Business Details
43 Years
experience
Trusted Accounting & Financial Services on the NSW South Coast
Established in 1983, Hales Douglass is a multi-disciplinary accounting and financial services firm with offices in Ulladulla and Batemans Bay on the NSW South Coast. Our team of over 30 professionals, including chartered accountants, financial advisors, and SMSF specialists, delivers tailored solutions to simplify business and personal finances. We prioritise proactive service, leveraging technology to streamline processes and enhance client efficiency.Our commitment to transparency, 24-hour response guarantees, and adaptive client engagement ensures we meet diverse needs across Australia. With specialist expertise in tax, audit, business advisory, and self-managed super funds, we empower clients to focus on their goals while we handle financial complexities.
Services
Financial Advice
Aged Care Advice
Estate Planning
Investments
Life Insurance
Retirement Planning
SMSF Investments
Mortgage Structuring
Superannuation
Audit Services
Details
- Year established: 1983
Highlights and features
- We offer seamless integration of financial and business services in-house.
- We embrace technology to save you time and reduce costs.
- We guarantee a 24-hour response to all inquiries.
- Our team adapts to your unique needs and preferences.
- We provide access to a secure client portal for easy record management.
Associations and certifications
- Australian Financial Services Licence
- AIOFP Practice Member
What people say
Highly competent
Proactive service
Excellent tax advice
Stress-free process
Exceptional financial planning
Services
Accounting & Taxation
Our proactive accounting and tax services focus on strategic year-round planning to optimise financial outcomes. We specialise in complex tax matters, fixed pricing, and clear communication, ensuring compliance while minimising liabilities. Clients benefit from seamless Xero cloud integration and dedicated support for sole traders to growing businesses.
SMSF Management
We provide end-to-end SMSF solutions, including setup, compliance audits, investment strategies, and estate planning. Our accredited specialists ensure tax-efficient structures and legislative adherence, supported by in-house expertise since 1994. Services include administration from $2,420/year with free transfer assistance.
Financial Advice
Hales Douglass Financial Services offers tailored wealth management with a focus on retirement planning, life insurance, and sustainable investing. Our AFSL-licensed advisors prioritise client interests, leveraging over 20 years' experience to create personalised strategies aligned with long-term goals.
Business Advisory
We help businesses enhance profitability through valuations, model optimisation, and succession planning. Our services include franchising advice, grant acquittals, and due diligence for buyers/sellers. Fixed-price bundles combine accounting expertise with strategic mentoring to drive growth and operational efficiency.
Audit Services
Our registered auditors provide financial statement, SMSF, and compliance audits with a focus on risk reduction and regulatory adherence. We offer grant acquittal support, trust account audits, and due diligence services. Proactive identification of weaknesses ensures improved systems and potential tax savings for businesses.
People
David Howells
Partner, Chartered Accountant
Specialises in audit, strategic tax planning, and compliance for Not-For-Profits and SMSFs. With decades of experience, he helps businesses improve operations and achieve long-term goals through expert guidance and tailored solutions.
Juanita Sharp
Partner, Chartered Accountant
Over 18 years in public practice, Juanita delivers exceptional tax and accounting advice. Her expertise in SMSF compliance and business growth strategies has earned her a reputation for excellence in client-focused financial solutions.
Adam Passwell
Partner, Financial Adviser
Diploma-qualified financial planner with expertise in SMSF strategies and retirement planning. Adam combines economic analysis with client-centric advice to create sustainable wealth management solutions aligned with individual goals.
Andrew Hare
Partner, Chartered Accountant
With 30+ years' experience, Andrew provides strategic tax and business advice. His hands-on approach helps clients navigate complex financial landscapes, optimising structures for growth and succession planning.
Craig Wise
Finance & Mortgage Broker
Specialises in business loans, investment finance, and home loans with 25+ years' experience. Craig leverages relationships with 40+ lenders to secure tailored financing solutions for clients across the NSW South Coast.
Questions
What accounting software does Hales Douglass support?
We support MYOB, Xero, Banklink, Reckon, and other major accounting platforms for seamless client integration.
Do you offer fixed-price accounting packages?
Yes, we provide fixed-price bundles for sole traders and growing businesses, including tax returns and monthly accounting services.
How are SMSF audit costs structured?
SMSF administration starts at $2,420/year (or $202/month) with free transfer from existing providers.
Can I access my financial records online?
Yes, our secure client portal allows 24/7 access to financial records and secure file transfers.
What areas do you service?
We serve clients nationwide with offices in Ulladulla and Batemans Bay, covering the NSW South Coast from Nowra to the Victorian border.
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