Digital asset advisory for the next generation of wealth.
Five services. One integrated practice. Designed to slot into your firm's workflow and cover the full lifecycle of a digital asset holding.
The wealth shift you're already seeing.
Your clients hold digital assets. Most advisers don't know what to do with them. This is now showing up in client files, whether you've planned for it or not.
of Australians own or have owned digital assets.
Independent Reserve Crypto Index, 2024
intergenerational wealth transfer underway in Australia by 2050.
Productivity Commission
high-net-worth investors hold crypto exposure.
Australian SMSF & HNW survey data
Digital assets break the assumptions estate plans are built on.
Three failure modes show up again and again in client matters.
Custody confusion
Exchange accounts, hot wallets, hardware wallets, multisig setups - each with different access pathways, recovery procedures, and legal implications. Most estate documents don't distinguish between them.
Access risk
Without a proper key handover protocol, assets are lost forever on death or incapacity. Probate cannot recover what no one can access. Private keys do not pass with the will.
Compliance risk
SMSF trustees face ATO audit risk on custody and reporting. Personal holders face CGT and tracking traps that compound when transferred through an estate.
Five services. One integrated practice.
Each pillar stands alone. Together they cover the full lifecycle of a digital asset holding.
Discovery & Inventory
Documenting assets held by clients - recording what digital assets are held, where, and how much.
Valuation
Conducting a valuation at the date of death or on demand. Used for SMSF audit purposes and to satisfy ATO requirements during will activation.
Custody Set-up & Documentation
Self-custody setup, multisig configuration, and SMSF-compliant arrangements. Hardware wallets, key ceremonies, recovery design, digital asset directives, executor briefings and a solicitor briefing pack.
Annual Reviews
Annual check-in with clients to conduct transaction checks across key infrastructure, update the asset inventory and refresh the valuation report.
Asset Realisation
On activation of the estate, walking the executor and beneficiaries through technical realisation - liquidation, in-specie transfer, and tax reporting.
We handle the technical layer. You handle the legal one.
Two clean lanes. No overlap, no conflict. We are not lawyers and we do not draft legal instruments - we produce the technical artefacts your documents need to reference.
- Who inherits and on what conditions
- Tax structure and trust arrangements
- Executor authority and powers
- Will and codicil drafting
- Probate and estate administration
- Digital asset discovery and inventory
- Valuation aligned to ATO and SMSF audit requirements
- Custody architecture and implementation
- Technical schedules for legal documents
- Executor and beneficiary support on activation
A repeatable process designed to slot into your workflow.
Five steps. Designed so referrals stay clean and outcomes stay documented.
Introduction
Joint client meeting or warm referral. We confirm scope and engagement terms with both parties.
Discovery
We audit the client's holdings, custody setup, and risk exposure - independent of the legal review.
Design
We produce a digital asset directive and custody plan tailored to the client's structure and intent.
Documentation
Your firm drafts the legal instruments referencing our technical pack as a schedule or appendix.
Ongoing review
Annual check-ins as holdings, custody arrangements, and personal circumstances change.
A complete technical pack your legal documents can reference.
Six artefacts that turn ad-hoc holdings into a structured, defensible position. Each is designed to be quoted, attached, or referenced by the legal instruments your firm prepares.
Digital Asset Inventory & Valuation Report
Full holdings register with custody location, basis, and current valuation.
Digital Asset Directive
Technical schedule designed to be referenced directly by your will or codicil.
Custody & Recovery Architecture
Hardware, multisig configuration, geographic distribution, and recovery pathways.
Solicitor Briefing Pack
Plain-English brief explaining the technical setup for the drafting solicitor.
Executor Instructions
Sealed handover protocol triggered only on the events the client specifies.
Annual Review & Update
Refresh of inventory, custody, and directive as holdings or circumstances change.
Specialist depth without conflict.
Four reasons firms refer client matters to BlockByte.
No legal conflict
We complement your work. We do not draft legal instruments or advise on succession law. Your client relationship stays yours.
Technical credibility
Established 2021, helping clients safely secure millions of dollars in digital assets without a breach.
Compliance first
Built for SMSF and wholesale clients that need auditability and compliance for audits and realisation events.
Education led
We work with adviser partners and clients to provide digital assets education and support along the journey.
Let's talk about your next client with digital assets.
Thirty minutes. We walk through how a typical referral works and answer specific firm questions.