Expert Tax and Investment Strategies for Family Groups
Access expert accounting and financial planning services for family groups to optimise tax efficiency, grow wealth, and secure long-term financial stability.
Small firm. Family-focused expertise. Tailored financial strategies.
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 groups across Australia.
Our mission is to deliver accessible and reliable tax strategies and financial solutions that help families 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.
What we do
We partner with family groups across Australia, offering tailored accounting and financial planning services to optimise tax strategies, enhance wealth management, and secure long-term financial success.
Leveraging our deep expertise and strategic approach, we go beyond traditional financial planning—providing proactive tax optimisation, investment strategies, and wealth management insights that empower families to navigate financial complexities, maximise outcomes, and build a prosperous future.
Tax Optimisation & Compliance
Developing tailored strategies to minimise tax liabilities and ensure compliance for family groups, while maximising available tax benefits.
-
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 investment opportunities, asset allocation, and wealth-building strategies to ensure long-term growth and financial stability for families.
-
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 Planning & Asset Protection
Creating plans to safeguard family wealth, protect assets, and ensure smooth wealth transfer across generations.
-
Customised monthly management & board reporting
Assistance with budgeting and cash flow forecasting
Assistance with preparing for capital raising and debt financing
Retirement & Succession Planning
Developing tax-effective retirement strategies and succession plans to secure the financial future of family members and ensure smooth business or estate transitions.
-
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
