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 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

  • 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

  • Five Principal Debt Collection Focuses of the ATO

    By Alexander LauretiSeptember 12, 2023 The Australian Taxation Office (ATO) has recently identified five primary types of business debts that are now under its heightened scrutiny. This shift in focus comes as the ATO winds down the exceptional leniency it previously extended to late payers during the COVID-19 lockdowns. At the Tax Institute Tax Summit…

    Alexander Laureti

  • Tax Return Checklists and Questionnaire

    Every year LMS Advisory releases our updated Tax Return Checklist and Tax Return Preparation Instructions for our valued clients. Tax 2023 STP Finalisations are due by your employer by 14th July 2023. We will commence working on returns from the week commencing 21 July 2023. Please complete our initial Tax Request to put yourself in…

    Alexander Laureti