Craig Smith & Associates
Banking and Financial Services - Forster, NSW
Craig Smith & Associates located in Forster specialises in financial planning, self managed super funds, personal insurance, estate planning, and many more.
Craig Smith & Associates is an 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.
Craig Smith & Associates' goal is to deliver multigenerational enhanced financial outcomes for our selected clients.
Craig Smith & Associates currently advise approximately 150 client groups with approximately $60 million funds under advice & insurances in excess of $200 million.
Craig Smith & Associates services include but not limited to:
• Financial Planning
• Self Managed Super Fund
• Personal Insurance
• Estate Planning
Should you have any inquiries about our financial services, please call Craig Smith & Associates for more information.