Entity Stakeholders

The stakeholders array contains related parties involved with an entity, such as trustees, beneficiaries, and other roles. Stakeholder requirements vary by entity type.


Available stakeholder roles

Any role from the stakeholder roles reference can be assigned to a stakeholder of any entity type (individual, company, trust, etc.). Roles are not restricted by the stakeholder's entity type — a trust may name an individual or a corporate trustee, for example. The only structural requirement is that a trust entity includes at least one trustee (see below).


Required stakeholders by entity type

Entity TypeRequired Stakeholder Role(s)
trusttrustee (required)
companyNone
partnershipNone
soleTraderNone
associationNone
cooperativeNone
governmentBodyNone
indigenousCorporationNone
otherNone

Stakeholder object structure

Each stakeholder in the stakeholders array must include:

FieldTypeRequiredDescription
rolesstring[]YesThe stakeholder's roles (e.g., ["trustee"], ["director", "shareholder"]).
typestringYesEntity type (individual, company, trust, etc.).
subTypestringNoEntity sub-type (e.g., discretionaryTrust, none).
countrystringYesISO3 country code.
namestringYesEntity name or full name for individuals.
identifiersobjectNoEntity identifiers (ABN, ACN, etc.).
addressesobjectNoEntity addresses.

The stakeholder object follows the same field structure as the main entity, with type, subType, country, name, identifiers, and addresses at the same level as roles.

Deprecated: a single scalar role (string) is still accepted in place of roles for backwards compatibility and is treated as a one-element set. Prefer roles. If both are provided they must agree: the scalar role must be included in roles, otherwise the request is rejected.


Usage example

Trust with trustee (individual)

Trust with individual trustee

{
	"userId": "user-123",
	"country": "AUS",
	"type": "trust",
	"subType": "discretionaryTrust",
	"name": "Smith Family Trust",
	"industry": "Investment",
	"website": "https://example.com",
	"identifiers": {
		"abn": "12345678901"
	},
	"documents": [
		{
			"kind": "trustDeed",
			"mimeType": "application/pdf",
			"source": "url",
			"data": "https://your-storage.com/trust-deed.pdf"
		}
	],
	"stakeholders": [
		{
			"roles": ["trustee"],
			"type": "individual",
			"country": "AUS",
			"name": "John Smith"
		}
	]
}

Trust with trustee (company)

Trust with corporate trustee

{
	"userId": "user-123",
	"country": "AUS",
	"type": "trust",
	"subType": "discretionaryTrust",
	"name": "Smith Family Trust",
	"industry": "Investment",
	"website": "https://example.com",
	"identifiers": {
		"abn": "12345678901"
	},
	"documents": [
		{
			"kind": "trustDeed",
			"mimeType": "application/pdf",
			"source": "url",
			"data": "https://your-storage.com/trust-deed.pdf"
		}
	],
	"stakeholders": [
		{
			"roles": ["trustee"],
			"type": "company",
			"subType": "none",
			"country": "AUS",
			"name": "Smith Trustee Pty Ltd",
			"identifiers": {
				"acn": "123456789"
			},
			"addresses": {
				"registeredAddress": "123 Main St, Sydney NSW 2000"
			}
		}
	]
}

Trust with multiple stakeholders

Trust with trustee and beneficiary

{
	"userId": "user-123",
	"country": "AUS",
	"type": "trust",
	"subType": "discretionaryTrust",
	"name": "Smith Family Trust",
	"industry": "Investment",
	"website": "https://example.com",
	"identifiers": {
		"abn": "12345678901"
	},
	"documents": [
		{
			"kind": "trustDeed",
			"mimeType": "application/pdf",
			"source": "url",
			"data": "https://your-storage.com/trust-deed.pdf"
		}
	],
	"stakeholders": [
		{
			"roles": ["trustee"],
			"type": "individual",
			"country": "AUS",
			"name": "John Smith"
		},
		{
			"roles": ["beneficiary"],
			"type": "individual",
			"country": "AUS",
			"name": "Jane Smith"
		}
	]
}

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