# 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.