Expert Financial and Tax Services for High-Net-Worth Individuals
Access expert accounting and financial planning services for high-net-worth individuals to optimise tax efficiency, manage wealth, and ensure long-term financial growth.
Small firm. Wealth management 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 Accounting provides expert accounting and financial planning services to high-net-worth individuals across Australia.
Our mission is to deliver accessible and reliable tax strategies and financial solutions that help individuals optimise 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 high-net-worth individuals across Australia, offering tailored accounting and financial planning services to optimise tax strategies, enhance wealth, and ensure long-term financial success.
Leveraging our deep industry expertise and strategic approach, we go beyond traditional financial planning—providing proactive tax optimisation, wealth-building strategies, and financial insights that empower individuals to navigate financial complexities, maximise returns, and secure a prosperous future.
Tax Optimisation & Wealth Structuring
Implementing strategies to reduce tax liabilities, optimise wealth structures, and maximise tax advantages for high-net-worth individuals.
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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
Cash Flow Management & Financial Planning
Assisting with effective cash flow management, budgeting, and long-term financial planning to support sustainable growth.
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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
Estate & Succession Planning
Developing strategies for estate planning, wealth transfer, and protecting assets across generations to ensure financial security.
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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
Retirement & Retirement Income Planning
Creating tax-efficient retirement strategies and plans for sustainable income during retirement, with a focus on long-term financial stability.
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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.
Suite G16, 5 Alexander Street, Crows Nest NSW 2065
