What’s Included?
This report offers a granular view of every on-platform and on-chain event:
Date & Time: Precise timestamps for every transaction.
Event Types: Clearly categorized buys, sells, swaps, rewards (staking/bonuses), and external transfers.
Asset Details: The specific token (e.g., BTC, ETH, KAS) and the quantity involved.
Valuation: The AUD equivalent at the exact time of the event—essential for cost-base tracking.
Fees: Transparent breakdown of any trade or network fees.
Formats: Available for download in both CSV (for data processing) and PDF (for audit evidence).
Key Use Cases for Professionals
CGT Calculations: Easily determine capital gains or losses for the financial year.
Income Identification: Separate trading activity from income events like staking rewards or promotional bonuses.
Audit Reconciliation: Provide auditors with a definitive record of the fund's activity that matches the 30 June Holdings Statement.
Tax Software Integration: The CSV is formatted for seamless import into leading Australian crypto tax tools like Syla, Koinly, and Crypto Tax Calculator (CTC).
How to Access via the Adviser Portal
If you have been granted view-only access by your client, follow these steps to retrieve the data:
Log In: Access the Coinstash Adviser Portal.
Select Client: Choose the relevant SMSF client from your dashboard.
Download: Navigate to the reports section to export the Transaction History in your preferred format.
💡 Note for Advisers: > While the Transaction History covers all crypto movements, we recommend also downloading the Cash Statement to cross-reference AUD inflows and outflows from the client’s linked bank account.