SMSF collaborative security · Founding Partner
Andy Pattinson
Andy co-founded The Bitcoin Adviser with Peter Dunworth and created BitcoinSuper.io, an educational resource for Australians exploring bitcoin in SMSFs. At TBA, his role is to help trustees align Collaborative Security, audit evidence, key agency, succession and documentation once the SMSF pathway is clear.
- Focus SMSF collaborative security & continuity
- Role Founding Partner
- Platform Creator of BitcoinSuper.io
Schedule With Andy
Use this session for SMSF collaborative security implementation, audit evidence review, continuity planning or operations improvements. Come with your current fund information, administrator contacts and any adviser support requests.
Meetings typically last 45 minutes. Please include super fund details, SMSF administrator contacts (if any), and adviser priorities.
Book a Security Review with Andy (opens the booking page in a new tab)SMSF collaborative security & adviser enablement
BitcoinSuper.io (education)
For SMSF structure, provider categories and pathway questions, start at BitcoinSuper.io. Andy created the resource so trustees can understand the SMSF stack before collaborative security implementation begins.
Collaborative security implementation at TBA
As a founding partner, Andy helps trustees implement Collaborative Security, align audit evidence with professionals, and keep documentation ready for trustee change, succession and handover. Fellow advisers benefit from his operational frameworks worldwide.
Four Steps To Make SMSF Bitcoin Operationally Ready
Clarify the pathway
Confirm SMSF structure, trustees and professional stack with your administrator and accountant. Use BitcoinSuper if the pathway is not yet clear.
Align with your administrator
Coordinate records, banking and acquisition pathways with your existing SMSF administrator and accountant so bitcoin purchases and audits stay coherent.
Vault & playbook build
Deploy collaborative security, document every key holder, and weave estate instructions into the SMSF binder so replacements can act under pressure.
Continuous support
Schedule periodic reviews, refresh devices, and update audit evidence and continuity plans as trustees, signers or family structure changes.
Bring These To Your Session
BitcoinSuper.io Library
Step by step SMSF checklists, calculators, and FAQs for Australians understanding bitcoin in SMSFs.
Retirement Planning Guide
Overview of SDIRAs, SMSFs, and collaborative vault governance inside The Bitcoin Adviser.
Session Checklist
- Current super fund + balance
- Trustee / beneficiary list
- Accountant or SMSF administrator contacts
- Desired timeline & adviser priorities