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