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.
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.
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.
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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 & Estate Planning
Structuring wealth to safeguard assets, reduce risk exposure, and facilitate seamless wealth transfer for future generations.
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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
Investment & Wealth Structuring
Advising on tax-efficient investment structures, trusts, and holding entities to optimise wealth accumulation and management.
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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
Succession & Legacy Planning
Creating long-term financial plans to ensure wealth preservation, smooth business succession, and intergenerational wealth transfer.
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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
