Income Asset Management Group Ltd (iam) Logo

Income Asset Management Group Ltd (IAM)

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VOLUME
DIV YIELD
PE RATIO
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52 WEEK RANGE
Overview
Financials
News
Announcements

IAM ASX Chart

Snapshot

Income Asset Management Group Limited (IAM) is a full-service investment house focused on income investments including bonds, loans, and managed discretionary accounts. The company operates through several entities including IAM Capital Markets, IAM Cash Markets, IAM Funds, and Trustees Australia Limited. The company is headquartered in Sydney and holds multiple Australian Financial Services Licenses (AFSLs).

Share Price Activity (ASX)

Last (Price)
Change 0.00 (0.00)
Bid / Ask -
Volume
Volume (4w avg)
Turnover
Open
Day Range -
VWAP
Prev Close
Last Trade

Performance

1 Week
1 Month
2026 YTD
1 Year
vs Sector (1yr) -8.93%
vs ASX 200 (1yr) -50.88%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,773 of 2,338
Sector Rank 626 of 745

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies CD2 / NACGA / HGV
EPS -$0.003
DPS $0.00
Book Value Per Share $0.001

Broker Consensus

IAM is not covered by a major broker, or data from most recent compilation was omitted due to not meeting QA guidelines.

Announcements

Price Sensitive only

Corporate Overview

Corporate Details

Head Office Sydney NSW 2000
Website incomeam.com
Registry BoardRoom
Auditor BDO Audit Pty Ltd
Date Listed 18 Dec 2001

Upcoming Calendar (Forecasted)

Date Event
27/08/2026 Report (Prelim)
27/08/2026 Report (Annual)
26/02/2027 Report (Interim)

Former Company Names

  • Cashwerkz Limited (CWZ), 25/08/2021
  • Income Asset Management Group Limited (INY ), 20/12/2021
  • Trustees Australia Limited (TAU ), 22/05/2019
  • Queensland Trustees and Investment Limited (QTI), 24/06/2011
  • Corporate Queensland Limited (CTQ), 20/08/1993. Queensland Tourism Industries Limited (QTI) 14/10/2004

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
No dividends paid.

See Upcoming Dividends for all ASX companies.

Directors & Management

Directors

Management

Director Transactions

IAM directors must report any change in shareholding to the ASX within 5 business days.

See Director Transactions for all ASX companies.

Date Director Type Amount Price Value Notes
31/12/25 Jonathan Lechte Expiry 3,600,000 $0.034 $122,400 Options expired
26/05/25 Craig Swanger Buy +1,000,000 $0.023 $23,000 On-market trade
29/11/24 Simon Maidment Issued 3,333,333 $0.03 $99,999 Placement
08/11/24 John Nantes Issued 5,000,000 $0.03 $150,000 Rights issue
02/01/24 John Nantes Issued 250,000 $0.08 $20,000 Placement
08/06/23 Brook Adcock Sell +7,000,000 $0.13 ($910,000) On-market trade
25/05/23 Brook Adcock Sell +7,000,000 $0.13 ($910,000) On-market trade
22/05/23 John Nantes Expiry 3,180,000 $0.14 $445,200 As advised by the company
22/05/23 Craig Swanger Expiry 2,180,000 $0.14 $305,200 As advised by the company
04/11/22 Craig Swanger Transfer 770,000 $0.15 $115,500 Off-market transfer
04/11/22 Craig Swanger Transfer 770,000 $0.15 $115,500 Off-market transfer
04/11/22 Craig Swanger Issued 1,560,000 $0.15 $234,000 Conversion of securities
04/11/22 Craig Swanger Exercise 1,560,000 $0.15 $234,000 Conversion of securities
04/11/22 John Nantes Issued 1,740,000 $0.15 $261,000 Conversion of securities
04/11/22 John Nantes Exercise 1,740,000 $0.15 $261,000 Conversion of securities
30/06/20 Patrick Canion Expiry 17,500,000 $0.001 $17,500 Options expired
30/06/20 Mark Fisher Expiry 15,000,000 $0.001 $15,000 Options expired
09/02/17 Patrick Canion Buy +192,483 $0.062 $11,934 On-market trade
13/10/16 Patrick Canion Buy +452,545 $0.033 $14,934 On-market trade

Director Interests

The current holdings of IAM directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
James (Jim) Simpson 01/01/2026 N/A 181,841,092 N/A N/A
Jonathan Lechte 31/12/2025 13,030,000 9,461,615 0 N/A
Danielle Press N/A N/A N/A N/A N/A

Shareholder Info

Top 20 Shareholders
About the Data

Data supplied by Morningstar and accurate on Aug 6, 2025.

It's not possible to publish a real-time Top 20 Shareholder list. Companies are not obliged to report this data (with the exception of Substantial Shareholders above 5%). If a company chooses to publish the data, it's usually once a year in their Annual Report.

All data is manually compiled so there might be a delay between the Annual Report being published and the data appearing on Market Index (<7 days for ASX 300 and up to 30 days for micro-caps).

Name Shares Capital
UBS Nominees Pty Ltd 152,336,244 16.37%
Jamplat Pty Ltd (i) 146,042,449 15.69%
Citicorp Nominees Pty Limited 73,449,529 7.89%
Adcock Private Equity Pty Limited 31,357,545 3.37%
Jamplat Pty Ltd (ii) 30,000,000 3.22%
Neweconomy Com Au Nominees Pty Limited 25,826,596 2.77%
Warbont Nominees Pty Ltd 24,504,909 2.63%
D & G Ritchie Super Pty Ltd 20,000,000 2.15%
DMX Capital Partners Limited 19,906,273 2.14%
Conchord Pty Ltd 18,000,000 1.93%
J P Morgan Nominees Australia Pty Limited 17,152,041 1.84%
Timster Pty Limited 15,000,000 1.61%
Jonathan Lechte 13,030,000 1.40%
De Nantes Investment Co Pty Ltd 12,999,496 1.39%
Onmell Pty Ltd 11,009,044 1.18%
Lazarus Capital Limited 10,000,000 1.07%
Cameron Richard Pty Ltd 9,716,804 1.04%
Third Return Super Pty Ltd 9,121,727 0.98%
Liverpool Partners Holdings Pl 8,900,000 0.96%
Stuart Andrew Pty Ltd 8,750,000 0.94%

Shareholder Distribution

As reported in the most recent Annual Report.

Holding Size 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001+ Total
No. of Shareholders 74 191 92 186 231 774

Substantial Shareholders

A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.

Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.

Note: If a substantial shareholder's stake drops below 5%, the "Shareholders Selling" field shows full ownership as sold and sets "New %" to zero, even if they continue to hold shares under the limit.

Name Last Notice Total Shares Shares Held (%)
Jamplat Pty Ltd 06/08/2025 181,841,092 19.53
DMX Asset Management Limited 11/12/2025 47,249,387 5.08
Regal Funds Management Pty Limited 03/11/2025 185,240,643 19.90

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
11-12-25 DMX Asset Management Limited 47,249,387 -- 5.08
03-11-25 Regal Funds Management Pty Limited 26,490,251 18.04 19.90

Shareholders Selling

12 month transaction history compiled from ASX announcements.

No sell transactions reported by Substantial Shareholders in the past 12 months.

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
2025 $0.033 30 June
2024 $0.08 28 June
2023 $0.13 30 June
2022 $0.145 30 June
2021 $0.30 30 June
2020 $0.15 30 June
2019 $0.295 28 June
2018 $0.18 29 June
2017 $0.15 30 June
2016 $0.15 30 June
2015 $0.16 30 June
2014 $0.07 30 June
IAM Historical Price Data (CSV)
Up to 20 years of EOD share price history

Important note:

All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)

Market Index, ASX and Morningstar Logos

All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.