barrelnut,I use a couple of pieces of software;1. OTrader to...

  1. 3,413 Posts.
    barrelnut,

    I use a couple of pieces of software;

    1. OTrader to record all my share/options transactions, and
    2. MySMSF to record all my SMSF transactions (P & L)

    I also use an accountant & auditor mainly because of the relationships, i.e email/phone with queries when they arise which I find very beneficial.

    I took the time to complete the formal SMSF training thorugh Kaplan and I have plenty of books that are great references including possibly the most useful published by CCH; "Australian Master Financial Planning Guide" & "Australian Master Superannuation Guide."

    If you get the opporunity to attend a preso or course run by Grant Abbott grab it, he's well worth listening to and what he doesn't know about SMSF's isn't worth knowing IMO.

    That's all folks

    WC8
 
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