Self Managed Super Funds

Craig Smith & Associates (CSA) specialises in the establishment of your SMSF, including advising on investment strategies, direct shares, exchange traded funds & listed income securities, establishment of Corporate Trustees, all administration & record keeping, regular reviews & accounting & actuarial requirements.

We currently have established and advise over 75 SMSFs and have the capacity to increase this to 100 with present staffing.

As well as having a Bachelor of Education (UNE); a Master of Commerce in Financial Planning (UWS) and an Advanced Certificate in Real Estate (NSW TAFE) Craig is also an accredited SMSF Specialist Advisor with the leading industry professional association in this speciality – The SMSF Association (SMSFA).

Our clients want SMSFs. They want the control and security of their names on their investments, and knowing exactly where their money is all the time. Clients remember what happened to their superannuation balances in the GFC and they want to make sure it does not happen again. They want a conservative and safe way to invest their superannuation and to make sure it is there when needed in retirement.

SMSFs suit most clients, from young couples just starting out to older, wealthier individuals with millions to invest.

Why pay platform fees to large institutions and investment management fees to investment managers who statistically underperform the index more often than not? With a SMSF you are in control and as numerous reports continue to confirm costs are often considerably lower than both industry & retail super supers with better performance.

Contact Us

1800 4444 11
(02) 6554 5025

View more

Shartru Wealth Management Pty Ltd AFSL 422409; ABN 46 158 536 871; Head Office 14 Macquarie St, Belmont NSW 2280; PO Address PO Box 565, Belmont NSW 2280

The information contained on this page, and throughout this website, is of a general nature and may not be appropriate for your personal circumstances. You should speak to qualified professionals such as Craig Smith & Associates or your financial adviser before acting on any information contained in this website.