Added a whole heap of knowledge files, including all SMSF docs. Modifed the email traige directios to tighten it the the inbox only.

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2026-05-09 07:53:49 +10:00
parent a6ed815775
commit 85f78332d1
21 changed files with 379 additions and 10 deletions
+8
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@@ -11,6 +11,12 @@ Working area for Michael's SMSF-related records, tools, decisions, and reference
## Assets created
- `smsf-us-stocks-tracker.xlsx`
- First-pass workbook for tracking US stock purchases, dividends, FX conversion, holdings, annual summaries, and an accountant-facing summary tab.
- `transactions/actual-transactions.csv`
- Canonical ledger for real executed SMSF transactions, beginning with the 2026-05-07 NDQ purchase.
- `transactions/actual-holdings.md`
- Human-readable actual holdings snapshot.
- `source-documents/`
- Supporting screenshots, contract notes, broker confirmations, statements, and other source evidence.
## Workbook structure
- README
@@ -25,6 +31,8 @@ Working area for Michael's SMSF-related records, tools, decisions, and reference
## Key decisions captured
- Use a dedicated SMSF tracker workbook rather than ad hoc notes.
- Keep **actual executed transactions** separate from allocation proposals/ideas.
- Use `transactions/actual-transactions.csv` as the canonical analyzable ledger for tax/reporting work.
- Prioritise AUD reporting support for SMSF/admin/accounting use.
- Include a cleaner accountant/auditor-facing summary tab separate from detailed working sheets.
- Keep this project under `knowledge/projects/smsf/` as the long-term checkpoint location.