Business Details
29 Years
experience
Your Trusted Chartered Accountants in Kingston
Established in 1997, Hale Financial has grown into a progressive accounting practice dedicated to delivering quality service and tangible value to our clients. Our expertise spans diverse industries including construction, retail, healthcare, technology, and agriculture, enabling us to provide tailored financial solutions that address unique business challenges. We leverage cloud-based platforms like Xero and MYOB to ensure data security, accessibility, and real-time financial management for our clients. Our team of Chartered Accountants and accredited Xero consultants brings decades of combined experience in tax compliance, business structuring, superannuation planning, and investment property advice.We prioritise building long-term relationships through obligation-free consultations, focusing on the people behind the numbers to understand their goals and deliver outcomes that drive profitability. Our commitment to innovation and client-centric service has solidified our reputation as a trusted partner for individuals and businesses seeking comprehensive financial guidance.
Services
Tax returns and advice
Purchase/Sale of business
Business structures
Business funding assistance
Superannuation advice
Self managed super (SMSF)
General business advice
Tax planning and minimisation
Investment property advice
Bookkeeping Services
Details
- Year established: 1997
Highlights and features
- We have over 20 years of experience in public accounting practice.
- Our team includes accredited Xero consultants for cloud-based solutions.
- We specialise in diverse industries from agriculture to information technology.
- We offer tailored tax planning and business structuring expertise.
- Our client-centric approach prioritises long-term financial goals.
Associations and certifications
- Xero
Services
Tax returns and advice
We provide comprehensive tax return preparation and strategic advice to ensure compliance while minimising liabilities. Our services cover individuals, small businesses, and corporations across multiple sectors. With expertise in Australian tax law, we help clients navigate deductions, offsets, and reporting requirements efficiently.
Business structures
Our team advises on optimal business structures including sole traders, partnerships, companies, and trusts. We assess legal protections, tax implications, and growth potential to align with client objectives. This service ensures businesses establish frameworks that support long-term profitability and compliance.
Self managed super (SMSF)
We offer end-to-end SMSF solutions including setup, compliance, and investment strategy. Our specialists ensure adherence to regulatory requirements while optimising retirement outcomes. Clients benefit from tailored advice on fund management, tax efficiency, and estate planning.
Bookkeeping Services
Using Xero and MYOB platforms, we deliver secure, real-time bookkeeping solutions. Services include payroll, invoicing, reconciliation, and financial reporting. Our cloud-based systems enhance data accessibility for clients while maintaining robust security protocols to protect sensitive financial information.
Investment property advice
We provide strategic guidance on property investment taxation, including depreciation claims, rental income reporting, and capital gains tax planning. Our advice helps investors maximise returns through legitimate tax deductions and structuring options tailored to their portfolios.
People
Richard Hale
Managing Director
Richard established Hale Financial in 1997 and specialises in small business taxation and structuring. He combines technical expertise with a client-focused approach to deliver practical financial solutions.
Belinda Fitzgerald
Senior Accountant
Belinda brings over 20 years of public practice experience, focusing on accounting software support and SMSF administration. Her Xero accreditation enhances our cloud-based service delivery capabilities.
Jenny Leitch
Senior Accountant
Jenny transitioned from not-for-profit finance to join Hale Financial in 2016. She provides comprehensive tax and accounting solutions, leveraging her diverse industry experience and Xero expertise.
Mital Sutariya
Senior Accountant
Mital offers end-to-end tax and accounting support for individuals and small businesses. Her focus on profitability optimisation complements our commitment to delivering value-driven financial outcomes.
Leanne Gill
Office Administrator
Leanne combines practical business ownership experience with MYOB/Xero proficiency to deliver efficient bookkeeping services. Her operational background enhances our understanding of client needs.
Questions
What accounting software do you support?
We specialise in cloud-based platforms Xero and MYOB, providing setup, training, and ongoing support to ensure seamless financial management for businesses.
Do you work with businesses outside Kingston?
While based in Kingston, we serve clients across Tasmania including Huonville, offering tailored financial services to businesses in diverse regional industries.
How do I schedule a consultation?
Contact us via phone at 03 6229 1422 to arrange an obligation-free appointment. We recommend calling for faster scheduling compared to email inquiries.
What industries do you specialise in?
We work with clients in construction, retail, healthcare, technology, agriculture, real estate, and more, providing industry-specific financial advice and compliance solutions.
Do you offer SMSF administration?
Yes, we provide comprehensive self-managed super fund services including setup, compliance reporting, and investment strategy development for retirement planning.
Reviews (5)
Caza Builders
Dec 24, 2021
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Many wonderful years of fantastic service that Hale financial has provided to us. Their correspondence and communication is easy and effortless. Mital has done a superb job for all our accounting needs for the business, I highly recommend Hale financial.
Anthony Loberto
Dec 12, 2021
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I can genuinely recommend Hale Financial based on 3 years experience with them and varying levels of complexity of professional services rendered. They're attentive, timely and professional. The email newsletters from Richard Hale are a bonus!
Jordan Lovell
Nov 26, 2021
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Highly professional outfit. Great service and expertise from all in the office. Have been highly beneficial for me financially.
Stephanie Beeston
Nov 23, 2021
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Thank you to Hale Financial for all your hard work and support. It never a problem to call up for advise when needed and they are very efficient. If you are looking for great accounting support Jenny of Hale financial is wonderful, I would highly recommend her.
Russell Timsar
Nov 17, 2021
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Professional, humble, no nonsense practice. They operate from a place of care and integrity, which is lacking in many Accounting practices these days. This company is a breath of fresh air. Some of the bells and whistles you'll see around are unnecessary and a justification to charge a kidney or small limb. If you're a small family business or a medium-large enterprise, get around Hale Financial - they charge you for what they do (not who they are) and conduct themselves ethically & authentically with the advice they provide. I can't rate them highly enough.
