Strategic Tax & Advisory Solutions for Family Businesses
Access expert family business tax and advisory services to optimise tax efficiency, safeguard assets, and support long-term business success.
Small firm. Tailored tax solutions. Family-focused 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 family business tax and advisory services to businesses across Australia.
Our mission is to deliver accessible and reliable tax strategies that help family businesses minimise tax liabilities, protect assets, and ensure long-term financial stability. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right tax structures and financial strategies in place to support generational business success.
We appreciate the trust our clients place in us and are proud to be part of their journey.
What we do
We partner with family businesses across diverse industries, providing tailored tax and advisory solutions to optimise financial structures, minimise tax liabilities, and support long-term business continuity.
Leveraging our deep industry expertise and strategic approach, we go beyond standard tax compliance—offering proactive tax planning, asset protection strategies, and succession planning that empower family businesses to grow, transition smoothly between generations, and achieve lasting financial success.
Tax Optimisation & Compliance
Ensuring family businesses meet all tax obligations while implementing strategies to minimise tax liabilities and maximise financial efficiency.
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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 Protection & Wealth Structuring
Safeguarding business and family assets through effective structuring, trust management, and risk mitigation strategies.
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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
Succession & Estate Planning
Developing structured succession plans to facilitate smooth business transitions between generations while maintaining financial stability.
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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
Investment & Growth Advisory
Providing strategic guidance on reinvesting profits, expanding operations, and managing family wealth to support long-term business growth.
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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
