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).
As part of Dover Financial Advisers (which is based in Melbourne and is 100% owned by the McMasters' group of accountants and solicitors) we have access to a full range of back office services from McMasters’ professional staff. Dover provides us with all technical superannuation support, particularly in SMSF services. McMasters’ also employs 65 accountants in Vietnam. Each of these accountants is university qualified and has more than 5 year’s full time experience in accounting for Australian companies, trusts and SMSFs. The managers and supervisors hold MBAs from Melbourne’s Swinburne University or are fully trained CPAs. Utilising McMasters’ means accounting services can be provided for far less than Australian accounting firms as there is no payroll tax, superannuation, rent, electricity or IT costs built into your fee. McMasters’ staff is often better trained, qualified and experienced than most Australian accountants and are already completing over 1,000 SMSF returns pa.
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.