Tailored Accounting Solutions for Commercial Property Investors

Access expert accounting and financial planning services for commercial real estate investors to optimise tax efficiency, maximise property returns, and ensure long-term financial growth.

Small firm. Real estate expertise. Tailored investment strategies.

Diverse experience working with businesses and investors of all sizes and industries

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Small to medium sized businesses

High net wealth

High net wealth individuals and family groups

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Portfolio companies of private equity funds

Who we are

Tullastone provides expert accounting and financial planning services to commercial real estate investors across Australia.

Our mission is to deliver accessible and reliable tax strategies and financial solutions that help investors optimise property returns, manage taxes, and ensure long-term financial success. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right strategies in place to achieve their financial goals and secure a prosperous future.

We appreciate the trust our clients place in us and are proud to be part of their financial journey.

Who we are

What we do

We partner with commercial real estate investors across Australia, providing tailored accounting and financial planning services to optimise tax strategies, enhance property management, and ensure long-term financial growth.

Leveraging our deep industry expertise and strategic approach, we go beyond traditional financial planning—offering proactive tax optimisation, investment strategies, and property management insights that empower investors to navigate market complexities, maximise returns, and secure a prosperous future.

Financial management

Tax Optimisation & Property Structuring

Implementing strategies to minimise tax liabilities, optimise property ownership structures, and maximise available deductions.

    • Bookkeeping and Xero management

    • Cloud accounting set up, transition and App integrations

    • Accounts payable & receivable reconciliations

    • Payroll processing (Xero Payroll) and Single Touch Payroll

    • Financial Statements

    • ASIC company secretarial matters

Tax compliance and advisory

Investment Strategies & Portfolio Management

Advising on real estate investments, asset allocation, and portfolio diversification to ensure sustained growth and returns.

    • Tax returns (companies, trusts and individuals for family groups)

    • Business activity statements and GST compliance

    • Structuring, entity set ups and implementation

    • R&D tax concession assistance

    • Tax advice

Business planning & reporting

Cash Flow Management & Financing

Managing cash flow, assessing financing options, and structuring loans to support property acquisitions and ongoing investments.

    • Customised monthly management & board reporting

    • Assistance with budgeting and cash flow forecasting

    • Assistance with preparing for capital raising and debt financing

Consulting

Risk Management & Compliance

Ensuring compliance with tax regulations, mitigating financial risks, and navigating legal complexities within the commercial real estate market.

    • Project work for M&A transactions and other initiatives

    • Tax-effect accounting and reporting assistance for portfolio companies

    • Assistance with ATO reviews and audit matters

Hear from some of our clients

It’s been great to have Lewis and his team on board to help manage the accounting and tax for our group. We appreciate Lewis’ skillset and responsiveness. We would happily continue to recommend Tullastone to other business owners looking for a different approach with their accountant.”

Nicole and David Dowsett
Founders, PRS Support

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Tullastone’s support over the last few years has been fantastic and made a big difference in how we keep on top of our finances. We are grateful to have Lewis and his team working with us!

Dr Mahi Paquette, CEO and
Executive Environmental Manager Seabin Foundation

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Get in touch with us today

Contact us to discuss how we can provide you with the right accounting and finance support to drive your business forward.

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Level 3, 47 York Street, Sydney NSW 2000

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