Helping Your Clients Navigate
Digital Assets with Confidence
Are your clients asking about crypto, Bitcoin, or digital assets — and you're not sure where to point them? Darren Bartsch, as your dedicated Wealth99 Specialist, is here to bridge the gap. Secure, regulated, and simple.
Your Clients Are Asking About Digital Assets
The world of digital assets — cryptocurrencies like Bitcoin, tokenised precious metals, and other investable digital instruments — offers some remarkable opportunities for your clients to diversify their wealth.
But let's be honest: even for experienced Financial Professionals, this space can feel overwhelming. The industry changes at pace, the terminology is complex, and the tax and compliance implications are constantly evolving.
That's where Wealth99, and your dedicated specialist Darren Bartsch, come in. Think of us as your partner to weave your way through the maze — so you can serve your clients with confidence.
What Wealth99 FinPro Provides
- A dedicated FinPro login and portal for managing client digital assets
- Institutional-grade custody via Zodia — bank-backed and licensed
- Comprehensive transaction history for tax and compliance reporting
- SMSF-specific infrastructure and support for compliant investing
- Exportable data compatible with Syla, Koinly, and Crypto Tax Calculator
- ATO-compliant reporting and AUSTRAC-registered operations
- Direct access to Darren Bartsch as your specialist point of contact
- Educational resources to help you explain digital assets to clients
Solving the Biggest FinPro Challenges
Wealth99 is built to address the specific challenges faced by different financial professionals when their clients want exposure to digital assets.
Estate Lawyers
Digital assets held in self-custody or on international exchanges are notoriously difficult to include in wills, estate plans, and succession strategies. Secure identification, valuation, and transfer to beneficiaries is a legal minefield.
Zodia Custody provides a bank-backed, licensed custodian — creating a clear legal framework for estate planning. A single consolidated platform makes it straightforward for executors to identify, access, and transfer the deceased's digital asset portfolio.
Learn More About Crypto Risks for Estate Lawyers →Accountants & SMSF Accountants
The constantly evolving tax landscape for digital assets is a major headache. Accurate transaction tracking, capital gains calculations across numerous trades, and ATO compliance — especially for SMSFs — demands significant time and expertise.
Comprehensive, exportable transaction history integrates directly with Syla, Koinly, and Crypto Tax Calculator. AUSTRAC registration and SMSF-specific support reduces audit risk and simplifies compliance for your clients.
Learn More About Crypto Risks for Accountants →SMSF Auditors
Auditing SMSFs with digital assets presents significant challenges around asset existence, valuation, ownership verification, and SIS Act compliance. Reliable, verifiable evidence of holdings and transactions is essential.
Institutional-grade Zodia Custody provides a robust, auditable trail of asset ownership. Transparent reporting on holdings, transactions, and valuations gives auditors everything they need to verify the SMSF's financial position and compliance.
Learn More About Crypto Risks for SMSF Auditors →SMSF Administrators
Managing SMSF digital asset holdings across multiple wallets and exchanges creates significant administrative complexity — from record-keeping and valuations to ensuring ongoing SIS Act compliance.
A single, consolidated platform with clear documentation and regulatory compliance makes SMSF administration straightforward. Zodia Custody moves assets out of less verifiable self-custody into a fully auditable, licensed environment.
Learn More About Crypto Risks for SMSF Administrators →SMSF Trustees
SMSF Trustees want to diversify into digital assets but face uncertainty about security, compliance with the sole purpose test, and how to manage these assets responsibly within their fund's investment strategy.
Wealth99 provides a compliant, secure pathway for SMSF Trustees to invest in digital assets. Zodia Custody, AFSL licensing, and dedicated specialist support from Darren gives Trustees the confidence to act responsibly and compliantly.
Learn More About Crypto Risks for SMSF Trustees →Financial Planners & Advisers
Clients are increasingly asking about digital assets, but many advisers lack the specialist knowledge to guide them confidently — and the compliance and licensing implications of providing advice in this space are complex.
Darren acts as your specialist referral partner. You refer clients who are asking about digital assets; Darren provides the education, guidance, and platform access — keeping the relationship warm and your clients well-served.
Built for Professional Use
Wealth99's FinPro portal is designed from the ground up to meet the needs of financial professionals and their clients.
Zodia Institutional Custody
Bank-backed, licensed custody via Zodia — the same infrastructure used by institutional investors. Your clients' assets are held securely, not on an exchange.
Tax-Ready Reporting
Full transaction history exportable to all major crypto tax platforms. Designed for ATO compliance and SMSF audit requirements.
SMSF Infrastructure
Dedicated support and platform infrastructure for SMSFs investing in digital assets compliantly under the SIS Act.
Diversified Asset Classes
Bitcoin, Ethereum, tokenised gold, silver, platinum, and a curated selection of digital assets — all in one regulated platform.
FinPro Portal Access
A dedicated login for financial professionals to view and manage client portfolios, with appropriate access controls and reporting.
Dedicated Specialist Support
Darren Bartsch is your direct point of contact — available to support you and your clients throughout the onboarding and investment journey.
Ready to Serve Your Clients Better?
Whether you have a client who is already asking about Bitcoin, or you simply want to understand the landscape before the questions start arriving — Darren is ready to help. Start with a relaxed, no-obligation conversation.
[email protected] | +61 (0)424 329 062