# SMSF Transactions Ledger

This folder is for **actual executed SMSF transactions**, separate from allocation ideas/proposals.

## Files

- `actual-transactions.csv` — canonical analyzable ledger for purchases/sales/fees; suitable for import into spreadsheets or reporting scripts.
- `actual-holdings.md` — readable current holdings snapshot.
- `../source-documents/` — screenshots, contract notes, broker confirmations and statements.

## Recording convention

Add one row per actual transaction or fee event. Keep unknown fields blank rather than guessing.

Important fields to capture when available:

- trade date/time
- settlement date
- ticker / asset name
- quantity
- unit price
- gross value
- brokerage / GST / fees
- total cash movement
- broker/account
- contract note or source document reference
- FX rate and FX fee for non-AUD assets

## Current first transaction

- `2026-05-07-NDQ-BUY-001`: bought 429 NDQ via Stake for total A$24,953.64.