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 readers

• 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 VisibFew readers

• Adviser 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

• How to Register for the Adviser Portal

  There are two ways to register for the Adviser Portal: Get invited by a mutual client Register for the Adviser Portal at https://coinstash.com.au/auth/signup-adviserFew readers

🧑‍🤝‍🧑 Managing Clients

• How to Connect to a Client

  There are two ways to connect to a client’s 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. Here’s 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 readers

• How 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 readers

• Adviser Portal - View-Only Access Explained

  When you’re connected to a client’s 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 readers

• How to Disconnect from a Client

  If you no longer need access to a client’s 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 client’s account: 1. Reach out to the client and ask them to revoke your access. Suggested message: *Hi Client NameFew readers

📊 EOFY & Reporting

• Understanding the Audited 30 June Account Statement

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• Understanding the Cash Statement

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• Understanding the Transactions Report

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• Understanding the Controls Report

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• What are the different EOFY reports available?

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🔗Integrations & Tools

• Using the BGL Integration: Step-by-Step

  What is BGL Simple Fund 360 BGL Simple Fund 360 is an accounting and tax software used for managing Self-Managed Super Funds. It's intelligent, cloud-based SMSF software, streamlines SMSF compliance management and administration for over 300,000 Australian SMSF's. How to setup the data sync between Syla and BGL Simple Fund 360Few readers

• Exporting for Syla

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• Exporting for Crypto Tax Calculator (CTC)

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• Exporting for Koinly

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📚 Education & CPD

• Popular Resources for Accountants

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🧭 Best Practice & Compliance

• How to Explain Coinstash to Your Clients

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🎁 Partner Program

• How to Gift $200 to Your SMSF Clients

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• How to Gift $25 to Your Clients

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• Tracking Client Signups From Your Invitations

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• Partner Program Terms and Conditions

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