Our Services

Taxation and Tax Solutions

We draw our strengths from our core competence in tax legislative knowledge. We understand your business needs well compare to others due to our vast experience. We think differently and when you come to us you will find difference. Our aim is to see your growth and to be financially wealthy. Our main focus is implying tax strategies to help our client in achieving their financial goals. We are a registered tax agent in Melbourne and Adelaide providing lodgement of tax returns for entities like:

Trusts
Partnerships
Self-managed super annuation funds
Companies
Individual/SoleTraders

We also provide other tax returns lodgements as required by various Government departments like

Payroll tax We complete income tax returns and Business Activity Statement (BAS) preparation and lodgement for Individuals, Partnerships, Companies, Trusts and SMSFs for all entity types and individuals. Our services also includes Tax calculations for the purpose of finalisation of accounts, Tax planning, structuring and reporting, Advice on negative gearing and also assistance in resolution of tax disputes (Lodgement of objections to ATO etc.). The calculation of your Taxable Income and final Tax Refund can vary when you earn other income apart from Wage/Salary amounts. We can lodge your return online and minimise the time it takes to obtain your refund (usually within 7 working days). You will need to keep receipts for any allowable deductions and these expenses need to be related to earning your income.

Accounting and Bookkeeping

DataPro Accounting is a full service boutique accounting practice offering a range of services for investors, employee’s, senior executives and business owners. Our range of professional business services are extensive and include:

Transactional Bookkeeping and Profit and loss preparations
Budgeting & Planning
Preparation of Business Plan
Cash Flow Statements
Monthly & Quarterly Reporting of Business Activity Statements
Payroll & other specialised Reports
Year End Financial Reports
ABN & GST Registration
Business Name Registration, Renewal & Transfer
Back office Outsourcing
Corporate Service & Trusts
Tax Effective Solutions
Advice and Consultative service

We have vast experience of working in accounting software Sage Handiledger, MYOB, Xero, QuickBooks and Cash Flow Manager. Our dedicated accountants and tax professionals are focused on delivering timely accounting and quality online bookkeeping services, tax consultant in Melbourne and Adelaide. We take care of your compliance issues. Our expert accountants incorporate effective tax planning from the beginning of financial year while entering your day to day basic data. We pride ourselves in providing timely and accurate maintenance of books of our clients

Mortgage Brokering and Insurance

Our mortgage broking service offers a unique approach to securing a mortgage, handling the financial aspects, at no extra cost to you. Step-by-step support through the property refinance process With our simple three-step process, we provide personalised guidance, answering your questions and helping you achieve the best possible outcome.

We ask you what your loan requirements, how long you need it for and what features it should have. We take a consultative approach, as the loan needs to work for you.
We get started finding you the most affordable loan available. We have a panel of over 25 lenders we can choose from that includes all the major banks and some smaller lenders enabling us to cater for any type and size of loan.
Once we’ve determined the best product and strategy, we assist you in implementing it. This is a simple process where we can handle all the paperwork and details.

You can count on our experienced team to help you with residential property loans, commercial property loans, business loans and Self-Managed Superannuation loans. To find out more about this service or how we can assist, please contact us or submit an enquiry. Maintenance and debt consolidation We constantly look for ways to deliver added value to our clients. One of the benefits of securing your loan through us is having the confidence that your loan will be structured in the most tax effective way possible. Your mortgage broker will get in touch with you once a year to make sure that everything is on track and that your chosen lender is still serving you in your best interest. In many cases, a debt reduction strategy is a significant part of the advice we provide. As a part of our loan recommendation, we will present you with a strategic debt reduction plan. Debt consolidation simplifies the administration of your loans, reduces the interest rate cost and improves your overall cash flow. Through this support, you can focus on controlling your debt while actively working towards debt reduction. Typically our clients choose us for:

Business Planning and Internal Audit

Are you planning to start your business? No idea from where to start? We are here to guide you with the proper business advice and planning to establish new business. Business Advice is must for the growth of the business and choosing the best structure to achieve their goal. Accountants play a major role in establishing your business, creating new opportunities and much more. One can say they are the valuable sources for business advice. You can simply find such business advisory services with us. We help you with:-

Identify new opportunities to grow your business
To ensure your business remains in profitable status.
To maintain, build and protect your assets.

We’ve helped countless businesses streamline their systems, set clear financial goals and achieve them. Our team appreciates that you have a business to run, customers and clients to serve and products to perfect. So you can feel supported knowing that DataPro Accounting will develop a plan and provide advice that benefits your bottom line. Business improvement Our business advisory services involve:

Establishing clear financial and business goals, and
Helping you achieve them, through advice on how best to optimise your business finances.

Risk Management Starting a small business can be exciting, but it’s accompanied by some risks. That’s why it’s important to protect yourself and your assets with the appropriate insurances. Quality risk management can bolster the security of your wealth and your family. Management Accounting and Advice Your business success depends on strong accounting systems and practices—from budgets for cash flow to profit planning. We show you how to understand your business finances through these crucial management tools.

Financial Advisory

Financial planning is a continuous strategic process designed to help you achieve financial goals in the short and long-term.

Do you sometimes feel anxious about where you’re heading financially? You’re not alone. Most recent surveys suggest that up to a third of Australians feel financially stressed. Many of us would like to be in a stronger financial position, but lack the tools or knowledge to make it happen. That’s where trusted financial advice can be so valuable. We are determined to deliver a customised service that is easy to understand, gives peace of mind and provides clear direction. To start, it’s crucial that we get to know the real you – your financial situation, goals, urgent priorities and outside factors. Our inside knowledge of how you make your money will help us grow it.

5-step financial plan
Measurement of wealth journey
Investment properties advice
Personal finance modelling
Investment portfolio advice

Through our network of skilled professionals that we have cultivated over the years offers specialist wealth & advice services. This means that any question, issue or service you may have or require, we will be able to either look after that internally or refer you to a professional we believe will give you the best possible service.

SMSF (Establishment & Wind up)
Financial & Investment Advice
Property
Lending & Finance
Estate Planning