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Goals & planning
Saving to build wealth
Saving for happy retirement
Saving for kids education
Saving for a property
Insurance
Cashback
Invest
Diversified ETF portfolios
Conservative Portfolio
Balanced Portfolio
Growth Portfolio
High Growth Portfolio
Ethical Growth Portfolio
Ethical High Growth Portfolio
Single asset class ETF portfolios
Cash Securities Portfolio
Australian Bonds Portfolio
Australian Equities Portfolio
International Equities Portfolio
Property & Infrastructure Portfolio
Hybrid Income Portfolio
See all ETF portfolios
How it works
InvestSMART Custom
Capped fees
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ETF Insights
Paul's Insights
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InvestSMART Group Limited
InvestSMART Group Limited
Governance Documents
Announcements
Company Financials
Change in Directors' Interest
Share Price
AGM 2024
Governance Documents
The following are the InvestSMART Group Limited (INV) governance documents.
Date
Description
Download PDF
Aug 2025
Nomination & Remuneration Committee Charter
Aug 2025
Audit, Risk and Compliance Committee Charter
Aug 2025
Board Charter
Aug 2025
Diversity Policy
Aug 2025
Whistleblower Policy
Aug 2025
Corporate Governance Statement
Aug 2025
Board Skills Matrix
Aug 2023
Staff Trading and Investing Policy
Jul 2023
Securities Trading and Prevention of Insider Trading Policy
Dec 2022
Continuous Disclosure Policy
May 2022
Continuing Professional Development Policy
May 2022
Environmental, Social and Governance Policy
May 2022
Code of Conduct
The following are the InvestSMART Group Limited (INV) annual reports.
Date
Description
Download PDF
Jun 2025
InvestSMART Annual Report 2025
Jun 2024
InvestSMART Annual Report 2024
Jun 2023
InvestSMART Annual Report 2023
Jun 2022
InvestSMART Annual Report 2022
Jun 2021
InvestSMART Annual Report 2021
Jun 2020
InvestSMART Annual Report 2020
Jun 2019
InvestSMART Annual Report 2019
Jun 2018
InvestSMART Annual Report 2018
Jun 2017
InvestSMART Annual Report 2017
Jun 2016
InvestSMART Annual Report 2016
Jun 2015
InvestSMART Annual Report 2015
Jun 2014
InvestSMART Annual Report 2014
Jun 2013
InvestSMART Annual Report 2013
The following are the InvestSMART Group Limited (INV) PMA reports.
Date
Description
Download PDF
Dec 2024
Professionally Managed Accounts Half-Year Report
Jun 2024
Professionally Managed Accounts Annual Report
Dec 2023
Professionally Managed Accounts Half-Year Report
Jun 2023
Professionally Managed Accounts Annual Report
Dec 2022
Professionally Managed Accounts Half-Year Report
Jun 2022
Professionally Managed Accounts Annual Report
Dec 2021
Professionally Managed Accounts Half-Year Report
Jun 2021
Professionally Managed Accounts Annual Report
Dec 2020
Professionally Managed Accounts Half-Year Report
Jun 2020
Professionally Managed Accounts Annual Report
Dec 2019
Professionally Managed Accounts Half-Year Report
Jun 2019
Professionally Managed Accounts Annual Report
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Invest for your golden days.
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Safety net, education fees.
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Invest for a home deposit.