The Transaction History Report is a comprehensive ledger of all crypto-related activity for your client’s Coinstash SMSF account.
This report tracks all movements involving crypto assets, from buys and sells to staking rewards and internal transfers, with full audit and tax detail.
What’s Included?
Date & Time of each transaction
Type of event (buy, sell, swap, reward, bonuses, transfers)
Asset involved (e.g. BTC, ETH)
Amount (in crypto and AUD equivalent at time of event)
Fees (if applicable)
Wallet movement details (where relevant)
CSV and PDF available
Use Cases
Calculating capital gains or losses (CGT)
Identifying income events (rewards, bonuses)
Reconciling audit documents for the financial year
Feeding data into tax tools (CTC, Koinly, Syla)
Where to Find It
Log in to the Adviser Portal
Select a client
Download the Transaction History Report (CSV or PDF)
Notes
Includes all crypto related transactions
Use the Cash Statement to cross-reference any AUD inflows/outflows
Available to advisers with linked, view-only access to clients