InvestSMART offloads investor news, ETF business

Yasmine Raso

Senior Journalist

22 May 2026

Digital advice and wealth platform, InvestSMART Group, has made arrangements to offload its investor newsletter, stock research and exchange traded fund (ETF) business, Intelligent Investor, to Teaminvest Private Group.

According to a statement from the firm, the $16 million deal will see Teaminvest acquire the whole Intelligent Investor business, including the website, the 280,000-strong subscriber base and the management rights to its four ETFs that boast a combined $280 million in funds under management (FUM).

“Intelligent Investor has been the premier retail focused value investing brand for well over 20-years,” Teaminvest chief executive, Andrew Coleman, said.

“John Addis, Alan Kohler, Gaurav Sodhi, Nathan Bell and the team have cultivated a premier position through consistent, detailed, research: and critically have changed the lives of tens of thousands of Australians.

“We at TIP are excited to work with the wonderful team of analysts, journalists and staff to change the lives of even more Australians through access to quality investing research and commentary.

“We think Intelligent Investor will find a wonderful long-term home in TIP, aligned with our mission of using proprietary, research driven, insights to create better investors and better business people.”

InvestSMART said the transaction will provide the firm with the space and funds to focus on its flagship investor wealth platform, grow its digital advice advice offering and enhance its suite of professionally managed accounts.

“Intelligent Investor began in 1999 and is one of the most respected investment newsletters in Australia,” InvestSMART Group CEO, Ron Hodge, said.

“InvestSMART has spent the last 12 years growing the Intelligent Investor business including issuing four ASX listed Active Exchange Traded Funds and acquiring and integrating Eureka Report.

“TIP has indicated their commitment and focus to grow the newsletter and funds management business, including through the financial adviser market. The TIP funds management business follows the same value investing methodology as Intelligent Investor and will be a perfect fit.

“The sale of Intelligent Investor will allow InvestSMART to focus on growing its wealth advice business through the InvestSMART platform, technology tools for investors with the addition of financial advisers. We are committed to helping Australian grow and protect their wealth through their lifecycle.”

The statement also noted that completion of the transaction remains subject to several conditions including due diligence, shareholder approvals, Teaminvest obtaining finance and ASX confirmation.