What Is the Adviser Portal and How Does It Work?
Our Adviser Portal is a dedicated dashboard built for accountants and SMSF professionals to view and support their clients who invest in cryptocurrency with a Coinstash account.
With crypto investments becoming more common (and more complex in structures such as SMSFs!), the Adviser Portal gives you real-time visibility, EOFY reporting tools, and audit-ready documentation to help your clients stay compliant and reduce stress during tax time.
View-Only Real-time Client Visibility
- Secure, read-only access to a client’s Coinstash portfolio
- See transactions, asset holdings, and activity summaries
- Supports multiple clients under one Adviser login
EOFY & Audit-Ready Reports
- Get 30 June audited holding reports
- Access client's transaction history and cash reports
- Compatible with tools like BGL, Syla, Crypto Tax Calculator, and Koinly
Education & CPD
- Access CPD-approved webinars and resources
- Learn how to spot compliance issues early (e.g. personal use, staking, derivatives)
- Stay up to date with SMSF + crypto regulatory guidance
Who Is It For?
The Adviser Portal is designed for:
- Accountants with SMSF clients investing in crypto
- SMSF administrators seeking better audit workflows
- Crypto-savvy professionals looking to guide clients
- Firms that want to streamline EOFY for multiple SMSF clients
How Does It Work?
- Accountants sign up for free via the Adviser Portal registration page
- Clients invite their accountant (or vice versa) using a secure referral link
- The Adviser gains access to the client's portfolio - view-only, no trading or withdrawal permission
- The Adviser can export reports, check activity, and provide proactive guidance
- Accountants can invite other clients, use education resources, and participate in our partner program
When an accountant invites a new client to join Coinstash, the client receives up to $200 in bonuses.
Still have questions? Contact our support team or your account manager.
Updated on: 02/07/2025
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