Initially a partnership between Lex Fagg and John Cathcart, after a number of changes of name and personnel, the firm became a member of the National Sothertons Group in 1988.
A thriving, full service accounting, taxation and financial advice firm, Steve and Tina are supported by an experienced team of professionals. And as we head into a brand new financial year, the team at Sothertons Gladstone are here to support the Gladstone community.
Looking to minimise tax by maximising your work-related deductions and have your income tax return prepared by a professional accountant and tax agent, Sothertons can help you. They can provide you with advice on personal budgeting, superannuation and investing.
With a rental property or share portfolio looking to maximise the return on your investment and minimise tax, or even if you are just getting started and need advice on investment opportunities, that’s where the financial planning division can help.
A Start Up Business Owner
Looking for professional financial advice to kick start your business venture and ensure that you are financially well-organised. Sothertons team can set up your business structure, ensure your taxation registrations are organised and as Xero Certified Advisors they can get you started with easy to use, cloud-based accounting software to manage your financial and tax compliance obligations.
An Established Business Owner
Looking to take your business to the next level, or continually improve your operations to maximise the return on your investment of time and money. As experienced business advisors Sothertons can assist with all aspects of business from sales growth, team building, systems development and of course, financial and taxation management to improve profitability, cashflow, protect your assets and create wealth.
Looking for advice on Sale or Succession of your Business or approaching retirement, get some help which will prepare you for this next stage and maximise the return on your investment and make the transition as smooth as possible. Sothertons can also assist you with setting up or managing your self-managed superannuation fund.
Wherever you are in Business or Life, the professional team at Sothertons Gladstone will be with you every step of the way.