Expert Accounting Services for Family Offices & Private Investment Companies

Access expert accounting and financial planning services for family offices and private investment companies to optimise tax strategies, manage investments, and ensure long-term financial success.

Small firm. Investment entity expertise. Tailored financial solutions.

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What we do

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

Small to medium sized businesses

High net wealth individuals and family groups

Portfolio companies of private equity funds

Who we are

Tullastone provides expert accounting and financial planning services to family offices and private investment companies across Australia.

Our mission is to deliver accessible and reliable tax strategies and financial solutions that help investment entities optimise tax efficiency, manage portfolios, 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.

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What we do

We partner with family offices and private investment companies across Australia, offering tailored accounting and financial planning services to optimise tax strategies, enhance investment returns, and ensure long-term financial success.

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

Tax Optimisation & Compliance

Developing tailored tax strategies to minimise liabilities, ensure compliance, and maximise tax efficiency for structured investment entities.

- 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

Investment Portfolio Management

Advising on asset allocation, diversification, and investment strategies to maximise returns and achieve long-term financial goals.

- 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

Wealth & Asset Protection

Implementing strategies to protect family wealth, mitigate risks, and preserve assets for future generations.

- Customised monthly management & board reporting
- Assistance with budgeting and cash flow forecasting
- Assistance with preparing for capital raising and debt financing

Reporting & Governance

Providing comprehensive financial reporting, ensuring transparency, and supporting strong governance frameworks for family offices and private investment companies.

- 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

“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