Getting Started
Adviser Portal - Logging in for the First Time
When you're logging in for the first time to your Adviser account, you'll be prompted to complete a few steps: Verify your mobile phone Accept invitation from client View statements, view client portfolios, invite other clients View the short video below to learn what you need to do when logging in for the first time.Few readersWhat 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 VisibFew readersHow to Register for the Adviser Portal
The Adviser Portal is by invitation only at this stage. There are two ways to register for the Adviser Portal: Get invited by a mutual client; Join our Adviser Partner Program and our team will reach out to you and discuss your needs.Few readersAdviser Portal - Overview: Key Features at a Glance
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)Few readers
đ§âđ€âđ§ Managing Clients
How to Connect to a Client
There are two ways to connect to a clientâs account in the Coinstash Adviser Portal. Both options are secure, flexible, and give you the same view-only access once the connection is established. Option 1: Be Invited by a Client If your client already has a Coinstash account, they can invite you directly from their dashboard. Hereâs how it works: Your client logs in to their Coinstash account They go to: Settings Adviser Access They enter your name and email, then clFew readersAdviser Portal - View-Only Access Explained
When youâre connected to a clientâs SMSF account through the Coinstash Adviser Portal, you are granted view-only access. This means you can: 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 But you cannot: Place trades Move funds or assets Access or manage security settings Perform any actioFew readersHow to Accept a Client Invitation
If you've been invited by a client to view their portfolio, view the video below to learn how to accept the invitation. Steps: Click on "Accept Invite" or copy-paste the invitation link into the browser Set a password that meets the password strength requirements Accept the T&Cs Login at https://coinstash.com.au/auth/signin using the email address you were invited on, and your recently created passwordFew readersHow to Disconnect from a Client
If you no longer need access to a clientâs SMSF account via the Adviser Portal, the disconnection from their account process is simple. At present, disconnection needs to be initiated by the client. Advisers can't remove themselves directly, but clients can do so at any time via their account settings. How to Request Disconnection If you'd like to disconnect from a clientâs account: 1. Reach out to the client and ask them to revoke your access. Suggested message: *Hi Client NameFew readers
đ EOFY & Reporting
Understanding the Audited 30 June Account Statement
Each year, the client's 30 June Account Statement is audited by Hall Chadwick Melbourne. The audit confirms the following: Coinstash has maintained internal controls and other relevant accounting procedures in relation to the preparation of the annual account statements and that were suitably designed and operated effectively, in all material respects, to ensure that the annual account statements for the year are or have been given to Clients without material misstatements; and The totalsFew readersUnderstanding the Transactions Report
The Transaction History Report is a comprehensive ledger of all crypto-related activity for your clientâs Coinstash SMSF account. This report tracks all movements involving crypto assets, from buys and sells to staking rewards and internal transfers, with full audit and tax detail. Whatâs Included? Date & Time of each transaction Type of event (buy, sell, swap, reward, bonuses, transfers) Asset involved (e.g. BTC, ETH) Amount (in crypto and AUD equivalent at time of event) Fees (Few readersUnderstanding the Cash Statement
The Cash Statement is a detailed report of all fiat (AUD) cash movements in and out of your clientâs Coinstash SMSF account. It helps accountants and auditors reconcile real-money flows for the financial year and verify that all trades and activities are supported by matching deposits or withdrawals. Whatâs Included in the Cash Statement? Date of each deposit or withdrawal Description (e.g. Deposit in, Withdrawal, Trade, Trade Fees, Commission, Bonus) Amount in/out Running balanceFew readersWhat are the different EOFY reports available?
The Adviser Portal provides a suite of EOFY (End of Financial Year) reports designed to help accountants and auditors efficiently prepare financial statements for clients. These reports are downloadable and compatible with platforms like BGL, Crypto Tax Calculator, Koinly, and Syla. Reports Available Through the Adviser Portal 1. 30 June Account Statement (Audited) Snapshot of all crypto assets held by the client at 30 June at 11:59:59PM Includes asset tFew readersUnderstanding the Controls Report
The Controls Report is currently in development. It will provide accountants and auditors with an externally audited opinion of the key controls and processes in place at Coinstash that support SMSF compliance When Will It Be Available? Expected release: Q3 2025Few readers
đ Education & CPD
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đ§ Best Practice & Compliance
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