Know where you’re going. Be in control of your money

AKW Fleming Partners takes the time to understand what’s important to you.

That’s why the plans we help you set, achieve your goals and support your lifestyle. So, lean on our expertise and save time.

Financial Planning

Prepare, build and protect.

Our passion is helping you achieve the perfect balance between living the life you want now and preparing the wealth required for your future.

The financial products, policies and tools that are available are broad and diverse; Government policy and change is constant; while there is risk, there is ample opportunity.

Success is the long game. We’re here to advise, support, guide and even help celebrate your wins. The best plans make sure you’re taking the risks you want and not the risks you don’t.

AKW Financial Services is an Authorised Representative of Oreana Financial Services Pty Ltd, AFSL 482234. Level 17, 627 Chapel Street, South Yarra, Melbourne, Victoria, 3141, Australia. General advice warning: The information contained in the website may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information. Past returns are not indicative of future returns.

Self-Managed Superannuation Fund Services

AKW Fleming Partners have a team of specialists committed to providing both the technical strategies required to maximise your superannuation benefits and the administrative support to ensure ease of management of your superannuation fund. These services will enable you to enjoy the advantages of a SMSF where you control the investment strategy, reduce tax while obtain tax benefits, and control administration costs. Services we offer include:

  • Assisting with establishment of Self Managed Superannuation Funds

  • Maintain Fund Trust Deeds

  • Day to day administration

  • Preparation of Trustee Minutes/Resolutions

  • Financial statement preparation

  • Member Statements

  • Superannuation Fund Audits

  • Structuring of benefits and pensions

  • Preparation of all ATO forms

  • Preparation of monthly/quarterly IAS re PAYG withholding tax remittance

  • Calculation of minimum pension requirements

Accounting Services

AKW Fleming Partners core business has developed by providing cost-effective accounting solutions for both small and large business, ranging in structure from individuals & partnerships through to trusts, companies and Superannuation Funds.

Whether for an individual in semi-retirement, a family partnership, a registered club, a member of a self managed superannuation fund, or a small public company we can tailor a comprehensive accounting package to meet your requirements.

One of our highly trained team members can go to your business location & keep all of your accounting, G.S.T., payroll & superannuation guarantee requirements up to date.

We can assist with all accounting needs including:

  • Record keeping

  • Bookkeeping both manual and computerised

  • Financial statement preparation periodic and annual

  • Cash flow budgets

  • Company secretarial

  • Payroll services

  • B.A.S. preparation

  • Superannuation guarantee compliance

  • Workers compensation

Company Secretarial Services Include:

  • Establishment of new companies

  • Maintenance of corporate registers

  • Filing of documents with ASIC

Taxation Service & Advice

AKW Fleming Partners has been providing taxation and accounting services for individuals and business for over 20 years. Our extensive team of qualified taxation advisors has a tremendous depth of experience and expertise in all taxation matters, and is committed to providing a comprehensive up to date service considering all the latest developments in tax legislation, rulings & cases.

Our taxation personnel enjoy the challenge of assisting clients with the myriad of tax reform, and are particularly pro-active in ensuring that the tax situation of all clients from individual wage & salary earners to large business is optimised.

Our range of taxation services include:

  • Proactive tax planning

  • Income tax return preparation for individuals, partnerships, trusts, companies and superannuation funds

  • Electronic lodgement of Income Tax Returns

  • Goods & services tax advice

  • Monthly and quarterly BAS preparation

  • Fringe Benefits Tax advice and preparation of annual FBT returns

  • Capital Gains Tax advice

  • PAYG Withholding reconciliation, including weekly payroll & issuing of Payment Summaries.

  • Salary packaging advice

  • Tax effective structures

  • Negative gearing advice

  • A.B.N. & G.S.T. registration