This is a quick tour of what the Coinstash Adviser Portal can do for accountants, SMSF administrators and other advisers. New to the portal? Start with What Is the Adviser Portal and How Does It Work?
Key features at a glance
1. Real-time, view-only client access
Gain read-only access to your clients' Coinstash portfolios so 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. See View-Only Access Explained.
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. Learn more in What are the different EOFY reports available? and SMSF Transaction History: A Guide for Advisers.
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 (see How to Connect to a Client)
Track referral status
Each referred client receives up to $200 in bonuses (eligibility and terms apply)
Advisers can also be featured in our Partner Network and case studies.
🧩 What's coming soon?
We're working on:
GS 007-style assurance reporting
Firm-level analytics and report bundling
Deeper SMSF ecosystem integration with automated sync
An education hub
Client analytics, notifications and enhanced communication to help you stay proactive
Planned features and timing may change.
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Need a hand? Our Brisbane-based support team is here to help — tap the chat icon in the app or on the website to get in touch.