 in FY 2021). Revenue: AU$9.70m (flat on FY 2021). Net loss: AU$740.2k (down AU$776.0k from profit in FY 2021). Over the last 3 years on average, earnings per share has increased by 59% per year whereas the company’s share price has increased by 63% per year. Announcement • May 12
Marbruck Investments Pty. Ltd. entered into an agreement to acquire AWI Ventures Limited from InvestSMART Group Limited (ASX:INV) for AUD3.2 million. Marbruck Investments Pty. Ltd. entered into an agreement to acquire AWI Ventures Limited from InvestSMART Group Limited (ASX:INV) for AUD3.2 million on May 11, 2022. The completion of the sale is subject to a number of conditions precedent being satisfied the most significant of which are: No material adverse effect on the assets of the AWI Ventures prior to completion, and InvestSMART confirming that its warranties on tax liabilities and other material items are true at completion. Announcement • Jan 31
InvestSMART Group Limited Announces the Resignation of Martin Conley as Company Secretary InvestSMART Group Limited advised that Martin Conley has resigned as the Company Secretary of the Company, effective 31 January 2022. Recent Insider Transactions • Sep 16
MD, CEO & Executive Director recently bought AU$62k worth of stock On the 14th of September, Peter Hodge bought around 206k shares on-market at roughly AU$0.30 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of AU$640k worth in shares. Announcement • Sep 13
InvestSMART Group Limited Now Introduces Fundlater InvestSMART Group Limited now introduces fundlater. Fundlater is a low-cost savings plan designed to overcome some of the hurdles of saving.
You can diversify investment without the need of a sizeable deposit, and enjoy the benefits of building wealth with a larger amount from day one while fund investment in easy instalments over time. Investors get to choose to invest in one of four diversified portfolios of exchange traded
funds - Conservative, Balanced, Growth and High Growth. Each portfolio is expertly managed by the team at InvestSMART on behalf of the investor with online reporting 24x7 and monthly updates. Recent Insider Transactions • Jun 05
MD, CEO & Executive Director recently bought AU$118k worth of stock On the 1st of June, Peter Hodge bought around 700k shares on-market at roughly AU$0.17 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of AU$558k worth in shares. Recent Insider Transactions • Mar 08
MD, CEO & Executive Director recently bought AU$110k worth of stock On the 4th of March, Peter Hodge bought around 700k shares on-market at roughly AU$0.16 per share. In the last 3 months, they made an even bigger purchase worth AU$272k. Peter has been a buyer over the last 12 months, purchasing a net total of AU$520k worth in shares. Reported Earnings • Mar 01
First half 2021 earnings released: AU$0.005 loss per share (vs AU$0.006 loss in 1H 2020) The company reported a soft first half result with weaker revenues and control over costs, although losses reduced. First half 2021 results: Revenue: AU$4.33m (down 22% from 1H 2020). Net loss: AU$529.8k (loss narrowed 19% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings. Executive Departure • Feb 26
Company Secretary & General Counsel has left the company On the 24th of February, Catherine Teo's tenure as Company Secretary & General Counsel ended after 2.0 years in the role. We don't have any record of a personal shareholding under Catherine's name. A total of 2 executives have left over the last 12 months. Announcement • Feb 24
An unknown buyer acquired InvestSMART Publishing Pty Ltd from InvestSMART Group Limited (ASX:INV). An unknown buyer acquired InvestSMART Publishing Pty Ltd from InvestSMART Group Limited (ASX:INV) on December 18, 2020.
An unknown buyer completed the acquisition of InvestSMART Publishing Pty Ltd from InvestSMART Group Limited (ASX:INV) on December 18, 2020. Recent Insider Transactions • Dec 20
MD, CEO & Executive Director recently bought AU$272k worth of stock On the 17th of December, Peter Hodge bought around 3m shares on-market at roughly AU$0.085 per share. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of AU$411k worth in shares. 