Comprehensive Financial Services for Medical Practitioners

Access expert accounting and financial planning services for medical practitioners to optimise tax efficiency, build wealth, and ensure long-term financial stability.

Small firm. Medical industry 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 medical practitioners across Australia.

Our mission is to deliver accessible and reliable tax strategies and financial solutions that help medical practitioners optimise their 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 medical practitioners across Australia, providing tailored accounting and financial planning services to optimise tax strategies, enhance wealth management, and ensure long-term financial success.

Leveraging our extensive industry expertise and strategic approach, we go beyond traditional financial planning—offering proactive tax optimisation, investment strategies, and wealth management insights that empower medical practitioners to navigate financial complexities, maximise outcomes, and secure a prosperous future.

Tax Optimisation & Compliance

Implementing tax strategies to minimise liabilities, ensure compliance, and maximise tax advantages specific to the medical profession.

- 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

Wealth Management & Investment Strategies

Advising on investments, asset allocation, and long-term wealth-building strategies tailored to medical practitioners' needs.

- 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

Superannuation & Retirement Planning

Developing tax-effective superannuation strategies and retirement plans to ensure financial security in the long term.

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

Cash Flow & Practice Management

Assisting with practice finance, managing cash flow, and planning for sustainable growth and financial stability within the medical practice.

- 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