Adviser Ratings
Craig Smith & Associates (CSA) is a SMSF specialist firm. We advise on the rationale for your SMSF, develop its investment strategy in conjunction with your needs and views, establish your SMSF with corporate trust (we do not recommend individual trustees), oversee all administration & compliance along with your SMSF's accounting, preparation of financial statements and lodgement with ATO alongside other essential facets of your financial planning needs including estate planning & personal insurances.
CSA's goal is to deliver multigenerational enhanced financial outcomes for our selected clients.
CSA currently advise approximately 150 client groups with approximately $60 million funds under advice & insurances in excess of $200 million.
Our office is located in Forster, a seaside community and tourist hub on the Mid North Coast of NSW (about 320 kilometres north of Sydney). Our clients are located locally, Sydney & Melbourne, a significant expatriate clientele, as well as many clients based in other capital cities and major regional centres of Australia.
The motto of Craig Smith & Associates is: "Knowledge Trust Quality Advice"
Your SMSF & financial planning specialist is:
Craig is licenced through Shartru Wealth Management Pty Ltd.
Craig Smith & Associates was established in 1989 and is an industry recognised and well respected firm.
Craig has extensive experience, expertise and academic qualifications pertinent to financial planning.
Craig holds the following qualifications:
