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

The following roles can be assigned to stakeholders across all entity types:

RoleLabelAllowed Entity Types
trusteeTrusteeindividual, company
settlorSettlorindividual
beneficiaryBeneficiaryindividual, company, trust
appointerAppointerindividual
protectorProtectorindividual

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
rolestringYesThe stakeholder's role (e.g., trustee, beneficiary).
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 role.


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": [
		{
			"role": "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": [
		{
			"role": "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": [
		{
			"role": "trustee",
			"type": "individual",
			"country": "AUS",
			"name": "John Smith"
		},
		{
			"role": "beneficiary",
			"type": "individual",
			"country": "AUS",
			"name": "Jane Smith"
		}
	]
}

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