Supporting SMSF Service Providers Navigating the Digital Economy

Supporting SMSF Service Providers Navigating the Digital Economy

For accountants, administrators, and auditors working with SMSF clients exploring digital assets including crypto.

Supporting SMSF Service Providers Navigating the Digital Economy

A Trusted Partner for Professionals at the Forefront of Change

Digital assets are appearing in a growing number of SMSF portfolios. As trustees begin to engage with this asset class, SMSF service providers need to be considering questions about digital asset custody, tax reporting and digital compliance.

OKX is focussed on equipping SMSF professionals with the infrastructure, tools, and support to meet these demands confidently.

Purpose-Built for SMSF Professionals

Our platform has been designed with the needs of SMSF service providers in mind. We provide the secure infrastructure, transparent reporting, and support required to assist clients — when and if they choose to engage with digital assets.

Key Capabilities:

Institutional-Grade Crypto Custody
Institutional-Grade Crypto Custody

Digital assets are held using secure wallet infrastructure aligned with industry standard protocols.

Infrastructure-Only. Built to Professional Standards.

Infrastructure-Only. Built to Professional Standards.

We’re not here to promote investment. We’re here to make responsible participation in digital finance possible — when and only when it aligns with your client’s circumstances and your professional judgement.

Infrastructure-Only. Built to Professional Standards.

Getting Started: Explore at Your Own Pace

We understand that digital assets may be unfamiliar territory — and that professional integrity demands caution, not hype.

Whether you're fielding early-stage questions from clients or actively supporting trustees with reporting workflows, OKX AU provides the tools and transparency to help you explore the infrastructure behind digital asset engagement.

Here’s how you can begin:

Take a tour of the platform
Take a tour of the platform

Get a first-hand look at custody features, transaction reporting, and Proof of Reserves — without needing to onboard clients.

Download sample EOFY reports
Download sample EOFY reports

Review the structure and data fields available for SMSF audit and tax record-keeping.

Connect with our local support team
Connect with our local support team

Ask operational questions, understand our onboarding process, or walk through a simulated client setup — all with zero obligation.

Join the conversation
Join the conversation

Participate in the SMSF Innovation Council or sign up for early access to the OKX Digital Asset Education Hub.

Explore with confidence. Engage on your terms.

Explore with confidence. Engage on your terms.

Explore with confidence. Engage on your terms.

Digital Asset Education Hub (Coming Soon)

A dedicated learning platform designed to help SMSF professionals build confidence in the digital asset ecosystem — without pressure or product influence.

What to Expect:

  • Digital asset education
  • Structured CPD-aligned learning pathways (subject to accreditation)
  • Expert-led webinars and technical briefings

Register here for early access.

Content is educational in nature and not intended to promote any particular product or investment approach.

The Evolving Role of SMSF Professionals

As digital finance becomes part of the national conversation, SMSF service providers play a key role in supporting compliance and maintaining trustee confidence.

OKX AU is here to support that role — not by replacing your judgement, but by respecting it.

All investment decisions remain the responsibility of the trustee. Service providers should continue to exercise independent judgement in line with their regulatory and professional obligations.

Transparent by Design: Download the OKX Responsibility Report

We believe trust is earned through transparency and consistent reporting.

The OKX Responsibility Report outlines our approach to governance, security, compliance, and operational standards — and is part of our ongoing commitment to raising the bar for infrastructure providers in the digital asset ecosystem.

[Download the Latest Responsibility Report]