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SMATS Wealth

SMATS Wealth

Your partner in Wealth
Knowledge & Creation

SMATS Wealth will offer a different position in the market, based around genuine education, value, service and choice. Despite the challenges of regulation in Australia, we are confident that we can continue to grow, improve and provide improved investment performance for our many SMATS clients.

Australian superannuation management and amalgamation

Life insurance for Australian expatriates

General investment advice, support and planning

Wealth education and succession planning

Wealth Services

Risk Insurance

  • Life Insurance
  • Income Protection
  • Trauma Insurance
  • Permanent Disability

Superannuation & Pensions

  • Superannuation
  • Self-Managed Super Funds (SMSF)
  • Allocated Pensions
  • Centrelink Benefits
  • Find My Super

Investment & Strategies

  • Wealth Creation
  • The art of dollar cost averaging
  • Investor risk profiling

Expatriate Services

  • Personal Insurance
  • Superannuation

Disclaimer: All information provided on this website is of a general nature only and does not take into account your personal financial circumstances or objectives. Before making a decision on the basis of this material, you need to consider, with or without the assistance of a financial adviser, whether the material is appropriate in light of your individual needs and circumstances. The information on this website does not constitute a recommendation to invest in or take out any of the products or services provided by any of the SMATS Group of companies. Click here for our Privacy Collection Statement and Privacy Policy.

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PRIVACY COLLECTION STATEMENT: At www.smats.net we are committed to protecting your privacy. We use the information you provide to advise about and assist with your financial affairs. If you don’t provide us with full information we request, we can’t properly advise or assist you with your financial affairs. We provide your information to financial service providers or other companies with whom you choose to deal (and their representatives) and our related entities. We do not trade, rent or sell your information. We may disclose your information to recipients in the United States of America for the purpose of required transaction notifications (E.g. Form W-8 BEN). We may also store your information in the ‘cloud’ for the purposes of data storage, file backups and or attending to your affairs. These ‘cloud’ service providers may be in countries not regulated by laws, which protect your information in the way that is similar to the Privacy Act. If a recipient is not regulated by laws, which protect your information in a way that is similar to the Privacy Act, we will seek your consent before disclosing your information to them. When we recommend a provider to you, we will provide you with their disclosure statement which will outline to you their privacy policy. We will not be accountable for any recipient’s breach of Australian privacy laws and you will not be able to seek redress under those laws. Our Privacy Policy contains more information about how to access and correct the information we hold about you and how to make a privacy related complaint, including how we will deal with it. Click here for our Privacy Collection Statement and Privacy Policy.

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