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 100 client groups with approximately $75 million funds under advice & insurances in excess of $200 million.
Our office is located in Newcastle, about 90 minutes north of Sydney. Our clients are spread across Australia including but not limited to Newcastle, Sydney, Canberra, Gold Coast, Melbourne, Regional areas as well as a significant expatriate clientele.
The motto of Craig Smith & Associates is: "Knowledge, Trust, Quality Advice"
Craig is the principal adviser at Craig Smith & Associates. 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). Additionally in 2016 Craig completed the Professional Certificate in Self-Managed Superannuation Funds run by The University of Adelaide.
Craig has also successfully completed the FASEA Ethics and Professionalism in Financial Advice and the Industry Exam.
Brendan is the paraplanner at Craig Smith & Associates. As well as having a Bachelor of Commerce (Majoring in Accounting & Finance) (UON); in final year of Bachelor of Innovation & Entrepreneurship (UON), Brendan has also been accepted in the Graduate Diploma in Financial Planning and is commencing his Professional Year, with Craig as his mentor, to become a fully-fledged financial planner.
Sharron is the operations manager at Craig Smith & Associates. Sharron oversees all operations at Craig Smith & Associates with responsibility for SMSF Accounting liaison with DBA Advisers, overseeing insurance renewals & marketing. Sharron has a vast range of experience in previous roles as diverse as a real estate salesperson, Airbnb portfolio manager, surgical medical supplies sales/manager.