SMATS Group

Financial Advisory Servicessmats.net

SMATS Group is a privately-held, Singapore-headquartered financial services firm founded in 1995 that delivers Australian taxation, finance, property, FX, and wealth management advisory services to Australians, expatriates, foreign investors, and migrants across 10+ countries.

Company typePrivate
Founded1995
HeadquartersSingapore, Singapore
Headcount11–50
GTM typeB2C
OfferingServices

What SMATS Group does

SMATS Group is a Singapore-headquartered, privately-held financial services group founded in 1995 that provides Australian taxation, finance, property, foreign exchange, wealth management, and migration services to Australians, expatriates, foreign investors, and intended migrants. The company operates a multi-brand platform with dedicated subsidiaries and sub-brands including Australasian Taxation Services (ATS), Specialist Mortgage, Aussie Property, Empire Software, and SMATS Wealth, each addressing a distinct slice of the cross-border Australian financial services value chain. Its international footprint spans six regulated jurisdictions (Australia, Singapore, Malaysia, Hong Kong, China, and the UAE), with sales presence also referenced in the UK and USA, supported by physical offices in Perth, Sydney, Melbourne, Brisbane, Torquay, Singapore, Kuala Lumpur, Hong Kong, Dubai, and Shanghai.

The underlying technology stack is light: the company does not disclose a proprietary platform and instead operates multiple marketing websites per sub-brand, a PayPal-integrated online ATS fee-payment system (with a 2% credit card transaction fee), and a software development subsidiary (Empire Software) that is positioned as a property/tax technology builder without disclosed product detail. There is no API, SDK, MCP, or mobile app referenced. Compliance is anchored by ATS's Australian Tax Agent registration (number 62364000) and adherence to the Australian Privacy Principles, which collectively permit the group to legally deliver regulated tax services across borders.

The business model is professional-services and advisory in nature, monetized through fee-based engagements (tax, mortgage broking, property advisory, FX, wealth management) with pricing described as quote-based rather than published. The only disclosed transactional revenue mechanic is the 2% surcharge on credit-card ATS fee payments routed through PayPal. Go-to-market relies on content marketing (a News & Insight blog, an Expat Book publication, seminars and events), PR partnerships (API Magazine), a Facebook community (Aussie Expat and Repat Hub), and direct face-to-face consultation through international offices. Customer segmentation targets Australian-affiliated individuals across geographies — a persona that produces a long-tail, individual-client revenue base rather than enterprise contracts.

SMATS Group firmographics

Firmographics

Name: SMATS Group
Legal name: SMATS Services (Australia) Pty Ltd
Website: https://smats.net
Company type: Private
Founded year: 1995
Operating status: Operating
Headcount range: 11–50 employees
Short description: SMATS Group is a privately-held, Singapore-headquartered financial services firm founded in 1995 that delivers Australian taxation, finance, property, FX, and wealth management advisory services to Australians, expatriates, foreign investors, and migrants across 10+ countries.
Ownership category
akta.pro rank

SMATS Group industry classification

Industry

Product category: Financial Advisory Services
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)
akta.pro primary industry: SME Sector/Specialty Banking (Vertical-focused: Healthcare, Agri, Tech, etc.) (FSABABAI)

Keywords

Australian taxation services
Property investment advisory
Mortgage brokerage services
Wealth management advisory
Expatriate financial services

Where SMATS Group is headquartered

Location

Headquarters

HQ city: Singapore
HQ country: Singapore
HQ region: Asia

Offices6 records

Markets served

SMATS Group business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Pricing tiers

Model	Billing	Price
Transaction based/ take rate	Pay-as-you-go	ATS Fee Payment with 2% online transaction fee

Distribution channels2 records

Marketing channels7 records

SMATS Group product offering

Product offering

Core offering

SMATS Group is an international financial advisory group offering integrated Australian taxation, mortgage and finance, property investment, foreign exchange, wealth management, and migration services. The group operates through six service divisions — Australasian Taxation Services (ATS), Specialist Mortgage, Aussie Property, Currency/Foreign Exchange, Empire Software, and SMATS Wealth — serving Australians, expatriates, foreign investors, and intended migrants across 10+ countries.

Product overview

SMATS Group is a multi-service financial advisory group offering an integrated portfolio of Australian property, tax, finance, and wealth management services. The group operates as a platform model with core services under the Australasian Taxation Services (ATS) brand, supplemented by specialized sub-brands including Specialist Mortgage for finance, Aussie Property for real estate, Empire Software for technology solutions, and SMATS Wealth for wealth management. Additional services include currency exchange, tax planning, and educational resources such as the Expat Book and event programs. The services target Australians, expatriates, foreign investors, and migrants, with operations spanning Singapore, Malaysia, Hong Kong, China, Dubai, UK, USA, and major Australian cities.

Differentiator

Problem solved

Functional benefit

Brands

Specialist Mortgage: Finance and mortgage services providing specialist mortgage solutions
Australian Tax / Australasian Taxation Services
Aussie Property
Currency / Foreign Exchange
Empire Software
SMATS Wealth
Expat Book

Products and services

Australasian Taxation Services (ATS) Australian taxation advice, tax planning, and fee payment services for property investors, expatriates, and migrants. Includes access to a free property tax estimator for Australian property investors.
Specialist Mortgage / Australian Finance

Companies that use SMATS Group

Customer profile

Segments1 record

Ideal customer profiles2 records

SMATS Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Integration1 record

SMATS Group partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

SMATS Group competitors and assessment

Company assessment

Broad incumbents

AMP Limited: Largest Australian wealth manager and platform provider with advice, superannuation and investment products; competes directly with SMATS Wealth for Australian-affluent and expat wealth clients.
BDO Global: Global accounting and advisory network with strong cross-border personal-tax and expat advisory practices; comparable to SMATS in serving internationally mobile individuals needing multi-jurisdiction tax and financial planning.
EY Australia: Big-4 firm with personal-tax and mobility practices serving inbound and outbound expats in Australia; overlaps with SMATS' cross-border tax and wealth advisory positioning.
PwC Australia: Global professional services firm with Australian expat tax and wealth advisory offerings; competes for the same foreign-resident and returning-Australian client segments as SMATS.
KPMG Australia: Big-4 advisory firm with a dedicated Private Enterprise and personal-tax practice serving expats and foreign investors in Australia; directly comparable to ATS for high-end cross-border tax work.
Insignia Financial (IOOF): Australian wealth and advice platform with multi-brand adviser network; comparable to SMATS Wealth for Australian retail and emerging-affluent financial planning.

Direct peers

H&R Block: Retail-focused tax preparation firm with international footprints; comparable to ATS as a multi-jurisdiction tax-filing service targeted at individual taxpayers rather than large corporates.
Liberty Tax: Multi-country retail tax preparation franchise network; comparable to ATS in serving individual taxpayers across multiple jurisdictions with localised, fee-for-service tax filings.

Regional players

Ord Minnett: Australian private wealth and stockbroking firm focused on HNW individuals; competes with SMATS Wealth for Australian-affluent and expat investor clients in the domestic market.
JBWere: Australian private wealth manager (part of NAB) serving HNW families; comparable to SMATS Wealth on integrated advice, portfolio construction and intergenerational planning for Australian clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

SMATS Group compliance and trust

Trust signal

Compliance1 record

SMATS Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

SMATS Group leadership team

Management profile

Number of profiles

Profiles2 records

SMATS Group subsidiaries and ownership

Company hierarchy

Subsidiaries10 records

SMATS Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

SMATS Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SMATS Group

What does SMATS Group do?

Is SMATS Group a public or private company?

SMATS Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was SMATS Group founded?

SMATS Group was founded in 1995. It employs 11 to 50 people.

Where is SMATS Group based?

SMATS Group is headquartered in Singapore, Singapore, in the Asia region.

Who are SMATS Group's main competitors?

Broad incumbents on record are AMP Limited, BDO Global, EY Australia, PwC Australia, KPMG Australia and Insignia Financial (IOOF). Direct peers are H&R Block and Liberty Tax. Regional players are Ord Minnett and JBWere.

Does SMATS Group have an API?

No public API is recorded for SMATS Group.

What industry is SMATS Group in?

SMATS Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSABABAI, SME Sector/Specialty Banking (Vertical-focused: Healthcare, Agri, Tech, etc.). Its NAICS code is 523940 and its SIC code is 6282.