Crypto simplified for Advisers

Education, integration and support.

We've built tools and partnerships to help you securely view and manage reporting of your clients’ digital assets.

Join the Adviser Program

Looking for a trusted partner in digital assets? Speak with us today about the Adviser Program.

Onboarding complex investment structures into crypto is our speciality

We understand the complexities of SMSFs, trusts and companies.

  • Streamlined onboarding

    Streamlined onboarding for SMSFs, trusts, companies, as well as individual accounts.

  • 24/7 local support

    Local 24/7 support to assist with onboarding and ongoing management.

  • Detailed reporting

    Detailed reporting, KPMG tax estimator, integration with Iress, BGL and third-party taxation tools.

Independent Reserve Portal

A trusted custodian for your clients’ digital assets

When trust and security mean everything, we’re the number one choice.

1:1 reserves

We maintain a full 1:1 reserve of all client fiat and crypto assets.

We hold the vast majority of crypto assets in secure offline cold storage, protected in underground vaults with maximum security.


Our books are balanced and we carry no debt on our balance sheet. We engage external auditors to undertake an annual audit of our financial statements in accordance with Australian Accounting Standards. This includes verification of all fiat and crypto balances held in custody on behalf of clients.

Segregated funds

We do not commingle customer funds. We maintain complete segregation of all client assets to ensure that when you need to make a withdrawal you can.

We keep your assets safe. That is our promise.

Sole custodian

Independent Reserve is the sole custodian of all crypto assets held on our platform. Custody is managed in Australia and we do not use any third party custodians.

We adhere to industry best practices and never lend, trade or reinvest your assets.

Get started with the Adviser Program

  • 1. Book a call

    Contact us today to find out how the Adviser Program can help you and your clients navigate crypto safely.

  • 2. Join the adviser program

    Get access to educational resources, tools and features, plus ongoing support.

  • 3. Get started

    Take the CPD course, join our webinars, and integrate your clients’ reporting.

Adviser account opening instructions

  • Step 1 Download and complete adviser onboarding form. The form is available here.

  • Step 2 Create a personal account with Independent Reserve here. Submit your ID, Proof of Address and attach your completed adviser onboarding form in the optional documents section.

  • Step 3 Once verified, you’ll be emailed your ID for linking clients through Xplan/Iress.

  • Step 4 Login to your Independent Reserve dashboard and select Clients from the Tax & Reports menu.

  • Step 5 Invite new clients.

Adviser onboarding form screenshot.

Meet your adviser toolkit

We’ve built partnerships and features to help you and your clients stay secure and access important information for your ongoing administrative needs.


We are the first Australian cryptocurrency exchange to offer insurance on crypto assets held with Independent Reserve. Insurance is available exclusively to sophisticated and wholesale investors.

KPMG Tax estimator

Take the pain out of figuring out tax obligations on crypto transactions with our tax estimator.

OTC desk

For transactions over $50,000 we offer a discreet service, fast transaction times and tight pricing. Our over-the-counter desk supports all crypto assets listed on our exchange.

Order book exchange

We have a multi-currency order book with instant settlements, deep liquidity and low brokerage.

Maximum security

We hold the vast majority of digital assets in secure offline cold storage, protected in underground vaults located in Australia. We have strict security protocols and are ISO 27001 certified.

Clear and concise reporting

In addition to our integration partners, we simplify monthly and end-of-year reporting, with CSV and PDF exports.

Trusted by global partners

  • KPMG
  • Bloomberg
  • Iress
  • Fireblocks
  • BGL
  • PayPal

Official Crypto Exchange of the Sydney Swans

Tom McCartin and Dane Rampe

Awards & Recognition

  • Blockchain Australia Digital Exchange of The Year
  • Deloitte Technology Fast 50 2019 Australia Winner
  • Financial Review Lists 2018 100 Fast
  • Financial Review Most Innovative Companies
  • Financial Times High-Growth Companies Asia-Pacific 2020

CPD course for advisers

Stay ahead of the curve. Complete our FPA-approved CPD course: Introduction to Cryptocurrencies.
View course now
Hand holding phone with app

Frequently asked questions

How do I complete the CPD course?
Is the CPD course recognised by the FPA?
How can I view my client’s portfolio information in Xplan?
Do you offer insurance on crypto?
How do you keep customer assets secured?
Who is Independent Reserve?