At UHY Sothertons Adelaide, we get to know your business and tailor services to your specific needs. We are here for your whole business journey.

UHY Sothertons Adelaide focuses on providing business and financial advice and support to small to medium businesses.

The firm pursues a strong service ethic with the highest integrity. Our service approach is to ensure that we know our clients well and have a complete picture of their affairs enabling us to provide the highest level of advice and support, both financially and personally. We ensure that our clients receive personal partner involvement underpinned by strongly aligned teams, with robust internal procedures and systems. We focus on continual training and development of staff at all levels, with a commitment to quality through review programs and systems shared by UHY International members throughout Australasia, ensuring the latest technology for both firm and client benefit and commitment to retention of quality staff.

The experience and diversity of our directors and professional staff means that we have the depth and breadth to address most financial and business areas guiding our clients through:

  • Tax, accounting compliance and advisory,

  • Strategic planning,

  • Business consulting, including day to day operations and cloud based solutions,

  • Superannuation,

  • Audit and assurance,

  • Forensic accounting and litigation support.

UHY Sothertons Accounting

Tax Accounting

Business Tax Compliance and Tax Planning Services. Tackling all segments of your business tax affairs.

Our proactive approach to tackling all segments of your tax affairs means that you will be alerted of opportunities and guided through risks. Irrespective of whether you are a large business or individual wage earner, you can trust that we value each of our clients and will make it our business to understand yours.

Our expertise includes the following:

  • Preparation of financial statements & interim reports

  • Income tax returns

  • GST and business activity statements

  • Fringe benefits tax

  • Capital gains tax

  • Tax planning

  • Investment and property tax planning

  • Taxation advice

  • Self managed superannuation funds.

Business Consulting

Assist businesses of all sizes to maximise potential, realise opportunities and achieve results.

Whether you are looking to grow your operations, improve efficiencies or consider key investments, our specialists are here to help. We will adopt a tailored approach to analyse your business and help you achieve and set your business objectives providing you with confidence and peace of mind.

Our services include:

  • Business analysis (both strategic and operational)

  • Advisor and ‘sounding board’ 

  • Investor ready analysis

  • Design and implementation of management reporting systems

  • Business coaching and management consulting

  • Feasibility studies to determine the overall viability of projects

  • Cash flow and profit projection

  • Advisory board services.

Superannuation

When it comes to our SMSF services, attaining best possible outcome for you and your loved ones is our priority.

Qualified and Experienced Superannuation Experts in Adelaide

 We will work with you and your other advisors, whether that’s your financial advisor, solicitor or banker. All our work is completed within our office, we do not outsource any of your work.

We offer a complete superannuation solution including:

  • Setting up a SMSF

  • Winding up your SMSF

  • Starting a pension

  • Contributions

  • Accounting and administration

  • Inspecie contributions

  • Tax minimisation

  • Technical support

  • Compliance support

  • Family succession

  • Estate planning.

Succession Planning

We can’t make you see in the dark, but we’ll help you see in the future.

We understand the drivers of small to medium businesses and the additional complexities when they are family owned and run. We can help you form a succession or exit plan and implement your chosen path to achieve your goals. Our advisors have experience in a wide range of industries and circumstances to deliver a tailored positive outcome.

Due Diligence

When the decision is made to acquire, sell or merge a business, a thorough investigation of both obvious and hidden potential risks and opportunities is essential.

Our due diligence team will review:

  • Reliability of financial information

  • Potential and existing liabilities

  • Accounting systems and controls

  • Business and industry risks

  • Key operational processes

  • Critical success factors

  • Tax implications, risks and opportunities

  • Business synergy and cost saving opportunities

  • Management and human resource matters

  • Future working capital requirements.

We recognise that one size does not fit all, so each due diligence review is tailored to match your needs.

Audit

The audit process is an excellent opportunity to gain some valuable advice regarding your business’ position and its future direction.

Our approach is to:

  • Keep things simple with an emphasis on proactive communication.

  • We’ll ask you what you need from us, and we tell you what we’ll need from you to get there – including any statutory requirements.

  • Gather a comprehensive understanding of your organisation including your people, processes and systems.

  • Keep your internal stakeholders fully engaged with every step of the audit process.

  • Share valuable insights and findings.