CRAIG SMITH & ASSOCIATES

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... We will give you our Financial Services Guide (FSG) with your online Client Questionnaire (CQ) prior to our initial meeting. Completing the Client Questionnaire prior to your initial meeting gives both of us a better idea of the main issues to discuss at follow up virtual meeting... Craig Smith & Associates (CSA) specialises in the establishment of your SMSF, including advising on investment strategies, direct shares, exchange traded funds & listed income securities, managed..

Also known as: Craig, Craig Smith

Primary location: Newcastle