Tailored Tax & Wealth Planning Strategies for High-Net-Worth Investors

Access expert high-net-worth tax and wealth planning services to optimise tax efficiency, protect assets, and grow your wealth strategically.

Small firm. Tailored tax solutions. Wealth-focused 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 high-net-worth tax and wealth planning services to individuals across Australia.

Our mission is to deliver accessible and reliable tax strategies that help clients minimise liabilities, protect assets, and maximise long-term wealth growth. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right financial structures in place to optimise their wealth and secure their financial 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 and families, providing tailored tax and wealth planning solutions to optimise financial structures, minimise tax liabilities, and protect long-term wealth.

Leveraging our deep industry expertise and strategic approach, we go beyond standard tax planning—offering proactive wealth strategies, asset protection insights, and succession planning that empower our clients to grow and preserve their wealth for future generations.

Tax Optimisation & Compliance

Developing tailored tax strategies to minimise liabilities, maximise deductions, and ensure compliance with complex tax regulations.

- 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 & Estate Planning

Structuring wealth to safeguard assets, reduce risk exposure, and facilitate seamless wealth transfer for future generations.

- 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

Investment & Wealth Structuring

Advising on tax-efficient investment structures, trusts, and holding entities to optimise wealth accumulation and management.

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

Succession & Legacy Planning

Creating long-term financial plans to ensure wealth preservation, smooth business succession, and intergenerational wealth transfer.

- 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