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10/20/15

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WWW.SMARTTRANSHOLDINGS.COM

SmartTrans Holdings Limited (ASX:SMA)

October 2015

Integration / Innovation / Inspiration / Information

WWW.SMARTTRANSHOLDINGS.COM PAGE 2

SmartTrans Business Summary

SmartPay – smartphone payments platform servicing China market•Allows companies to transact and process payments in China•SmartTrans receives royalty revenue by operating billing platform

•Use of SmartPay platform in China is growing rapidly •Growing uptake of SmartPay by well established Chinese and foreign companies •Mobile payments preferred payment method for Chinese consumers

Mobile & online Logistics software provider in Australia• Logistics software to optimise goods delivery• Blue chip customer base • Recurring revenue from long term contracts – typically 3+ years • Tender pipeline of new contracts to give the business greater scale

• Pursuing growth opportunities in China

1.

2.

SmartTrans has two business segments:

• Mobile and internet-based billing systems and content for smartphone users in China;• Mobile and internet software solutions for companies who are delivering either goods or services.

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SmartTrans Highlights! Telco billing partners in China include China Mobile, China Telecom and China Unicom;

! Direct billing partnerships with UnionPay and AliPay;

! In 12 months, SmartTrans has secured 5,000,000 paying customers in China;

! Fifteen consecutive months of revenue growth from mobile billing business (July 2014 to September

2015);

! SmartTrans has trusted relationships with Content and App Providers in China with vast libraries of

high-quality content;

! Established and proven technology for in-app billing and monthly subscription billing;

! Growing subscriber customer database of users subscribing to mobile news content paying a monthly

fee for: 1. Auto news 2. Movie news 3. Finance news

! SmartTrans has a growing and active customer base for additional mobile and internet products;

! SmartTrans is well-positioned for further growth in China and to expand its reach into other markets;

! SmartTrans is able to deliver Apps and Content from China to the world.


SmartTrans Corporate Overview

Major Shareholders, ,,, ,,, ,, ,,, ,,, ,, ,,, ,,, ,, ,,, ,,, ,, ,,, ,,, ,, ,,, ,,, ,, ,%,Ownership

Directors, management,3related3ownership3 333 33 333 333 33 333 333 33 3348.58

Top320 55.18

DymocksSecurities3Pty3Ltd3333 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 317.34

Loyal3Strategic3Investment3Limited3333 33 333 333 33 333 333 33 333 333 33 333 333 33 3310.66

Ocean3Magic3Investments3Limited3 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 35.90

Jamajon Pty3Ltd3333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 33.70

ITS3Worldwide3 Ltd33333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 2.82

Corporate,Snapshot

ASX3Code3 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333SMA

Market3Cap3at3$0.037/share3(16SOctS15)3333 33 333 333 33 333 333 33 333 33$823million

Cash3 (asat3303June,32015)3 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333~$63million

523week3high3 ($/share)33 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333$0.039

523week3low3 ($/share)3 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33 333 333 33$0.009

Shares3on3 issue3 3 2,205,811,961

SMA Share Price

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$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

$4,500,000

FY12 FY13 FY14 FY15

SMA Group Revenue FY12 – FY15

SmartTrans Group Financials


Board of Directors

Dr Geoff,RabyNonSExecutive3Chairman

Andrew,ForsythNonSExecutive3

Director

Ian,HawkinsExecutive3 Director3

Yui,(Ian),TangNonSExecutive3

Director3

Bryan,CarrCEO3&

Managing3Director

Greg,SimpsonNonSExecutive3

Director3

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SmartTrans - SmartPaySmartPay is a billing platform and technology wholly owned by SmartTrans.

Through SmartPay, SmartTrans provides the technology platform that allows app and content providers to

bill customers, including the preferred method for consumers to make purchases - directly to their mobile

telephone account with one click

By effectively utilizing SmartPay, SmartTrans has strong relationships in China and partners with:

!All telcos operating in China (China Mobile, China Unicom and China Telecom);

!Major Chinese Banks through UnionPay

!China’s oldest and first online newspaper, Ta Kung Pao

!China’s largest travel agency CITS

!A range of established content and app providers


SmartPay OverviewSmartPay currently provides real-time billing direct to customers of:

!China Mobile reaching 816 million customers;

!China Telecom reaching 188 million customers

!China Unicom reaching 285 million customers

!UnionPay reaching over 1 billion bank account holders

!AliPay reaching over 600 million account holders

Consumer, makes,purchase,on,mobile,device,or,online,

• Revenue3derived3 from3consumers3making3purchases3 through3mobile3devices3and3online

Transaction,processed, through,SMA’s,payment,platform

•SMA3earns3 revenue3from3transaction:• Fee3for3use3of3payments3platform• Purchase3of3online3content3

Settlement, from,Telco, to,SmartTrans

• 483hours3with3Banks3and3Alipay

• 60S903days3with3Telcos3

Source:3www.chinamobileltd.com,3www.chinaunicom.com,3www.chinatelecom.com.cn,3www.alipay.com,3www.unionpay.com

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SmartPay Model: Third Party Application Billing

PAGE 9

1. SmartPay system is our embedded in-app billing platform used by Chinese smartphone game developers

2. SMA earns revenue from in-app content purchase and subscription billing

3. The customer is billed in partnership with the telco and payment is deducted from the user's telephone account

4. SmartPay has now earned revenue from 5 million customers of smartphone game and content providers – with growth

continuing


SmartPay Model: Subscription Billing

PAGE 10

1. China Mobile and China Telecom users subscribe to SmartTrans owned mobile newspaper content

2. Subscription fees (monthly) billed to customers mobile phone accounts

3. China Mobile and China Telecom pay SmartTransFor

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Mobile Payments Growth Record! New Content Providers constantly being added to SmartPay platform in China;

! Fifteen consecutive months of revenue growth from mobile billing business (July 2014 to September 2015);

! Customers include smartphone games developers, mobile content providers, media and travel;

! Rich portfolio of content from Chinese developers and content providers seeking new markets;

! Subscription billing by Chinese consumers generating recurring revenue – focussed on expansion;

! Monthly customer retention running at 80%+ month-to-month for subscription billing;

! Strong cash position to drive growth.


The below figures represent the revenue growth for SmartTrans China growth over the 2014/15 financial year :

$03

$50,0003

$100,0003

$150,0003

$200,0003

$250,0003

$300,0003

$350,0003

$400,0003

$450,0003

$500,0003

JUL S1 4 AUGS1 4 SEP S1 4 O C TS1 4 N O V S14DEC S1 4 JAN S1 5 FEB S1 5 MAR S15AP R S1 5 MAYS1 5 JUN S1 5

PAGE 12

China Revenue FY 2014/15

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The below figures represent the revenue growth for SmartTrans China growth over the 2014/15 financial year and Quarter 1 2016 :

$03

$100,0003

$200,0003

$300,0003

$400,0003

$500,0003

$600,0003

$700,0003

$800,0003

$900,0003

$1,000,0003

$1,100,0003

$1,200,0003

JUL S1 4 SEP S1 4 N O V S14 JAN S1 5 MAR S1 5 MAYS1 5 JUL S1 5 SEP S1 5

PAGE 13

2014/15$2.7,million

Q1,2016$2.3,million

China Revenue FY 2014/15 + Q1 2016


The Market in China for SmartTrans

Total3Population

1.37BUrbanisation:355%

Activeinternet3Users

Unique3mobile3users

668MPenetration:349% Penetration:349%

675M

*Data3 from3We#Are#Social:#Digital,#Social,#Mobile#in#China#2015,#Statis ta,##

0

100

200

300

400

500

600

700

800

2013 2014 2015 2016* 2017* 2018* 2019*

(Million

s)

Number,of,Smartphone,Users, in,China,2013,– 2019*(millions)

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SmartTrans’ Market: Android Users SmartTrans’ focus and expertise in servicing the Android phone market

! SmartTrans is a proven mobile content and billing provider with a strong established business in the world’s largest smartphone market – China

! Strong credentials in the Android market space - 78% of Mobile Gaming Users in China are using an Android smartphone –the target market for SmartTrans


Growing Third-party Mobile Payments

The continued growth and uptake of online and mobile payments presents SmartTrans and SmartPay opportunities for expansion and growth.

! SmartTrans to expand SmartPay utilization and product range

! SmartPay to expand utilization geographically across China across six difference provinces: Guangdong, Shandong, Hubei, Sichuan, Hunan and Jiangsu

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Provinces in China covered by SmartTrans SmartPay

Geographic Reach & Expansion

Source:3www.tieba.baidu.com/p/25370835953


SmartTrans Partners in China

PAGE 18

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In the News “SmartTrans#is#highly#scalable#business#with#the#upfront#costs#in#developing#and#establishing#platforms#already#absorbed,#resulting#in#a#significant#proportion#of#future#revenues#dropping#straight#to#earnings#before#interest#and#tax.# The#company#has#a#degree#of#resilience,#benefiting#from#recurring#income#and#nonGdiscretionary#spending#such#as#bill#payments.”

Trevor,Hoey – Financial,Review:,Smart,Investor,

“SmartTrans#has#been#building#a#mobile#and#online#payment#business#in#China#that#is#starting#to#kick#some#real#goals#as#it#gradually#spreads#to#various#provinces”

John,Beveridge,– Herald,Sun,

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“The#convergence#of#media#and#telecommunications#has#accelerated#in#recent#years#and#the#exponential#growth#of#smartphone#use#via#apps#has#created#a#highly#scalable#market#opportunity#for#SmarTrans”

Trevor,Hoey – Financial,Review:,Smart,Investor,

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Contact Details

Bryan Carr Managing DirectorSmartTrans+61 412 111 968+86 [email protected]

PAGE 20

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This3document3does3not,3and3does3not3purport3to,3address3any3or3all3issues3which3are3or3may3be3material3or3of 3interest3to3theRecipient3in3connection3with3its3own3due3diligence3 review3 of 3the3Company,3the3Business3or3otherwise.3The3Recipient3may3not,3and3by3receiving3this3document3the3Recipient3acknowledges3that3it3is3not3entitled3to3and3agrees3 not3to,3rely3on3any3part3of 3this3document3(whether3as3to3a3matter3of 3fact,3forecast,3opinion3or3belief) 3for3any3purpose3whatsoever.

Certain3statements3in3this3document3relate3to3the3future.3These3forward3looking3statements3involve3known3and3unknown3risks,3uncertainties,3assumptions3and3other3important3factors3that3could3cause3the3actual3results,3performance3or3achievements3of 3the3Company3and3the3Business3to3be3materially3dif ferent3from3future3results,3performance3or3achievements3expressed3 or3implied3by3such3statements.3Such3forward3looking3statements3are3based3on3numerous3assumptions3regarding3present3and3future3business3strategies3and3the3environment3in3which3the3Company3will3operate3in3the3future.3No3representation,3assurance3or3guarantee3is3given3that3the3occurrence3of 3the3events3 expressed3or3implied3in3any3forward3looking3statements3in3this3document3will3actually3occur.3The3forward3looking3statements3in3this3document3ref lect3views3held3only3at3the3date3of 3this3document.

Past3performance3information3given3in3this3document3is3given3for3illustrative3purposes3only3and3should3not3be3relied3upon3as3(and3is3not)3an3indication3of 3future3performance.3By3accepting3 this3document,3the3Recipient3agrees3that3it3will3make3 and3rely3solely3 upon3its3own3due3diligence3investigations3and3enquiries3and3will3not3in3any3way3rely3 upon3any3of 3the3information3in3this3document3or3use3this3document3for3any3purpose3other3than3as3information3to3assist3the3Recipient3and3its3advisers3to3undertake3its3own3due3diligence3investigations3and3enquiries.

None3of 3the3statements,3opinions,3projections,3forecasts3or3other3forwardS looking3information3contained3in3this3document3havebeen3independently3verif ied3and3no3commitment,3representation3or3warranty,3express3or3implied,3is3made3in3relation3to3their3accuracy,3reasonableness3 or3completeness.3Furthermore,3where3statements3in3this3document3are3taken3from3or3attributed3to3sources3created3by3third3parties,3the3Recipient3should3have3regard3to3those3sources3and3rely3on3its3own3enquiries.

SmartTrans3has3prepared3this3document3based3on3information3available3to3it3at3the3time3of 3preparation3and3subject3to3the3qualif ications3in3this3document.3To3the3maximum3extent3permitted3by3law,3neither3the3Company3nor3any3of 3its3respective3related3bodies3corporate3or3other3aff iliates,3directors,3officers,3employees,3representatives,3 agents,3advisors3or3their3respective3advisors’3aff iliates3 or3partners,3directors,3off icers,3employees3or3contractors3(each3a3Limited3Party3and3together3the3Limited3Parties) 3takes3any3responsibility3for3the3contents3of3this3document3or3any3action3taken3by3the3Recipient3or3any3other3person3on3the3basis3of 3any information3in3the3document.3The3Limited3Parties3disclaim3 any3obligation3or3undertaking3to3disseminate3after3the3date3of 3this3document3any3updates3or3revisions3to3any forward3looking3statements3to3ref lect3any3change3 in3expectations3in3relation3to3those3statements3or3any3change3in3events,3conditions3or3circumstances3on3which3any3such statement3is3based.3To3the3maximum3extent3permitted3by3law3any3and3all3 liability3in3respect3 of 3this3document3and3the3information3contained3within3it3is3expressly3excluded including3without3limitation3any3direct,3indirect3or3consequential3liability,3expenses,3 losses,3damages3 or3costs3incurred3by3the3Recipient3or3any3other3person3as3a3result3of 3their3receipt3or3use3of3this3document3or3arising3from3the3information3in3this3document3being3inaccurate3or3incomplete3in3any3way3for3any3reason,3whether3by3negligenceor otherwise.3No3Limited3Party3makes3any3representation3or3warranty,3express3or3implied,3as3to3the3currency,3accuracy,3completeness,3 reliability,3 fairness3or3correctness of 3the3information3contained3in3this3document3or3about3SmartTrans3generally3or3any3opportunity3to3invest3in3SmartTrans3in3the3future.

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