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:

Role	Label	Allowed Entity Types
`trustee`	Trustee	`individual`, `company`
`settlor`	Settlor	`individual`
`beneficiary`	Beneficiary	`individual`, `company`, `trust`
`appointer`	Appointer	`individual`
`protector`	Protector	`individual`

Required stakeholders by entity type

Entity Type	Required Stakeholder Role(s)
`trust`	`trustee` (required)
`company`	None
`partnership`	None
`soleTrader`	None
`association`	None
`cooperative`	None
`governmentBody`	None
`indigenousCorporation`	None
`other`	None

Stakeholder object structure

Each stakeholder in the stakeholders array must include:

Field	Type	Required	Description
`role`	string	Yes	The stakeholder's role (e.g., `trustee`, `beneficiary`).
`entity`	object	Yes	The entity details for this stakeholder.

The entity object within a stakeholder follows the same structure as the main entity, including type, subType, country, name, identifiers, and addresses.

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