With decades of experience within our team, we have a client focused approach to help you, your business and your family achieve your financial and lifestyle goals. Get in touch with us today to find out how we can assist you.
From individuals, small and medium business and larger, we have extensive experience in a multitude of industries including agriculture, professional services, manufacturing, retail, eCommerce, building and construction and more.
Between our team we have decades of experience to assist with all aspects of your taxation and accounting needs. We work with and can assist with accounting programs such as Xero, MYOB, QuickBooks, Reckon and more.
We can help get your tax compliance and financial structure in order, leaving you more time to focus on things most important to you.
We have a number of team members who specialise in SMSF’s and with decades of experience can help ensure you get it right.
From establishment of SMSFs, preparation of annual accounts and tax returns, preparation of quarterly activity statements, correspondence with auditors, and compliance with superannuation legislation, we can assist with it all.
We help you understand the benefits of self-managed superannuation funds, providing a fully dedicated service to assist with all your SMSF accounting needs.
When it comes to your most valuable future asset, it’s important to have advice you can rely on.
Having assisted many small business over decades, we have an experienced team to help guide you on your business journey.
Ensuring you have appropriate structures and strategies in place to meet your business goals both now and into the future.
Having the right team behind you, will ensure you can spend more of your time doing what’s important to you.
Succession planning can often be overlooked as part of your financial journey. With the incorporation of our business advisory services and wealth of industry knowledge, we can assist in ensuring you have appropriate plans and structures in place to pass your wealth onto those you intend, by working with your estate planning lawyer.
In addition, we can also assist in formulating exit strategies and business succession planning for those nearing the end of their career.
Our firm has 2 dedicated financial planners. Heather McCarthy and Matthew Accardi.
Both are passionate about providing holistic advice to their clients to help them meet their financial goals and objectives.
They specialise in Superannuation, including SMSF and retirement planning as well as wealth management and creation.
Whether you are wanting to grow your assets for the future, or approaching retirement and looking for advice, we can assist you with your financial planning needs.
Our firm offers access to stockbroking for those who need assistance with share trading, through third party providers.
We also offer advice and assistance in relation to your banking needs.
Smith McCarthy Wilson, Heather McCarthy & Matthew Accardi are Authorised Representatives of SMW Advisory Pty Ltd ABN 65 662 809 752
A copy of our latest Financial Services Guide (FSG) can be downloaded below.
Having been partners at a previous firm, Smith McCarthy was founded in October 2002 by Duncan Smith and Heather McCarthy. They quickly developed a client focused culture, with the firm continuing to serve a large number of those clients and their families that started with us all those years ago.
Tim Wilson joined the firm in May 2003 and became a partner in July 2005, which saw the name change to Smith McCarthy Wilson. Following this we have seen the addition of Grant Duncan as partner in July 2016 and Matt Accardi became the most recent partner in July 2023.
The team continue to strive to develop long term client relationships, to help deliver comprehensive services and advice that enable our clients to meet their goals.