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projects/smsf/README.md

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+# SMSF Project Checkpoint
+
+## Purpose
+Working area for Michael's SMSF-related records, tools, decisions, and reference material.
+
+## Current direction
+- Intention is to use this space to progressively manage and document SMSF administration support.
+- Initial focus is on US stock accumulation/holding record-keeping rather than active trading.
+- Over time, this folder can hold supporting documents, summaries, and process notes as trust builds.
+
+## 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.
+
+## Workbook structure
+- README
+- Settings
+- Transactions
+- Dividends
+- FX Rates
+- Holdings
+- Annual Summary
+- Year-End Checklist
+- Accountant Summary
+
+## Key decisions captured
+- Use a dedicated SMSF tracker workbook rather than ad hoc notes.
+- 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.
+
+## Future intended use
+- Record ongoing SMSF decisions, conventions, and workflows here.
+- Potential future import/storage of the deed and other supporting SMSF documents once comfortable.
+- Continue documenting key operational/accounting preferences as they emerge.
+
+## Notes
+- This is a documentation and operational support area, not tax or financial advice.
+- Final compliance/accounting treatment should still be validated with the SMSF accountant/auditor.