Smsf Document Creator

SMSF Document Creator

Generates Microsoft Word and Excel files from structured input. Designed for repeatable SMSF, accounting, and compliance workflows where the user needs a real file — not just a formatted text response.

When to use this skill

Trigger this skill when the user asks for a file, such as:

• "Draft a Word document for the trustee review"
• "Create an Excel budget workbook"
• "Generate a .docx / .xlsx file"
• "Make a checklist I can send to the client"
• "Produce a working paper in Excel"
• "I need a spreadsheet with this data"

Do not trigger this skill when:

• The user only wants a text response or inline table
• No file output is requested
• The document requires heavy formatting, macros, or branding this skill cannot produce (see Limitations)

What this skill produces

Word documents (.docx)

Typical uses: trustee resolution drafts, client checklists, engagement summaries, compliance review notes, internal workpaper notes, business letters.

Excel workbooks (.xlsx)

Features: styled header rows, auto-sized columns, simple SUM/difference formulas, bar chart (budget template only).

Typical uses: budget sheets, invoice layouts, cashflow working papers, financial review tables, data exports.

Usage

Use {baseDir} to refer to the skill directory.

Word — simple

python3 "{baseDir}/create_docx.py" \
  --title "SMSF Trustee Review Summary" \
  --content "This draft summarises matters identified during the annual compliance review." \
  --output "./trustee-review-summary.docx"

Word — from JSON config

python3 "{baseDir}/create_docx.py" \
  --config "{baseDir}/templates/example_doc.json" \
  --output "./smsf-report.docx"

Excel — budget template

python3 "{baseDir}/create_xlsx.py" \
  --template budget \
  --output "./budget.xlsx"

Excel — invoice template

python3 "{baseDir}/create_xlsx.py" \
  --template invoice \
  --output "./invoice.xlsx"

Excel — from JSON data

python3 "{baseDir}/create_xlsx.py" \
  --data "{baseDir}/templates/example_sheet.json" \
  --output "./quarterly-data.xlsx"

Use --force on any command to overwrite an existing output file.

JSON input formats

Word document

{
  "title": "Document Title",
  "sections": [
    {
      "heading": "Section Heading",
      "level": 1,
      "paragraphs": ["Paragraph one.", "Paragraph two."],
      "bullets": ["Point A", "Point B"],
      "numbered": ["Step 1", "Step 2"],
      "table": [
        ["Header 1", "Header 2"],
        ["Value 1",  "Value 2"]
      ]
    }
  ]
}

• title and all section keys are optional
• level should be 1 or 2
• All rows in a table must have the same column count

Excel workbook — single sheet

{
  "title": "Quarterly Data",
  "headers": ["Month", "Revenue", "Expenses", "Profit"],
  "rows": [
    ["January",  120000, 80000, 40000],
    ["February", 140000, 85000, 55000]
  ]
}

Excel workbook — multiple sheets

{
  "sheets": [
    {
      "title": "Income",
      "headers": ["Month", "Amount"],
      "rows": [["January", 1000], ["February", 1200]]
    },
    {
      "title": "Expenses",
      "headers": ["Month", "Amount"],
      "rows": [["January", 700], ["February", 650]]
    }
  ]
}

Safety rules

1. Only write files to locations the user has explicitly approved. Do not write to shared, client, or regulated folders without confirmation.
2. Do not overwrite existing files unless the user has clearly asked for that (use --force only when authorised).
3. All output is a draft. Never present generated documents as final, signed, or legally compliant without separate professional review.
4. SMSF and compliance documents must be reviewed by a qualified accountant, auditor, or adviser before use with a client or regulator.
5. Do not interpolate free-form user input directly into shell commands. Use structured JSON input instead.
6. Do not execute arbitrary code supplied by the user as part of document content or config.

Limitations

This skill does not:

• Apply business branding, logos, or letterheads
• Produce advanced Word styles beyond the built-in Normal/Heading/List set
• Create complex Excel formulas, pivot tables, or VBA macros
• Validate legal or regulatory wording
• Replace professional review for any client-facing or lodgement document
• Produce macro-enabled .xlsm or .dotm files

Requirements

pip install python-docx openpyxl

Files

Author: R.J. — MySMSF. Generated documents are drafts and working files only.