Craig Smith & Associates

Craig Smith & Associates Craig Smith & Associates (CSA) is a SMSF specialist firm. We advise & implement all aspects of SMSFs

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

19/10/2022
Everyone’s jockeying for position to see sunset.
18/10/2022

Everyone’s jockeying for position to see sunset.

A takeaway with extras 😂
16/10/2022

A takeaway with extras 😂

Sharron and I having a fabulous time in Crete
16/10/2022

Sharron and I having a fabulous time in Crete

Sitting on balcony, sipping vino, wild elements. Life is good 😊
16/10/2022

Sitting on balcony, sipping vino, wild elements. Life is good 😊

Question: Which would you prefer?1. a bank term deposit paying 1.3%pa with federal govt guarantee? or2. a bank dividend ...
05/02/2020

Question: Which would you prefer?

1. a bank term deposit paying 1.3%pa with federal govt guarantee? or
2. a bank dividend paying 5% approximately with an additional fanking credit on top of 15% if still working or 30% if retired?

Note the capital value of the bank share can rise or fall in the short term but over a 5-10 year period volatility disappears

Australia’s retirees are being hit the hardest by the RBA’s successive rate cuts, according to Plato Investment Management.

SMSF Trustees are financially literate, financially engaged with their retirement planning and more often than not are s...
05/02/2020

SMSF Trustees are financially literate, financially engaged with their retirement planning and more often than not are self sufficient when they retire. What's not to like about the SMSF sector?

The SMSF sector could be used as a case study for the government’s retirement income review due to the effectiveness with which trustees are engaging and using the super system, leading to improved retirement outcomes for members, according to the SMSF Association.

Newcastle CBD
21/01/2020

Newcastle CBD

Really looking forward to this Near Map presentation. It is a stock we are interested in. Would like to hear your though...
09/05/2019

Really looking forward to this Near Map presentation. It is a stock we are interested in. Would like to hear your thoughts.

Trust us, you’re going to want to keep your diary open for NAVIG8.

Looking forward to different perspectives
29/04/2019

Looking forward to different perspectives

Address

127/14 Milford Street
London Borough Of Islington
2296

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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