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Hales Douglass Hales Douglass
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Business Details
43 Years
experience
Trusted Accounting & Financial Services on the NSW South Coast
Established in 1983, Hales Douglass has grown to a team of over 30 professionals across Ulladulla and Batemans Bay, delivering integrated financial advice and business solutions. Our expertise spans accounting, taxation, self-managed super funds (SMSF), financial planning, and audit services, supported by a client portal for secure data management and 24-hour response guarantees. With chartered accountants, certified financial advisors, and specialist SMSF practitioners, we combine decades of local experience with cutting-edge technology to streamline financial operations for individuals and businesses nationwide. Our commitment to transparency, proactive service, and tailored strategies ensures clients achieve both personal and business financial success while maintaining compliance and minimizing stress.
Services
Accounting & Taxation Financial Advice Self-Managed Super Funds Business Advice Audits Audit Protection Insurance Debt Reduction Estate Planning Investments SMSF Investments
Details
  • Year established: 1983
Highlights and features
  • We offer seamless integration of financial and business services, all in-house.
  • We guarantee responses to client inquiries within 24 hours.
  • Our team includes chartered accountants and SMSF specialists with decades of combined experience.
  • We use electronic data management systems for prompt record retrieval.
  • We adapt our services to client preferences, offering face-to-face, phone, or online support.
Associations and certifications
  • Australian Financial Services Licence
What people say
Expert accounting Personalized financial advice Dedicated client service Professionalism Timely responses
Update Listing
Services
Accounting & Taxation
Our proactive accounting and taxation services focus on strategic year-round planning, complex tax solutions, and fixed-price bundles for businesses. We combine hands-on expertise with cloud-based technology to simplify compliance, reduce liabilities, and improve financial outcomes for sole traders and growing enterprises. Our team ensures clear communication and predictable pricing for all accounting needs.
Financial Advice
With our own Australian Financial Services Licence, we provide unbiased financial advice tailored to individual goals. Our accredited advisors specialize in retirement planning, investment strategies, and SMSF management, using evidence-based portfolio construction to optimize returns while minimizing fees. We prioritize transparency and client education in all financial planning decisions.
Self-Managed Super Funds
Our SMSF specialists offer comprehensive services including fund setup, compliance audits, and strategic investment planning. We ensure tax-efficient structures and regulatory compliance while helping clients maximize retirement savings. Our integrated approach combines accounting expertise with personalized financial advice for complete superannuation management.
Business Advice
We deliver data-driven business advisory services focused on growth strategies, succession planning, and operational efficiency. Our chartered accountants work closely with SMEs across retail, trade, and professional sectors to improve profitability and long-term sustainability through tailored financial insights and performance optimization techniques.
Audits
Our respected audit team performs financial statement audits for diverse organizations, including not-for-profits and SMSFs. We maintain strict independence while providing clear reporting and practical recommendations. Our audit protection insurance offers additional security, ensuring clients can navigate regulatory requirements with confidence and minimal stress.
People
David Howells
Partner, Chartered Accountant
David Howells specializes in business advisory, strategic tax planning, and audit services. With expertise in Not-For-Profits and SMSF compliance, he helps clients improve businesses and achieve long-term goals through proactive financial strategies.
Juanita Sharp
Partner, Chartered Accountant
Juanita Sharp brings 18 years of public practice experience, delivering exceptional tax and accounting advice. Her client-focused approach helps businesses grow while maintaining compliance with evolving regulatory requirements through personalized solutions.
Andrew Hare
Partner, Chartered Accountant
Andrew Hare has over 30 years of accounting experience, specializing in tax and business advisory. His hands-on approach helps business owners achieve both personal and professional financial objectives through strategic planning and implementation.
Adam Passwell
Partner, Financial Adviser
Adam Passwell combines economics expertise with financial planning experience to deliver tailored investment strategies. His SMSF specialization and client-centric approach ensure optimal retirement outcomes while maintaining regulatory compliance.
Andrew Clegg
Partner, Financial Adviser
Andrew Clegg offers comprehensive financial planning services with a focus on SMSF solutions. His extensive industry experience since 1998 ensures clients receive practical advice aligned with their long-term financial goals and personal circumstances.
Questions
What accounting services do you offer for small businesses?
We provide fixed-price accounting bundles for sole traders and growing businesses, including tax compliance, financial reporting, and strategic advisory services using cloud-based technology for improved efficiency.
How do you support SMSF clients?
Our SMSF services include fund setup, compliance audits, investment strategy development, and tax optimization. We combine accounting expertise with financial planning to ensure regulatory compliance and retirement goals are met.
What areas do you service?
While based in Ulladulla and Batemans Bay, we service clients across Australia with both in-person and digital support options for accounting, tax, and financial planning needs.
How quickly can I expect responses to financial inquiries?
We guarantee responses to all client inquiries within 24 hours through our preferred communication channels, including phone, email, or face-to-face meetings.
What qualifications do your advisors hold?
Our team includes chartered accountants, certified financial planners, and SMSF specialists with decades of combined experience, ensuring expert advice across all financial service areas.
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