SMV Advisory · Melbourne
Clear financial thinking for ambitious businesses and the families behind them.
A boutique advisory and accounting practice offering virtual CFO, compliance and family office services — measured, discreet, and built around the way you actually make decisions.
The Practice
An advisory practice, not a processing line.
SMV Advisory was founded on a simple idea — that good financial advice should be personal, senior and quietly excellent.
We work with owner-led businesses, professionals and families who want more than compliance. Behind the lodgements and the reporting sits the real work: understanding your structure, anticipating what's coming, and giving you the clarity to act with confidence.
Because we keep the practice deliberately small, the person who understands your affairs is the person you speak to. That continuity is the point — and it's increasingly rare.
What We Do
Four ways we work alongside you.
From day-to-day compliance to board-level counsel, delivered with the same standard of care.
Virtual CFO
Board-level financial leadership without the full-time overhead. Cashflow, forecasting, management reporting and the numbers that inform real decisions.
Accounting & Compliance
Year-end accounts, income tax, BAS and the obligations that keep your entities in good standing — handled accurately and on time.
Business Advisory
Structuring, succession, transactions and growth. Considered counsel at the moments that genuinely move the needle.
Family Office
Coordinated oversight of family wealth, entities and reporting — with the discretion and care the role demands.
Our Approach
How we hold ourselves.
Discretion
Your affairs are handled with the confidentiality they deserve. Nothing leaves the room that shouldn't.
Judgement
Technical depth matters, but judgement matters more. We tell you what we'd do, and why.
Continuity
One relationship, sustained over time. We come to know your business as well as you do.
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Get In Touch
Let's begin with a conversation.
Serving clients across Australia