
Preparing for Australia’s 2027 crypto tax shift: a guide for investors
CGT reform and greater reporting transparency are changing the landscape. Here is what experienced crypto investors should prepare for.

Crypto tax and accounting for Australian investors, active traders and businesses. We reconcile exchange and wallet records, review DeFi and NFT activity, and help prepare your tax reporting.
See the work covered by this service. We will confirm the scope and the records needed before getting started.
Review of trading, mining and staking records to help prepare your crypto tax reporting.
Specialised handling of decentralized finance protocols, yield farming, and NFT transactions.
Consolidated transaction records across exchanges and wallets, with discrepancies identified for review.
Review how your crypto activity affects your tax position and discuss the records and planning considerations involved.
Start with a conversation, share the relevant records and agree on the next steps.
We discuss your cryptocurrency activity, including trading, investing, staking, mining, DeFi and NFTs, to understand your accounting and tax requirements.
You provide exchange reports, wallet addresses, transaction histories and other relevant records for the reporting period.
We review available transaction data, identify missing records and assess relevant income and capital gains tax treatment under Australian rules.
We prepare the agreed accounting and tax reporting information, explain the results and help you understand your ongoing record-keeping obligations.

CGT reform and greater reporting transparency are changing the landscape. Here is what experienced crypto investors should prepare for.

Understand the extra information exchanges may request, how self-custody is treated, and what to check before your next transfer.

Swaps, staking and transfers can all have tax consequences. These are the basics, plus the records you need.
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