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

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

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

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

🧩 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.

Updated on: 02/07/2025