Join the SMSF Association Technical Team and a guest speaker for the In Practice Webinar Series.

This month’s topic
Building Crypto Guardrails for SMSF Clients
Presented by: Andrew McPhee | CEO – Synergist

Session Overview:
Crypto is already appearing in SMSF practices through direct holdings, exchanges, brokers, ETFs and managed investment products.

For practitioners, the challenge is not whether the asset class exists, but how to manage the ownership, valuation, access and governance issues that arise when clients seek exposure.

This practical session will help SMSF professionals understand:
• how crypto ownership should be established and evidenced;
• the valuation and record-keeping issues that commonly create problems;
• the operational differences between exchanges, brokers, ETFs and managed products;
• how different access pathways affect administration, audit and client risk;
• when practitioners should proceed, escalate the matter or decline the engagement; and
• the practical guardrails firms can establish to manage crypto-related client interactions consistently.

The session is product-neutral and focused on helping accountants, advisers, administrators and auditors protect both their clients and their practices.

Time is reflected as AEDT.