End of Financial Year Reports FY 2024

CoinSpot

The CoinSpot report can be generated by following the instructions in this video or the written instructions below...

  1. Once you are signed in, from the home page click "Account" (top right)
  2. Select "Order History"
  3. On the top right hand side you will see a button labeled “EOFY Statements”
  4. Click 2024
  5. Click "Print" on top right
  6. Click “Open PDF in preview”
  7. Save "EOFY Balances” and upload PDF to the online portal.

Swyftx

The Swyftx report can be generated by following the instructions here...

  1. Login to Swyftx SMSF account - (switch account by clicking on the initials top right if required)
  2. Click the initials top right and click on "Profile" from the drop down menu
  3. Select "Transactions Report" from the left hand menu
  4. Download a transaction report section will appear.  Select FY 2023/24
  5. Click on "Download pdf"
  6. Save the pdf and upload to your portal.

Independent Reserve

The Independent Reserve report can be generated by following the instructions instructions here...

  1. Log in to your account
  2. Click Accounts
  3. Click Tax - Powered by KPMG
  4. To order a copy of the Tax Report (you will need AUD available in the account)
  5. Upload the tax report and the purchase receipt

BTCMarkets

The BTCMarkets report can be generated by following the instructions instructions here...

  1. Once you are signed in, from the home page click "Account" (top left side of the menu bar)
  2. select the sub tab Reports for Tax
  3. Select 2023-2024 financial year, click "Next"
  4. Your year end wallet balance report and tax year transaction history report will be automatically generated and available to download.
  5. Upload wallet balance report to the portal

If you used Digital Surge during the last financial year, from the home page follow these instructions.

1a. Click the drop-down menu and select Transaction History (third item down).

1b. Select Account Statement.

1c. Select a financial year or custom date.

1d. Select print, save your statement as a PDF and upload to the portal.

2a.Log in to your Digital Surge account and the first thing you will see under the bar on top of screen is the option to Access your Beneficial Claims Summary. This is not a downloadable PDF. Please take a screenshot of both:

i.  The Beneficial Claim Summary, and
ii. The Distribution History (this can be accessed by clicking on “Distribution History” in the Beneficial Claim Summary page)

Send the following email to the accounts team at Coinstash.

To: accounts@coinstash.com.au

Cc: duncan@coinstash.com.au

“Our Coinstash account [enter your SMSF account name] is set up as a Self-Managed Super Fund. To meet audit requirement we require an end of year statement.

Please email the End of Financial Year statement in PDF format showing the account name and balances as at June 30 2024”

  1. Go to https://support.kraken.com/hc/en-us
  2. Scroll down to and select  “Other questions (general, feedback, bugs, taxes)”
  3. Select Category as “Other”
  4. Type the following message.

“Our Kraken account [enter your SMSF account name] is set up as a Self-Managed Super Fund. To meet audit requirement we require an end of year statement. Please email the End of Financial Year statement in PDF format showing the account name and balances as at June 30 2024”

If you were affected by the Celsius or BlockFi proceedings you may have receiving distributions, either by crypto, cheque, bank transfer or share holdings. If you received any sort of distribution prior to July 1st 2024, please upload the following to this request:

  • all the correspondence you have received pertaining to these distributions
  • statements as at June 30 2024 for all the accounts receiving distributions
  • the details of all sales or withdrawals of these distributions to other accounts

Please feel free to message us directly if you have any questions and we will do our best to assist