Fund Trustees
GET {{baseUrl}}/sf/funds/:fundId/trustees
Allows you to retrieve a the type of Trustee, Corporate Trustee Details (if applicable) and a List of Individual Trustees/Directors based on a Fund ID. Each addressId and peopleId will be unique for the firm and can be used to avoid duplicates.
API Scopes
The following API scopes can access this resouce - investment - audit - smsf_partner
corporateDetails Object
Corporate details will only exist if Trustee Type is equal to Corporate.
| Key | Data Type | Contraints/Description |
|---|---|---|
| acn | String | ACN of company |
| addressId | String | UniqueID of address for a firm. If address is used for multiple people or companies the id will be the same. |
| companyId | String | UniqueID of the company for a firm. |
| corporateName | String | Name of Corporate Trustee |
| country | String | Address - Country |
| String | email address if known | |
| phone | String | phone number if known |
| postcode | String | Address - Postcode |
| state | object | List in ( VIC, NSW, QLD, WA, NSW, ACT, TAS, FOR) |
| streetLine1 | String | Address - Street Line 1 |
| streetLine2 | String | Address - Street Line 2 |
| suburb | String | Address - Suburb |
trusteeOrDirector Array
| Key | Data Type | Contraints/Description |
|---|---|---|
| addressId | String | UniqueID of address for a firm. If address is used for multiple people or companies the id will be the same. |
| country | String | Address - Country |
| dob | Date | ISO 8601 date https://en.wikipedia.org/wiki/ISO_8601 |
| String | email address if known | |
| firstName | String | Person's first name |
| lastName | String | Person's last name |
| otherName | String | Person's other/middle names |
| peopleId | String | UniqueID of person for a firm. If person is used for multiple companies or funds the id will be the same. |
| phone | String | phone number if known |
| postcode | String | Address - Postcode |
| state | object | List in ( VIC, NSW, QLD, WA, NSW, ACT, TAS, FOR) |
| streetLine1 | String | Address - Street Line 1 |
| streetLine2 | String | Address - Street Line 2 |
| suburb | String | Address - Suburb |
| title | String | Title if known |
HEADERS
| Key | Datatype | Required | Description |
|---|---|---|---|
Authorization | string |
RESPONSES
status: OK
{"corporateDetails":{"acn":"111111114","addressId":"15043","companyId":"8ad08a1c64ca365e0164ca7f0c190001","corporateName":"Green Corp Pty Ltd","country":"AUSTRALIA","email":null,"phone":null,"postcode":"3187","state":"VIC","streetLine1":"606 Hawthorn Road","streetLine2":"","suburb":"Brighton East"},"trusteeOrDirector":[{"addressId":"2064173","country":"AUSTRALIA","dob":"1904-12-31","email":null,"firstName":"Jack","lastName":"Gold","otherName":null,"peopleId":"8ad08a1c64cad9870164cb23221b0009","phone":null,"postcode":"3187","state":"VIC","streetLine1":"606 Hawthorn Road","streetLine2":"","suburb":"Brighton East","title":null},{"addressId":"2064174","country":"AUSTRALIA","dob":"1905-01-01","email":null,"firstName":"Tim","lastName":"Gold","otherName":null,"peopleId":"8ad08ac564ce80b80164ce86a2a60001","phone":null,"postcode":"3187","state":"VIC","streetLine1":"606 Hawthorn Road","streetLine2":"","suburb":"Brighton East","title":null}],"trusteeType":"Corporate"}