Investsmart Group Ltd
InvestSMART Group Limited provides financial services and products to retail investors in Australia. It offers fund management, wealth management, and personal insurance products. The company was formerly known as Australasian Wealth Investments Limited and changed its name to InvestSMART Group Limited in May 2016. The company was founded in 1999 and is based in Sydney, Australia.
Investsmart Group Ltd (INV) - Total Assets
Latest total assets as of June 2025: AU$11.17 Million AUD
Based on the latest financial reports, Investsmart Group Ltd (INV) holds total assets worth AU$11.17 Million AUD as of June 2025.
Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments.
Investsmart Group Ltd - Total Assets Trend (2000–2025)
This chart illustrates how Investsmart Group Ltd’s total assets have evolved over time, based on quarterly financial data. Explore and compare other companies by total assets.
Investsmart Group Ltd - Asset Composition Analysis
Current Asset Composition (June 2025)
Investsmart Group Ltd's total assets of AU$11.17 Million consist of 94.5% current assets and 5.5% non-current assets.
| Asset Category | Amount (AUD) | % of Total Assets |
|---|---|---|
| Cash & Equivalents | AU$0.00 | 74.3% |
| Accounts Receivable | AU$1.51 Million | 13.5% |
| Inventory | AU$0.00 | 0.0% |
| Property, Plant & Equipment | AU$299.75K | 2.7% |
| Intangible Assets | AU$0.00 | 0.0% |
| Goodwill | AU$0.00 | 0.0% |
Asset Composition Trend (2000–2025)
This chart illustrates how Investsmart Group Ltd's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution.
Key Asset Composition Facts
- Current vs. Non-Current Assets: Investsmart Group Ltd's current assets represent 94.5% of total assets in 2025, an increase from 91.3% in 2000.
- Cash Position: Cash and equivalents constituted 74.3% of total assets in 2025, down from 82.0% in 2000.
- Tangible vs. Intangible: Intangible assets (including goodwill) make up 0.0% of total assets, a decrease from 10.0% in 2000.
- Asset Diversification: The largest asset category is accounts receivable at 13.5% of total assets.
Investsmart Group Ltd Competitors by Total Assets
Key competitors of Investsmart Group Ltd based on total assets are shown below.
| Company | Country | Total Assets |
|---|---|---|
|
CNPC Capital Co Ltd
SHE:000617
|
China | CN¥1.12 Trillion |
|
Guangzhou Friendship Group Co Ltd
SHE:000987
|
China | CN¥210.72 Billion |
|
Rendong Holdings Co Ltd
SHE:002647
|
China | CN¥5.16 Billion |
|
Guosheng Financial Holding Inc
SHE:002670
|
China | CN¥48.79 Billion |
|
First Capital Securities Co Ltd Class A
SHE:002797
|
China | CN¥54.90 Billion |
|
Incar Financial Service Co. Ltd.
KQ:211050
|
Korea | ₩896.06 Billion |
|
Yuanta Financial Holdings Co Ltd
TW:2885
|
Taiwan | NT$4.09 Trillion |
|
LX Holdings Corp. Pfd.
KO:38380K
|
Korea | ₩2.04 Trillion |
Investsmart Group Ltd - Asset Efficiency Metrics
Asset efficiency metrics measure how effectively a company uses its assets to generate revenue and profits. These indicators help investors evaluate management's ability to deploy capital efficiently.
Asset Turnover Ratio
Measures how efficiently a company uses its assets to generate sales
Strong asset utilization - Investsmart Group Ltd generates 0.92x its asset value in annual revenue.
Return on Assets (ROA)
Measures how efficiently a company uses its assets to generate profits
Moderate ROA - For every $100 in assets, Investsmart Group Ltd generates $ 1.79 in net profit.
Investsmart Group Ltd - Liquidity and Working Capital Analysis
Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.
Key Liquidity Metrics
| Metric | Current | 1 Year Ago | 5 Years Ago |
|---|---|---|---|
| Current Ratio | 2.31 | 2.08 | 1.99 |
| Quick Ratio | 2.31 | 2.13 | 2.47 |
| Cash Ratio | 0.00 | 0.00 | 0.00 |
| Working Capital | AU$5.99 Million | AU$ 4.91 Million | AU$ 3.96 Million |
Investsmart Group Ltd - Advanced Valuation Insights
This section examines the relationship between Investsmart Group Ltd's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.
Key Valuation Metrics
| Current Price-to-Book Ratio | 2.99 |
| Latest Market Cap to Assets Ratio | 0.28 |
| Asset Growth Rate (YoY) | 6.1% |
| Total Assets | AU$11.17 Million |
| Market Capitalization | $3.10 Million USD |
Valuation Analysis
Below Book Valuation: The market values Investsmart Group Ltd's assets below their book value (0.28 x), which may indicate investor concerns about asset quality or future growth.
Positive Asset Growth: Investsmart Group Ltd's assets grew by 6.1% over the past year, showing continued investment in the company's operational capacity.
Annual Total Assets for Investsmart Group Ltd (2000–2025)
The table below shows the annual total assets of Investsmart Group Ltd from 2000 to 2025.
| Year | Total Assets | Change |
|---|---|---|
| 2025-06-30 | AU$11.17 Million | +6.12% |
| 2024-06-30 | AU$10.53 Million | -2.86% |
| 2023-06-30 | AU$10.84 Million | -6.88% |
| 2022-06-30 | AU$11.64 Million | -10.49% |
| 2021-06-30 | AU$13.00 Million | +12.05% |
| 2020-06-30 | AU$11.60 Million | -10.83% |
| 2019-06-30 | AU$13.01 Million | -12.02% |
| 2018-06-30 | AU$14.79 Million | -8.90% |
| 2017-06-30 | AU$16.24 Million | -60.35% |
| 2016-06-30 | AU$40.95 Million | +7.42% |
| 2015-06-30 | AU$38.12 Million | -3.74% |
| 2014-06-30 | AU$39.60 Million | +186.03% |
| 2013-06-30 | AU$13.85 Million | -34.34% |
| 2012-06-30 | AU$21.09 Million | -34.26% |
| 2011-06-30 | AU$32.08 Million | +1.91% |
| 2010-06-30 | AU$31.48 Million | +5.53% |
| 2009-06-30 | AU$29.83 Million | -18.50% |
| 2008-06-30 | AU$36.60 Million | -23.44% |
| 2007-06-30 | AU$47.80 Million | +22.00% |
| 2006-06-30 | AU$39.18 Million | +24.77% |
| 2005-06-30 | AU$31.40 Million | +333.63% |
| 2004-06-30 | AU$7.24 Million | +117.51% |
| 2003-06-30 | AU$3.33 Million | -11.22% |
| 2002-06-30 | AU$3.75 Million | -59.15% |
| 2001-06-30 | AU$9.18 Million | +4.56% |
| 2000-06-30 | AU$8.78 Million | -- |