The Advisors Crypto Intensive: Risk, Revenue, and Regulation
As digital assets move from the periphery to the core of high-net-worth portfolios, the technical burden of compliance and risk management falls squarely on professional advisors.
Join us at the Vield Boardroom for an exclusive, 2-hour technical briefing. This is not a "crypto-hype" session. It is a structured, practitioner-led roundtable focused on solving the "last mile" of crypto advice: professional liability, complex tax logic, and audit-ready workflows.
The Expert Panel
Lishan Ang | Barrister, Frederick Jordan Chambers
Bio: A senior Barrister at the NSW Bar, Lishan maintains a broad commercial practice with a focus on litigation, equity, and family law. A veteran of the space, he brings a rare dual perspective: the technical intuition of a crypto native and the strategic mind of a veteran litigator.
Topic: Lishan will kick off the session by framing the legal "red flags" accountants must navigate. He will discuss the commercial realities of digital assets in property settlements, disputes, and the evolving fiduciary duties of advisors managing clients with complex on-chain portfolios.
Harrison Dell | Managing Director, Cadena Legal
Bio: Harrison is a leading Australian tax lawyer and the Managing Director of Cadena Legal. An ex-ATO auditor, he is widely regarded as one of the country's most innovative voices in digital asset taxation, known for translating complex "black-letter" law into actionable commercial strategies.
Topic: Advanced CGT & Ethics. Harrison will focus on the CGT complexities traditional systems miss—specifically around lending and staking triggers—while addressing the ethical obligations for tax agents under the TASA Code of Professional Conduct.
Electra Frost | FIPA, CTA & Emerging Tech Specialist
Bio: A pioneer in crypto accounting since 2013, Electra is a Chartered Tax Adviser and the founder of ElectraFi. She is a leading voice in helping firms bridge the gap between legacy systems and the decentralised economy.
Topic: Exit Tax & Residency. Electra will provide a technical deep-dive into the tax implications for clients moving assets offshore, changing residency, or liquidating significant positions.
Simon Ho | CFO & Head of SMSF, Coinstash
Bio: Simon brings a wealth of expertise to the table, with a background spanning the ATO (policy), KPMG (tax), and senior finance roles in public and private companies. A registered tax agent and admitted lawyer, he’s passionate about helping investors navigate crypto in SMSFs with confidence and clarity. He has also delivered educational sessions at BGL, Class and SMSF Advisor events.
Topic: SMSF. Simon will break down the critical "Super" rules every accountant must master. He will focus on building a "bulletproof" audit trail, ensuring Investment Strategies meet the Sole Purpose Test, and preparing for the 1 July 2026 regulatory shifts regarding digital assets in Australian SMSFs.
Mathieu Mingant | APAC Partnerships, Summ
Bio: Mathieu leads APAC partnerships at Summ (formerly Crypto Tax Calculator). With a background in TradFi, he works closely with finance professionals to automate reconciliation and improve the accuracy of crypto reporting.
Topic: Automation. Mathieu will demonstrate how to move from manual spreadsheets to audit-ready "single source of truth" data that integrates directly with Xero and MYOB.
About the Host: Vield
Vield (vield.io) is Australia’s first Bitcoin lender to secure a Private Tax Ruling with the ATO. Our loan model is built on a foundation of transparency and safety.
Full Visibility: Assets remain visible on-chain at all times in segregated wallets.
No Rehypothecation: We never redeploy, use, or transfer your collateral.
No Commingling: Your assets are never pooled with other customers’ crypto.
CGT Protection: Our ATO ruling confirms that our security structure does not trigger a CGT event.
Logistics
Date: Thursday, March 27, 2026
Time: 10:30 AM – 12:30 PM (Arrival from 10:15 AM)
Venue: Vield Boardroom, 80 Elizabeth St, Sydney
CPD: 2.0 Hours (Verifiable)
Limit: 10 Senior Practitioners