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The Cryptocurrency Forum

What every adviser needs to know about navigating, working with, and managing cryptocurrency

Recorded 14 September 2021


The Line-Up

Join our panel as they take you on a journey from the basics of cryptocurrency and its position in the community, to the detail of the ATO's compliance program, to the outcomes and compliance issues, and the grey areas in between. Essential knowledge for every adviser and accountant.

Dr Ellie Rennie

Prof. Ellie Rennie

Professor Rennie is an Australian Research Council Future Fellow and Principal Research Fellow in RMIT's Digital Ethnography Research Centre. She is also a member of RMIT's Blockchain Innovation Hub and an Associate Investigator of the ARC Centre of Excellence for Automated Decision-Making and Society.

Adam O'Grady Assistant Commissioner

Adam O'Grady

Adam is the Assistant Commissioner – Risk & Strategy Individuals, as part of the ATO's Individuals & Intermediaries business line. He has over 18 years’ experience with the ATO and has worked in a variety of roles and groups including Service Delivery, Enterprise Solutions & Technology, Law Design and Practice and the Client Engagement Group.

Dr Elizabeth Morton

Dr Elizabeth Morton

Dr Elizabeth Morton CA FTI is a Lecturer of Taxation at RMIT University and Research Fellow of the RMIT Blockchain Innovation Hub. Elizabeth is an active researcher with current focuses on blockchain and tax compliance. She is also a co-author of a new Australian taxation textbook. Prior to academia, Elizabeth worked as an accountant in small business taxation in regional Victoria.

Emmanuel Calligeris 2

Emmanuel Calligeris

Emmanuel is an economist, popular presenter and Chairman of the Easton Wealth Investment Committee. Prior to Easton Wealth, Emmanuel spent 20 years as Chief Investment Officer for OnePath Investments (the investment arm of ANZ Bank) and was responsible for $13 Billion of funds under management.

Chloe Ward

Chloe Ward

Chloe is a sought after commentator and presenter on superannuation and risk. She has over 15 years experience in the wealth and risk sectors, working with accountants and advisers. She is an SMSF Specialist Advisor, holds a Bachelor of Business (Finance), and an Advanced Diploma of Financial Services.

Michael Carruthers

Moderated by
Michael Carruthers

Knowledge Shop's Tax Director, Michael is an adviser, author, in demand presenter, mentor to Knowledge Shop’s technical team, and well known for his capacity to translate highly technical information into tangible and useable advice for the profession.

Recorded 14 September 2021
FPA accreditation pending

The detail

The Normalisation of Cryptocurrency and Blockchain w Prof Ellie Rennie

The essential foundation and context of cryptocurrency and blockchain.  Prof. Rennie explores blockchain in the community, what do people do with cryptocurrency apart from investing and trading, what's important to consider from a user perspective, the scams and consumer protection, and the international regulatory threats and possibilities.

Crypto and Tax with the ATO w Assistant Commissioner Adam O'Grady

ATO Assistant Commissioner Adam O’Grady provides an overview of the tax treatment of cryptocurrency. He debunks a few myths and gives some tips on the record keeping required to keep your clients on the front foot. 

Is Cryptocurrency an Investment? w Emmanuel Calligeris

Cryptocurrency makes headlines for its millionaires (and the influence of billionaires on value). But can you really recommend it as an investment strategy? Emmanuel walks through the issues that advisers face.

Tax, Crypto and Exploring the Problem Areas w Dr Elizabeth Morton

Tax on crypto-assets and taxation beyond Bitcoin was never going to be clear cut. Dr Morton explores the uncertainties and challenges in the application of CGT principles, looks at the tax implications of bitcoin activities beyond CGT, and how to understand your client's activities.

Crypto Assets within Super w Chloe Ward

Cryptocurrency within an SMSF can have its own set of problems - separation of assets and other legacy issues, complexities for auditors and documentation requirements, CGT outcomes, crypto-contributions, use of crypto to fund other assets, and what happens when SMSFs become miners. Chloe identifies the ‘red flag’ areas of concern and walks through the details.

w moderator Michael Carruthers


Recorded 14 September 2021

Need group rates? Call (or email) Lee Marshall on 0434 067 133.


Webinar + recording access for 3 months

  • $195 Individual access
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Webinar + recording access for 3 months

  • $235 Individual access

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