Expert Accounting Services for Multi-Entity Family Groups – Optimising Tax Structures
Access expert accounting and financial planning services for multi-entity family groups to optimise tax structures, manage assets, and ensure long-term financial success.
Small firm. Family group expertise. Tailored tax solutions.
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 multi-entity family groups across Australia.
Our mission is to deliver accessible and reliable tax strategies and financial solutions that help family groups optimise tax structures, manage assets, 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.
What we do
We partner with multi-entity family groups across Australia, offering tailored accounting and financial planning services to optimise tax structures, enhance asset management, and ensure long-term financial success.
Leveraging our deep industry expertise and strategic approach, we go beyond traditional financial planning—providing proactive tax strategies, asset management insights, and financial guidance that empower family groups to navigate complexities, maximise wealth, and secure a prosperous future.
Tax Structuring & Optimisation
Developing tax-efficient structures across multiple entities to minimise liabilities and maximise benefits for the entire family group.
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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
Asset & Wealth Management
Advising on asset allocation, investment strategies, and wealth preservation to support long-term financial growth and security.
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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
Family Governance & Succession Planning
Helping establish governance frameworks, business continuity plans, and smooth wealth transfer to ensure a lasting legacy across generations.
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Customised monthly management & board reporting
Assistance with budgeting and cash flow forecasting
Assistance with preparing for capital raising and debt financing
Risk Management & Compliance
Identifying potential risks, ensuring legal and tax compliance, and protecting assets to safeguard the family's financial future.
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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
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.
Level 3, 47 York Street, Sydney NSW 2000
