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 –...
Crypto Tools for SMSF Trustees
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...
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