We are located at 40 Queen Street, Warragul, VIC 3820. You can contact our office by phone on 03 5622 1477 or via email at reception@smithmccarthy.com.au.
We have extensive experience working with a wide range of industries, including agriculture, professional services, manufacturing, retail, eCommerce, building, and construction. We cater to individuals, small-to-medium enterprises (SMEs), and larger corporate entities.
Our team works comfortably with all major cloud accounting and desktop programmes, including Xero, MYOB, QuickBooks, and Reckon, helping you keep your financial structures in order seamlessly.
Our advisory services focus on setting up the appropriate business structures and long-term strategies to help you meet your financial goals, improve efficiency, and ultimately free up your precious time to focus on growing your business.
We have two dedicated financial planners: Heather McCarthy and Matthew Accardi. Both are passionate about providing holistic wealth management and retirement planning advice and are Authorised Representatives of SMW Advisory Pty Ltd.
Our financial planners specialise in:
Superannuation and Self-Managed Super Funds (SMSFs)
Retirement planning
Wealth creation and asset management
Access to stockbroking services through third-party providers
Banking and finance structure advice
We have a number of team members who specialise in SMSFs. With decades of experience, we handle the end-to-end administration, including:
Establishment of the fund
Preparation of annual accounts and tax returns
Quarterly activity statements (BAS/IAS)
Coordination with independent auditors
Ongoing compliance with Australian superannuation legislation
Succession planning ensures you have control over how your wealth is transferred to the next generation. We assist in formulating clear asset protection plans, family wealth transfer structures, and exit strategies for business owners nearing the end of their careers.
We take data security seriously. In accordance with our Privacy Policy, we protect your information using physical, administrative, personnel, and technical measures, including firewalls, virus scanning tools, and strict employee confidentiality requirements. We hold all electronic and hard copy data securely within Australia.
We aim to resolve any issues quickly and fairly. You can raise a concern by calling us on 03 5622 1477 or emailing reception@smwadvisors.com.au in accordance with our Complaints Policy. We acknowledge complaints right away and try to provide an answer within 5 business days for simple matters, or a formal written response within 30 days for complex investigations.
If you remain unsatisfied with our resolution, you can escalate the matter to the Australian Financial Complaints Authority (AFCA) under our licensing group, SMW Advisory Pty Ltd (AFSL No. 544311).
