Financial Planning Services

* Services provided as an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited. Taxation and accounting services do not fall under Count's AFSL



Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at Hamilton Hateley & Associates are superannuation experts who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals. 

Services we offer include: 

  • Establishing self-managed superannuation funds
  • Completing information for the Insurance and Superannuation Commissions
  • Superannuation audits
  • Advice on compliance matters
  • Advice on taxation benefits
  • Advice on employer obligations



Self-managed Superannuation Funds

There are several trust laws and legislative requirements for setting up a self-managed superannuation fund (SMSF). Typically you need to:

  • Obtain a trust deed
  • Appoint trustees
  • Sign a trustee declaration (NAT 71089)
  • Elect to become a regulated fund
  • Obtain a tax file number (TFN)
  • Obtain an Australian business number (ABN)

At Hamilton Hateley & Associates we provide the professional advice you need to set up your own fund and greatly simplify the process for you. 



Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes: 

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few. 

Don't take unnecessary risks with your future! Allow the professionals at Hamilton Hateley & Associates to guide you towards achieving your financial goals. 



Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes: 

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few. 

Don't take unnecessary risks with your future! Allow the professionals at Hamilton Hateley & Associates to guide you towards achieving your financial goals. 



Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes: 

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few. 

Don't take unnecessary risks with your future! Allow the professionals at Hamilton Hateley & Associates to guide you towards achieving your financial goals. 



Risk Management

A multitude of risks exist in today's business environment. At Hamilton Hateley & Associates we pride ourselves in our proven ability to accurately assess risk and protect you from vulnerabilities inherent in your enterprise. An effective risk management strategy improves the performance of your business, enables you to complete goals, and protects the value of your business.

Our risk assessment includes: 

  • Assembling relevant information about your business and market
  • Identifying the major risks facing your organisation
  • Developing a risk strategy
  • Implementing the risk management procedures



Address

65 George Street,
Millicent, SA 5280,
Australia

Call Us

08 8733 3777

Mail Us

manager@tdhpartners.com.au