Before you touch any checkboxes, understand why this briefing exists. The Karbon platform does not provide statements, summaries, or tax-ready documents. By design. That puts the record-keeping responsibility on you — and your future accountant.
Every profile, email, and account connected to SMSF-held Karbon assets must use the SMSF name exactly. Personal-name accounts cannot be reclassified as SMSF at tax time, no matter what the intent was.
Tick these off in the first week of every month for the previous month's activity. This is the paper trail your accountant needs and the ATO expects. Twelve passes per year is the bargain — a tax-time reconstruction is not.
SMSFs cannot hold a credit card directly. Two compliant paths exist. Pick one and tick off the setup steps. The accountant's warning: never mix SMSF and personal funding, even once.
