SMSF DIY Core — A200 / IVV / EXUS / VGE

Deploy the ISEC cash pile into your chosen global core · SOL kept · ≥5% ISEC cash held at all times · super-tax + refundable franking · CHESS-sponsored, $0 brokerage · not advice

Inputs

Deployment
Returns & tax
DIY core (fixed)
A200 10% — Aus shares · 0.04%, ~75% franked
IVV 52% — US S&P 500 · 0.04%, 0% franked
EXUS 25% — developed ex-US · 0.14%, 0% franked
VGE 13% — emerging mkts · 0.48%, 0% franked
SOL (existing)
auto-saved on this device

Regional exposure (whole fund)

Monthly buy plan — sell ISEC → buy each ETF

Total SMSF over time

TotalInvestedISEC cash

Holdings split — year by year