SMSF Fund Compliance Check

Let us take care of the various administrative and reporting requirements for your SMSF so you can focus on growing and enjoying your super benefits.

Ensuring your SMSF is compliant

Keeping your SMSF compliant is important to avoid additional tax and penalties as well as ensuring continued growth of your super.

As a trustee of your SMSF, you play an active role administering the fund, which comes with many compliance obligations, including accounting, taxation and audit requirements. Our team can take the stress out of meeting these various requirements when running your SMSF.

Our focus is not only to ensure your fund is compliant but also provide you with valuable insights on your SMSF.

Financial Statements
Assurance Services Development

Timely Reporting

Having your SMSF financials up to date can give you visibility over the performance of your fund, which will help you in making various decisions so you can get the most out of your super.

Assurance Services

Technical Expertise

Our team is experienced and has access to experts in the field to take the guess work out in meeting the various compliance requirements for your SMSF.

But don't just take our word for it...
Reviews & feedback
Louise Dawson
Louise Dawson
CEO Australia and New Zealand - DefibsPlus
"We have engaged MGI Dobbyn Carafa for the last 10 years for professional services. We continued to be extremely satisfied with their services as they help us to navigate through a continually challenging compliant landscape in business. MGI Dobbyn Carafa are innovative, professional with a friendly family style which is very disarming when you may feel overwhelmed with the challenges of growing a business."
Simon Meers
Managing Director - AirMet Scientific
"The team at MGIDC provide exceptional business support providing a detailed analysis of our company's financial performance and corporate governance, together with big picutre strategic planning."
Matthew Bleeze
General Manager - Air Powered Services
"We found the D+C team was very easy to work with and provided an efficient, effective, and easy to manage solution and approach to the task. Overall, D+C took the time to get to know about our business and helped create a tailored solution that perfectly suited our needs.”
Mark Emerson
Managing Director - Lighthouse Corporate Coaching
"Anthony has an excellent grasp of the financial drivers of profitability; thinks deeply and effectively about solutions to roadblocks confronting our clients and gets the job done in a timely and effective manner."
Fouad Elsaadi
Operations Manager - Exergenics
“Abhishek Sharma and his team stood out for making the audit process seamless and informative. The MGIDC was always readily available to address our questions and concerns. Their responsiveness created a collaborative and efficient atmosphere, ensuring the audit progressed smoothly.”
Michael Zeng
Michael Zeng
Autorola
"We are very grateful to have MGIDC as our accountants and auditors. Their expertise has been instrumental in managing our financial affairs. From preparing financial statements to advisory services and auditing, Devan, Abi, and the team have consistently demonstrated a high level of professionalism and dedication. Their ability to navigate complex financial matters, meet deadlines, and provide clear, insightful advice has not only saved us money but also given us peace of mind. I appreciate their proactive approach, responsiveness, and the customized service they consistently deliver. We highly recommend MGIDC to anyone seeking a reliable and knowledgeable partner in managing their financial well-being."
John
John Micheloudakis
Air Powered Services
"MGIDC has consistently delivered top-notch services that have greatly contributed to the success of our business. Their attention to detail, and innovative solutions have set them apart in the industry. It is rare to find a supplier that not only meets but exceeds expectations consistently, and MGIDC has managed to do just that. What sets MGIDC apart is not only the quality of their offerings but also their commitment to customer satisfaction. The team is responsive, accommodating, and always goes the extra mile to ensure our needs are not just met but surpassed. Their dedication to building strong, lasting relationships is a testament to their professionalism and integrity."
Gin
Gin
Cellarhand – Financial Controller
"Thank you to Anthony, Chris, Neil and the whole team. Professional yet caring and supportive across all facets of the business. A total game changer for us. Could not recommend highly enough whether it be accounting services or their unrivalled business negotiation skills. Looking forward to many more years working together."
YPS Group
YPS Group
Client
"The YPS Group have been a longstanding client of MGIDC. Anthony Carafa and his team have played an integral role with our investments, property and construction projects, and family affairs. Throughout the years, MGIDC have assisted us with complex accounting and taxation advisory work, superannuation and succession planning, management and financial reporting, family office, lending, and insurance services. We would like to take this opportunity to thank Anthony for his reliability and ability to consistently provide highly technical and broad services. Most importantly, we would like to thank Anthony for his trustworthy and personal approach, and unwavering support for our projects and our family."
headshot woman
Paula
Client
"Cannot be happier with Nick and the team at MGIDC in handling our accounts. Any questions are answered with professionalism, understanding and patience. Nick always makes himself available to answer any concerns and is always quick to respond to emails with curly questions. Extremely satisfied with every interaction I have with the people at MGIDC and would recommend them highly!"

Our Accounting Services

Supercharge Your Super!

We are specialists in Financial Statements Services, reach out to us today for a coffee on us, and let’s discuss your specific requirements.

Request a free phone consult
Assurance Services Specific Issue

Tax-effective Strategies

As we manage the compliance of your SMSF, we will also consider any tax-effective strategies you may implement in your fund.

Assurance Services Reports

Tailored Advice

We understand the ins and outs of what you can do in your SMSF and remain compliant, so speak to us to find out what works best for you and your SMSF.

Assurance Services Analysis

Automation

We are continually updating our processes with the current technology to bring you timely and accurate reports.

Risk Management

Growth opportunities

We can refer you to a trusted financial planner to grow your super.

What makes MGI Dobbyn Carafa different?
Big firm capability...small firm relationships

Equipped with a team that has the experience and capabilities of a big firm, but maintaining our deep, personal connection is something we pride ourselves on. Our team are highly supported and we are conscious of wanting to keep our numbers small, but our value high.

est.
2006
Decades of expertise

We have a team of experienced professionals from a diverse range of backgrounds, highly qualified for every business need. Some of the qualifications our team possess include:

Australian Financial Services Licence (AFSL)
CA and CPA qualified Accountants
Chartered Tax Advisors
Registered Company Auditors
Masters of Business Adminstration (MBA)
Real Estate Agents Licence
Xero Certified Advisors
+87
Client Net Promoter Score®

We take great pride in our customer service and the deep relationships we have with our clients and we are humbled to learn that our clients feel the same way.

5.33 out of 6 for client satisfaction
5 out of 6 for relationship satisfaction
100% of clients surveyed feel MGIDC positioned to help with acheiving their goals
71% of clients surveyed have annual revenue above $10M, employing 50+ staff
+84
Employee Net Promoter Score®

Much like client NPS®, we take great pride in our employee engagement and the deep relationships we have with our team as we support them on their professional journey.

8.67 out of 10 for employee satisfaction
8.5 out of 10 for career empowerment
Fun; Family; Food - 3 most common words to describe the culture at MGIDC

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Strategic Consulting

Succession Planning

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Frequently asked questions

Non-compliance of your SMSF can lead to additional tax and penalties on the fund, and even disqualification as a trustee depending on the situation.

Your administrative duties include:
a. Appointing an SMSF auditor. (We currently appoint the SMSF audit team at Partners Wealth Group for our clients.)
b. Valuing the fund’s assets at market value for preparation of the financial accounts.
c. Lodging your SMSF’s annual tax return.
d. Reporting transfer balance account events.
e. Keeping records for at least 5 years, some records will need to be kept for at least 10 years.
f. Notifying the ATO of changes to the SMSF.

A financial and compliance audit must be completed before the annual tax return for your SMSF can be lodged. The auditor will review the accuracy of the financials of the fund and whether it complies with the super laws. The auditor will report any contraventions to the SISA and SISR to the ATO.

We will work with you and the auditor to rectify the contraventions to get your SMSF complying as soon as possible.

Have we piqued your interest?

Let us buy you a coffee to discuss your requirements.

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