The Ultimate Crypto Tracking Spreadsheet
Download the ultimate Crypto Transactions Tracker – an Excel-based tool designed specifically for Australian crypto investors. If you’ve ever tried to piece together your crypto history for the ATO, you...
Crypto Tools for Safer Investing
Crypto Backup & Recovery Planner
The Crypto Backup & Recovery Planner gives you a structured, secure way to record where your wallet backups live, how they’re protected, and who can access them if something happens...
Cold Wallet Storage Register - Advanced
Download the Cold Wallet Register - Advanced built for investors managing larger portfolios, SMSF portfolios, multi-sig wallets or inheritance plans.
Cold Wallet Storage Register - Simple
Download the Cold Wallet Register - Simple to record your devices, seed backups, and reviews – built for everyday crypto investors.
Crypto Tools for SMSF Trustees
Download the Full SMSF Crypto Toolkit
Simplify your fund’s crypto compliance in one go. This complete toolkit includes every checklist, template, and governance resource you need to manage, secure, and audit your SMSF’s digital assets –...
SMSF Cryptocurrency Compliance Checklist
Stay on top of every ATO requirement for crypto investing. This checklist helps trustees verify that wallet ownership, record-keeping, valuation, and security controls all meet SMSF compliance standards. Use it...
SMSF Trustee Minutes Template - Approval of Crypto Investments
Formally document your fund’s decision to invest in digital assets. This template helps trustees record the approval of crypto investments, alignment with the SMSF’s investment strategy, and the security measures...
SMSF Crypto Trustee Minutes Template for Approval to use Limited Crypto Exchange
Record your fund’s decision to invest through an exchange that can’t be SMSF-named. This minutes template documents trustee approval, the rationale for limited-use arrangements, and controls to ensure asset segregation...
SMSF Crypto Exchange Account Setup Checklist
Open and manage your SMSF’s exchange accounts with confidence. This checklist walks trustees through compliant onboarding – from verifying SMSF-named details and completing KYC, to setting up secure logins and...
SMSF Crypto Exchange Ownership Declaration for SMSFs Limited use
Formalise your fund’s position when using an exchange that doesn’t support SMSF-named accounts. This declaration records trustee approval, wallet segregation, and control measures to demonstrate compliant asset management. Use it...
SMSF Crypto Exchange Account Setup Checklist for SMSFs Limited use
Set up your fund’s exchange accounts safely and compliantly – even when the platform can’t be SMSF-named. This checklist ensures proper controls, documentation, and security measures are in place to...
SMSF Trustee Minutes Template - Approval to use Crypto Wallets in SMSF
Document your fund’s decision to invest safely in digital assets. This minutes template helps trustees formally approve the use of crypto wallets within the SMSF, outlining security controls, responsibilities, and...
SMSF Crypto Wallet Ownership Declaration for SMSFs
Prove clear ownership of your fund’s digital assets. This declaration template helps SMSF trustees document wallet details, control measures, and authorised access – meeting auditor and ATO expectations for evidence...
SMSF Crypto Transactions Register Spreadsheet
Track every trade, transfer, and staking reward with ease. This purpose-built spreadsheet helps SMSF trustees record crypto activity in line with ATO reporting standards – making audits, valuations, and tax...
SMSF Crypto Annual Audit Checklist
Streamline your audit and stay ATO-ready. This checklist helps SMSF trustees prepare crypto records, valuation evidence, and wallet ownership documentation for annual audit review. Reduce back-and-forth with auditors, prove compliance...
SMSF Crypto Tax Software API Security Best Practice Checklist
Keep your fund’s data locked down while staying tax-ready. This checklist helps SMSF trustees review API connections between exchanges, wallets, and tax software – covering permissions, encryption, and access controls....
SMSF Crypto Disaster Recovery Plan Template
Be ready for the unexpected. This structured template helps SMSF trustees map out how to respond to wallet loss, exchange failure, or cyber incidents – so critical assets stay protected...
SMSF Crypto Backup and Recovery Checklist
Don’t leave your fund’s digital assets to chance. This checklist guides trustees through every step of securing, backing up, and testing crypto wallets – ensuring recovery is possible if a...
SMSF Trustee Minutes Template - Crypto Backup Recovery Testing
Prove your fund’s crypto is securely recoverable. This ready-to-use minutes template helps trustees record wallet backup checks, recovery test results, and control reviews – supporting ATO audit requirements and demonstrating...
SMSF Crypto Succession Planning Checklist
Make sure your fund’s digital assets don’t get lost when you’re no longer around. This practical checklist helps SMSF trustees document wallet access, recovery instructions, and beneficiary details – so...
New to Crypto in your SMSF? Start with the basics
Staking + SMSFs: Compliance and Counterparty Risk
Staking allows cryptocurrency holders to earn rewards for helping secure a blockchain network. For SMSFs, however, the way staking is implemented is critical. The ATO and auditors will closely assess...
Crypto Compliance Traps Catching SMSF Trustees
Adding cryptocurrency to a Self-Managed Super Fund (SMSF) is exciting – but it’s also loaded with compliance hurdles. The ATO allows it, but only if trustees follow the same legal framework...
How to Buy Crypto Using Your SMSF
Thinking about using your SMSF to buy crypto? You’re not alone. Crypto is one of the fastest growing assets trustees are adding to their SMSFs, but the rules are tight,...
SMSFs and Crypto: Why More Trustees Are Exploring Digital Assets
Australia’s superannuation landscape is shifting. What was once a cautious space dominated by shares, term deposits, and cash is now seeing trustees actively explore digital assets like Bitcoin. The trend...
SMSF Compliant Exchange Reviews
Caleb & Brown + SMSF
Caleb & Brown is a bespoke crypto brokerage – not an exchange – offering personalised service, large-trade execution, and strong support for SMSFs. It’s particularly well-suited for funds that: Want...
Coinspot + SMSF
CoinSpot is a full-featured, trusted Australian exchange with dedicated support for SMSFs – making it one of the top local choices for SMSF-managed crypto. It offers a broad asset range,...
BTC Markets + SMSF
BTC Markets stands out as one of Australia’s most trusted, regulated, and SMSF-compatible exchanges—offering strong security, clear tax reporting, and dedicated onboarding. It can serve as a compliant platform for...
Independent Reserve + SMSF
Independent Reserve is a reliable, well-regulated Australian exchange with tailored features for SMSF trustees, including onboarding, reporting capabilities, security credentials, and strong governance. While it supports fewer cryptocurrencies compared with...
Swiftx + SMSF
Swyftx is one of the most popular Australian exchanges for both retail and SMSF trustees thanks to its ease of use, wide asset range, and built-in tax reporting tools. Best...
Kraken + SMSF
Kraken is a highly secure, global exchange with deep liquidity and a strong compliance reputation. For SMSFs, its strengths include advanced security features, a strong international standing, the ability to...
Binance + SMSF
Binance is the largest crypto exchange globally, offering low fees, unmatched liquidity, and advanced features. However, for SMSFs in Australia, it comes with significant drawbacks: AUD services are currently suspended....
SMSF Crypto Tax Software Reviews
Koinly: A Global Giant with Strong SMSF Aussie Reporting
Australian SMSF trustees and accountants were among Koinly's early adopters, attracted by the ability to create clean myTax import files, track year-end balances, and reconcile trading activity across multiple exchanges. Its...
CoinTracking: For Managing Large SMSF Portfolios with Deep Analytics
Established in Munich in 2012, CoinTracking is one of the earliest crypto portfolio and tax reporting platforms. Initially built as a portfolio tracker for Bitcoin enthusiasts, it expanded into a...
Crypto Tax Calculator: For Australian SMSFs Needing Local Compliance
An Australian-founded crypto tax software platform, CryptoTaxCalculator (CTC) launched in 2018 by brothers Shane and Tim Brunette. Unlike older tools that originated in Europe or the US, CTC was designed...
ZenLedger: For SMSFs Wanting a Simple Interface with US Roots
A US-based cryptocurrency tax software platform, ZenLedger was founded in 2017 by Pat Larsen and Bryan Starbuck. ZenLedger is headquartered in Bellevue, Washington, it originally focused on simplifying crypto reporting...
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