Tax Planning for Crypto Clients

Explore how to approach tax planning for cryptocurrency clients and manage key CGT and reporting obligations.

In this session, we cover: 

• 2026 Crypto Tax Update

  • FY2026 Market Review YTD

  • ATO Data Matching Program

  • Existing ATO Guidance 

  • ATO Advice Under Development

  • 12 Years of Silence on Crypto Tax Determinations

  • ATO Position on Wrapping & Unwrapping Tokens

  • ATO Position on Airdrops & Initial Allocations

  • Tax Planning Considerations

    • Investor or Trader?

• CGT Events Worth Noting For Year End

  • Wrapping - CGT Event C2

  • Staking - Three Separate Tax Events

  • Bridging or Cross-chain Token Swap = CGT Event C2

  • Burning Tokens - Sending to a Null Address

• Year End Planning Case Study