Key Features at a Glance
1. Real-Time View-Only Client Access
Gain read-only access to your clients' Coinstash portfolios so that you can stay ahead:
See transaction history, crypto holdings, and portfolio balances
Toggle between multiple SMSF clients from a single dashboard
View wallet activity and alerts in real time
⚠️ You can’t place trades or move assets
2. Audit-Ready EOFY Reports
Access reports that simplify audit season:
30 June holding statements (audited)
Cash reports showing fiat inflows and outflows
Transaction exports compatible with BGL, Crypto Tax Calculator, Koinly, and Syla
Reports are timestamped and formatted for ATO and auditor expectations.
3. CPD-Accredited Education
Stay informed via our mailing list on SMSF and crypto issues with:
CPD-approved webinar replays
Explainer guides on staking, swaps, wallets, and record-keeping
Early access to upcoming compliance training sessions
Designed for busy professionals — no crypto background needed.
4. Referral Tools
Help your clients access a compliant crypto experience - and reward them:
Invite clients directly via the portal
Track referral status
Each referred client receives up to $200 in bonuses
Advisers can also be featured in our Partner Network and case studies.
🧩 What’s Coming Soon?
GS 007-style assurance reporting
Firm-level analytics and report bundling
Deeper SMSF ecosystem integration with automated sync
Education hub
Client analytics, notifications and enhanced communication to help you stay proactive.