The Transaction History Report is the primary ledger for all digital asset activity in your client's Coinstash SMSF account. This guide explains what it contains, how professionals use it, and how to download it from the Adviser Portal.
What's included?
This report offers a granular view of every on-platform and on-chain event:
Date and time: Precise timestamps for every transaction.
Event types: Clearly categorised 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, which is essential for cost-base tracking.
Fees: A transparent breakdown of any trade or network fees.
Formats: Available to download as CSV (for data processing) and PDF (for audit evidence).
Key use cases for professionals
CGT calculations: 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: Give auditors a definitive record of the fund's activity that matches the 30 June Holdings Statement.
Tax software integration: The CSV is formatted for import into leading Australian crypto tax tools like Syla, Koinly and Crypto Tax Calculator (CTC).
How to access it via the Adviser Portal
If your client has granted you view-only access, follow these steps to retrieve the data:
Step 1 – Log in
Log in to the Coinstash Adviser Portal at https://coinstash.com.au/auth/signin.
Step 2 – Select your client
Choose the relevant SMSF client from your dashboard.
Step 3 – Download the report
Go to the client's reports and export the Transaction History in your preferred format (CSV or PDF).
💡 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. See Understanding the Cash Statement.
Troubleshooting
I can't see my client in the dashboard. Your client needs to invite you, and you need to accept the invitation. See How to Connect to a Client.
I need the data in my tax software. See How do I Upload my CSV File to Koinly? or How to Connect Coinstash to Syla. For BGL, see Using the BGL Integration.
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Coinstash doesn't provide tax advice. Please use your professional judgement when relying on these reports.
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