Everything You Need to Trade and Track Crypto in Your SMSF
Institutional-grade custody.
Automated reports for auditors and accountants.
Speak to our SMSF onboarding team, right here in Australia.
Access crypto investing with trusted local support
A secure home for your SMSF digital assets
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Set Up Your SMSF Crypto Trading Account in 3 Easy Steps
- Book a Call or Start Online
We'll help you get started and answer any questions about onboarding with OKX. - Verify and Connect Your SMSF
Complete onboarding, KYC, and wallet configuration. - Start Investing
Trade, track, and generate reports — all from your OKX SMSF Account Portal.
Frequently Asked Questions:
Can SMSFs hold cryptocurrency?
Cryptocurrency is a permissible investment for an SMSF, provided the investment complies with superannuation laws and the fund’s trust deed.
Trustees are responsible for ensuring all investments meet legal requirements and should seek independent legal or financial advice to ensure any SMSF investment decisions comply with their obligations.
What are some common challenges SMSF trustees report when considering crypto?
Commonly reported challenges include:
- Uncertainty about compliance
- Complexity in setup
- Difficulty finding straightforward guidance
- Limited access to human support
OKX provides a platform that supports SMSF account onboarding and helps users navigate the OKX trading interface.
What are the steps required to open an SMSF crypto trading account?
To open an SMSF crypto trading account on OKX, trustees must:
- Select “SMSF Account” at signup
- Complete ID verification
- Upload trust deed, ASIC extract, and trustee ID
- Link your SMSF bank account
You can pause and resume the process at any time.
Can I get support if I need it?
Yes.
Our local SMSF onboarding team is available via phone, email, or live chat to assist with the onboarding process and navigating the OKX platform. We are not financial advisers though. If you need financial advice, speak to a registered financial adviser.
Do I have to manage my own crypto wallet?
No. OKX offers flexibility in how digital assets are held. Users may:
- Hold assets within OKX’s custodial wallet infrastructure; or
- Opt to withdraw and self-custody their digital assets.
How do I fund the account?
Funds can be transferred from your SMSF’s linked bank account directly into your OKX SMSF account, provided it is in the name of the SMSF.
Does OKX provide any tools to assist with SMSF reporting?
Yes. OKX provides:
- End-of-year transaction reports
- Export options in PDF format
What features does OKX offer for SMSF users?
Our SMSF offering was built based on direct feedback from trustees.
We prioritise:
- Technical sSupport for users opening SMSF-linked accounts, including help navigating the OKX platform
- Streamlined onboarding
- Practical reporting tools