Adviser Program
Simplifying Crypto for Advisers.
The Coinstash Adviser Program offers tailored support for accountants and financial advisers with clients investing in digital assets.
Helping You & Your Clients
Australia's Largest Range of Coins
Your clients can build a diversified crypto portfolio with access to the widest range of coins on any Australian platform.
Same-Day Onboarding
We offer same-day onboarding, ensuring your clients can start investing without delay.
Low Fees
With zero trade fees on our highest membership tier, your clients keep more of their investments.
Best-in-class tax reporting
Your clients can easily manage their EOFY tax and audit obligations with our specialised reports designed for SMSFs.
Detailed EOFY Reports
Receive accurate and comprehensive transaction level reports in PDF and CSV formats.
Audit-Ready Account Statements
On June 30 each year, we generate an audited account holding statement for SMSFs that can be provided to auditors to verify EOFY asset balances and market values.
Adviser Portal
View your client portfolios, verify 30 June holdings, and generate audit-ready reports — all from one secure dashboard.
Powerful Partner Integrations
Automate your workflows by connecting to BGL Simple Fund 360 with our third party integrations with Syla and Crypto Tax Calculator.
Easily import client transaction data through CSV or API, and sync your calculations for a fully digital, paperless audit trail.
Frequently Asked Questions
Have more questions? Speak with our friendly support team.
What is the Coinstash Adviser Program?
The Coinstash Adviser Program provides tailored assistance to accounting professionals with clients investing in digital assets. As a member, you’ll gain access to a range of benefits designed to simplify your crypto SMSF compliance.
How can I join the Coinstash Adviser Program?
To join the Coinstash Adviser Program, fill in the application form and one of our team members will be in touch to discuss how we can help you and your clients.
How can I access the CPD training?
After you join the Adviser Program, your dedicated account manager will provide you with all the necessary learning resources, including access to CPD training materials.
Join the Adviser program
Sign up to our Adviser Program and one of our team members will be in touch to discuss how we can help you and your clients.
Partners & Affiliations
