Firm Profile

Firm history:

With a vision to form a specialised practice, LMS Advisory was founded in 2009 by Sergio Laureti. Alexander Laureti was made partner in March 2010 and Steven Puljic in January 2016. We pride ourselves on being a dynamic and fast growing firm that can grow with your business by providing efficient services to its client base, and in doing so have developed a reputation for quality and dedication to its clients. Our staff are enthusiastic and proactive in attending to your business needs.

Last traditionally has grown by acquisition and word-of-mouth referrals. In April 2011 LMS Advisory Pty Ltd acquired an accountancy practice known as BJSM Accountants (formerly F A Lewis & Co Pty Ltd). In 2014 we acquired Finserv Pty Ltd. In 2015 we acquired Treanor Accountants, a niche practice in Baulkham Hills in Western Sydney. In 2016 we acquired I R Khan & CO Pty Ltd; a highly specialised medical and professional services practice servicing professionals all around Australia. These acquisitions have increased the size of our client base substantially and also increased the range of industries in which we provide holistic taxation services and advice.  This is in line with our growth strategy and continually expanding/improving our areas of expertise. Having bought and sold numerous practices in the past; we are uniquely positioned to be able to help your business with the process and due diligence if you are considering Mergers and Acquisitions.

Communication and effective administration are essential elements of a successful organization.  LMS Advisory opened an independent bookkeeping division in 2020, after seeing a need for a deeper relationship at the transactional level with our clients data. Our bookkeeping division makes maintenance of your business books and cloud files straight forward and seamless. All services are performed remotely, and independently by our team which is based 100% in Australia supporting Australian jobs. We now help our clients keep up with their financial affairs and improve the quality of their financial data. This symbiotic relationship now allows LMS to provide advisory, budgeting, forecasting and real-time reporting support to the clients of the mutual businesses. This business is known as Keep My Books. Visit www.keepmybooksonline.com.au to find out more

Our background stems from years working in the accounting industry working for clients in all sizes and industries. The push to the cloud has seen a real need for quality record keeping for all businesses. This enables the “Real Time Information” that is touted so much but difficult to achieve. Whatever your business needs, we can assist.

Blog & News

LMS Advisory PTY LTD Blog & News

  • Avoid Common Tax Return Mistakes for Rental Properties

    End of Financial Year Special Edition #1 As the end of the financial year approaches, the ATO has issued crucial advice for rental property owners to help them avoid common tax return mistakes and ensure accurate claims. Many rental property owners make errors, even with 86% using registered tax agents. 1. Expense Claims: Ensure comprehensive…

    Alexander Laureti

  • 2024-25 Federal Budget Wrap

    Federal Treasurer Jim Chalmers MP presented the Australian Labor Party's 2024-25 budget last night. The budget emphasised efforts to alleviate the cost of living crisis, increase housing construction, support local manufacturing ("A Future Made in Australia"), facilitate upskilling and education access, enhance Medicare, and bolster the care economy. The budget this year is expected to…

    Alexander Laureti

  • Proposed changes to the Stage 3 Tax Cuts

    ✂️ Backflip or Timely Pivot? ✂️ The Government has announced changes to the already legislated stage 3 tax cuts commencing on 1 July 2024. In a media release on Thursday 25 January 2024, the Government stated that it has reversed its position to leave the Stage 3 tax cuts and instead proposed changes that are…

    Alexander Laureti