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Promotional image for an interview titled 'Maximize Your Investments with a Personalized Crypto Brokerage.' The graphic includes the CryptoTaxAudit logo on the top left, followed by the title. The text underneath introduces an interview conducted by Clinton with Sam Boyle, a senior broker at Caleb & Brown, an Australian-based crypto brokerage service. The discussion revolves around the advantages of a personalized crypto brokerage over traditional crypto exchanges. On the right side, there is a portrait of a smiling young man with short dark hair, wearing a black shirt. Behind him, a digital backdrop features a stylized graphic of a stock market chart with up and down lines, reflecting the theme of investments and market analytics.

crypto taxes Aug 31, 2023

Clinton recently interviewed Sam Boyle, senior broker at Caleb & Brown, an Australian-based crypto brokerage popular among US clients. They discuss unique features that set a personal crypto brokerage apart from other crypto exchanges. (TCDS-21) (50)


Clinton Donnelly explored the personalized crypto brokerage experience offered by Caleb & Brown, an Australian-based brokerage popular among US clients. Amidst a rapidly evolving regulatory environment and recent incidents in the crypto space, the article delves into the unique features that set Caleb & Brown apart, and their commitment to security, transparency, and regulatory compliance. They also discussed the importance of a custodial approach and the wide range of assets and services they provide to clients.

The world of cryptocurrencies.

The world of cryptocurrencies can be overwhelming, with numerous exchanges and platforms vying for attention. However, amidst the chaos, some companies prioritize the core fundamentals of crypto, just like Bitcoin was created to step away from centralized control. One such company is Caleb & Brown, an Australian crypto brokerage that values personalized service, security, and regulatory compliance.

From employee to broker.

Sam Boyle, a prominent figure at Caleb & Brown, shared his journey from being one of the first employees to becoming a broker. He highlighted the initial challenges of setting up a client-centric company and how the team worked tirelessly to serve clients across different time zones.

A unique approach.

Unlike traditional crypto exchanges, Caleb & Brown offers a concierge-like approach, providing personalized service and tailored solutions to its clients. This human touch ensures that clients receive prompt and customized assistance, making the entire crypto investment journey smoother and more enjoyable.

Security, support, and guidance.

The company focuses on delivering value to clients through tailored security features, support, and guidance. Clients have peace of mind knowing that their cryptocurrencies are stored securely, and multiple authentication steps are followed for withdrawals and transactions. Unlike some exchanges, Caleb & Brown remains transparent about their fees, ensuring a smooth and trustworthy trading experience.

A diverse range of assets.

Caleb & Brown offers access to over 300 cryptocurrencies and facilitates seamless trading from one crypto to another without hidden fees or complex processes. They also handle fiat currencies, allowing clients to trade in US dollars, Canadian dollars, British pounds, Euros, Australian dollars, and New Zealand dollars.

Personalized solutions for clients.

The brokerage focuses on maintaining personalized relationships with clients, emphasizing that they are always available for support. They cater to different entities, including individuals, IRAs, LLCs, and trusts, accommodating diverse needs and preferences.

Security and transparency amidst regulatory changes.

In light of recent regulatory developments, such as Binance's SEC lawsuit, clients are increasingly concerned about the safety of their assets. Caleb & Brown addresses these concerns by adhering to strict regulations enforced by AUSTRAC and ASIC in Australia. They prioritize anti-money laundering measures and work closely with regulators to ensure a secure environment for clients.

Security and compliance.

One of the main concerns in the crypto space is security. Caleb & Brown has addressed this issue by implementing robust security measures. They utilize multi-signature and cold storage solutions to safeguard client assets from potential threats. Moreover, the brokerage adheres to strict regulatory standards, ensuring compliance with anti-money laundering regulations and other legal requirements.

Benefits of a personal crypto broker.

Having a dedicated broker makes a significant difference in the crypto investment experience. Clients at Caleb & Brown receive individualized attention, gaining access to expert advice, market insights, and strategic guidance. Whether you are a beginner or a seasoned investor, having a personal broker by your side can help you make well-informed decisions and achieve your financial goals.

Navigating crypto tax and audits.

Taxes in the crypto world can be complex and confusing. Caleb & Brown takes the stress out of crypto tax reporting by assisting clients in understanding and managing their tax obligations. With a team of experts well-versed in crypto tax regulations, investors can rest assured that their tax matters are handled accurately and efficiently.

Industry trends and future outlook.

The crypto industry is constantly evolving, presenting both opportunities and challenges. Caleb & Brown remains optimistic about the future of cryptocurrencies. Despite recent market fluctuations, the fundamentals of the crypto space remain strong. As a brokerage that prioritizes long-term stability, Caleb & Brown is well-positioned to navigate any future changes in the market.

Client testimonials and success stories.

The success of any service provider is reflected in the satisfaction of its clients. Caleb & Brown has garnered positive feedback from numerous investors who appreciate the brokerage's attentive support and top-notch services. Real-life success stories illustrate how Caleb & Brown has helped investors achieve their financial objectives with confidence.

Getting started with Caleb & Brown.

If you're ready to experience the personalized approach to crypto investments, getting started with Caleb & Brown is simple. Visit their website,, and sign up for an account. Mention CryptoTaxAudit or The Clinton Donnelly Show to fast-track your application and enjoy the benefits of personalized service.


In a rapidly changing crypto landscape, Caleb & Brown stands out with its personalized, secure, and transparent brokerage experience. With their personalized approach, stringent security measures, and commitment to compliance, they have become a preferred choice for crypto investors seeking stability and peace of mind. Whether you're a novice or a seasoned pro, Caleb & Brown's tailored solutions and expert guidance are sure to enhance your crypto investment journey.

The full interview.

View the full interview on The Clinton Donnelly Show.

DISCLAIMER: Opinions and perspectives of the author, host, and guests. It should not be construed as U.S. taxpayer advice. There are often multiple interpretations of tax law. Various strategies may be suited to specific individuals and for particular situations. Seek out professional tax, legal, or financial advice from CryptoTaxAudit or from other reputable companies.

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