Are you a Financial Professional needing help with Clients with their Digital Assets/Crypto?

The world of digital assets – think cryptocurrencies like Bitcoin and other investables, tokenised precious metals, and other exciting new investments – offers some amazing chances to grow your wealth.

But let's be honest, even for a Financial Professional it can feel a bit overwhelming, with the industry changing at a fast pace. There's a lot to consider for your clients about from security, complex terms, and those head-scratching tax rules.

That's where Wealth99, and your dedicated specialist, Darren Bartsch, come in!

We're here to make navigating this new world simple, safe, and secure for you and your clients.

Think of us as your partner to weave your way through the maze.

Addressing The Biggest FinPro Problems with Wealth99 Solutions

The Wealth99 Solution: Your Clear Path to Digital Asset Solutions

At Wealth99, with Darren Bartsch as your specialist, we tackle these worries head-on, offering a complete FinPro Login and solutions to help your clients.

Let's discuss some of the challenging you are having:

Learn more about How Wealth99 can help solve a number of problems for Estate Lawyers

Estate Lawyers

Biggest Problem:

The complex and often unregulated nature of digital assets makes it incredibly challenging to include them effectively in wills, estate plans, and succession strategies. Lawyers struggle with secure asset identification, access, valuation, and ensuring proper transfer to beneficiaries, especially when assets are self-custodied or held on various international exchanges.

How Wealth99 Solves It:

Wealth99 provides a regulated, secure, and consolidated platform for holding digital assets with Zodia Licensed Custody. This simplifies the process for estate lawyers by offering:

Clear Ownership & Custody:

Assets are held with a bank-backed, licensed custodian (Zodia Custody), reducing the risk and complexity associated with self-custody or scattered exchange holdings. This provides a clearer legal framework for inclusion in estate planning.

Simplified Asset Identification:

A single platform makes it easier for executors to identify and access the deceased's digital asset portfolio, rather than hunting for multiple wallets, exchange accounts, and private keys.

Specialist Support:

Wealth99's specialists can work with estate lawyers to understand the platform's processes and provide necessary documentation for estate administration.

Accountants and SMSF Accountants


Biggest Problem:

The constantly evolving tax landscape for cryptocurrencies and digital assets is a major headache. Accountants face difficulties with accurate transaction tracking, calculating capital gains and losses across numerous trades, understanding different tax treatments for various digital asset activities (staking, DeFi, NFTs), and ensuring ATO compliance, especially for SMSFs.

How Wealth99 Solves It:

Wealth99 significantly eases the tax burden for accountants and their clients:

Comprehensive Transaction History:

Wealth99 provides a detailed, exportable transaction history that can be easily integrated with crypto tax software (like Syla, Koinly, Crypto Tax Calculator and more) to automate tax calculations.

ATO Compliance Focus:

As an AUSTRAC-registered Company, Wealth99 adheres to Australian regulations. This encourages and facilitates proper reporting, reducing audit risk for clients.

SMSF-Specific Support:

Wealth99 offers support and infrastructure for SMSFs to invest in digital assets compliantly, making it simpler for SMSF accountants to manage these portfolios.

Learn more about How Wealth99 can help solve a number of problems for Accountants and SMSF Accountants.

Learn more about How Wealth99 can help solve a number of problems for SMSF Auditors

CLICK HERE

SMSF Auditors

Biggest Problem:

Auditing SMSFs with digital assets presents significant challenges related to asset existence, valuation, ownership verification, and ensuring compliance with the Superannuation Industry (Supervision) Act 1993 (SIS Act) and regulations. Auditors need reliable, verifiable evidence of asset holdings and transactions.

How Wealth99 Solves It:

Wealth99 addresses auditor concerns by providing:

Institutional-Grade Custody:

Partnering with a licensed custodian like Zodia Custody provides a robust and auditable trail of asset ownership and security, meeting the stringent requirements for SMSF audits. This moves digital assets out of less verifiable self-custody or unlisted exchanges.

Clear Documentation & Reporting:

Wealth99's platform is designed to provide transparent reporting on asset holdings, transactions, and valuations, which is crucial for auditors to verify the SMSF's financial position and compliance.

Regulatory Compliance:

Wealth99's adherence to AUSTRAC regulations and its focus on compliant SMSF integration helps auditors confirm that the SMSF is meeting its obligations.

SMSF Administrators

Biggest Problem:

Auditing SMSFs with digital assets presents significant challenges related to asset existence, valuation, ownership verification, and ensuring compliance with the Superannuation Industry (Supervision) Act 1993 (SIS Act) and regulations. Auditors need reliable, verifiable evidence of asset holdings and transactions.

How Wealth99 Solves It:

Wealth99 addresses auditor concerns by providing:

Institutional-Grade Custody:

Partnering with a licensed custodian like Zodia Custody provides a robust and auditable trail of asset ownership and security, meeting the stringent requirements for SMSF audits. This moves digital assets out of less verifiable self-custody or unlisted exchanges.

Clear Documentation & Reporting:

Wealth99's platform is designed to provide transparent reporting on asset holdings, transactions, and valuations, which is crucial for auditors to verify the SMSF's financial position and compliance.

Regulatory Compliance:

Wealth99's adherence to AUSTRAC regulations and its focus on compliant SMSF integration helps auditors confirm that the SMSF is meeting its obligations.

Learn more about How Wealth99 can help solve a number of problems for SMSF Administrators.

Learn more about How Wealth99 can help solve a number of problems for SMSF Trustees.

SMSF Trustees

Biggest Problem:

Auditing SMSFs with digital assets presents significant challenges related to asset existence, valuation, ownership verification, and ensuring compliance with the Superannuation Industry (Supervision) Act 1993 (SIS Act) and regulations. Auditors need reliable, verifiable evidence of asset holdings and transactions.

How Wealth99 Solves It:

Wealth99 addresses auditor concerns by providing:

Institutional-Grade Custody:

Partnering with a licensed custodian like Zodia Custody provides a robust and auditable trail of asset ownership and security, meeting the stringent requirements for SMSF audits. This moves digital assets out of less verifiable self-custody or unlisted exchanges.

Clear Documentation & Reporting:

Wealth99's platform is designed to provide transparent reporting on asset holdings, transactions, and valuations, which is crucial for auditors to verify the SMSF's financial position and compliance.

Regulatory Compliance:

Wealth99's adherence to AUSTRAC regulations and its focus on compliant SMSF integration helps auditors confirm that the SMSF is meeting its obligations.

Why Choose Wealth99 with Darren Bartsch?

Here's what Darren offers:

  • Your Office CPD Training: Complimentary CPD training at your office at a time that works for you.

  • Online CPD Training: As required Complimentary CPD training online

  • Lunch & Learn Training: Come to us or we will come to you to provide complimentary inhouse Lunch and Learn training for you and your team

  • Connecting the Dots: With his experience, Darren can help you see how digital assets might fit into your company as an accountant, financial planner, or SMSF auditor.

Ready to start your digital asset journey with confidence?

Why not book a free, no-pressure chat with Darren Bartsch today?

Address:

PO Box 10548, Southport BC QLD 4215 Australia

Mobile
+61-(0)424329062

Social Links

Schedule A Meeting With Darren

© 2025 Darren Bartsch. All rights reserved.