Expert Financial and Tax Services for High-Net-Worth Individuals

Access expert accounting and financial planning services for high-net-worth individuals to optimise tax efficiency, manage wealth, and ensure long-term financial growth.

Small firm. Wealth management expertise. Tailored financial strategies.

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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 high-net-worth individuals across Australia.

Our mission is to deliver accessible and reliable tax strategies and financial solutions that help individuals optimise wealth, 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.

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What we do

We partner with high-net-worth individuals across Australia, offering tailored accounting and financial planning services to optimise tax strategies, enhance wealth, and ensure long-term financial success.

Leveraging our deep industry expertise and strategic approach, we go beyond traditional financial planning—providing proactive tax optimisation, wealth-building strategies, and financial insights that empower individuals to navigate financial complexities, maximise returns, and secure a prosperous future.

Tax Optimisation & Wealth Structuring

Implementing strategies to reduce tax liabilities, optimise wealth structures, and maximise tax advantages for high-net-worth individuals.

- 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

Cash Flow Management & Financial Planning

Assisting with effective cash flow management, budgeting, and long-term financial planning to support sustainable growth.

- 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

Estate & Succession Planning

Developing strategies for estate planning, wealth transfer, and protecting assets across generations to ensure financial security.

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

Retirement & Retirement Income Planning

Creating tax-efficient retirement strategies and plans for sustainable income during retirement, with a focus on long-term financial stability.

- 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