Qodex.ai

Reports - Contribution Summary

GET {{baseUrl}}/sf/funds/:fundId/reports/contributionSummary?financialYear={{financialYear}}

The Contribution Summary displays all contribution amounts, contributions cap limits, details of NCC Bring Forward cap if triggered) of all active members for a particular financial year.

API Scopes

The following API scopes can access this resouce - investment - audit - smsf_partner

Response

KeyData TypeDescription
fundIdStringId of the fund
financialYearNumberFinancial year of the contributions
contributionsList of ContributionList of contributions

Contribution

KeyData TypeDescription
peopleIdStringId of the person
contactIdstringUnique Identifier of person in Simple Fund 360
firstNameStringFirst name
lastNameStringLast name
birthdayDateDate of birth
memberAccountIdNumberMember account ID
memberAccountCodeStringMember account code
memberAccountStartDateDateStart date of the member account
memberAccountEndDateStringEnd date of the member account. This key will only be returned if an end date is present.
contributionAccountIdNumberChart Id of the member's contribution account
openingDownsizerNumberTotal Downsizer Contributions made until the end of the previous financial year
downsizerAmountNumberDownsizer Contributions recorded for the financial year
downsizerCapNumberDownsizer Contributions Cap for the financial year
concessionalContributionsArrayList of Concessional Contributions listed below
nonConcessionalContributionsArrayList of Non-Concessional Contribution listed below
totalSuperBalancesArrayList of Total Super Balances listed below

Concessional Contributions Array

KeyData TypeDescription
financialYearNumberFinancial year of this concessional contributions
amountNumberConcessional Contributions recorded for the financial year
capNumberGeneral Concessional Contributions cap for the financial year
carryForwardOriginsArrayRemaining balance of Unused Concessional Contributions cap for each previous financial year
unusedCapNumberUnused Amount of Concessional Contributions cap
cumulativeCarryForwardNumberTotal unused cap carried forward (i.e. sum of all the amounts in carryForwardOrigins)
maxCapNumberMaximum Concessional Contributions the member is eligible to contribute
positionNumberBalance to reach/exceeded the maximum Concessional Contributions cap available (i.e. amount - maxCap)
labelsString[]Status of the member's Concessional Contributions made (e.g. UnderCap, OverCap, ApproachingCap, AtLimit, CFTriggered)

Non-Concessional Contribution Array

KeyData TypeDescription
financialYearNumberFinancial year of this Non-Concessional Contribution
amountNumberNon-Concessional Contribution recorded for the financial year
capNumberNon-Concessional Contribution cap for the financial year
positionNumberBalance to reach/exceeded the Non-Concessional Contribution cap (i.e. amount - cap)
labelsString[]Status of the member's Non-Concessional Contribution made (e.g. UnderCap, OverCap, ApproachingCap, AtLimit, BFTriggered)
bringForwardTriggerYearNumberOptional. Financial year in which the Bring Forward Rule for member's Non-Concessional Contribution is triggered
bringForwardOrderNumberOptional. Financial year order in the bring forward period
bringForwardCap1NumberOptional. Bring Forward cap
bringForwardDate1DateOptional. Expiry date of the above Bring Forward cap 1
bringForwardCap2NumberOptional. Only available when the bring forward trigger year is FY2016 and FY2017
bringForwardDate2DateOptional. Expiry date of the above Bring Forward cap 2

Total Super Balance Array

KeyData TypeDescription
financialYearNumberFinancial year of this Total Super Balance
amountNumberTotal Super Balance as at end of the previous financial year. (as at 30/06/2018 if financial year field is 2019)

Request Params

KeyDatatypeRequiredDescription
financialYearstring[REQUIRED] The Financial Year of the report. Expected format : yyyy
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HEADERS

KeyDatatypeRequiredDescription
Authorizationstring

RESPONSES

status: OK

{"contributions":[{"birthday":"1970-07-01","concessionalContributions":[{"amount":0,"cap":30000,"carryForwardOrigins":[],"financialYear":2016,"labels":["UnderCap"],"maxCap":30000,"position":-30000,"unusedCap":0},{"amount":0,"cap":30000,"carryForwardOrigins":[],"financialYear":2017,"labels":["UnderCap"],"maxCap":30000,"position":-30000,"unusedCap":0},{"amount":0,"cap":25000,"carryForwardOrigins":[],"financialYear":2018,"labels":["UnderCap"],"maxCap":25000,"position":-25000,"unusedCap":0},{"amount":0,"cap":25000,"carryForwardOrigins":[],"cumulativeCarryForward":0,"financialYear":2019,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000},{"amount":0,"cap":25000,"carryForwardOrigins":[{"amount":25000,"financialYear":2019}],"cumulativeCarryForward":0,"financialYear":2020,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000},{"amount":0,"cap":25000,"carryForwardOrigins":[{"amount":25000,"financialYear":2019},{"amount":25000,"financialYear":2020}],"cumulativeCarryForward":0,"financialYear":2021,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000}],"contributionAccountId":222222386230,"downsizerAmount":0,"downsizerCap":300000,"firstName":"John","lastName":"Jones","memberAccountCode":"JONMAR00016A","memberAccountId":35579,"memberAccountStartDate":"2013-07-01","nonConcessionalContributions":[{"amount":0,"cap":0,"financialYear":2018,"labels":["AtLimit","TSBOverTBC"],"position":0},{"amount":0,"cap":0,"financialYear":2019,"labels":["AtLimit","TSBOverTBC"],"position":0},{"amount":0,"cap":0,"financialYear":2020,"labels":["AtLimit","TSBOverTBC"],"position":0},{"amount":0,"cap":0,"financialYear":2021,"labels":["AtLimit","TSBOverTBC"],"position":0}],"openingDownsizer":0,"peopleId":"8a009e3b4cf98131014cf98be85f0003","totalSuperBalances":[{"amount":2173530.08,"financialYear":2018},{"amount":2180867.32,"financialYear":2019},{"amount":2155750.28,"financialYear":2020},{"amount":2149937.72,"financialYear":2021}]},{"birthday":"1970-07-01","concessionalContributions":[{"amount":0,"cap":30000,"carryForwardOrigins":[],"financialYear":2016,"labels":["UnderCap"],"maxCap":30000,"position":-30000,"unusedCap":0},{"amount":0,"cap":30000,"carryForwardOrigins":[],"financialYear":2017,"labels":["UnderCap"],"maxCap":30000,"position":-30000,"unusedCap":0},{"amount":0,"cap":25000,"carryForwardOrigins":[],"financialYear":2018,"labels":["UnderCap"],"maxCap":25000,"position":-25000,"unusedCap":0},{"amount":0,"cap":25000,"carryForwardOrigins":[],"cumulativeCarryForward":0,"financialYear":2019,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000},{"amount":0,"cap":25000,"carryForwardOrigins":[{"amount":25000,"financialYear":2019}],"cumulativeCarryForward":0,"financialYear":2020,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000},{"amount":0,"cap":25000,"carryForwardOrigins":[{"amount":25000,"financialYear":2019},{"amount":25000,"financialYear":2020}],"cumulativeCarryForward":0,"financialYear":2021,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000}],"contributionAccountId":222222636677,"downsizerAmount":0,"downsizerCap":300000,"firstName":"John","lastName":"Jones","memberAccountCode":"KINSAM00004A","memberAccountId":38744,"memberAccountStartDate":"2013-07-01","nonConcessionalContributions":[{"amount":0,"cap":0,"financialYear":2018,"labels":["AtLimit","TSBOverTBC"],"position":0},{"amount":0,"cap":0,"financialYear":2019,"labels":["AtLimit","TSBOverTBC"],"position":0},{"amount":0,"cap":0,"financialYear":2020,"labels":["AtLimit","TSBOverTBC"],"position":0},{"amount":0,"cap":0,"financialYear":2021,"labels":["AtLimit","TSBOverTBC"],"position":0}],"openingDownsizer":0,"peopleId":"8a009fa04d0e810e014d1c11f6610001","totalSuperBalances":[{"amount":2198407.8,"financialYear":2018},{"amount":2378777.45,"financialYear":2019},{"amount":2585856.52,"financialYear":2020},{"amount":2556059.19,"financialYear":2021}]},{"birthday":"1947-08-02","concessionalContributions":[{"amount":0,"cap":25000,"carryForwardOrigins":[{"amount":0,"financialYear":2019}],"cumulativeCarryForward":0,"financialYear":2020,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000},{"amount":0,"cap":25000,"carryForwardOrigins":[{"amount":0,"financialYear":2019},{"amount":25000,"financialYear":2020}],"cumulativeCarryForward":0,"financialYear":2021,"labels":["UnderCap","TSBOver500K"],"maxCap":25000,"position":-25000,"unusedCap":25000}],"contributionAccountId":222241748024,"downsizerAmount":0,"downsizerCap":300000,"firstName":"Mary","lastName":"Jones","memberAccountCode":"JONMAR30022A","memberAccountId":173757,"memberAccountStartDate":"2019-07-01","nonConcessionalContributions":[{"amount":0,"cap":0,"financialYear":2020,"labels":["AtLimit","TSBOverTBC"],"position":0},{"amount":0,"cap":0,"financialYear":2021,"labels":["AtLimit","TSBOverTBC"],"position":0}],"openingDownsizer":0,"peopleId":"8a009ec44d0e83ba014d1c144e0d0003","totalSuperBalances":[{"amount":1881474.32,"financialYear":2020},{"amount":1843837.5,"financialYear":2021}]}],"financialYear":2021,"fundId":"8a009eba4dae37f3014db1c695380002","fundName":"The BGL Training Fund"}