Financial Advice for Cryptocurrency

Advice and support to help you manage your cryptocurrency investments

Liston Newton Advisory
Liston Newton Advisory is rated 4.8 from 32 reviews
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Get real-world financial advice for your digital assets

When investing in cryptocurrency, it pays to do your research. But whatever your reason for getting into crypto—whether it’s the excitement, the earning potential, or you just want to see how it works—it’s important to understand that it’s still an investment asset.

At Liston Newton Advisory, we provide you with the knowledge and understanding to help you get the bigger picture of how cryptocurrency can fit in with your investment strategy. We'll ensure you understand all your available options when looking to invest the proceeds of any capital gain made on your crypto proceeds. And, importantly, we provide you with the advice, guidance, and support you need to get peace of mind that you’re making the best choices for your future.

Diversification advice
Investment structure advice
Investing crypto proceeds
Tax minimisation advice
Gifting advice

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Learn more about your business with our comprehensive guides

At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.

  • Discover tax strategies and business structures available to you
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  • Get in touch with us for information tailored to your business

Understand how cryptocurrency can be a valuable tool in your investment portfolio

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A wealth of experience

We have over 40 years of experience helping our clients leverage personal insurance plans to protect their personal wealth.

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Leading industry innovation

When it comes to your personal insurance strategy, we take a holistic approach, and include financial planning, tax advice and estate planning to integrate the full financial picture.

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Long-term relationships

Make the right personal insurance decisions by tapping into our trusted network of financial advisers, estate planners, and a panel of over 15 insurance companies to get you the best deal.

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A collaborative approach

We take the time to ensure you fully understand your personal insurance decisions, and gain the knowledge to make the right choices for your future.

Our crypto financial advisory team

Blockchain technology and the world of cryptocurrency is evolving rapidly. In just a few short years it’s quickly become one of the most exciting investments out there. But it's notoriously volatile, so while riding the crypto waves can be exciting, the real planning starts with how to manage any capital gains made on your crypto proceeds. So it’s important that you start your crypto journey with the right advice on your side.

Our crypto financial advisory team help you understand exactly what you’re getting into. We’ll work with you to ensure you understand all the factors involved with your next steps, and how to safely diversify and re-invest your crypto proceeds. We can even help you understand your tax obligations, and what this means for your future.

Stewart Lane, Principal & Head of Tax

Meet your cryptocurrency financial advice team

We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Karsten Horne
CEO, Reho Travel
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
Lisa Clarke
SL Constructions
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Peter Luskan
Pandora

Our methodology for your investment success

There are many unknowns when it comes to crypto. But, much like any other form of investment, the more you understand your financial plan, and the better advice you receive, the more informed your decisions will be.

At Liston Newton Advisory we’ve developed a unique approach to helping you manage your investments, digital or otherwise. By taking a holistic approach to our crypto financial advisory services, taking into account both your short and long-term goals, we help ensure that you’re making the best-informed choices for your future.

Learn how we do it

Find out how we do things
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Crypto financial advisors you can trust

Our expert personal insurance team helps you get complete peace of mind.

Our case studies

Take the uncertainty out of managing your crypto gains

Knowing that your financial future is taken care of is invaluable. We’ll help you achieve it.

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Frequently asked questions

Is cryptocurrency the same as blockchain?

Not exactly. Blockchain is the technology that cryptocurrency uses to operate. It’s a decentralised digital ledger that records every crypto transaction.

How do I store cryptocurrency?

Cryptocurrency is stored in a digital wallet, which is typically held securely on an online crypto exchange (the platform on which you trade crypto).

How is cryptocurrency taxed?

Cryptocurrency isn’t governed by typical investment income rules. It’s treated by the ATO as property, meaning it comes under capital gains tax rules. So when selling crypto, you get taxed on the difference between the value you bought it for, and its market value at the time of the sale. If your cryptocurrency has grown in value, you’re making a capital gain, and you pay CGT on the profit of the sale. You must declare this capital gain on your annual tax return. If you make a loss on the sale, you’re required to report the loss on your tax return.

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