Entity Details

GET {{baseUrl}}/sf/funds/{{fundId}}

Allows you to retrieve the entity details based on a FundId

API Scopes

The following API scopes can access this resouce

  • investment
  • audit
  • smsf_partner
  • bgl_partner

Entities Supported

The following entityTypes are supported

  • SMSF
  • BillableTrust
  • BillableCompany
  • BillableIndividual

Response

KeyTypeMandatoryDescription/Constraints
abnnumberNoABN of the entity if entered in SF360
badgeIdNumberNoBadge id of the firm
billableCompanyTypeStringYes for CompaniesFrom List (Private, Public,LifeInsurance,RSAProvidersOtherThanLifeInsurance, PooledDevelopmentFunds,SmallCreditUnions, MediumCreditUnion, LargeCreditUnions, NotForProfit
billableTrustTypeStringYes for TrustsFrom List (Discretionary,Unit, Hybrid, Testamentary,Bare,Business,PrivateAncillary )
dateFormeddateNoformat yyyy-MM-dd
enteringOpeningBalanceBooleanNoTrue or False
entityTypeStringNoFrom list ( SMSF / Company/ Trust / Individual )
esaStringNoElectronic Service Address for an SMSF
financialYearFromdateNoformat yyyy-MM-dd
financialYearEnddateNoformat yyyy-MM-dd
fundCodeStringNoCode issued to the entity by the account owner/ auto-created by Simple Fund 360
gstregisteredstringNotrue or false
nameStringNoThe name of the entity
physicalAddressObjectNosee Address Array below
postalAddressObjectNosee Address Array below
systemStartDatedateNoformat yyyy-MM-dd
taxEffectAccountstringNotrue or false
trustDeedRuleClauseDeathBenefitStringNo
trustDeedLastModifiedDatedateNoformat yyyy-MM-dd
trustDeedSourceStringNo
tfnnumberNoTFN of the entity if entered in SF360
windUpDatedateNoformat yyyy-MM-dd

Address Object

KeyTypeMandatoryConstraints/Comments
streetLine1StringYes
streetLine2StringNo
cityStringYes
stateStringYesOne of (ACT’/‘NSW’/‘VIC’/‘QLD’/‘SA’/‘WA’/‘TAS’/‘NT)
postCodeStringYes
countryStringYesCountry code as defined in https://en.wikipedia.org/wiki/ISO3166-1alpha-2

HEADERS

KeyDatatypeRequiredDescription
Authorizationstring

RESPONSES

status: OK

{"abn":"84111122223","badgeId":1322,"billableCompanyType":null,"billableTrustType":null,"dateFormed":"2013-07-08","enteringOpeningBalance":false,"entityType":"SMSF","esa":"AUSPOSTSMSF","financialYearEnd":"2021-06-30","financialYearFrom":"2020-07-01","fundCode":"JEEVAN101832","id":"000000004636a3060146372123456789","name":"The Sample Super Fund","physicalAddress":{"city":"Melbourne","country":"AU","postCode":"3000","state":"VIC","streetLine1":"123 Fake Street","streetLine2":""},"postalAddress":{"city":"Melbourne","country":"AU","postCode":"3000","state":"VIC","streetLine1":"123 Fake Street","streetLine2":""},"systemStartDate":null,"tfn":"******123","trustDeedLastModifiedDate":"2013-07-08","trustDeedRuleClauseDeathBenefit":"","trustDeedSource":"Top Docs             ","windUpDate":null}