When you're connected to a client's SMSF account through the Coinstash Adviser Portal, you're granted view-only access. This article explains exactly what that means, why it works this way, and what you'll be able to see.
What you can do
See your client's current crypto holdings
Browse past transactions (including deposits, trades and withdrawal events)
Download EOFY, audit and transaction reports
Access export-ready data for tools like BGL, Koinly, Syla and CTC
What you can't do
Place trades
Move funds or assets
Access or manage security settings
Perform any action that affects the client's portfolio
What can I see?
Once you're linked to a client, you'll have access to:
Section | What’s Visible |
Holdings | Live crypto balances and current values |
Transactions | Full ledger of buys, sells, swaps, deposits, withdrawals and other transactions |
Reports | Audit ready reports including 30 June statements, transaction exports, cash statements and trade summaries |
For more on each report, see What are the different EOFY reports available?
Why view-only?
View-only access ensures:
SMSF compliance: Clients stay in control while giving their accountant or adviser visibility.
Client safety: You can support your client without having control or custody over their assets.
Visibility: You get the transparency you need to monitor crypto activity, identify compliance issues early and offer proactive guidance.
Can I switch to full access?
No. The Adviser Portal is designed to provide visibility, not control. This is intentional and important for SMSF compliance.
If your client wants help making investment decisions, they should speak with a licensed financial adviser. You can continue to provide record-keeping, tax and compliance support using the view-only features.
Authorising someone to transact on an account is a separate, formal process that the account holder must complete. See How do I Grant Third Party Authority?
Who else can see this?
Only you (as the adviser) and the trustee/client have access to the SMSF portfolio.
Coinstash staff cannot access accounts and trading activity without permission from the trustee/client.
Your client can remove your access at any time. See How to Disconnect from a Client.
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