About Us
Accounting Director & SMSF Specialist Advisor
Juanita Sharp CA, B.Com
Professional Certificate Self-Managed Superannuation Funds
SPAA SMSF Specialist Advisor
Juanita is a Chartered Accountant with over 16 years in public practise. She began her career in North Queensland before moving to Ulladulla and being admitted as a partner of Hales Douglass in 2004. She has a reputation for exceptional tax and accounting advice as well as a track record of helping her clients improve and build their business. Juanita specialises in Self Managed Superannuation administration. She ensures her clients' SMSF compliance, tax and audit requirements are met and helps her clients understand the complex trustee roles and duties. Juanita is committed to being accessible to her clients and their best interests.
Accounting & Audit Director
Rob Douglass CA, B.Bus, M.Ec
Rob has over 32 years experience in the accounting industry as a consultant to all levels of business. He is a member of the Institute of Chartered Accountants and The Taxation Institute of Australia. For the past 22 years, he has focused on the small-medium enterprise market on the South Coast of NSW. Many clients have chosen to move wealth into SMSFs throughout this time under Rob’s guidance. Within the SMSF environment, Rob now manages the audit function.
Accounting & Audit Director
Andrew Hare CA, B.Bus
Registered company auditor
Andrew has more than 25 years experience in the accounting industry, training with national firm Hall Chadwick for 7 years before joining Hales Douglass in 1994. He is a member of the Institute of Chartered Accountants and the Taxation Institute of Australia. Through Andrew’s expertise in providing tax and business advice and his 'hands on' approach to working with clients, Andrew has helped many business people achieve their business and personal goals. He specialises in:
- Taxation & superannuation strategies
- Financial and business troubleshooting
Independent Auditor
David Howells B.Bus, B.Com CA
Your fund is audited by David Howells, an independent auditor with extensive audit experience. David is a member of the Institute of Chartered Accountants in Australia. David spent 4 years refining his audit and financial reporting knowledge at the large international firm Ernst & Young before joining Hales Douglass & Your Super Solutions. He has a reputation for completing high quality and highly efficient audits with an emphasis on SMSF audits.
SMSF Specialist Advisor
Adam Passwell B.Ec, Dip.FP, SSA
SPAA SMSF Specialist Advisor
Adam has a double major degree in Economics and Business Law and he has also completed the Diploma in Financial Planning from Deakin University. He is a member of the SMSF Professional Association of Australia and has completed his specialist qualifications to meet the accreditation for being a SMSF Specialist Advisor™, thus ensuring the highest competency in this very complicated field. Adam and his team provide these services for SMSF clients:
- Pre and post retirement planning
- Transition to retirement planning
- Super benefit planning
- Retirement income streams (pensions) including maximization of Centrelink benefits
- Estate planning strategies
- SMSF investment strategies
Senior Manager – Superannuation
Kim Urquhart CPA, BA
Kim has over 20 years experience as a qualified accountant and CPA. She ran her own consultancy firm for 15 years, gaining extensive experience in working with clients to improve information flow and planning, and in obtaining more cost effective and profitable outcomes. Kim has focussed on self managed superannuation fund tax, accounting and administration for the past 6 years and is ready to assist you to benefit from the advantages of having your own SMSF, whilst smoothly navigating the intricacies of the legal and taxation obligations which you, as trustees, are required to meet.