Knowledge/projects/smsf/README.md

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.